Erin Rifkin
General Manager, Microsoft

Erin Rifkin leads Cloud+AI Content & Learning at Microsoft, which is the team responsible for all Cloud+AI documentation, training, and architectural guidance. Her team’s charter is to make it easier for customers and partners to leverage online content to learn and adopt Microsoft technologies. Erin and team create online experiences for Microsoft like docs.microsoft.com, dev.microsoft.com, Microsoft Learn, Cloud Adoption Framework, and the Azure Architecture Center. They are excited to support and contribute to open source platforms, tools, and processes as they develop documentation and training platforms on GitHub and use open source tools and workflows to develop and deploy content. They pride themselves on enabling developers, administrators, and architects to do what they love: write, code, automate, and learn.

Erin was a guest expert at our Spring 2020 summit.

Sarah Davis
Director of Portfolio Programs, IBM

Sarah is the Director of Portfolio Programs for IBM’s Data and AI Division. She’s been passionate about metrics to measure success throughout her career and now she leads the OKR Practice for IBM. After completing her MBA at Barcelona’s IESE Business School, she relocated to Austin, TX, to run the Innovation Labs at IBM Watson. Sarah has held roles of increasing scope in the Artificial Intelligence Product Management organization. Sarah has been working in Enterprise IT Software Implementations since 2004. She also runs her own start-up, has chartered local chapters for global excellence in Business Analysis, and leads Boards of Directors in professional and academic organizations.

Sarah was a guest expert at our Spring 2020 summit.

Deidre Paknad
CEO and co-founder, WorkBoard

Deidre is CEO and co-founder of WorkBoard. She’s led several high growth organizations as CEO and founder and as an executive at IBM. She’s seen first hand how alignment, accountability and transparency drive results and create resilience. Deidre has over a dozen patents and has twice been inducted into the Smithsonian Institution for innovation. Goldman Sachs named her one of the 100 most intriguing entrepreneurs of 2019.

Sally Huriaux
Executive Director, Strategy and Field Operations, Comcast

Sally Huriaux is the Executive Director of NGAN Engineering Field Operations and Strategy for Comcast. In this role, she is responsible for the Inside and Outside Plant Engineering Teams. These teams play a critical role in field operation standards, designs and the overarching strategy for the inside and outside access network; connecting operational readiness to new technology strategies from ideation through implementation. Sally is also responsible for the multi-year strategic plan, as well as the in-year portfolio for the organization. Sally leads prioritization of the portfolio in alignment with business performance, technology and operational readiness, as well as resource and budget availability.

Sally was a guest expert at our Spring 2020 summit.

Paul Cohen
Chief of Best Possible, Transformation Office, Juniper Networks

As Chief of Best Possible at Juniper Networks, Paul is currently responsible for leading Juniper’s transformation of harnessing the power of OKRs across the company. He is passionate about discovering the best possible in people and outcomes. Juniper Networks simplifies the complexities of networking with products, solutions and services in the cloud era to transform the way customers connect, work and live. The company removes the traditional constraints of networking to enable customers and partners to deliver automated, scalable and secure networks that connect the world.

Paul was a guest expert at our Spring 2020 summit and is a member of the Results Management Executive Program faculty.

Connie Deyo
VP Business Excellence, Greenfield Global

Connie is the Vice President of Business Excellence for Greenfield Global, a leading producer and supplier of high-value, mission-critical raw materials, ingredients, and additives that are vital to businesses and integral to a lower-carbon economy. Connie is responsible for creating and implementing long-term integrated business improvement and technology projects. She leads multiple teams that will collectively and collaboratively deliver an enterprise-wide transformation program. As Vice President of Business Excellence, Connie is accountable for developing and leading a center of excellence to provide advanced leadership, training and support for optimizing the business, resolving complex business issues and driving continuous improvement/ learning across the organization.

Connie was a guest expert at our Spring 2020 summit.

