May 16, 2008
The Ritz-Carlton
Boston, MA
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please contact us at
(415) 553-4142 or tlsinfo@tlsummits.com
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Marketing Keynote:
Stephanie Sonnabend
CEO & President
Sonesta International Hotels Corp.
Biography:
Stephanie Sonnabend is chief executive officer and president of Sonesta International Hotels Corporation, the hotel business her grandfather, A.M. Sonnabend, founded in the 1940’s. In this position, Ms. Sonnabend oversees the company’s twenty-seven hotels, resorts and Nile cruises located in the United States, St. Maarten, Egypt, Peru and Brazil. In 2006, she celebrates her twenty-ninth year with the company. Prior to becoming CEO and president in 2003, she served as Sonesta’s president since 1996, executive vice president from 1993-1995, and vice president of marketing from 1984-1992.
Ms. Sonnabend’s professional memberships include World Presidents Organization, CEO, Massachusetts Women’s Forum, C200 and the Boston Club. She serves on the Board of Overseers of Beth Israel Deaconess Medical Center and the Board of Trustees of New England Conservatory of Music, where she chairs the Facilities Committee. She is currently on the Board of Directors of Sonesta International Hotels Corporation and of Century Bank and Trust and Century Bancorp, where she is a member of the Audit and Asset Liability Committees.
In 2005, Ms. Sonnabend launched Youth Micro Credit International “YMCI”. This is a student run organization whose mission is to spread the word that small amounts of money loaned to people in developing countries can significantly improve their lives.
A magna cum laude graduate of Harvard University, Stephanie Sonnabend received her master’s degree from M.I.T.’s Sloan School of Management. Ms. Sonnabend resides in Brookline, MA, with her husband, Gregory Ciccolo, and their two children.
Company Background:
For over 60 years, Sonesta has owned, managed, designed, built and marketed hotels throughout the world. Sonesta International Hotels Corporation is an outgrowth of Sonnabend Operated Hotels, founded in the 1940's by the legendary A.M. Sonnabend. In 1956, Sonnabend acquired a controlling interest in Childs Restaurant Group. He then merged his hotel interests into the public company, sold off the restaurants and became Hotel Corporation of America, one of the first major hotel companies.
Sonesta operates under the leadership of Roger P. Sonnabend, executive chairman, his daughter, Stephanie Sonnabend, CEO and President, and his nephew, Peter J. Sonnabend, CEO and vice chairman. Roger and his two brothers, Paul and Stephen, are actively involved in Sonesta's business, as is the third generation of Sonnabends, including Jacqueline Sonnabend, Kathy Sonnabend Rowe, Alan Sonnabend, Thomas Sonnabend and Patti Sonnabend Wagner.
There are presently 27 Sonesta hotels and resorts, including 5 Nile cruise ships. The properties are located in Boston, Miami, New Orleans, St. Maarten, Peru, Brazil, and Egypt. Sonesta properties are under development in Orlando, FL; San Carlos, Mexico and Jaco Beach, Costa Rica.
Finance Keynote:
Frank Helstab
Managing Director
The Institute for Corporate Planning & Finance
Biography:
Mr. Helstab’s MBA studies were in the financial and accounting disciplines. He completed his Juris Doctorate program in 1978. While at law school, and during his graduate and undergraduate studies, Mr. Helstab worked in the District Attorney’s office, Delaware County, Pennsylvania, the City Controller’s office in Philadelphia and as a Page in the House of Representatives, Commonwealth of Pennsylvania.
Upon completion of his formal education, Mr. Helstab trained on Wall Street with a major international securities firm. Since 1979, Mr. Helstab has been a self-employed independent consultant. His assignments have included functioning as a business analyst and negotiator for both national and international merger and acquisition firms. He has also acted as a marketing/financial consultant for financial, real estate and insurance firms. Mr. Helstab created third party and captive marketing approaches for real estate syndications, and was co-founder of a major financial planning corporation. In addition, he co-developed the captive marketing programs now being used in several Fortune 1000 companies. In 1981, he created financial strategies for top corporate and middle management executives. The strategies involved five-year forecasting and balance sheet positioning in addition to estate planning, employee benefits and retirement approaches.
