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monthly

In this issue... Leaders need to be better ‘followers’

2017’s CEO

of the Year Tech Billionaire Dr. Andy Khawaja was recently nominated in CEO Monthly’s Magazine as CEO of the Year 2017. Recently, we were privileged to interview him to discover more about his hands-on approach to the firm’s work, as well as his profound insights into the importance of communicating and engaging with his team.

Materials Science. Digitalisation. Life Extension. Setting an Example for Others to Follow

Issue 3 2018


Welcome to issue 3, 2018 of CEO Monthly Magazine, bringing you the latest news and updates from across the globe, spanning every major industry and sector. In recent news, a trusted provider of cybersecurity, Coalfire announced on the 21st March that the board of directors has appointed Tom McAndrew to the position of CEO, effective the 1st April 2018. McAndrew succeeds Larry Jones, who served as Chairman since 2012 and CEO since 2015. Jones has elected to step down from the full-time CEO commitment; he will remain an advisor to McAndrew and Coalfire throughout the remainder of 2018, and will continue to serve on Coalfire’s board of directors. In this month’s edition, RAM Tracking is a multi-award-winning provider of vehicle tracking technology and associated customer success and support. Recently, we spoke to the firm’s CEO, Chris McClellan who kindly provided us with an insight into what it is like to be a leader, and what techniques he employs to ensure he runs a successful company. Kate Donovan is the Recruitment Process Outsourcing (RPO) President for ManpowerGroup, as well as the Senior Vice President for ManpowerGroup Solutions in North America, a role which includes the RPO and TAPFIN divisions. We caught up with Kate to find out more about the aims she has set out to achieve in her line of work as well as the outstanding success she has accomplished. Elsewhere in this issue, M&C Saatchi is a confederation of 11 specialist agencies - from brand strategy & design, PR, sponsorship, retail specialists and media. We spoke to CEO, Jaimes Leggett to find out a bit more about his own role, and the journey he has taken throughout his career. Lastly, leading global asset manager, OppenheimerFunds has appointed Julie Sendelbach and Dave Thomas to its CEO Advisor Institute’s Executive Consulting team. Reporting to Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds, Sendelbach and Thomas will lead personal and professional development programs for financial advisors across the Midwest and Mid-Atlantic regions. Here at CEO Monthly, we truly hope that you enjoy reading this issue and look forward to hearing from you. Jessica Daykin, Editor Phone: +44 (0) 203 725 6842 Email: j.daykin@aiglobalmedialtd.com Website: www.ceo-review.com AI Global Media, Ltd. (AI) takes reasonable measures to ensure the quality of the information on this web site. However, AI will not assume any legal liability or responsibility for the accuracy, correctness or completeness of any information that is available through this web site. If errors are brought to our attention, we will try to correct them. The information available through the website and our partner publications is for your general information and use and is not intended to address any particular finance or investment requirements. In particular, the information does not constitute any form of advice or recommendation by us or any of our partner publications and is not intended to be relied upon by users in making or refraining from making any investment or financial decisions. Appropriate independent advice should be obtained before making any such decision. Any arrangement made between you and any third party named in the site is at your sole risk and responsibility.

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Contents 4. News 6.

2017’s CEO of the Year Dr. Andy Khawaja - Allied Wallet

8.

A CEO Ensuring his Door is Open to Everyone Chris McClellan - RAM Tracking

10. Providing the Necessary Talent for Success Kate Donovan - ManpowerGroup Solutions 12. Setting an Example for Others to Follow Jaimes Leggett - M&C SAATCHI 16. Leaders need to be better ‘followers’ 18. Materials Science. Digitalisation. Life Extension. Ward Thomas - Sentient Science 20. Dave Habiger Appointed President and CEO of J.D. Power 22. OppenheimerFunds Expands CEO Advisor Institute’s Executive Consulting Team 24. Marketing Veteran Rae (Hoffman) Dolan Announces her Retirement from SEO, Steps Down as PushFire CEO; Sean Dolan Appointed New CEO 26. Great Books Foundation Names Valentina Texera-Parissi New CEO 28. Covr Financial Technologies announces Michael Kalen as Chief Executive Officer 30. Best Friends Animal Society Names Julie Castle As CEO

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GTL Announces Deb Alderson as Chief Executive Officer

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Former Sotera CEO’s history of leading successful companies will bolster GTL’s technology leadership and growth.

GTL leads the fields of correctional technology, education, and government payment services with visionary solutions and customised products that integrate seamlessly to deliver security, financial value, and operational efficiencies while aiding inmate rehabilitation and reducing recidivism rates. On the 21st March 2018, GTL announced that Deb Alderson has been named as Chief Executive Officer of GTL, joining the company on April 2nd. Alderson brings a history of past success and leadership to the company, most recently as CEO of Sotera Defense Solutions, which was acquired by KeyW Corporation in March 2017. Deb has spent the majority of her career in government services. In addition to Sotera, she served in leadership roles with SRA International, SAIC, and Anteon. Among other accolades, she earned a “Fed 100” award from Federal Computer Week as a leader who affects change, progress, and efficiency in determining how the federal government acquires, develops, and manages information technology. “Deb is the right person to lead GTL and continue the company’s technology leadership,” said Michael Sand, GTL Board Chairman. “She has a passion for improving the corrections environment through GTL products, and her strong experience leading sales and service organisations will benefit our customers, inmates, and GTL employees. We are confident that Deb will elevate our already-strong

leadership team and will be a highly-capable successor to Brian Oliver, the company’s retiring CEO. We greatly appreciate Brian’s leadership of GTL during a time of tremendous growth and transformation, as well as his assistance in executing a smooth transition of leadership. Also, we look forward to continuing to work with him in his new capacity as an advisor to the company.” Alderson brings a proven history of integrating acquired companies to drive business success to GTL, following a period when the company has executed a number of strategic moves to bolster its technology leadership position in the corrections industry. GTL acquired San Francisco-based Telmate in August 2017, which strengthened the company’s position as a provider of wireless tablets to the corrections market. GTL also acquired Nashville-based IDS in January 2017, which added education professionals and content to help prepare inmates for re-entry and reduce recidivism. “I am excited to be joining GTL and leading the company during a period of tremendous opportunity,” said Alderson. “GTL’s products play a critical role in facilitating inmates’ connection to friends and family. I am excited about the opportunity for GTL products to continue to enhance communication, increase facility safety, and provide education opportunities to inmates. We will work to deliver these benefits to our corrections customers, while also improving the rehabilitation and re-entry of those who are incarcerated.”

