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Business Plan BootCamp is set up to give the entrepreneurs and CEOs an opportunity to work one-on-one and in small groups with experts and professionals in finance, law, marketing, human resources, and venture investing. The Guest Speakers who participate are leaders in their field and have significant practices in the local area. Business Plan BootCamp is a great opportunity for executives in early stage companies to build a network of resources to help grow their business.
Prior BootCamps have featured both BU faculty members and top-flight local practitioners, including L. D. Berger, Graeme Campbell, Dennis J. Ceru, Andrew D. Clapp, Ron Finlayson, Jacqueline Michelle Ganim-DeFalco, David Kaplan, Susan H. Kormis, Melinda J. Kwart, Victoria P. Lazzell, David V. Lopez, Jack Malley, Deborah McConchie, Carrie J. McIndoe, Paul McManus, John A. Ratcliffe, Katherine R. Rogers, Mary Ann Russo, Peter R. Russo, Clint Smith, Jeffrey P. Steele, Greg Stoller, Charlotte Walker, Beth Weiner, Carrie Woerner, Charles A. Wry, Jr., Howard G. Zaharoff and Steve Zamierowski. |
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L. D. Berger has over 12 years experience in marketing and senior management of startups and global consumer product companies. She was the President of Apollo Eye Gear (performance sunglasses endorsed by Ken Griffey Jr.), and President and CEO of Le Coq Sportif in Paris, France (athletic footwear and apparel). Ms. Berger was also VP of Marketing and Sales for a startup wireless telecommunication company (Asia and Africa) and the Director of International Marketing for Converse, Inc. Ms. Berger has an MBA from Harvard University and a BA in Economics from George Washington University. |
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Graeme Campbell, Consulting Associate, Strategic Capital Resources, Inc. and Managing Director, Inverness Counsel, Inc. At Strategic Capital, Ms. Campbell assists entrepreneurs develop their business plans through the Business Plan BootCamp program, and provides analysis and due diligence of investment opportunities. As Managing Director of Inverness Counsel, Inc., Ms. Campbell is responsible for the management of $30M and support of an additional $300M in assets from individual and family trusts, institutions, foundations, pension and profit-sharing plans, corporations and endowments. She is a member of the firm's investment committee, participating in the firm's investment policy and review new and existing holdings. Ms. Campbell has both Series 7 and 63 General Securities Licenses. She has a bachelor's degree from Skidmore College. |
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Dennis J. Ceru is the director of Strategic Management Associates LLC. His specialties include business development and strategy, change management, and organization, operations, and process enhancement. He has consistently delivered successful solutions to the high-tech, financial services, and healthcare fields. Dennis earned a PhD from the University of Southern California, and a BS from Boston University. His experience includes:
Dennis has brought his strategies and methodologies to empower the following organizations: Blue Moon Studio, Inc., LifeWorks Connections, Grub Street Writers, Braverman Codron and Company, Windsor Systems, First Interstate Bank, and HealthWest Corporation. |
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Andrew D. Clapp is founding Managing Director of Gateway Financial Group and a principal of Brook Venture Fund. Previously he was a managing director at Shields & Company, a New England based investment banking firm, and prior to that he was a partner at Downer & Company, a transatlantic investment banking firm with offices in Boston and Paris. Mr. Clapp was President of Equifax Research, a division of Equifax, Inc. for five years before joining Downer, and for five years prior to that he was a Manager of the Corporate Development Unit at Arthur D. Little, Inc., international consultants where he advised U.S. and European companies seeking to acquire firms or diversify their businesses. In 1977 he founded a biweekly newsletter, Mergers & Corporate Policy, followed by three other publications and directories, and served as Publisher for the next twelve years while at Arthur D. Little, Equifax and Downer & Co. These publications were sold to Securities Data Company in 1989. Mr. Clapp has led or participated in more than three dozen seminars on mergers & acquisitions, corporate finance and venture capital, and has written a number of articles. Mr. Clapp is a graduate of Clarkson University where he received a B.S. in Industrial Distribution, with a focus in Electrical Engineering. He also received his M.B.A. from Amos Tuck School of Business Administration at Dartmouth College. Mr. Clapp is a Director of Universal Software, Linton Truss Company and Affordable Interior Systems and is a board observer on iMakeNews. He may be reached at adc@gatewayfinancial.com. |