Vince DiMascio
Chief Information and Technology Officer, BAL Global

Vince is the Chief Information and Technology Officer at BAL. In this role, he is responsible for the firm’s digital products, technology strategy, IT capabilities and transformation programs.  He leads a team of technologists who reimagine global mobility and deliver new ways of providing global immigration services.  His team applies current and emerging technologies to deliver market-leading digital products, and drive long-term transformations. Vince has an MS in Technology Management from Columbia University, an MS in Data Analytics from NYU Stern. He is well recognized for his results-oriented leadership style and his ability to drive innovation—and was recently recognized by IDG with the CIO 100 Award for 2020.

Vince was a guest expert at our Spring 2020 summit.

Lindsay Faust
Sr. Director, Strategic Planning, Comcast

Lindsay is Senior Director of Strategic Planning for Comcast’s Technology, Product, Xperience (TPX) organization. In this newly created role, she is responsible for determining the quarterly priorities of the organization and operationalizing those priorities across multiple product and development teams, as well as other stakeholders. This is done through a series of financial and planning exercises, culminating in a cross-team dependency planning meeting. Prior to this role, Lindsay led the Portfolio Management Team for TPX’s Product & Technology organization, where she did similar work. Lindsay graduated from The Pennsylvania State University with a degree in Marketing. She continues to be an avid “Penn State” fan.

Lindsay was a guest expert at our Spring 2020 summit.

Karen Gaydon
SVP, ZEO Success, Zuora

Karen is Senior Vice President of ZEO Success at Zuora. As the Chief People Officer, she partners with the CEO, leadership team and global ZEOs to bring the Zuora vision to life through innovative HR tools, systems and practices. Prior to joining Zuora, Karen spent five years at Synaptics leading human resources. During a time of accelerated growth at Synaptics, Karen drove several global human resources strategies that included recruiting, M&A, talent development, employee engagement and building a strong company culture. Karen also led the Corporate Marketing team, responsible for communications, events, and public relations. Karen holds a Higher National Certificate in Business Administration with a concentration in human resources from the University of the South West. She also has a Bachelor of Science degree in Organizational Behavior from the University of San Francisco.

Karen was a guest expert at our Spring 2020 summit.

Andrew Kisslo
Chief of Staff, Microsoft Azure

Andrew is an accomplished marketing professional with recognized success in creating and driving strategic results driven initiatives. He is a resourceful and resilient leader with a bias for action, adept at navigating cross cultural and organizational boundaries to land results. He is currently attracting, developing and exporting a diverse team of high performers, developing the next generation of talent at Microsoft.

Andrew was a guest expert at our Spring 2020 summit.

Camellia Ngo
Chief People Officer, Malwarebytes

Camellia is the Chief People Officer at Malwarebytes. She joined the company in 2018 and leads candidate and employee experience. She brings extensive human resources leadership experience that spans private and public technology companies, including compensation, and international business, insurance and employment law.

Camellia was a guest expert at our Spring 2020 summit.

Ryan Padilla
Executive Director, Strategic Transformation and Enterprise Planning, GHX

Ryan is Executive Director, Strategic Transformation and Enterprise Planning at GHX. In this role he is focused on accelerating growth and customer value by directing the execution and governance of global strategic priorities. He also leads the quarterly OKR planning program to drive a results-centric culture by improving alignment, clarity and accountability across the organization. He is an accomplished leader with 20 years of consulting and industry experience solving challenges in corporate strategy and business process optimization. In his glory days, Ryan was a competitive runner and cyclist, but now gets his exercise by chasing around his identical twin daughters.

Ryan was a guest expert at our Spring 2020 and Fall 2020 summits and is a member of the Results Management Executive Program faculty.

Sally-Mae Turvey
Sr. Director ZEO Engagement & Communications, Zuora

Sally-Mae Turvey leads Zuora’s internal employee engagement and communications efforts, aimed at informing and inspiring a company of empowered, diverse, and invested ZEOs who bring out the best in one another. Sally has been with Zuora since 2018 and was part of the core team that took the company public. As part of her role in building the company’s employer brand, she also leads Diversity and Inclusion and Zuora’s philanthropic efforts. Prior to Zuora, Sally worked in Professional Services firms and Technology companies in the US, South Africa and Australia. She has expertise in Employee Communications, Change Management and Leadership Development — all aimed at maximizing employee contributions to business results. As part of the team implementing WorkBoard at Zuora, her focus is on aligning and engaging ZEOs for perfect execution against the strategy.