Coalfire Appoints New CEO Tom McAndrew Coalfire, a trusted provider of cybersecurity advisory services, announced that the board of directors has appointed Tom McAndrew to the position of CEO, effective the 1st April 2018. Coalfire is the cybersecurity advisor that helps private and public-sector organisations avert threats, close gaps and effectively manage risk. By providing independent and tailored advice, assessments, technical testing and cyber engineering services, we help clients develop scalable programs that improve their security posture, achieve their business objectives, and fuel their continued success. On the 21st March 2018, Coalfire announced that the board of directors has appointed Tom McAndrew to the position of CEO, effective April 1, 2018. McAndrew succeeds Larry Jones, who served as Chairman since 2012 and CEO since 2015. Jones has elected to step down from the fulltime CEO commitment; he will remain an advisor to McAndrew and Coalfire throughout the remainder of 2018, and will continue to serve on Coalfire’s board of directors. McAndrew has held key leadership roles at Coalfire since he joined the company in 2006, most recently as chief operating officer. His experience leading teams in Sales, Service Delivery and Technical Testing, as well as providing general oversight on operations, including financial, human resources and marketing initiatives, position him to be a highly effective CEO in further expanding Coalfire’s market leadership in cyber security and risk advisory services.

McAndrew will focus his teams on developing trusted partnerships with both commercial and federal customers and continuing to be cybersecurity thought leaders for our clients as they increasingly leverage the cloud, smart systems, and other technologies to transform their businesses. McAndrew will also continue to evaluate and pursue both organic and inorganic growth opportunities. “I want to sincerely thank Larry Jones for his many years of leadership, his tireless dedication to Coalfire’s customers and his success in laying the foundation for the company’s continued growth,” said McAndrew. “I’m excited to take Coalfire to the next level and will continue to build on our positive growth, propelling the business to a higher level of market awareness and leadership in cybersecurity.” “I’m very pleased with Coalfire’s current market position, our growing leadership in the cybersecurity industry and the customer confidence we’ve achieved,” said Jones. “Tom McAndrew’s broad knowledge base, expertise and deep familiarity with Coalfire’s people, customers and business position him perfectly to take the reins. I have every confidence that he will continue our positive momentum.”

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2017’s CEO of the Year Tech Billionaire Dr. Andy Khawaja was recently nominated in CEO Monthly’s Magazine as CEO of the Year 2017. Recently, we were privileged to interview him to discover more about his hands-on approach to the firm’s work, as well as his profound insights into the importance of communicating and engaging with his team Firstly, how does it feel to be nominated as the CEO of the Year 2017? To be nominated for the CEO of the Year 2017 is a great honour and I believe it is very much based on my hard work and skills, so I am extremely thrilled and happy to receive this accolade. What do you believe are the essential qualities for any CEO? All CEO’s have a duty to do the job that every CEO in the world does, which is to be hands-on, communicate with your staff and be much more engaged with every department. In addition, you need to know what errors they have and how you can fix those, by working with them. Staff members cannot be yelled at, but any CEO should work with them and educated. You cannot hire a team and expect them to work miracles if you do not lead them well. CEO must be a leader who takes the team in the right direction, to ensure that they are a better candidate for the task in hand. How did you become a CEO? What path did you take to become one? I started as an employee and I saw the way that my superior managers handled the tasks and directed us. In this position for 16 or 17 years, I learned what the tasks are for a CEO running a company. I have seen some fail and others succeed, but I learned

from life experience, rather than just from the books you study at school. If you don’t have the field experience, then it is a completely different ball game over here in the USA. I have seen instances of where the wrong CEO is in place and the company concerned has failed. The CEO may blame the staff for such a failure. The real issue here, is that the CEO was not interfering or being hands on in any daily activities, so that is why a company can fail. Having learnt this, I got to the point that when I had built Allied Wallet and I knew that I had done something right. As the founder and CEO of the company, I decided to work with my staff to ensure they feel comfortable with me and that I am one of them. They should not be worried about any issues that are happening, indeed I encourage them to talk to so we can solve these together, make the future better and bring in improvements where required. What is the best thing about being a CEO? It is not only just the responsibility of being a CEO, but it is also about me seeing things done correctly. It is about ensuring that Allied Wallet are achieving goals and that our merchants are doing the same. The merchants must have reliable services, something that I can provide so that makes me feel proud of myself, the company and my team.

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What challenges do you encounter as a CEO? In terms of challenges, I was in Japan earlier this year as well as the UK, in back to back meetings. Put it this way, some CEOs see themselves on a golf course enjoying relaxation time. However, I am the kind of CEO who wakes up around 4am and have breakfast around 6.30/7am, followed by back to back meetings right up to 7pm. The reason I do this is because the clock is ticking and every minute counts, and so I cannot forget that I am responsible for our third-party members who rely on our services. It is very important that I deliver our services not just on time, but ahead of time. Looking at the wider picture, what opportunities and challenges lie ahead for the industry you work in? Allied Wallet works in a very competitive industry, especially where e-commerce is concerned and ensuring that the service level is up to speed. From where I stand today, I do not see any competition in the market whatsoever. I am launching a massive campaign in the UK, with a 1% flat rate for all types of businesses. The reason is that I see banks, Square and PayPal selling the same service for more than we do, so in my opinion they are taking too much money out of the merchants’ pocket. I do this because I want my customers to make more profit, which will enable them to expand and

this will help to generate more revenue, hire more staff and ultimately build a better economy. What role does innovation play in your work as a CEO? Innovation plays a massive role in my work as a CEO, because it represents 70% of my company. Everything at Allied Wallet is based on technology and coding, indeed we have Microsoft certified coders working in house on cyber security, e-commerce, fraud prevention and data encryption. Quite a lot of my time is spent with our developers, because I need to understand the infrastructure, and along with my project managers, I ensure that the product we are building is tested before it goes live. Also, I do spend time in Asia to understand what is happening and what the future looks like. I gather information from Europe, Asia and Japan and I put it all in the pot and come up with a better solution. I try and gather what these guys are cooking together and the recipe comes. Is there anything else that you would like to add? Fight your way and I promise you I will meet you at the top. In life, there are ups and downs. Sometimes, there will be turbulence in our career, but despite this I would say do not give up because it’s just a smooth ride down the road.