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Ron Finlayson has extensive experience in the Venture Capital community. At Saturn Capital, Ron specialized in media technology, where he negotiated financings, reviewed partnership agreements and raised private equity. Prior to Saturn Capital, Mr. Finlayson provided boutique financing and marketing for Adrenaline Research where he successfully received an $8 million 'letter of intent to purchase' under record time. Additionally, he was instrumental in assisting and working with early stage companies as they were preparing to enter the financial markets. Mr. Finlayson's initial entrance into the professional venture financing arena was with Zero Stage Capital where his primary responsibility was raising the Zero Stage Capital Five Limited Partnership and assisting the managing partners in obtaining licensing under the revised SBIC program. While at Zero Stage he provided additional consulting to the International Fund for Ireland and their two venture capital funds. Mr. Finlayson started a company that pursued investment in Eastern Europe. Prior to working in the venture capital and investment markets he served as an advisor and aid to Senator John Kerry and former Lieutenant Governor Evelyn Murphy on economic developments and policy. |
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Jacqueline Michelle Ganim-DeFalco is a Marketing and Business Development professional who has spent twenty years in the information industry with NYNEX and GTE New Media Services. Jacqueline is Founder of Private LabelPeople, a network of professionals that provide Business Development, Marketing, and International support to companies with the need for hands-on, virtual executive business services. As a Business Advisor, Jacqueline focuses on opportunities for companies to grow through the development of new markets, products, distribution channels, and marketing programs. Since 1998, Jacqueline has worked for select group of growing companies as a virtual executive to execute on marketing and partnership initiatives. She is also an associate of Archer Development where she is providing marketing support to the PowerSkills, VIP relationship management program. Among her accomplishments as a corporate executive is the introduction of a New Business Development framework for NYNEX, post-AT&T divestiture, and a program to invest in Venture Capital portfolios to expand NYNEX interest in new technologies. Jacqueline's Marketing expertise is particularly tied to the award winning "Human Cartoons" ad campaign for NYNEX Yellow Pages and transition of this brick and mortar product to the online world. At GTE SuperPages.com, she led the team that developed and implemented the Marketing Programs resulting in GTE Superpages leadership in the online directory business. Jacqueline's experience and education include a BA from Emory University, an MBA in International Business and Marketing from NYU, completion of the International Management Program at the University of International Business and Economics in Bejing, PRC and an upbringing in a family consulting and software business. Recently, she has been a Guest Lecturer at Boston University's Graduate School of Management presenting on Business Partnerships and Marketing Alliances to second-year MBA students. |
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David Kaplan is an member of the Healthcare Entrepreneurship Program at Boston University. He is an independent consultant who specializes in strategic planning and plan writing for new ventures and commercialization of new medical technologies. He is a founder and executive vice president of ExpressGen, Inc. Formerly with Temple, Barker & Sloane (now Mercer Management Consulting) and Charles River Associates, he has served as director of marketing and general counsel for Callaway Technologies. |
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Susan H. Kormis, principal of Susan Kormis Associates, your Human Resource Department, has over 15 years of experience in human resources and business management. Ms. Kormis has successfully brought resourceful and cost-effective HR solutions to both start-up as well as established companies in numerous industries, including software technology, legal, accounting, architecture, real estate development and financial services. Her expertise includes staff planning, recruitment and retention, performance management, training and development, employee relations, executive coaching, employment practices and policies, employee handbooks, and insurance and benefits planning. Prior to starting SKA in 1995, Ms. Kormis held management positions with large corporations, professional services firms and start-up organizations. Ms. Kormis holds a BS degree from Drexel University in Philadelphia, and received certification as a Professional Trainer from Friesen, Kaye and Associates. She is actively involved with various professional organizations, including the Society of Human Resources Management, Human Resources Council, the New England Human Resources Association, and the Boston Entrepreneurs Network. |