Sally-Mae was a guest expert at our Spring 2020 summit.

Deidre Paknad
CEO and co-founder, WorkBoard

Deidre is CEO and co-founder of WorkBoard. She’s led several high growth organizations as CEO and founder and as an executive at IBM. She’s seen first hand how alignment, accountability and transparency drive results and create resilience. Deidre has over a dozen patents and has twice been inducted into the Smithsonian Institution for innovation. Goldman Sachs named her one of the 100 most intriguing entrepreneurs of 2019.

Woody Talcove
CEO, Government, LexisNexis Risk Solutions, and CEO, LexisNexis Special Services Inc.

Haywood “Woody” Talcove is Chief Executive Officer, Government, LexisNexis Risk Solutions. In this capacity, he oversees strategic business activities concerning all customer operations, sales, marketing, communications, consulting, corporate development and ecosystem activities. He also serves as CEO for LexisNexis Special Services Inc. (LNSSI), a separate subsidiary. Talcove earned his bachelor’s and master’s degrees in public administration from the University of Maine. He also attended Executive Education Programs in Leadership and Strategy from Harvard and Wharton.

Woody was a guest expert at our Fall 2020 summit.

Gretchen Bresien
OKR Program Manager, GHX

Gretchen Bresien is the OKR Program Manager at GHX. She became a certified OKR Expert and WorkBoard Super User in 2019. Combining these skills with 18+ years of technology project/program management, she drives enterprise-wide adoption and maturity of the OKR process. She believes strategic alignment sets up your business to achieve valuable outcomes for employees and customers.

Gretchen was a guest expert at our Fall 2020 summit.

Emily Bruzzone
Manager, OKR Operations, Office of the COO, Workday

Emily joined Workday in 2012 and leads OKR Operations - a small team within the Office of the COO focused on driving OKR adoption and increasing enterprise-wide alignment. Emily is an active OKR Coach and works closely with senior leadership to facilitate the OKR process globally.

Prior to leading Workday’s OKR implementation, Emily held various program and portfolio management roles within the Office of the COO, Business Innovation, and Customer and Professional Services.

Emily was a guest expert at our Spring 2020 and Fall 2020 summits.

Judy Dutton
Head of Talent Management, Juniper Networks

Judy Dutton, VP Talent Management at Juniper Networks is a seasoned professional with 15+ years organization development, training and communications experience in large-scale, fast-paced environments. She excels at influencing Directors, VPs, C-Level Executives, and subject-matter experts to gather information, identify relevant data and audiences, deliver strategies and solutions that produce measurable results for the organization.

Judy was a guest expert at our Fall 2020 summit.

Erik Huddleston
CEO, Aprimo

Erik Huddleston, CEO of Aprimo, is a 20-year technology veteran with deep expertise in go to market and product. Data driven to his core, Erik has been a Board Member, Founder, CEO or a senior executive in many various B2B SaaS sectors including eCommerce, MarTech, Supply Chain, and Payments. In his previous role as President at Cision, Erik drove revenue growth and delivered an effective GTM strategy, overseeing North American sales, global marketing, product and development. As CEO of TrendKite, Erik infused the TrendKite team’s dynamic, fast-paced strategy with the legacy and depth of Cision, building on both teams’ dedication to a customer-first approach.

Erik was a guest expert at our Fall 2020 summit.

Brian Manougian
Director, HR Strategy & Planning, Zendesk

Brian brings his passion and desire to put people in the best position for success to Zendesk, where he leads Strategy and Planning for People and Places. He graduated from Allegheny College with a degree in Psychology and his curiosity has fueled a desire to continually learn about organizations and their people. Brian executed transformation programs and improved operational management practices across Liberty Mutual’s global operations for the last 13 years, working in 11 different countries as part of HR, operational excellence, lean management and agile readiness and enablement teams. He believes in team empowerment, employee driven change and the power of building relationships. Outside of work he loves the outdoors and is an avid hiker, but also enjoys getting lost in big cities to find something unexpected. He lives in San Francisco, spent many years in Boston, and is from Rye, NH.