As a professional lecturer and seminar leader since 1979, Mr. Helstab has spoken to thousands of top and middle management professionals in the Fortune 1000. He has appeared as a guest speaker on financial network television programs, acted as a professional authority on radio talk shows, and has spoken to thousands of entrepreneurs on the topics of mergers/acquisitions, and maximizing corporate value.
Company Background:
The Institute was formed in March of 2002 as the direct result of a seminar program, dating back to 1989, specifically designed for the Banking Industry. The seminar was so successful that the program expanded into the legal, accounting and financial advisory professions. Today, The Institute’s program boasts of a track record of over 700 workshops presented to an aggregate of over 15,000 business owners, through their various professional and banking relationships. The primary purpose of the Institue is to educate business executives on the proper procedures, methodologies and strategies involved in growing and financing their businesses.
IT Keynote:
Bruce Michelson
National Lifecycle Manager & Distinguished Technologist
Hewlett-Packard
Biography:
Bruce has been appointed and recognized as a Distinguished Technologist by Hewlett-Packard. Distinguished Technologist is a title reserved for an elite few individuals who have met a rigorous standard within three performance criteria- impact and continuity of technical contributions, leadership, and breadth and depth of knowledge.
Bruce is the author of over 200 white papers for both the industry and our customers. Bruce holds multiple copyrights for the research and publications he has developed. Bruce has participated as an adviser on two management textbooks. A comprehensive book regarding access lifecycle management entitled “Closed Loop Lifecycle Planning”© is in publication and is available globally. From a subject matter expertise perspective, Bruce holds multiple certifications.
Prior to assuming the role of National Lifecycle Manager, Bruce has held regional positions in the high technology field including expertise in the utility business model, lifecycle services, and cost management. A frequent keynote speaker representing Hewlett-Packard, Bruce has presented various lifecycle topics to a diverse group ranging from colleges and universities to senior executives.
Bruce has in excess of 30 years experience in the high technology, cost management, and total cost of ownership across multiple industry segments. Bruce earned a bachelor's degree in business accounting in 1974 from Indiana University.
Company Background:
HP is a technology company that operates in more than 170 countries around the world. We explore how technology and services can help people and companies address their problems and challenges, and realize their possibilities, aspirations and dreams. We apply new thinking and ideas to create more simple, valuable and trusted experiences with technology, continuously improving the way our customers live and work.
Featured Presenters:
Scott LaNeve
Senior Vice President, Sales & Marketing
Accellent
Biography:
Scott LaNeve brings over 25 years of leadership experience to Accellent, including more than 17 years in healthcare sales and marketing. Scott's breadth of experience includes roles with major manufacturers such as Abbott Laboratories, Boehringer Mannheim (now Roche), DePuy Orthopedics (now J&J), and Instrumentation Laboratory; as well as executive sales and marketing positions within some of the nation's leading providers of medical care, including Quest Diagnostics and Physiotherapy Associates. Prior to working in healthcare, Scott was an officer in the United States Army. He is a combat veteran and former paratrooper, having served in the 82nd Airborne Division. He is a graduate of West Virginia University and completed graduate studies at IMD in Lucerne, Boston University and Columbia. He holds an MBA from Suffield University.
Company Background:
Accellent Inc. provides fully integrated outsourced manufacturing and engineering services to the medical device industry in the cardiology, endoscopy, and orthopaedic markets. Accellent has broad capabilities in design and engineering services, precision component fabrication, finished device assembly, and complete supply chain management. These capabilities enhance customers' speed to market and return on investment by allowing them to refocus internal resources more efficiently.
Cliff Lange
Vice President, CFO, & Chief Actuary
Boston Mutual
Biography:
Mr. Lange is a 1979 graduate of the University of Connecticut and became of Fellow of the Society of Actuaries (FSA) in 1983.
He began his career with Connecticut General Life Insurance Company in 1979 as an Actuarial Student. After the merger which formed CIGNA he worked as a consultant for Price Waterhouse for five years. Then he worked at Connecticut Mutual Life Insurance Company for five years, and was their Vice President and Chief Actuary.