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Melinda J. Kwart practices in the business and corporate areas, including exempt organizations, with an emphasis on formation and acquisition issues, as well as succession planning and general estate planning. Having acted as general counsel for a number of organizations, Ms. Kwart has routinely handled corporate governance issues on behalf of her clients, and has extensively represented businesses in loan, acquisition and in leasing transactions. In the area of non-profits, Ms. Kwart has been involved in the formation process, advising clients on the appropriate type of exemption to seek, as well as in clients' maintenance of exempt status, including preparation of required state and federal annual submissions as well as compliance with regulations governing the organization's activities and compensation structures. Melinda Kwart has also practiced intensively in the areas of estate planning and probate administration, and has focussed on providing such services to her business clients. She has a special interest in tax work and will soon complete the graduate tax program at Boston University School of Law. Ms. Kwart earned her B.A. from University of Wisconsin in 1979, and graduated from Duke University School of Law in 1983 with high honors. Ms. Kwart is licensed to practice in Massachusetts, Rhode Island and Delaware and is also admitted to practice before the U.S. District Courts located in those states. |
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Victoria P. Lazzell is the Managing Director for the New England market at VentureBank@PNC. Prior to joining VentureBank@PNC in 2000, Vicky spent over 15 years in commercial banking in Boston, most recently with the Technology Lending Group of Citizens Bank of Massachusetts. Vicky received a B.A. from Washington College in Maryland and an M.B.A from George Washington University. |
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David V. Lopez, President of Sales Training for Start-Ups, has 20 years of sales, sales management and sales training experience. As Vice President, Global Business Development at Scudder Kemper Investments, he helped launch a $90 million start-up by creating a successful selling process, a sales management structure as well as a comprehensive sales training program. As VP, Director of Training, at Fleet Investment Management, he built and managed the Retail Investment Sales training department. At Bank Boston, he was instrumental in the launch of an investment banking business unit. His experience also includes retail and institutional sales positions at several major investment firms raising more than $50 million in investment assets. Mr. Lopez is a licensed securities broker and a Registered Investment Advisor. |
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Jack Malley is a partner with FirstJensenGroup. As a part-time or interim CFO for his clients, Jack provides financial, systems and operational consulting services to technology and life science companies. Jack has a valuable combination of operational, financial/computer systems and finance expertise, having spent twelve years in industry where his responsibilities with growing companies included combined finance and operational responsibilities. His client list has included Allaire, CardioFocus, Raptor Systems, Webline Communications, eNOS Pharmaceuticals and ThinkEngine Networks. Prior to joining FirstJensenGroup in 1995, Jack held senior finance/operational positions with Fidelity Investments, Eastern Exclusives, and the Emerging Business Services Division at Coopers & Lybrand. He holds an MBA in Finance and Accounting from Northeastern University, a BA in Economics from the College of the Holy Cross and is a Certified Public Accountant. |
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Deborah McConchie, CEO and founder of BottomLine Marketing, has over 20 years experience in marketing and sales helping organizations build profitable long term customers. Deborah has launched, repositioned, marketed and sold a variety of products and services, in both large and small organizations within the high tech, health care and financial services industries. She has run her own companies, as well as marketing and sales departments for other firms. She has also coached CEO's, developed e-commerce strategies, spearheaded new business development, and built marketing infrastructures. Deborah holds an MBA from Harvard Business School and a Bachelor of Science with honors from Northeastern University. She currently appears weekly on the Boston Bloomberg PM radio show, offering tips on building customer value. She has also conducted numerous seminars, taught marketing courses and participated in a variety of business panels. Deborah also serves on several nonprofit Boards, including The Wang Center for the Performing Arts and the Boston Area Health Education Center. |