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2017’s CEO of the Year

Company: Allied Wallet Web: www.alliedwallet.com

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A CEO Ensuring his Door is Open to Everyone RAM Tracking is a multi-award-winning provider of vehicle tracking technology and associated customer success and support. CEO Chris McClellan gives us an insight into what it is like to be a leader, and what techniques he employs to ensure he runs a successful company. Founded in 2004, and with its services predominantly targeted at SMEs and mid-market firms, RAM Tracking offers intuitive web-based software, a range of dash-cameras and fleet management services spanning vehicle finance through to fuel cards which are perfect for any organisation wishing to develop an effective fleet management strategy, while protecting staff, improving profitability and enhancing environmental efficiency. Guaranteeing that the company is moving forward in the right way, Chris outlines his responsibilities as CEO, telling us about how his leadership style sees him get the best out of his valued team. “Here at RAM Tracking, every day is different, and my role is still very much hands-on as well as strategic. Also, I invest a lot of my time in leadership coaching sessions, especially with business experts such as Tony Robbins and Steve Crabb. I, along with the Board of Directors, look to build the bigger picture for the business – identifying opportunities and threats we need to be aware of. In terms of my leadership style, I have a team of leaders in place and

empower them to make their own business decisions. I actively invest in extra training for all staff to help them develop the skills to have an entrepreneurial mindset and understand the way I want to shape the business.” Understanding what customers and employees really want, and aiming to exceed these expectations is an attribute which Chris believes has helped him shape his success. He comments “Over the last 18 months, we took the decision to undergo the prestigious Investor in Customers (IIC) survey. The IIC surveyed both our customers and staff to understand if we are meeting (and exceeding) their expectations. It is the first time we have ever put the business through such an exercise in the 14 years of operating, and I am proud that we’re the only vehicle tracking company in the UK to have been accredited for the top Exceptional/Gold customer service levels for three consecutive times.” In order to maintain a happy and thriving working environment, Chris emphasises the importance in not undervaluing staff, and he sees them as a vital cog in ensuring the company moves forwards.

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“Undervaluing your staff and not seeing the importance of nurturing and developing them, is a major common mistake for many business owners. Although I am still hands-on in some areas of the business, I make sure that I empower my leadership team to have the skills and confidence to make their own decisions about the business. I invest heavily in training from external coaches and mentors to help all staff train everyone with the skills they need to act like entrepreneurs, think outside the box and not to be scared of taking any risks that they strongly believe will pay off. In addition to this, every six months we ask independent accessor, Investor in Customers to survey our staff, giving us (Board of Directors) 360 feedback to develop the team further. This way of managing and educating the team, I believe has played a strong part in business growth.”

Tracking, and I ensure that everyone adopts the same way of thinking. I actively encourage everyone within the business to share their ideas, new products and improvements to the business, after all 100 heads are better than one.

Adopting an open culture, Chris explains that his door is always open to any personnel who may have an issue or an idea which may be of benefit to the firm. He talks about investing in sales platforms and encouraging his staff to all work towards achieving the same mission.

“Looking ahead, I will be looking at new ways and possibly introducing some new services to make fleet management even easier for businesses with commercial vehicles. The RAM Tracking team is also expanding, so looking at new ways to develop them into new opportunities as they arise within the business.”

“My door is always open to everyone that works at RAM

“Furthermore, we have invested in SalesForce as our CRM platform which has boosted interdepartmental communications, everything is transparent and anyone can comment. All staff can be reassured that their comments are reaching me as well as The Board, which really helps in quick decision making.” In his concluding comments, Chris signs off by predicting what he believes the future holds for the firm, hinting at possible expansion which will lead to RAM Tracking being able to explore a wealth of new opportunities, leading to a job well done.


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Company: RAM Tracking Contact: Chris McClellan Address: First Floor, Nelson House, George Mann Road, Quayside, Leeds, LS10 1DJ, UK Phone: 0330 100 3622 Website: www.ramtracking.com

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Providing the Necessary Talent for Success Kate Donovan is the Recruitment Process Outsourcing (RPO) President for ManpowerGroup, as well as the Senior Vice President for ManpowerGroup Solutions in North America, a role which includes the RPO and TAPFIN divisions. Kate has recently been selected in CEO Monthly’s Women in Business Awards as Best Senior Vice President in Workforce Management, and we caught up with her to find out more about her outstanding success. ManpowerGroup offers a full range of solutions to power its clients’ business strategy. With unparalleled expertise and an assortment of offerings, ManpowerGroup Solutions/ TAPFIN optimises total talent management across a client’s entire workforce in order to deliver measurable results and business success. As RPO President for Manpower Group, Kate leads a centralised RPO practice which drives the business globally. The firm’s North America team has more than 125 clients and 1,200 people, and ManpowerGroup Solutions is the fastest growing business line in the organisation. Kate outlines her previous career experience, and what she aims to achieve in her line of work. “In 2008, I joined ManpowerGroup Solutions as the Managing Director for the RPO business in North America. Prior to that, I held executive positions at Veritude, a Fidelity Investments Company and BankBoston (now Bank of America).” “My career trajectory has always included employee development, whether from an internal HR or external recruiting perspective. My personal career goals are also aligned with the

mission of ManpowerGroup as a company: to connect people to meaningful work. I believe in the empowerment and positive outcomes that meaningful work brings to individuals, families and communities.” Discussing the challenges that she faces in her role, Kate points to a global talent mismatch that has resulted in significant numbers of people who lack the skills necessary to fully participate in the workforce. “Essentially, when a significant part of the population is unemployed or under-employed, this is not only a waste of human potential, it creates instability in society. Therefore, developing pipelines of talent sources, and providing the training and development they need is a critical priority on a national and global basis. While the solutions will differ by country, there is no doubt that workforce development on a large scale will require public and private partnerships to accomplish.” Kate believes that working in recruitment and workforce strategy provides exposure to the challenges faced by talent in many different industries. In particular, this provides a unique view of the potential hurdles that women face and how they may look to overcome them.

