Jim Caruso teaches Metrics I. Jim is a partner with the CPA firm Fesnak LLP, and heads its subsidiary, Fesnak Outsourcing LLC, which provides finance and accounting business process outsourcing solutions. In this role, Jim acts as part-time CFO for entrepreneurs, emerging growth enterprises and middle market companies in industries such as consumer products, life sciences, technology, business services and manufacturing. Jim has also conducted due diligence for over 60 merger-and-acquisition transactions. Prior to joining Fesnak in 2005, Jim held various financial management positions in operating units of Fortune 500 companies and was brought in as CFO of a private-equity-backed manufacturing company to help facilitate a turnaround. Jim also worked at Deloitte & Touche in two separate stints – one in their audit group in New York City, and one in their enterprise resource planning system implementation group in Philadelphia. Jim has served on the board of the Turnaround Management Association’s Philadelphia chapter, and has been a guest speaker, panelist and panel moderator for numerous professional organizations including the Turnaround Management Association, the Greater Philadelphia Senior Executives Group, the Entrepreneurs Forum of Greater Philadelphia, and others. He has had several articles published in the Pennsylvania CPA Journal and is a member of the American Institute of Certified Public Accountants.
Jim earned his BA in Accounting at Queens College of the City University of New York and is licensed as a Certified Public Accountant in the State of New York. In addition to his passion for integrating strong financial management capabilities in organizations, Jim is a student of Brazilian jiu-jitsu and also indulges a personal interest in meteorology that includes chasing tornados on the Great Plains each spring.
Jason T. Crook
Jason Crook is a professor of Marketing in the School of Business Administration and the coordinator of the iMBA on-line program, as well as Philadelphia University’s course in Business Model Innovation. During his professional career, he has served as Director of Marketing Research at a Philadelphia-based, national advertising agency and Director of Corporate Branding for a pharmaceutical marketing company. Jason holds a US patent as the co-inventor of a “Method and System for Analyzing Effectiveness of Marketing Strategies.” Jason’s expertise spans a variety of industries including retail, pharmaceuticals, consumer packaged goods, banking and finance, and technology. Well known for his talents in new product launches, promotional concepts, and creative development, he currently owns his own marketing communications and research consultancy, as well as an award-winning retail and interior design business based in Philadelphia, PA.
Jason has served as an Advisory Board Member of the Sustainable Business Network (SBN) of Philadelphia, and has been a guest speaker/lecturer for the SBN, as well as the Independence Business Alliance (IBA) of Philadelphia. Jason earned his BS (Cum Laude) in Psychology and Business Administration from Gardner-Webb University, and an MBA in marketing from Philadelphia University.
Nabil Harfoush is currently a senior fellow at the Strategic Innovations Lab and an assistant professor at OCAD University's Strategic Foresight & Innovation graduate program. He is also currently a fellow in Philadelphia University’s College of Design, Engineering and Commerce.
Prior to his work with Strategic Innovations Lab, Harfoush served as chief information officer for HelpCaster Technologies, MedcomSoft and Nightingale Informatix. He has over 40 years of professional experience as an engineer, technology executive and entrepreneur. He has consulted for enterprises, national governments, and international organizations including the World Bank, WHO, UNESCO and IDRC.
Harfoush also serves on the board of the CIO Association of Canada (Toronto Chapter), on the TRIEC Council, and on the Board of Tides Canada. He is co-founder of the Canadian Dawn Foundation and volunteers for several organizations including the International Development & Relief Fund (IDRF), the Canadian Center for Diversity (CCD) and the One Million Acts of Innovation initiative. He is a regular volunteer mentor for women seeking a career in technology or starting a new enterprise.
Valerie Jacobs, vice president, managing creative director of Trends at LPK, isn’t just a forecaster of design, she’s a seasoned storm chaser. Her trend analysis for LPK client brands is grounded in a strategic approach that incorporates research, analysis and translation of trend data into actionable strategies for consumer brands with the nerve to keep up.