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Carrie J. McIndoe, President of Strategic Capital Resources, Inc., is experienced in business plan analysis, due diligence and in the private placement of syndicated investment products. Ms. McIndoe is a licensed securities broker, a graduate of Boston University with a BS in Business Administration and received a Certificate of Special Studies in Administration and Management from Harvard University Extension School. She was awarded the 1996 Boston University Metropolitan College Alumni Award for Distinguished Service to the Profession. Ms. McIndoe is the President of the BU Metropolitan College Alumni Association, is on the Executive Committee of the Boston University Alumni Association and is on the Skidmore College Business Advisory Council. She received the Henry Morgan Award for founding Business Plan BootCamp. |
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Paul McManus, Executive Director of Recruiting at Millenia Partners, focuses on portfolio company team development, including executive recruiting, compensation planning, and organizational design. He has significant experience in executive search for emerging, high-growth technology companies and has close working relationships with the leading executive search firms. Prior to joining Boston Millennia Partners, Paul spent six years conducting executive level search assignments for high-tech companies as President of his own firm and as Vice President with Aubin International. Previously, Paul spent four years as founder and Managing Director of the Bell-Mason Group, a management consulting firm serving the high tech start-up markets in Boston and Silicon Valley, where he led several hundred assignments in the areas of venture team assessment & development and executive staffing. Paul previously spent fifteen years at Digital Equipment Corporation, most recently as manger of new venture development for their corporate new ventures program. He holds a BSMET degree from Wentworth Institute of Technology (1977) and an MBA from Boston University (1986). |
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John Ratcliffe is a founding member of Pavento, Ratcliffe, Renzi & Co., LLC and has been in professional practice since 1986. Mr. Ratcliffe's professional experience includes business consulting, financial forecasting, accounting and auditing, government auditing, computer consulting and training, corporate and individual taxation. Mr. Ratcliffe has practiced in the following industries: Manufacturing companies, medical practices, nonprofit organizations, computer service organizations, broker dealer companies, thoroughbred horse racing and stallion syndication, tourism, entertainment, computer service organizations, tool and die manufacturers, construction companies, restaurants, real estate agencies and other service related companies. Mr. Ratcliffe is a graduate of Bryant College. He is a member of the American institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants, Inc., Rhode Island Society of Certified Public Accountants, Massachusetts Society of Certified Public Accountants - Nonprofit Committee, and the American Horse Counsel. |
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Katherine R. Rogers is Founder and President of The Marketing Consortium, Inc. and has over 15 years of line management and business development experience in consumer-packaged goods and business-to-business products and services. She has introduced new products, directed repositioning efforts, and returned declining brands to profitability for corporations such as Nestlé, Heublein, CIGNA, and PepsiCo. At The Marketing Consortium, Ms. Rogers has successfully identified and translated growth opportunities into increased market penetration, revenue and profits for clients including Xerox Business Systems, Compass Partners International, MassMutual, Katahdin Industries, Euclid Partners, The New York Times, and JuniorNet. A graduate of Mount Holyoke College, Ms. Rogers holds an MBA from the University of Connecticut. She is a member of the faculty at the New England School of Banking where she teaches Marketing and Strategy. |
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Mary Ann Russo has over 25 years experience in operational roles with start-ups to later stage companies in the technology sector. She was the CEO of Fitforall.com, an internet start-up and COO of a Life Sciences consulting firm in California working with early-stage companies. Ms. Russo also worked for Quantum Corporation as Director of Worldwide Customer Engineering and Customer Service. Currently, she is Managing Director of IEI Resources, Inc., a company that specializes in all aspects of corporate, criminal and financial investigations. She has an MBA from Simmons College and served on the Board of Examiners for the Malcolm Baldrige Quality Award. |
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Peter R. Russo is a Lecturer in Entrepreneurship and the Director of the Entrepreneurial Management Institute at the Boston University School of Management. He received his MBA degree from Harvard University in 1980 and a BS degree from the Montclair State University in 1974. Professor Russo currently teaches courses in Entrepreneurship and Strategy in the MBA and Undergraduate programs. Between 1983 and 1998, he served as the CEO of a local technology company, Data Instruments, which achieved distinction in the areas of international expansion, total quality and employee ownership. |