Brian was a guest expert at our Fall 2020 summit.

Jessica Burnham
Senior Director & Chief of Staff, Office of the COO, Workday

Jessica joined Workday in 2011 and is a Sr. Director and Chief of Staff for Workday’s Chief Operating Officer. In her time at Workday, Jessica has brought structure, alignment, and focus to a variety of portfolio management, reporting/analytics, and business innovation initiatives - including her most recent venture, OKRs.

Prior to Workday, Jessica held various roles in both Sales and Business Technology at Old Republic, EMC/Documentum, and META Group (acquired by Gartner).

Jessica was a guest expert at our Fall 2020 summit.

Mary Brett
Senior Director, Strategic Programs and Analytics, Office of the CTO, VMware

Mary Brett joined VMware in 2008. In her current leadership role as a Senior Director [of Strategic Programs and Analytics] within the Office of the CTO [OCTO], her team is accountable for various strategic partnerships and innovation initiatives that enable sustaining and disruptive ideation to fruition across the company. Her team is also accountable for other Strategic programs such as VMware Industry Standards Office and OCTO Data Strategy and Analytics. Mary is originally from Ireland and moved to the US is 2002 and lives in San Francisco. She has two kids that are virtual schooling, loves to ski with her family so is super excited for the arrival of snow in the Sierras.

Mary was a guest expert at our Fall 2020 summit.

Phil Clark
Global Technical Director, 3M

Phil Clark is 3M's Technical Director for the Automotive and Aerospace Solutions Division (AASD). In this role, he provides strategic and operational direction to the R&D laboratory to advance technical platforms that enable solutions to key customer challenges.

Prior to AASD, Phil held technical leadership positions in 3M’s Corporate Research Laboratory (CRL) and 3M’s Electronics Materials Solutions Division (EMSD).

Dr. Clark received his Ph.D. in Physical Chemistry from Harvard University and B.S. degrees in Biology and Chemistry from Bates College.

Phil was a guest expert at our Fall 2020 summit.

Jason Unger
Director of Support Planning, Microsoft

Jason Unger started his journey with Microsoft as a result of the Sybari Software acquisition in 2005. Over the last 15 years, he has held roles within Customer Service & Support as well as Marketing focusing on product support, improvement, and go to market activities. He currently leads a team of support planners focused on consumer support journeys that aid in the discovery of self-help content or assisted support options like chat and call-back.

Jason was a guest expert at our Fall 2020 summit.

Vaibhav Goel
Group Head, HR Innovation & Digitalization, Reliance Industries

Vaibhav is an HR professional with a strategic and entrepreneurial orientation. Experienced in leading teams and employees spread across India and the US, Vaibhav is expert in business partnering and change leadership at CXO levels in the Energy, Technology, Retail, and IT business sectors. He is a result oriented professional who incessantly seeks opportunities to increase innovation and value for the organization and act as a catalyst for cultural integration.

Vaibhav was a guest expert at our Fall 2020 summit.

Kelly Hollinger
CIO, Vibra Healthcare

As CIO Kelly is responsible for overseeing information systems, market analysis, and business intelligence at Vibra healthcare, he started with the company in 2004. He has co-founded companies in Healthcare IT and Consulting. Kelly is a graduate of the Advanced Management Program at MIT.

Kelly was a guest expert at our Fall 2020 summit.

Nanci Taylor
Vice President, Digital Strategy, IBM

Nanci Taylor is the Vice President, Digital Strategy at IBM. In this capacity, she is helping to transform IBM’s total workforce to new ways of working by applying an agile framework and methodology to organizations and workload models.

She has twenty years of experience in the Information Technology industry as a transformational change leader with a wide variety of experiences including agile organizational design and implementation, business transformation, service delivery, technical support, services development, sales, and marketing.

Nanci was a guest expert at our Fall 2020 summit.

Caroline Cochran
Vice President & Chief People Officer, Secureworks

Caroline was a guest expert at our Fall 2020 summit.

