Business Leadership Speaker Series

AUG 26 - DEC 2, 2014

TUESDAYS, NOON - 1 PM

GGU Braden Business Leadership Speaker Series Event

GGU's Braden School of Taxation and School of Accounting are proud to offer a 15-week speaker series on business leadership. The series will feature renowned thought leaders in their fields, who will share their advice and expertise with students and the SF Bay Area community at large. The series is free and open to the public. Lunch is provided and CPE is available.

 

All sessions will be held at 536 Mission Street, Room 2201, San Francisco.

AUGUST 26 -- ADOPTING A STRATEGIC MINDSET

Carol Isozaki, Owner, Strategic Brand Intelligence

As a CPA for PwC, Carol led global engagement teams for Silicon Valley-based clients. As an executive coach and expert on personal and leadership branding, she spearheaded high-performance initiatives, twice receiving PwC's Market Leadership Award for her innovative efforts around leadership development. In January 2011, she started her own consulting practice, Strategic Brand Intelligence. Her mission is to inspire individuals, teams and companies to constantly envision loftier leadership possibilities, and to empower them with the know-how, awareness and confidence to create a reality that regularly exceeds that vision.

Carol is certified as a coach and trainer in the award-winning framework developed by The Personal Brand CompanySM and holds a B.S. degree in Business Administration from San Jose State University.

SEPTEMBER 2 -- THE LIFESTYLE OF COMMUNITY LEADERSHIP

David Steele, Entrepreneur

David is an active contributor to the local San Francisco area with several business ventures influencing the lifestyle, health and wellness of individuals in the community. His involvement includes owning the yoga studio Moxie Yoga & Fitness and as Managing Partner of several restaurants: Flour + Water, Central Kitchen, Salumeria, and Trick Dog, that focus on creating atmospheres of spectacularly high standards while maintaining a sense of their humble beginnings. David also serves as Executive Director of J.P. Morgan Securities, a Wealth Management division of J.P. Morgan.

SEPTEMBER 9 -- CHAMPIONING THE MARKET

Deborah Messemer, Managing Partner, KPMG

Debbie's primary responsibilities include leading and representing the firm in the marketplace, development of marketplace strategies, overseeing the delivery of high quality client service, and attracting and retaining key resources. She has spent a significant portion of her career serving financial services organizations, including banks, private equity and venture capital clients.

Debbie graduated from the University of Texas at Arlington with a BBA Degree in Accounting.

SEPTEMBER 16 -- LEADERSHIP ACROSS BORDERS

Channing P. Flynn, Tax Partner & Global Technology Tax Sector Leader, Ernst & Young LLP

Channing is an international tax partner with Ernst & Young LLP based in both San Jose and San Francisco, California. He is also the firm’s Global Technology Tax Sector leader within the firm’s overall Global Technology Center, headquartered in the Silicon Valley of northern California. Channing also leads the firm’s experienced hire recruiting efforts for the firm’s western subarea international tax and transfer pricing practice.

Channing has a BS in Business Administration and a Master of Accounting (Taxation) from the University of North Carolina at Chapel Hill. Channing is a CPA and a member of the American Institute of Certified Public Accountants and the California Association of Certified Public Accountants.

SEPTEMBER 23 -- Building a Sustainable, Purpose-Filled Career

Pete Wheelan, Chief Executive Officer, InsideTrack

Pete Wheelan has dedicated his career to leading mission-driven, high growth companies focused on helping individuals live up to their full potential. Before joining InsideTrack, he served as Chief Operating Officer and Chief Revenue Officer at Blurb, a ground-breaking leader in unleashing creative expression through self-published books. Prior to Blurb, he held the position of SVP, Strategic Marketing and Business Development for Lonely Planet Publications, then the world's largest independent publisher of travel content. Pete was also co-Founder and CEO of AdventureSeek, an online portal for adventure travel purchased by The Unexplored Travel Network, and was a strategy consultant with The Boston Consulting Group.