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“Recruiting talent, as a profession, enables you to touch every industry and understand the challenges of moving a career forward. As you might expect, I take particular interest in career progress and women. While there is certainly a greater awareness now of the business case for gender diversity, progress for women to enter the most senior ranks of executives remains a stubborn challenge. Many times, women must prove they are qualified; when men are assumed to be qualified for these top positions.” “However, the good news is we have some clear roadmaps on how women can take steps to get ahead. Taking risks and seeking out mentors is certainly high on the list. Based on my own experience, I have some advice for women who want a career managing a business or operation. For those still in school, embrace the STEM subjects. For those in the workforce, get experience with digital technology and analytics. Additionally, and most importantly, seek out roles where you are accountable for a P&L. Nothing levels the playing field faster than contributing significantly to a company’s bottom line profitability and running a top-notch operation. Let the financial performance of the business you run speak for you. This is true for both

women and men, of course, but historically women haven’t always been groomed for those roles.” In her concluding comments, Kate emphasises that people need to be smart with their careers, and that they should outlines their goals and work hard to achieve them. Being strategic is a key aspect of success, and Kate believes that her advice is her essential for women looking to advance. “Is this there one right path for every career? Of course not. A software developer might not have P&L responsibility, but you can be sure the CTO does. The main point is, women need to be smart and strategic with their careers, and understand where they want to go, and purposefully cultivate the experiences which will get them there. This advice is really applicable to everyone, but for the time being at least, it’s most essential for career driven women.”


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Providing the Necessary Talent for Success

Company: ManpowerGroup Solutions Contact: Kate Donovan Address: 100 Manpower Place, Milwaukee, WI, 53212, USA Phone: 001 414 961 1000 Website: www.manpowergroupsolutions.com

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Setting an Example for Others to Follow M&C Saatchi is a confederation of 11 specialist agencies - from brand strategy & design, PR, sponsorship, retail specialists and media. We spoke to CEO, Jaimes Leggett to find out a bit more about his own role, and the journey he has taken throughout his career. M&C Saatchi is designed to engage the customer at every point in which they encounter a brand. Together, the group exceeds 550 people and more than $105 million in annual revenue, making it one of the largest agencies in Australia. Jaimes starts off by walking us through his career milestones, referencing his upbringing and education, explaining how he came to be in his position as CEO at M&C Saatchi. “Coming from a cultural background, I was born in Botswana, schooled in South Africa and lived in New Zealand from 13, before heading to London in early 20s for work opportunities. From there, I did a Bachelor of Commerce with a double major in marketing and communications systems at the University of Auckland, graduating in 1999. Working as a barman in the Hyatt Hotel during university, I got to know the familiar faces. Some of them became mentors, and one introduced me to the UMC ad agency - my first job.” During the 1990’s, this was an interesting time to work in

advertising, and Jaimes goes on to describe how the rise of the internet led to digital agencies becoming a great team to work for.

was to make the London agency the jewel in the crown of the network. After six months, I was promoted to managing director.

“By the 90’s, brands were beginning to understand that there were commercial implications. A digital agency, Netbyte, offered me a job, and so I jumped. I was presented with exciting opportunities in the new shiny world of digital. This ultimately led to me moving to London in 2004. Clients started spending more money, particularly in Britain - big market, big brands, big money, big digital agencies.”

“Then came the offer to move to M&C Saatchi in Sydney. After a decade living in London, I had married Lee, who ran the Dare agency, and had two kids; it was an opportunity we couldn’t refuse, and I haven’t taken my foot off the pedal since.

It was at this job when Jaimes realised that advertising was his calling, and it was through digital agencies that he gained experience and worked his way up through the companies. Gaining experience at an agency called Grand Union, eventually becoming Managing Director, before selling the business in 2010 and he moved on to another agency, before settling at where he is now, as he explains. “Ogilvy & Mather, the biggest agency in the world, was making wholesale changes with its management team. We decided we quite liked each other and were excited by the brief, which

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Upon joining M&C Saatchi, Jaimes was very excited about this role and the future of the firm. He describes what his role is now and tells us how he feels he gets the best out of his staff, operating with a leadership style which gives others freedom to create. “M&C Saatchi was started 22 years ago, and has always had an entrepreneurial spirit – which hasn’t changed. Our businesses are for the most part built, rather than acquired. So as a leader I need to ensure that this entrepreneurial mindset of my team is nurtured. However, at the same time, they are allowed the freedom they need to explore and innovate each as leaders of their own businesses. I believe that a collaborative and inclusive style is what brings us together to create great work.


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Setting an Example for Others to Follow

Company: M&C SAATCHI Contact: Jaimes Leggett Address: 99 Macquarie Street, Sydney, NSW 2000, Australia Phone: 00612 9019 6425 Website: www.mcsaatchi.com.au

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“Since taking on the role, my focus has been centered around three key areas of Business, People, Product and Profit. “People – Great work comes from having people from different backgrounds, cultures and genders. We foster an environment where employees feel trusted, informed and empowered to create world-class work, in a way that works for them. “Product – I’m a believer in delivering industry-leading ideas that go beyond ‘traditional advertising’, including products, services, utilities and experiences. I’ve focused on how M&C Saatchi measures success and benchmarks our offering against Australia’s leading creative organisations, and building new businesses within the Group. “Profit – I believe you can drive change without impacting profit. Our 35% growth in profit has cemented this belief. Launching two new businesses, acquiring a media business and winning 21 new clients in the last 12 months has solidified M&C Saatchi as Australia’s leading creative communications group.” However, it is not just his focus that has made Jaimes successful in his role, he has set out a vision for the company, and Jaimes feels that it is important to be aware of his and the firm’s surroundings, something he was very aware of when setting out M&C Saatchi’s vision. “In 2015, I set a vision for the Group ‘to be the most influential creative company by 2020’. As with any good vision, it is important to understand where you are today, where you’d like to be tomorrow, and what follows in the future; so, it is underpinned by a very clear roadmap to get us there. “Essentially, I believe that this vision, and having an absolutely ‘bias toward action’, is the key to our success.” Alongside giving his staff the freedom to be creative, Jaimes has other principles which he adheres to when managing his