In addition to a 15-year career in the marketing communication and design fields, Valerie has taught at the University of Cincinnati College of Design, Architecture, Art, and Planning (DAAP) for a decade. She has a penchant for simplifying complex ideas in the areas of trend forecasting, branding and product development.
Recently Valerie’s provocative thinking has made a debut on the global stage, where she has presented at leading design conferences in Brazil and Spain. She has shared her insightful and uncanny perspective on socio-cultural trends with international industry professionals, including the Industrial Designers Society of America (IDSA). Academics from New York University and Clemson University have also summoned her to share her expertise on the future of consumers. The scope of Valerie’s influence on her field is further reflected in white papers she has authored for the Design Management Review, Innovation magazine and Interactions magazine. She is often called upon to provide her trend expertise in Shelf Impact!, Retail TouchPoints and Global Cosmetics Industry.
Valerie has a master’s degree in design from the University of Cincinnati College of Design, Architecture, Art, and Planning (DAAP) and holds a bachelor of science degree from Birmingham-Southern College, Birmingham, Alabama.
Dr. Mathias Kirchmer
Dr. Kirchmer teaches the New Ventures course. He is an innovative executive and thought leader in the ever-evolving world of Business Process Management (BPM). Over the last 26 years, Dr. Kirchmer has combined his broad practical business experience with his extensive academic research. This systematic integration has led to pioneering management approaches that have proven to be both sustainable and provide immediate benefits.
Most recently, Dr. Kirchmer has founded BPM-D, a company focused on enabling the next generation enterprise by leveraging the discipline of BPM. He is now Managing Director and Co-CEO of this organization.
Dr. Kirchmer was Accenture’s Managing Director & Global Lead for BPM. He developed inventive BPM services across industries and geographies resulting in significant revenue growth. Dr. Kirchmer’s major process initiatives transformed business for his clients and created significant assets internally at Accenture. He became the face of Accenture’s BPM Practice, authoring two books as well as numerous thought leadership pieces.
Prior to joining Accenture, Dr. Kirchmer was the CEO of the Americas & Japan and The Chief Innovation & Marketing Officer for IDS Scheer, a leading provider of software and consulting solutions for BPM. In these roles, Dr. Kirchmer was successful in growing the company, attracting top talent and improving retention rates while increasing revenues significantly. He established key partnerships, integrated IDS Scheer operating units in North and South America and set up a vibrant mid-market business.
Dr. Kirchmer’s career is exemplified by his intellectual and practical approach to BPM business solutions. His deep and layered knowledge of BPM methodology has proven successful with small and large companies in various industries around the world, including Germany, France, USA, Brazil, Chile, Japan, and India. He speaks German, English and French.
Dr. Kirchmer remains involved in academia as an affiliated faculty member at the University of Pennsylvania since 1998, the Business School of Widener University, Philadelphia University and the University of Chile as a visiting professor. In 1984, he received a research and teaching fellowship from the Japan Society for the Promotion of Science. Dr. Kirchmer is a published authority of BPM authoring six books and numerous articles for a variety of publications, making him a sought after speaker and expert.
Dr. Kirchmer holds a PhD in Information Systems from Saarbrucken University, a Master in Business Administration and Computer Science from Karlsruhe Technical University, as well as a Master in Economics from Paris-IX-Dauphine University. He resides in West Chester, Pennsylvania.
Mark T. Lane
Mark Lane teaches Metrics II in the Philadelphia University Strategic Design MBA program. He is currently the Faculty Director of the Bachelor in Business Administration Program at the Eastern University, Campolo College of Graduate and Professional Studies. Mark has significant experience in facilitating graduate courses in finance, accounting, strategic management, operations management and marketing at multiple universities.
Mark has a wealth of finance, operations, strategic management and human resource experience from more than 30 years as a professional in the health care field. He has been a Director of Operations for a healthcare management company, responsible for the care of over two thousand residents and clients and a similar number of employees. In this role, Mark negotiated contract agreements and developed financial pro forma statements to support the bond financing for the purchase of multiple health care facilities. Mark has also served as the Executive Vice President of Human Resources for two related organizations (Institutional Pharmacy and Hospice) providing services to the healthcare industry. In his roles as a Finance Director, Director of Operations, and Executive Vice President of Human Resources, he has participated in over four dozen union negotiations for owned and managed nursing facilities.