Pete has a B.A from Dartmouth College, an M.B.A from Kellogg Graduate School of Management, and a J.D from Northwestern Law School.

SEPTEMBER 30 -- GLOBAL LEADERSHIP

Mark McCaffrey, PwC Partner, Global Software Industry Leader

Mark has served multinational software companies for over twenty years and has spent the past 19 years in the Silicon Valley serving a variety of public and venture backed companies. Today, in addition to his Global Software Industry Leader role, he serves as the global engagement partner on several of our largest multinational software clients managing all services provided by PwC to those companies. In addition to serving these companies, Mark also has extensive experience working with clients on mergers and acquisition transactions or in registering debt or equity securities within the United States.

Mark received his Bachelor of Administration in Accounting, Lubin School of Business, Pace University

OCTOBER 7 -- A DETERMINED VOLUNTEER

MARTHA RYAN, FOUNDER AND EXECUTIVE DIRECTOR, HOMELESS PRENATAL PROGRAM

Martha was a volunteer nurse practitioner providing prenatal care for poor and homeless women at a San Francisco shelter when she founded the Homeless Prenatal Program (HPP) in 1989. Today, the HPP has grown from serving 72 pregnant women with a part-time staff of three, to serving 4,128 families with a staff of 80 (half of whom are former clients). It provides a continuum of care for homeless and poor families through comprehensive support services and an on-site childcare center.

Martha received her undergraduate degree in Foreign Languages from University of San Francisco and Masters in Public Health at UC Berkeley.

OCTOBER 14 -- LEADING THE PEOPLE

DAVID CHIU, PRESIDENT, SAN FRANCISCO BOARD OF SUPERVISORS

David was elected in November 2008 to represent San Francisco's District 3. Before joining the Board, David was a founder and Chief Operating Officer of Grassroots Enterprise, an online communications technology company. Prior to Grassroots, he worked as a criminal prosecutor at the San Francisco District Attorney's Office and as a civil rights attorney at the Lawyers' Committee for Civil Rights. In the mid-1990s, David served as Democratic Counsel to the U.S. Senate Constitution Subcommittee and as Senator Paul Simon's aide to the Senate Budget Committee.

The eldest child of immigrant parents, David Chiu grew up in Boston and received his undergraduate degree, law degree, and master's degree in public policy from Harvard University.

OCTOBER 21 -- SESSION TOPIC TBA

☑ REGISTER TO ATTEND

Colleen Lingane Thomas

Colleen Lingane Thomas (MBA 97), Principal, North Highland

Colleen is a consulting principal in North Highland's San Francisco office working exclusively with financial services clients. For more than 15 years, Colleen has been delivering consulting solutions in this segment focusing in the areas of retail banking and consumer lending.

She is a board member and an active member for more than fifteen years of the Financial Women of San Francisco. She is also on the board of the Sun Valley Pool where her family is active on the swim team. She lives in the East Bay with her husband and two daughters.

 

Linda Jackson

LINDA JACKSON, SENIOR CONSULTANT, WILCOX, MILLER, AND NELSON

Linda is an Executive and Board Director Recruiter with Linda Jackson & Associates, a consulting firm she started in 2010. She also contracts her services as a consultant to other retained search firms requiring her expertise in Board Director Placement and C-suite talent management. Linda's firm specializes in the Finance and Financial Services industries. Linda holds a bachelor's degree in Interior Design from the University of Minnesota.

Linda is active in various professional and nonprofit organizations. These include: former Co-Chair of the FWSF Financial Woman of the Year event, former Co-Chair of the FWSF Scholarship Committee, Women's Initiative for Self Employment and the Taproot Foundation.

 

Paige Venable

PAIGE VENABLE, DIRECTOR, SAN FRANCISCO ADVISORY SERVICES

Paige is a Director in KPMG's San Francisco Advisory Services Practice, with a focus on Enterprise Risk Management and Governance, Risk and Compliance (ERM-GRC) as well as Internal Audit, Risk and Compliance Services (IARCS). Paige has 13 years of experience providing advisory and audit services to domestic and global clients.