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T. Clint Smith has practiced in the area of civil litigation since 1974, and has particular experience in the areas of medical malpractice, product liability, general personal injury (especially head injury litigation) and commercial, business, and shareholder litigation. Mr. Smith has tried cases, and successfully handled appeals, in both federal and state courts. He also has extensive experience in alternative dispute resolution and served on the American Arbitration Association's panel of arbitrators for many years. One jury verdict, which he obtained on behalf of a severely injured child, remains the highest amount awarded in New England in a "dram shop" case, and ranks among the highest jury verdict amounts in New England history. He has million-dollar and multi-million dollar jury verdicts to his credit. Although he handles cases for both plaintiffs and defendants, the greater percentage of his work is for plaintiffs. Mr. Smith is admitted to practice in the courts of Massachusetts, the U.S. District Court for the District of Massachusetts, the U.S. Court of Appeals for the First Circuit, the Supreme Court of the United States and has been admitted, pro hac vice, to the courts of Maine, New Hampshire, and Rhode Island. He is a member of the American, Massachusetts, and Boston Bar Associations and is also a member of the American Trial Lawyers Association, the Massachusetts Academy of Trial Attorneys, where he is a member of the Board of Governors, and the Massachusetts Head Injury Association. Mr. Smith is a founder of USTeleCenters, Inc., a nationwide telecommunications firm headquartered in Boston, and for ten years was a member of its Board of Directors. Mr. Smith is presently a member of the Board of Directors of Secure Technologies, Inc. Clint Smith received a J.D. degree, cum laude, from Boston College Law School in 1974, where he was an editor of the law review. He is an alumnus of Harvard College (1968) and Noble and Greenough School. |
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Jeffrey P. Steele is a senior associate at Morse, Barnes-Brown & Pendleton, P.C., where he practices securities and general corporate law, focusing on start-ups and developing companies in technology and information businesses, including Internet and e-commerce companies, telecommunicatings companies and software companies, as well as the representating these entities in initial and secondary public offerings, private placements, seed and venture capital financings, mergers and acquistions, intellectual property, licensing, public company compliance work and executive employment matters. Jeff graduated magna cum laude from the University of Colorado at Boulder, earned an A.M. in History from Brown University, and in 1992 graduated from Cornell Law School. |
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Gregory Stoller is the President and Founder of Coolidge Plaza, LLC, a real estate holding company which buys, sells, and operates commercial and residential properties in the metropolitan Boston area. Stoller is also an adjunct lecturer at Boston University's School of Management, where he teaches International Entrepreneurship, and other electives, in the Management Policy Department. Stoller was previously the Financial Planning Manager at ZOOTS, a retail dry cleaning start-up, responsible for strategy development, and sourcing and evaluation of real estate locations. His real estate career began at Realty Financial Partners, a development and operations company, as the assistant to the CFO. Stoller's international experience started at the Imperial Hotel in Tokyo, Japan, where he was recruited and selected as the first full-time staff member in the hotel's 104-year history. After returning to the U.S., Stoller joined Shiva Corporation as the Asia Pacific and Latin America Development Manager. Stoller is a graduate of the Cornell University School of Hotel Administration, and Harvard Business School. |
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Charlotte Walker is Founder and Managing Partner of The Seed Fund, which includes TSF Partners, LLC and TSF Entrepreneurial Roundtable I, LP (TSF ERT). She has served as Chief Operating Officer and CFO for MOCA Systems, Inc., a TSF ERT portfolio company. She also served as CEO of Sanctuary Woods, a multimedia software company that she restructured and refinanced, and CEO of Martin Simpson & Company, Inc., a NYSE and NASD member firm specializing in technology and health care industry research, consulting and investment management which was acquired. Previously, Ms. Walker was a top ranked analyst on Wall Street in the Computer Software and Data Services industry segment. She was also an investment banker and she originated, structured and raised capital for numerous equity, debt and convertible debt transactions. Ms. Walker was a Principal at Alex. Brown & Co., Inc. and Managing Director of Bear Stearns & Co., Inc. in New York. She has held positions as a securities analyst at L.F. Rothschild, Unterberg, Towbin, Wood Gundy Corporation and County NatWest Securities. Ms. Walker began her career as a computer systems engineer and manager for General Electric Information Services Company (GEISCO). She is a graduate of the University of Virginia and holds a Bachelor of Science. Ms. Walker is a member of The Boston Club and serves an advisor to The Commonwealth Institute. |