Since 1994 he has held senior roles including Senior Vice President and Chief Actuary at Golden Rule Insurance Company and Senior Vice President and Chief Actuary of GE Financial Assurance. Prior to joining Boston Mutual Life Insurance Company he most recently served as the Senior Vice President and Chief Actuary of Excellus Blue Cross Blue Shield, in Rochester, NY.
Mr. Lange joined Boston Mutual Life Insurance Company in January 2007 as the Vice President, CFO & Chief Actuary. He has responsibility for the actuarial and controllers areas. Mr. Lange is a Fellow of the Society of Actuaries (FSA), a member of the American Academy of Actuaries (MAAA), a Chartered Life Underwriter (CLU), and a Fellow, Life Management Institute (FLMI).
Company Background:
At Boston Mutual, our vision is be "the best niche marketer of insurance products and services". Although not a new vision, this statement clearly focuses our efforts on what we need to accomplish to make our Company successful now and in the future. Boston Mutual's dedicated employees and professional sales force have continually made progress towards this vision. We have a successful core benefits strategy and have enhanced our product offerings in our Worksite Marketing Division, have increased our agent recruitment and product portfolio in our General Agencies niche markets, and continue to focus on core products and quality producers in our Group Division.
Marie Perfetti
Progam Manager, MIS Operations
Massacusetts Water Resource Authority
Biography:
Marie Perfetti has over 24 years experience in the Information Technology field and has spent the last 14 years working for the Massachusetts Water Resource Authority, where she is currently the Program Manager, MIS Operations. In this role, she manages the MIS HelpLine operation and staff that are responsible for tracking service requests and providing IT support. She has also worked in hardware maintenance and IT security. Previously she has held IT positions with Leading Edge Products, PC Week, and Inland Pollution Control.
Marie has a B.S. in Computer Information Services and an A.S. in Management from Bentley College.
Raymond Boggs
Vice President, SMB & Home Office Research
IDC Research
Biography:
Raymond Boggs directs the Small/Medium Business and Home Office Research Programs for IDC, a market research firm in Framingham, Massachusetts. He has extensive experience in customer survey research and market planning. Mr. Boggs has been tracking developments in the SMB and SOHO markets for over 15 years. Prior to joining IDC he established and managed the first research program to focus exclusively on the small business market while at BIS Strategic Decisions (now part of Forrester Research). He also served in the technology group at Response Analysis/Roper Starch Worldwide in Princeton, NJ where he examined the changing role of advanced computing and communications technology in small businesses and home offices.
Mr. Boggs is a regular speaker at industry conferences and is quoted in industry publications as well as The New York Times, the Wall Street Journal, and USA Today. A recipient of IDC's Peacock Award for research excellence, Boggs completed undergraduate work at Hamilton College and holds advanced degrees from Brown University and the Carroll School of Management at Boston College.
Company Background:
IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 900 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 90 countries worldwide. For more than 43 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company.
Ralph Oliva
Executive Director & Professor of Marketing
The Institute for the Study of Business Markets
(Smeal College of Business at Penn State University)
Biography:
Ralph is the Executive Director of the Institute for the Study of Business Markets, and Professor of Marketing in the Smeal College of Business Administration at Penn State University. He is driving the growth of the ISBM as the leading academic center devoted to advancing knowledge and practice in Business-to-Business marketing worldwide. The ISBM is supported by 65 major firms, and a network of over 100 researchers, all focused on B-to-B.
Since 1997, Ralph has been working with B-to-B firms in building better, more profitable business marketing practice by creating direct connections from practitioners to leading-edge researchers, through the design and implementation of educational programs spanning the practice of B-to-B, and in building networked communities of learning. He has worked extensively with ISBM Member firms including DuPont, Deloitte, Xerox, Honeywell, Timken, Dow, Arkema, Rohm and Haas, IBM, GE, Alfa Laval, National Starch and Chemical, Parker Hannifin, Swagelok, PPG, and others in the Fortune 500.
Ralph is a regular columnist for Marketing Management magazine, and is active in Executive Education, as well as the Smeal College MBA program, where he received the "Excellence in Teaching Award” from the MBA class for 2002 and 2007. He teaches B-to-B Marketing, Strategic Brand Management, and Integrated Market Communications. His research focus is on tracking the trends shaping business markets, Business-to-Business brands and ingredient brands.