staff, including showing loyalty and promoting diversity. He talks about staff turnover and employee development, something he takes very seriously. “Currently, M&C Saatchi has a significantly less churn rate than the industry average of 35%. For an agency our size, and the impressive growth of our business over the last 12 months, I am incredibly proud of this statistic. It’s a constant strive for the perfect balance between experience and new blood and these efforts are paying off. “Additionally, I am also an avid believer in diversity. We hero diversity through the businesses we launch and the people we appoint. Our people celebrate our values of Hunger, Curiosity, Respect and Action, which are manifested in everything we do. “Many of the staff development initiatives have been driven out of our commitment to reach a gender equal team by 2020. I consider diversity to be imperative to culturally relevant work, and as such has built a truly diverse and talented team who appreciate one another whatever their differences, creating a more inclusive work environment.” Showing loyalty to his staff, Jaimes has fostered a thriving working environment in which staff are happy to come to work. He has adopted a culture of diversity and freedom, and he explains how he ensures that this is understood by all of its staff. “Here at M&C Saatchi, we talk a lot about who we are and how we think. We are entrepreneurs, designers, and strategists – a mix of incredibly logical minds and thoroughly artistic folk. As a whole, we are creative meritocracy and an incubator of ideas. “How this manifests itself within the business, is a culture of collaboration and tenacity. A creative family who lean in, inspire and challenge each other every day. But a strong agency culture does not just happen, I believe we have a responsibility

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to be the change we want to see. “Therefore, our leadership team live it and talk it about any given opportunity, and we have family dinners where staff of all departments can meet senior management in an informal, fun environment. Just like all families, we start the day with an amazing breakfast in our cafe and end every week with an all agency meeting where culture is celebrated.” Overall, Jaimes has a leadership philosophy which he sticks to, and he works hard to ingrain his beliefs and vision into his staff. With Jaimes at the helm, M&C Saatchi can look forward to an exciting future, capitalising on good leadership and an already stable platform on which to build on. Jaimes signs off by predicting what the future holds for the company, and how the team will adapt around this. “Moving forward, the Australian market has experienced unprecedented change over the last 24 months. From changing expectations of creativity, the growth of client capabilities in-house and a fiercely contested talented pool to clients demanding greater efficiency; putting retainers under pressure and creative deliverables becoming increasingly complex. Invariably, we are being asked to do more for less “Despite these challenges, we have driven more change in our industry than any other agency. After investing in innovation before the word ‘lab’ became cliché and social teams long before platforms had been created, we’re now reaping the benefits of being two steps ahead of our competitors. “There’s exciting times ahead for us, and the industry, with the advancement of AI and growing reliance on voice, I would expect we will see the launch of new businesses in this space. M&C Saatchi has all elements to remain a leader in creativity, but we need to be prepared to innovate and remain agile in order to make the most of the future.”


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Leaders need to be better ‘followers’ Bosses need to be better at following others if they are to succeed in a management role, say leadership experts.

Politicians and CEOs are too focused on how they are perceived as leaders - rather than actually leading colleagues around them. ‘Followership’ is the new management philosophy which places strong emphasis on following the lead of others who traditionally would be seen as lower down an organisational hierarchy. Global leadership advisory firm 6 Group evaluated more than 75 corporate transformational changes and interviewed more than 300 senior executives across Europe in two years.

concept of attaining followers. “In contrast, there is a huge amount of research around the servant leader, the fallible leader, the collaborative leader and authentic leader. The list goes on. However, all of this still emphasises leader over follower. “Artificial intelligence is increasingly removing ‘hard’ aspects of leadership such as facts, metrics and analysis. What is increasingly in demand are the ’soft’ aspects of leadership which include visioning, collaborating, enabling, inspiring and motivating.

It found that in many cases the best leaders actually took a lead from other colleagues on many issues. James Beazley, managing director of 6 Group, said: “Everyone talks about leadership but followership is the skill most likely to create success especially in large scale transformation projects. There is limited information or research about the concept of ‘followership’ and what little exists usually centres around the

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“To bring about cultural and transformative change, it is widely known that you need to change people’s mind-sets, which then leads to a change in feelings and emotions which ultimately leads to a change in behaviour. “We found that the most successful organisations going through change take the approach of ensuring they have the right team aligned to taking the lead in each key competency. Followership is the recognition that leaders can’t do it all and there is strong evidence that the best leaders are in fact following others.”


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Materials Science. Digitalisation. Life Extension. Sentient Science combines materials science with data science to predict life and provide life extension actions for major systems and critical components in the wind energy, rail and aerospace industries. We profile the company whose CEO, Ward Thomas, features in CEO Monthly’s Global CEO Top 100, as we aim to gain an insight into the ongoing success of the firm. Since 2001, Sentient Science has been devoted to the life extension of fielded assets and optimising new product design and testing. It is this mission which has led to more than 15 years of research and over $30 million of competitive research and development funding from the U.S. Government for the development of its materials science-based DigitalClone technology, which was validated by NASA in 2010. Sentient Science operates with an overall mission of lowering the cost of energy by 13% of revenues through the digitalisation of fielded assets, providing an ecosystem of operators and suppliers to achieve life extension, sustainability and reliability.

Operating as a forward-thinking company, the firm’s vision is to provide a digital platform that connects operators and suppliers through forecasted demand of the parts and services predicted to be needed over the lifecycle of the assets. The platform improves supply chain efficiencies and ultimately lower the cost of doing business.

best for the firm. The team is committed to promoting healthy lifestyles and a green environment through innovation. Something which is crucial to the firm and contributes to its sterling reputation, is the fact that the Sentient Science is invested in giving back to the communities in which it is located and also who it serves.

Embedded in Sentient Science’s ethos is its values. Subsequently, the firm has built up a reputation of being a trusted third party to the operator, providing system and component level life predictions and life extension actions that reduce costs and improve the reliability of the rotating mechanical equipment.

Overall, alongside the extensive experience that the firm possesses amongst its staff, the team at Sentient Science have also developed a unique skillset which has allowed them to surpass and exceed expectations on almost every project it works on.

Ensuring that all staff are working towards achieving the same mission, the familyoriented business cultivates a thriving working environment, and subsequently employees are dedicated to achieving the

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Under CEO Ward Thomas, the firm looks set to reach its target and achieve its goals of IPO in the next 3 to 4 years, as the team is set to capitalise on its recent success and become a leader in the digitalization of industrial, transportation and complex rotating equipment.


g Materials Science. Digitalisation. Life Extension.