Mark’s experience includes public, private and non-profit employers, giving him a unique perspective on the similarities and differences in these environments.
Elizabeth Long Lingo, Ph.D.
Elizabeth Long Lingo, Founder and President of Nexus Works and the Creative Fluency Lab (website forthcoming), specializes in building individual and organizational capacity to imagine, negotiate, and implement novel solutions, creative projects, and change.
A dynamic teacher and speaker, Elizabeth Lingo helps leaders break down silos, harness multi-disciplinary expertise, and negotiate the collective creative process. Elizabeth regularly speaks with executive and faculty audiences and has been a featured speaker at TedX and other national conferences focused on creativity, innovation, and higher education.
Elizabeth earned her Ph.D. in the joint program in Organizational Behavior at Harvard Business School and Harvard University. She currently teaches Innovative Leadership in Philadelphia University’s Strategic Design MBA, The MBA for Hybrid Thinkers, and has taught negotiations at the Owen Graduate School of Management at Vanderbilt. Elizabeth has published her research in top journals, including ASQ, Work and Occupations, Poetics, and The Chronicle of Higher Education.
Before launching the Creative Fluency Lab, Elizabeth was Founding Director of the Creative Campus Initiative at Vanderbilt University where she designed and implemented the nation’s first four-year Scholarship program focused on creativity, innovation, and the public good; a proposed minor in creative enterprise and public leadership; and a campus-wide signature programs such as the Creative Practice Boot Camp.
Drew Marshall is the CEO and Principal of Primed Associates, LLC. His primary focus is on helping his clients’ innovation, product development, and leadership teams map a path to success so they can deliver value to their customers as quickly as possible.
Drew has consulting and management experience in process consulting, project management, human resources management, critical thinking practices and product development methodologies. He also possesses broad industry knowledge and experience having worked with such clients as: Visa, Morgan Stanley, Port of Seattle, Unified Port District of San Diego, Exploratorium, G2, Cisco, Microsoft, Oracle, HP, Boston Scientific, Verizon and Bayer AG among others.
Prior to founding Primed Associates, LLC, Drew spent ten years with Princeton-based boutique consulting firm Kepner-Tregoe where he rose to become a Partner and the Chief Innovation Officer. He spent five years in the software industry with Adobe Systems, Inc., where he held a variety of management positions in global Support Services. Drew also spent many years working in retail and retail management.
Drew received his Bachelor of Arts and Graduate Diploma of Education from the University of Western Sydney in Australia. He holds a Master of Arts in Whole Systems Design from Antioch University in Seattle, Washington, and is a certified Project Management Professional.
The founder, host and producer of Ignite Princeton, Drew is also a core facilitator and organizer of #innochat, the weekly innovation-focused Twitter chat (Noon Eastern USA.) A frequent presenter and speaker, Drew’s writing currently appears on Forbes.com and both the Innovation Excellence and BrightHub blog. In 2012 he was named one of “10 Consultants Who Avoid the BS” at Forbes.com. He is President of the Board of Trustees for Princeton Nursery School and sits on the Board of Advisors for Princeton Innovation Center.
Trevor Naidoo is the Senior Director of Industry Strategy & Insight at Oracle. The Insight Team is focused on solving complex customer challenges relating to Information Technology investments and their associated impact on business performance.
Trevor brings over 20 years of diverse business experience spanning multiple industries and functions. Trevor has worked with customers across a range of industries, including communications, chemicals & pharmaceuticals, transportation, high-tech industrial manufacturing, consumer goods, retail and financial services.