Julie Sylvain
Chief of Staff for Autodesk's Entertainment Creation Products Group

Julie Sylvain, Chief of Staff the VP Entertainment Creation Products Group, is a criteral operations partner to the VP who is a “get stuff done” deliverer and expert facilitator. She is a critical driver in transforming their organization and creating rapid impact while improving internal communications and employee engagement. She enjoys problem solving and collaboration. She is a certified OKR Coach.

Julie was a guest expert at our Fall 2020 summit.

Deidre Paknad
CEO and co-founder, WorkBoard

Deidre is CEO and co-founder of WorkBoard. She’s led several high growth organizations as CEO and founder and as an executive at IBM. She’s seen first hand how alignment, accountability and transparency drive results and create resilience. Deidre has over a dozen patents and has twice been inducted into the Smithsonian Institution for innovation. Goldman Sachs named her one of the 100 most intriguing entrepreneurs of 2019.

Geoff Moore
Author, Crossing the Chasm, Escape Velocity, and Zone to Win

Geoffrey Moore is an author, speaker, and advisor who splits his consulting time between start-up companies in the Wildcat Venture Partners portfolios and established high-tech enterprises. His first book, Crossing the Chasm, focuses on the challenges start-up companies face transitioning from early adopting to mainstream customers. Moore’s most recent work, Zone to Win, addresses the challenge large enterprises face when embracing disruptive innovations, even when it is in their best interests to do so.

Geoff was a guest expert at our Spring 2021 summit.

Marcio Souza
President and CEO, Praxis Precision Medicines

Marcio Souza has served as a director and our President and Chief Executive Officer since April 2020. Prior to joining us, Mr. Souza was at PTC Therapeutics, Inc., or PTC, where he served as its Chief Operating Officer from May 2017 to April 2020 and its Senior Vice President and Head of Product Strategy from July 2016 to May 2017. Prior to joining PTC, Mr. Souza served in positions of increasing responsibility at NPS Pharmaceuticals, Inc., Shire Human Genetic Therapies Inc. and Sanofi Genzyme Corporation.

Marcio was a guest expert at our Spring 2021 summit.

Greg Higham
Chief Information Officer, Malwarebytes

Greg is a Silicon Valley technology executive who brings more than 25 years of experience driving technology vision, strategy, global operations management, acquisition integration and scalable business growth. As Malwarebytes CIO, Greg oversees company security, business applications and information technology. Prior to joining Malwarebytes, he was CIO of Marketo, where he helped navigate a successful IPO and sale to Vista Equity Partners for $1.8 billion.

Greg was a guest expert at our Spring 2021 summit.

John Nisi
GM & COO of US Cloud & Enterprise Business, Microsoft

John is the General Manager & COO of the US Cloud & Enterprise Business, where he is responsible for the US business, marketing and operations across the cloud and infrastructure portfolio of products including Azure, Artificial Intelligence, Cloud Data, GitHub, Windows Server, System Center, SQL, and Developer Tools. He also leads the Developer Audience Experience and Engagement in the US. The charter of the organization incudes business planning, integrated marketing planning, key Go To Market plays and programs, digital campaigns, customer offers, sales readiness, customer evidence, market planning and competitive insights to deliver our Customers the fastest path to value on their digitization journey.

John was a guest expert at our Spring 2021 summit.

Kent Young
Strategic Program Manager, VMware

Kent Young is a Strategic Program Manager at VMware in the Cloud Platform Business Unit and leads one of the top cross-franchise programs at VMware. Kent has demonstrated achievements in delivering some of the largest and most complex business, system & digital transformations in the world and he achieves that with a special focus on change management & operational excellence. Kent is a passionate leader and change agent, which is why he volunteered to become an OKR coach and WorkBoard SME to help guide VMware through this transition to ensure they deliver on their strategy. On a side note, Kent’s passion is to mentor and coach and he has utilized the OKR methodology to provide pro bono coaching to a small community of women owned businesses outside VMware as well.

Kent was a guest expert at our Spring 2021 summit.