Company: Sentient Science Contact: Ward Thomas Address: 672 Delaware Avenue, Buffalo, New York, 14209, USA Email: contact@sentientscience.com Website: www.sentientscience.com

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Dave Habiger Appointed President and CEO of J.D. Power Veteran tech CEO with proven track record to lead J.D. power into next phase of digital and consumer sector growth.

On the 21st March, Dave Habiger was med the new President and CEO of J.D. Power, the global leader in consumer data & analytics, effective immediately. In October, the company announced the retirement of Finbarr O’Neill, its long time President and CEO. J.D. Power is a portfolio company of the London-headquartered alternative investments firm XIO Group.

“As a technologist fascinated with data and analytics, I have long admired J.D. Power’s unrivalled consumer focus and advisory services,” Habiger said. “Now, as the company reaches key inflection points, I look forward to working with J.D. Power’s strong management team while bringing my prior experience to further maximise the potential of its digital strategy and push into the consumer market.”

Habiger will oversee the global strategic direction and business strategy of J.D Power, including the Americas, Europe and Asia Pacific. He will also lead the development of the company’s short-and long-term business strategy and execution, advancing the digitisation of the business and furthering the company’s social and corporate mission.

Habiger, 49, is a seasoned technology sector visionary who has led several initial public offerings and served as CEO of multiple public companies listed on both the NASDAQ and New York Stock Exchange (NYSE). As part of his agreement to join J.D. Power, Habiger will make a significant investment in the company, underscoring his belief in the future growth potential of the business.

“J.D. Power is fortunate to have a leader and operator of Dave’s calibre to execute on this next phase of transition and growth,” O’Neill said. “I would like to thank employees for their commitment and dedication to driving our business forward, and remain highly confident in the future growth trajectory of the company with Dave at the helm.”

Previously, Habiger served as a Director and CEO of Textura, a global construction management software and payments company; CEO of NDS Group, a television software and security company; and President and CEO of Sonic Solutions, a consumer software firm. Habiger

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serves on several corporate boards, including GrubHub and Echo Global Logistics. “Dave Habiger is a world recognised leader with an extremely impressive track record and a deep understanding of technology and consumer analytics,” said Joseph Pacini, a J.D. Power Board Member and CEO of XIO Group. “Dave has the right vision and operational experience to lead J.D. Power to its next level of success during this period of disruptive innovation across all industries.” Habiger served as Chairman of a governmental Electric Vehicle Commission to design infrastructure for charging stations and he is a longstanding member of the Society of Automotive Engineers. He is also a member of the National Association of Corporate Directors and was named as an Entrepreneur of the Year award winner by EY (formerly Ernst & Young). He received an MBA from The University of Chicago and a bachelor’s degree in business administration from St. Norbert College.


g Dave Habiger Appointed President and CEO of J.D. Power

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OppenheimerFunds Expands CEO Advisor Institute’s Executive Consulting Team Julie Sendelbach and Dave Thomas join as Senior Business Consultants. OppenheimerFunds, a leading global asset manager, has appointed Julie Sendelbach and Dave Thomas to its CEO Advisor Institute’s Executive Consulting team. Reporting to Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds, Sendelbach and Thomas will lead personal and professional development programs for financial advisors across the Midwest and Mid-Atlantic regions. “The CEO Advisor Institute provides financial advisor teams with the insights, technology and coaching infrastructure necessary to manage their complex organizations and ultimately improve their performance,” said Rocco Benedetto, Head of Broker/Dealer Channel at OppenheimerFunds. Sendelbach has over 25 years of experience and joins OppenheimerFunds from CEG Worldwide, where she spent 17 years advising some of the country’s largest and most complex advisor teams. Thomas joined OppenheimerFunds in

1997 and has held numerous roles, including most recently as regional sales manager for Virginia. “Leveraging their extensive industry experience, our Senior Business Consultants assist advisors in developing strategies to grow their business, strengthen their teams and offer guidance to clients, especially during periods of increased market volatility,” said Blease. The CEO Advisor Institute programs, including Compelling Conversations, Professional Practice, and Constructing and Managing a Synergistic Team, are offered through its CEO Advisor Institute app that addresses financial advisors’ personal and professional goals and challenges. Advisors can also leverage OppenheimerFunds’ Compelling Wealth Management Conversations program, which provides the philosophical framework, historical context, and timely market insights to calm investors’ fears and keep them buckled in to their longterm plans. The app brings to life the dynamic and actionable business development tools and

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videos within the CEO Advisor Institute program, designed to help advisors: • Diagnose, enhance, and refine the structure of their practice. • Construct, manage, and lead a synergistic and unified team of professionals. • Create a unique and personalised service model that attracts and retains their best clientele. • Keep clients “buckled in” to their overarching investment strategy.


g OppenheimerFunds Expands CEO Advisor Institute’s Executive Consulting Team

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Marketing Veteran Rae (Hoffman) Dolan Announces her Retirement from SEO, Steps Down as PushFire CEO; Sean Dolan Appointed New CEO Rae (Hoffman) Dolan announces her retirement from SEO & affiliate marketing, and steps down as PushFire CEO; Sean Dolan assumes the role. PushFire announces today that Rae (Hoffman) Dolan has stepped down as the Chief Executive Officer for the firm, concurrent with the announcement that she is retiring from SEO consulting and affiliate marketing. Sean Dolan, who has served as the company’s President and COO since co-founding the company in 2012, has moved into the CEO role. (Hoffman) Dolan has been a visible fixture in the digital marketing community for almost two decades. She started her digital marketing career in 1998, founding the first international support group for parents and families of paediatric stroke survivors to ever register with the American Stroke Association. In 2000, Rae entered the affiliate marketing and search engine optimisation industries, becoming a well-known voice within them over the tenure of her career. Described by award-winning author Jonathan Fields as “a legend in the online world,” (Hoffman) Dolan has given over 200 conference presentations at marketing conferences all over North America. She has

columned at leading publications within the marketing industry and has been featured in multiple national media outlets as an acknowledged expert in the field. Rae has been nominated for the affiliate marketing industry’s most prestigious awards, the Affiliate Summit Pinnacle Awards, four times – taking home the award for Affiliate of the Year in 2016.

the change. We’ve worked hard to ensure the transition was seamless.” (Hoffman) Dolan said.

change, allowing Sean Dolan to assume the CEO position without affecting operations.