Prior to joining Oracle, Trevor held the position of Managing Director, BPM for IDS Scheer. His domain expertise is in tools and methods for process improvement, business transformation, ERP, enterprise architecture, and service-oriented architecture. Since joining IDS Scheer in 1998, he had progressive management experience and was part of the North American executive team driving the region’s product strategies as well as managing the delivery and support organizations. Trevor began his career working for The South African Railroad, Spoornet as a Business Analyst.
Trevor was one of the founding members of the Philadelphia chapter of the Association of Business Process Management Professionals (ABPMP), where he served as chapter president. He has also served as a board member for BPMI.org; He currently teaches a course called Business Process Innovation & Strategy in the MBA program at Widener University and co-teaches a class called Value Driven Business Process Management at University of Pennsylvania. Trevor earned a degree in computer science and statistics from the University of Durban-Westville in South Africa, and an MBA from Widener University in Chester, PA.
Yamilca Rodriguez an innovative and creative design-thinker who helps organizations tackle experience-focused, human-centered, and strategic vision challenges—from orchestrating a highly complex global innovation strategy, to envisioning the future consumer needs within a number of consumer categories and developing user experiences across multiple channels, to improving the consumer adoption and desire for premium products and services.
Yamilca has held leadership roles in design across the Procter and Gamble Company, including work on brands like Olay, SK-II, DDF, Venus, and Oral Care. Throughout her career she has worked on total market strategy, consumer design, product innovation and brand identity, and has led more than 40 design thinking and creative brainstorming sessions across multiple countries, brands and categories. She led Scoppechio’s strategic thought leadership and developed deep consumer understanding driving insights into action and sharing best multicultural practices.
Yamilca Rodriguez has a Master’s of Business Administration from Thomas More, and holds a Bachelor’s of Science in Industrial Design from the University of Cincinnati College of Design, Architecture, Art, and Planning (DAAP).
As Director, Global Supplier Enabled Innovation, Steve is responsible for helping to drive a cultural change within Johnson & Johnson Procurement and the way that it can help enable growth for the company. Procurement is helping to enable over $500MM in top and bottom line growth annually by sharing our business needs with our suppliers and leveraging the expertise and capabilities of our suppliers.
Prior to this role, Steve led New Venture & Innovation Sourcing for Johnson & Johnson Consumer Products Co. Steve was responsible for enabling the commercialization of disruptive and innovative new consumer products and venture opportunities.
Prior to re-joining J&J in June 2007, Steve spent the previous 7 years helping to run two start-up companies. Most recently, he was VP – Sales Development & Logistics at USA Detergents, Inc. (a privately-held household cleaner, air care and personal care CPG). Prior to that, he was VP – Sales & Marketing for Netgrocer.com (the leading nationwide Online Grocer and Retailer/CPG service provider) where he led business partnerships, search optimization, web design, loyalty programs, and Retailer and CPG services & relations.
From 1995 through 2000, Steve held positions in both Operations and Marketing at Johnson & Johnson Consumer Products Co. His experiences ranged from running the Johnson’s Baby Shampoo and Baby Lotion businesses to leading National Planning for Personal Products Co.
Steve earned his MBA from the Fuqua School of Business at Duke University and holds a BA, Economics from Rutgers College.
Steve spends his free time golfing, playing basketball and having fun with his three children.
Abby Wilson is a deputy director at the Allegheny County Health Department, where she puts small and big design to work for 1.2 million people in Pittsburgh and surrounding municipalities. She was the founding director of the federal government's first design-led innovation lab, working with The White House and more than a dozen agencies to develop more useful and usable policies and services. A member of LUMA Institute's senior instructor team since 2011, Abby's approach to service and policy design is deeply informed by her training as an anthropologist and a practitioner of deliberative democracy. She has a special fondness for rustbelt cities, and co-created the Great Lakes Urban Exchange in 2007 to connect people and share best practices among them.
Abby holds a Bachelor’s of Arts in Cultural Anthropology from Columbia University, an LL.M. in Public International Law from Universiteit Utrecht and a J.D. from the University of Pittsburgh. She's also a professionally trained alto, a seasoned theatrical improviser, and a radio producer in training.