Jeff Samuels
Chief Operating Officer, Iterable

Jeff currently serves as Chief Operating Officer at Iterable. Prior to Iterable, Jeff was Vice President, Chief Marketing Officer, Cisco Security at Cisco, where he developed modern go-to-market strategy, and oversaw marketing for the company’s multi-billion-dollar security products and solutions portfolio. Jeff joined Cisco from OpenDNS (acquired in August 2015) where he served as Chief Marketing Officer tasked with driving global adoption of OpenDNS’s cloud-delivered security services. Prior to OpenDNS, he served as CMO at GoGrid, a leading Infrastructure-as-a-Service company. Under Jeff’s leadership, GoGrid scaled cloud services and successfully repositioned itself from a regional hosting company to a dominant cloud player recognized by Gartner as one of the world’s largest providers.

Jeff was a guest expert at our Spring 2021 summit.

Brian Hull
VP Strategic Initiatives, Office of the CEO, DataRobot

Brian Hull leads Strategic Initiatives in the Office of the CEO at DataRobot, the AI Cloud leader. His team is responsible for driving mission critical business transformation projects including the deployment and adoption of OKRs to promote transparency and accountability throughout the organization. He began at VMware in direct and channel sales roles, and spent 6 years in Cisco-acquired startups: first leading the National Channel organization at Meraki, and later moving to AppDynamics as the global Revenue Operations leader responsible for sales strategy, go-to-market, tech stack and quote-to-cash operations.

Brian was a guest expert at our Accelerate Spring 2022 Conference and is a member of the Results Management Executive Program faculty.

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Derek Samford
Director of Product Security, Avalara

Derek Samford leads Avalara’s Security Engineering team. This group enhances engineering’s security capabilities through threat modeling, adversarial testing, gamified and instructor-led training, and example security services/code. Derek has over 20 years of experience in the engineering industry, including managing the SaaS Security team at MobileIron and building a robust Security Validation Testing program and team at Citrix, where he operated as principal test engineer and release lead of XenMobile.

Derek was a guest expert at our Spring 2021 summit.

Sam Meckey
EVP - Head of Healthcare, EXL

Sam Meckey is Executive Vice President and Business Head of EXL Health. He is a member of the Executive Committee. A seasoned executive with a consistent track record of exceptional results, Sam is responsible for driving growth and profitability for EXL’s healthcare business and oversees strategy, capability and solution development. Previously, Sam served as President of Optum Global Solutions, overseeing the company’s global operations and technology services organization. He held various executive roles with UnitedHealth Group, including Senior Vice President, Population Health, and Chief Operating Officer, Care Management and Advocacy.

Sam was a guest expert at our Spring 2021 summit.

Kari Pfeiffer
Vice President, Program Office, EXL Health

Kari Pfeiffer joined in EXL in 2020 and leads the EXL Health Program Office. Kari bring 25 years of healthcare and retail industry experience with wide ranging positions in operations, business and strategic planning and program management. She is a results oriented, collaborative leader with a bias to drive results. Prior to joining EXL, Kari spent more than ten years at Optum in a variety of roles across population health, automation & transformation and global operations. Kari also held various technology roles at Target driving a large program supporting their guest loyalty initiatives.

Kari was a guest expert at our Spring 2021 summit.

Daisy Hernandez
SVP, Strategy & Operations, Zuora

Daisy Hernandez joined Zuora in January 2020 bringing over 20 years of enterprise software experience. She spent the last decade at SAP, most recently serving as Global Vice President of Product for the collaboration and communities portfolio. Leading a global cross-functional organization, she was responsible for driving business growth by creating verticalized solutions and enabling marketing and sales through multiple routes to market. Organizations experienced benefits of nearly $31 million over three years versus costs of $4.2 million, adding up to a net present value (NPV) of $26.8 million and an ROI of 631%. Daisy also defined the business & commercial subscription model for one of the first multi-tenant SaaS solutions at SAP. After just 1 year as SVP of Strategy & Operations, Daisy has grounded Zuora’s mission in 4 strategic pillars aligning Zuora’s global organization around our annual objectives. In addition to pushing Zuora to be the best-run business in the subscription economy, she spearheads strategic initiatives, oversees Zuora’s IT and Data departments, and drives growth and operational excellence.

Daisy was a guest expert at our Spring 2021 summit.