Rae will remain a co-owner of PushFire, and has moved into an advisory role for the agency, but will have no involvement in client fulfilment, services, operations, or public branding efforts for the company moving forward.

“Rae had a large hand in helping PushFire get to where it is today,” said Sean Dolan. “We’re fortunate to have had her reputation and expertise behind the company over the last six years.”

(Hoffman) Dolan has served as an educator in the online marketing space for over a decade, freely sharing information through her speaking engagements and personal website, Sugarrae.

Her change in position will allow (Hoffman) Dolan to focus on new ventures in real estate: Audrey Micah Investments - a real estate investing company she co-founded with her husband last year and AMI House Buyers - a company that buys houses as-is in the Katy & Houston areas she launched in February of 2018. (Hoffman) Dolan is also a licensed real estate agent in Texas, having launched Selling Katy as representation of her license in March of 2018. “The use of my digital marketing skills will be limited to promoting my real estate endeavours from this point forward,” she said.

“I’ve had an unbelievable career in online marketing, but it was time for a change,” (Hoffman) Dolan said. “I’m so proud of what we’ve built with PushFire and am excited to watch the company expand on its success. The ‘Sugarrae’ brand will always be a part of me, but retiring it was a necessary component to execute my plans.” Rae expanded on her retirement from the SEO consulting and affiliate marketing fields in a blog post published this morning on Sugarrae. (Hoffman) Dolan’s exit from a public-facing role in the company has been prepared for behind the scenes for over a year. “Current clients shouldn’t even notice

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(Hoffman) Dolan will also make a move to using her married name – Rae Dolan – in the business world moving forward. PushFire recently brought in Jessica Frick to serve as VP of Operations in preparation for the

Mr. Dolan is well qualified to be assuming the CEO role. With ten years of experience in the Internet marketing industry, he is a recognised expert on paid search and digital advertising. Like (Hoffman) Dolan, he is a popular conference speaker at industry conferences nationwide and has been featured in multiple international media outlets. With a strong reputation for providing result-oriented marketing services, his talent and skill-set will be an invaluable asset to growing the company from this point forward. “I couldn’t ask for better hands to leave the company in as I step down from the CEO role. Sean is incredibly talented, dedicated, and I have no doubt he will hold the company’s production and reputation to the same high standards as I did. PushFire is poised for some incredible growth over the next few years, and Sean is the ideal person to drive and oversee it.”


Marketing Veteran Rae (Hoffman) Dolan Announces her Retirement from SEO, Steps Down as PushFire CEO; Sean Dolan Appointed New CEO

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Great Books Foundation Names Valentina Texera-Parissi New CEO The Board of Directors of Chicago-based educational non-profit organisation the Great Books Foundation announced today that Valentina Texera-Parissi will succeed Joseph Coulson as Chief Executive Officer. For 20 years, Texera-Parissi has served schools and educational organisations, helping to build ambitious curricular plans and improve learning outcomes. Prior to becoming CEO, Texera-Parissi was Executive Director of K-12 Programs for the Foundation. In this role, she led the rebranding of the Foundation and launched “Great Books Plus,” a new digital platform for Junior Great Books. Early in her career, TexeraParissi served the Foundation as a Senior Account Manager, a formative experience that led to national and international positions with other educational organisations, including Encyclopædia Britannica, Language Stars and James G. Blaine Elementary School. James Reum, Chairman of the Board, stated, “Dr. Coulson brought incisive and innovative leadership to the Foundation in challenging times, for which we are grateful. Now, we enthusiastically announce the

appointment of Ms. TexeraParissi, a talented professional who understands from direct experience how schools work and what students and teachers need. In both K-12 and lifelong learning programs, she has the vision and the energy to take the Foundation in new and important directions.” As Chief Executive Officer, Texera-Parissi plans to spearhead programming that drives essential conversations among students and adults, and benefits both local and national communities. “I started my career at Great Books in 1999,” said Texera-Parissi, “and now I am thrilled to serve in a new capacity. I am grateful for this opportunity to support students and other lifelong learners through our programs and publications. It is vital that we continue to connect people from all walks of life through the power of learning.” During Dr. Coulson’s four-year tenure at the Great Books Foundation, he creatively led

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the organisation into new fields of education and publishing. Adapting to changing demands, Great Books published an array of new titles, including Nonfiction Inquiry for Junior Great Books, and for adult readers, Her Own Accord, the first Great Books anthology devoted entirely to women writers, and a trio of anthologies focusing on the influence of popular culture: Sound Bites: Big Ideas in Popular Music; Double Features: Big Ideas in Film; and Tube Talk: Big Ideas in Television. Coulson will now serve as President of Harrison Middleton University, great ideas, great works, great conversations, distance-learning university and an educational partner of the Great Books Foundation. “I’m proud and humbled to have served the Great Books Foundation for the past four years,” Coulson said, “and I have tremendous confidence in Ms. Texera-Parissi as she continues to extend the reach and the impact of the Foundation’s mission.”


g Great Books Foundation Names Valentina Texera-Parissi New CEO

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Covr Financial Technologies announces Michael Kalen as Chief Executive Officer Kalen brings deep insurance and financial services leadership experience to Covr. Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be both simple and transparent. Through Covr’s technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Michael Kalen has joined Covr Financial Technologies, a digital, multi-carrier life insurance platform for financial institutions, as its chief executive officer, Covr Board Chairman Brian Finn announced. In announcing the naming of Kalen as the new CEO, Finn said, “As a veteran insurance executive with a strong track record of building insurance and financial services businesses, Michael is uniquely qualified to lead Covr’s growing management team. Michael understands first-hand the challenges facing carriers, banks and insurance technology businesses and can collaborate with them to find

practical solutions that will propel Covr’s growth.” In announcing the Kalen appointment, Finn noted that Kalen’s in-depth experience in financial technology and sales will make him a meaningful addition to Covr’s executive team. Kalen is an executive advisor with Aquiline Capital Partners, a New York-based private equity firm investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services. Before that, for seven years, he was CEO of insurance marketer Futurity First, transforming it into a market leader in life and annuity distribution. Prior to that, he was president of The Hartford Life’s US Life Insurance business, the Number One seller of life insurance through financial institutions and banks. His experience also includes serving as senior vice president of insurance and estate planning at Prudential Securities and senior roles with Prudential Financial. “In partnership with insurance carriers,” Kalen said, “Covr has brought simplicity to the