Before joining Penn State, Ralph spent 23 years in B-to-B and consumer marketing, and established a “Virtual University” for marketing at Texas Instruments. He has served as VP of Market Communications and Design for TI worldwide, and leader of the TI.com web Team.
Ralph developed the “DLP” branding program for TI (TI's first ingredient brand) and worked on landmark products (including TI’s “Speak and Spell”, and the TI-30 calculator).
Ralph holds a Ph.D. and M.S. in Solid State Physics from Rensselaer Polytechnic Institute, and a B.S. in Physics from Fordham University. He lives in State College, PA with his wife Kat, and their sons Matthew and Christopher.
Company Background:
The Institute for the Study of Business Markets (ISBM) is a center of excellence in the Smeal College of Business Administration at Penn State. We are networked with researchers, educators and practitioners in business-to-business marketing in companies and universities throughout the world. Our focus is business-to-business marketing—marketing from one business or "value chain" to another. ISBM develops and executes seminars, conferences, consortia, research projects, research, and working papers for ISBM members and other practitioners and scholars with an interest in business-to-business marketing.
Steve Signoff
Executive Vice President, Marketing
One Communications
Biography:
Steve Signoff is the Executive Vice President of Marketing with responsibility for overseeing the company’s overall marketing and branding strategy. Steve was most recently CEO of IDPS, a start-up offering a mobile and fixed line privacy protection service. Prior to that assignment, he served as vice president of market development & strategy for Sprint Nextel’s division serving the company’s small, medium, large, multinational and wholesale business customers. During his time at Sprint, he led a critical strategic project to launch Sprint into the mobile professional services market and was developing the market entry for Sprint and cable companies into the business marketplace.
Other positions held by Steve during his Sprint career include vice president of strategic market development for the Sprint Global Markets Group; vice president of the company’s Sprint International business unit as well as vice president of its European operations; and vice president of marketing and channel development for the company’s International organization for consumer, business and wholesale markets.
Prior to joining Sprint, Steve held several finance, strategy and sales positions during his time with Owens Corning Fiberglas. He holds a Bachelor of Arts in Finance (with a minor in economics) from Avila University in Kansas City, MO. He has completed additional post-graduate courses in business development negotiating, marketing and strategic planning with Harvard Law School, Columbia University and the University of Michigan.
Company Background:
One Communications, with corporate offices in Rochester, NY and Waltham, MA, is the largest privately-held competitive local exchange carrier (CLEC) in the U.S. and a powerful telecommunications resource for business. Our customer-focused approach offers an attractive alternative to the big phone companies, with a superior level of service, support and personal attention they just don’t deliver. With more than 2,400 employees and $800 million in annual, revenue, One Communications serves more than 160,000 businesses, in 16 states throughout the Northeast, Mid-Atlantic and Upper Midwest regions. Expect more from One.
Ann Garrett
CEO & President
The Marketing Studio
Biography:
Ann Garrett is the CEO and President of The Marketing Studio, which she founded over six years ago. Ann started The Marketing Studio to help companies of all sizes bring products to market and build bridges with customers that substantially impacted their ability to get start up or growth funding, target the right customer and create loyalty, attract the right employees, and accelerate growth, market-share and sales.
Previously, Ann served as a Lead Strategic Customer Advocate for two organizations within Hewlett-Packard. The first, a start up organization with the vision to grow in-home communication between families, and the other for a $1 billion dollar storage business. In those two roles, Ann led the entire organizations to become more become customer centric. The result of Ann’s strategy and activities reduced product development time, increased customer satisfaction, increased employee job satisfaction, and optimized each investment in order to increase total sales revenue.
Ann has a BA in Marketing from Boise State University and is continuing to augment her education by enrolling in a variety of graduate marketing courses at the University.
Company Background:
The Marketing Studio provides premier marketing services to companies helping them build bridges with their customers and create customer advocates. During the Mid Sized Business Strategy Summit we will share best practices that can be executed right away resulting in improved customer knowledge and loyalty, and will address real issues mid size companies have in building customer centric companies.
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