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Beth Weiner, President of Marketing Edge Consulting Group, has 15 years of sales, marketing, and business development experience helping leading-edge organizations meet and exceed their business objectives. She has successfully performed the same tasks and has faced the same business challenges that her clients face on a daily basis. She holds an MBA from Boston University and a degree in Economics from Brandeis University. Her experience includes:
Beth has brought her tactical project management skills to empower the following organizations: Cutter Consortium, Eggrock Partners, eXcelon Corp., Cutter Information Corp., PlaceLinks, W.A. Wilde, Aquarius Healthcare Productions, New Medico Rehabilitation Systems, and Blue Moon Studio. |
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Carrie Woerner, Executive Director of Strategic Capital Resources, Inc., has 17 years of experience in high technology, intrepreneurship, strategy development, business planning, due diligence, negotiation, marketing, and business development. Ms. Woerner began her career at IBM, working in software product development management and marketing. After leaving IBM, she joined Perot Systems Corporation in 1996 to develop a company strategy for entering the Internet Services market. This strategy resulted in the formation of a new business unit, Time0, offering technology and development services in the business-to-business ecommerce market. Ms. Woerner ran business development and marketing for Time0 until 2001. In addition to working with Strategic Capital, she is on the faculty of the University of Phoenix Online Division. Ms. Woerner has an MBA from Santa Clara University and a bachelor's degree from Carnegie Mellon University. Ms. Woerner and Ms. McIndoe recently co-authored an article on "Writing a Business Plan for a Merger or Acquisition," to be published in the November 2001 issue of Women's Business. |
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Chip Wry is a stockholder and director of Morse, Barnes-Brown & Pendelton, P.C., which is a transaction-oriented business law firm concentrating on start-ups, financings, mergers, acquisitions, dispositions and the commercialization of technology. He is co-chair of the firm's tax practice group and, in addition, represents a number of businesses and investor groups in connection with their general affairs. He received a B.S. from Cornell University in 1980, a J.D. from Boston College Law in 1984 and an LL.M. in Taxation from New York University in 1988, and is a member of the adjunct faculty of the Graduate Tax Program at Boston University School of Law. |
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Howard G. Zaharoff is a stockholder of Morse, Barnes-Brown & Pendelton, P.C., with over 19 years experience in business, technology and intellectual property law. His practice focuses on information and technology businesses, including Internet and e-commerce companies, interactive media firms, software companies and publishers, as well as consultants and authors. He has served as co-chair of the Boston Bar Association's Arts and Entertainment Law Committee (1996-1998) and Computer and Internet Law Committee (1997-1999), and is currently co-chair of its Intellectual Property Section (1999-2001). He also lectures and writes frequently on technology and intellectual property topics, and his articles have appeared in The Computer Lawyer, Computerworld, The Boston Globe, Mass High Tech, Publishers Weekly, Folio, The Writer and Writer's Digest. He holds a B.A. from Lafayette College (1973), an M.A. and Ph.D. in Philosophy from The John Hopkins University (1975 and 1979), and in 1980 graduated maagna cum laude from Harvard Law School. |
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Zam is the Director of Business Development in the Deloitte & Touche New England Technology & Communications Practice. As director of the Tech-Venture Center, he focused on helping technology entrepreneurs build a strong professional services and capital foundation for their company. Before joining D&T, Zam held a variety of senior marketing and product positions at Data General, Progress Software and Interleaf. He began his career as a market analyst with International Data Corporation. Zam is a frequent lecturer, judge and coach at entrepreneurial venues such as the MIT Enterprise Forum, MIT TCN, Springboard, Capital Venue and the Northeastern University $60K Business Plan Competition. |
All text copyright © 2002, Strategic Capital Resources, Inc. All rights reserved. |