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insurance purchase process through its unique digital platform for financial institutions, direct to consumer platform and other digital offerings. By simplifying insurance buying, Covr’s technology has greatly enlarged the insurance sales space. I am looking forward to making the Covr platform a leading insurance marketing channel.” Kalen is a frequent speaker on InsurTech and FinTech innovation and an advisor to several early stage companies as well as sitting on the board of trustees of Life Happens, a non-profit organisation dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. He has a BA in Management from the University of Delaware and an MBA in Finance from Columbia University. The Covr platform connects life insurance products from nearly twenty major insurers to financial institutions and financial advisors, enabling them to offer insurance protection that is simple, straightforward and transparent to their customers.


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Covr Financial Technologies announces Michael Kalen as Chief Executive Officer

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Best Friends Animal Society Names Julie Castle As CEO Best Friends Animal Society, the USA’s leading animal welfare organisation committed to ending the killing of animals in America’s shelters by the year 2025, announced that its Board of Directors has appointed Julie Castle as Chief Executive Officer effective the 16th April 2018.

The USA’s leading animal welfare organisation committed to ending the killing of animals in America’s shelters by the year 2025, Best Friends Animal Society, announced on the 20th March that its Board of Directors has appointed Julie Castle as Chief Executive Officer effective the 16th April 2018. Co-founder and current CEO Gregory Castle will transition to other responsibilities and will remain a member of Best Friends Board of Directors. He has served as CEO of the organisation since 2009. Ms. Castle’s appointment as CEO caps a remarkable journey within Best Friends Animal Society. She joined the organisation in 1994, after an impromptu visit to Best Friends’ sanctuary inspired her to scrap plans to attend the University of Virginia’s School of Law and take instead an entry-level job as employee # 17 working to help abandoned and abused animals. As Ms. Castle, 48, has risen through the ranks of Best Friends, the organisation has grown from a single no-kill animal sanctuary in the Utah desert to a national leader in animal welfare with 800 employees, $130 million in annual revenue and a bold

vision goal of ending the killing of pets in U.S. shelters by 2025. “In 2014, Gregory Castle informed the board of his intention to complete his term of service in 2018, the board made the decision that our next CEO should come from within the ranks of the organisation and identified Julie Castle as the leading candidate,” said Francis Battista, Chairperson of Best Friends Board of Directors. “Julie Castle has demonstrated all the leadership qualities and talent anticipated by the Board in 2014 and we are confident that Best Friends will be in good hands as we head into the push to end shelter killing in this country by 2025.” In the intervening years she has served as Executive Director of No More Homeless Pets in Utah, a Best Friends led statewide coalition of 166 shelters, animal rescue organisations and veterinarians from 2000 to 2006, which now boasts a statewide save rate of 87%, Director of Community Programs and Services 2007 – 2011, Director of Marketing and Communications 2011 - 2014 and most recently served as Chief Development, Marketing & Communications Officer growing the organisation’s

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revenue by 48% to over 130 million dollars annually and has helped build Best Friends capacity to support lifesaving initiatives required to take the country to no kill by 2025. Among her numerous accomplishments, Julie led the creation of Best Friends’ NKLA (No Kill Los Angeles) Initiative, a wide ranging coalition of more than 130 non-profit organisations and including a public / private partnership with the city of Los Angeles, focused on ending the killing of dogs and cats in Los Angeles. The NKLA Coalition has taken the city of Los Angeles and one of the largest and most complex shelter systems in the country to the verge of no-kill: from a 56% save rate to an 87% save rate of all animals entering the cities six municipal shelters in a five-year period. “I was on my way to law school at 22 years old and after a spontaneous visit to Best Friends Animal Sanctuary I felt inspired to be part of something that was changing how the world views companion animals... And I never looked back,” said Julie Castle. “What was once a simple idea — that every animal’s life has intrinsic value — has grown into a nationwide movement and I

feel honoured to be at the helm of an organisation that is on the forefront of making history in the animal welfare space.” As Chief Executive Officer, Julie’s main priority will be leading the national effort to achieve no-kill by 2025, an unprecedented initiative and goal to create no-kill communities nationwide which means that healthy or treatable pets will not be killed for the sake of making more space in shelters. A 90 percent save rate is the general threshold to be considered no-kill. Julie’s innovative thinking has brought about a new way of doing business not only in animal welfare but in the non-profit sector. Building coalitions at city, state and national levels is at the centre of Julie’s vision, including a national network with more than 2,100 animal welfare organisations across the country. To achieve no kill by 2025, her focus has been to collect data from around the country, which provides a more comprehensive view nationally and regionally to drive business/ program decision making, gauge progress over time and allows for communications/mapping of that progress externally.


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Best Friends Animal Society Names Julie Castle As CEO

At her direction, Best Friends is rallying experts in other fields to discuss new forms of communication and technology and forging new partnerships to help re-engineer some of the ways animal welfare does business. Introducing new self-service and consumer-toconsumer tools, including those that reimagine the adoption process will help to solve some of the movement’s biggest challenges. Best Friends Animal Society is headquartered at the nation’s’ largest no-kill animal sanctuary in Kanab, Utah and has regional headquarters and operations in New York, Los Angeles, Salt Lake City and Atlanta with a national network of over 2,100 animal welfare partners and programs in over 30 U.S. cities. Best Friends is the nation’s leading animal welfare organisation committed to ending the killing of homeless pets in America’s shelters by 2025. Everyday over 4,100 dogs and cats are killed in America’s Shelters. As a leader of the nokill movement Best Friends and like-minded organisations are intent on ending this practice. At Best Friends National Conference in 2016, Julie Castle planted a stake on behalf of the organisation declaring that Best Friends Animal Society would lead the country to end the needless killing of dogs and cats in our nation’s shelters by 2025.

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CEO Monthly issue 3 2018  
CEO Monthly issue 3 2018