Paige was awarded the KPMG San Francisco Office Managing Partner Perpetual Trophy for Volunteerism in 2013. She has served as a Board Member of the Financial Women of San Francisco since 2011 raising more than $740,000 in corporate in-kind and cash contributions over the past two years. Paige is also a member of KPMG's Network of Women.

OCTOBER 28 -- INVESTING FOR THE FUTURE

Randall "Randy" Merk, (MBA 85), Former Executive Vice President for Charles Schwab & Co.

Randy is a financial consultant and serves on the Board of Trustees of Golden Gate University (GGU) where he is Chair of the Investment Committee and a member of the Board's Executive Committee. As an adjunct professor of finance at GGU, he teaches graduate-level courses in Investments and in behavioral finance. Until 2011, he was an Executive Vice President of The Charles Schwab Corporation and past President of Schwab Financial Products. From 2004 to 2007 he reported directly to the firm's founder and chairman, Charles R. Schwab.

Randy has a B.A. degree in Political Science from the University of California, Davis and an MBA in Finance from Golden Gate University.

NOVEMBER 4 -- BUILDING A STRONG TEAM

Tom Billups, UC Berkeley Rugby Coach

Billups is in his fifteenth season as rugby coach at the University of California, Berkeley. A certified strength and conditioning specialist, he has been in charge of the rugby team strength and conditioning since 2003. The Bears have won ten of the last 13 national titles. In 2014 Cal repeated as champions on NBC, winning the sevens Collegiate Rugby Championship (CRC) in Philadelphia.

Tom has also served as Head Coach for the U.S.A. National Team, U.S. National Sevens Team and All-American Team, and is a former professional player for London Harlequins and Pontypridd, Wales.

NOVEMBER 11 -- Leadership Development: Building your Strengths

Robert Massey, Tax Partner, Deloitte Tax, LLP

Rob is a tax partner in Deloitte's San Francisco tax practice. He focuses on the technology sector serving companies involved in social gaming, Software-as-a-Service, cloud based ERP, and cryptocurrency. Rob also advises engineering and construction firms throughout the US. He enjoys serving companies in various stages of growth (pre-revenue through IPO) as well as through major transactions such as M&A activity and global expansion. Rob is the current president and a site manager of Tax-Aid which performs volunteer income tax preparation for low income families in the San Francisco Bay Area.

Rob has a BA in Accounting from the University of San Diego and Masters in Taxation from San Diego State University.

NOVEMBER 18 -- EXPERT VALUATIONS

Curtis Burr (BA 74, MBA 76, LHD), Founder and CEO, Burr Pilger and Mayer Accountants & Consultants

Curtis has over 20 years of business valuation and litigation consulting experience. Areas of expertise include partnership, corporation and shareholder disputes, valuation of distressed companies, estate and gift tax valuations, economic damages and wrongful termination. Curtis is a Certified Valuation Analyst, Accredited in Business Valuation by the AICPA and Certified in Financial Forensics by the AICPA and holds a Certification in Distress Business Valuation from the Association of Insolvency Restructuring Advisors, AIRA.

Curtis holds a BA in Accounting, MBA in Taxation and an honorary degree from Golden Gate University.

NOVEMBER 25 -- ACCOUNTING FOR MORE

Loretta Doon, CEO of CalCPA and CalCPA Education Foundation

In 2006, Loretta Doon became the chief executive officer for the 43,000 member California Society of CPAs and the CalCPA Education Foundation. Immediately prior, she was the chief operating officer for both organizations. She has been recognized by Accounting Today as one of the most influential persons in accounting and has been named by the San Francisco Business Times as one of the most influential women in business.

She holds a master's degree in education from San Francisco State University and a bachelor's degree from the University of Hawaii. She has an active CPA license in the state of California.

DECEMBER 2 -- MASTERING PUBLIC LEADERSHIP

Betty T. Yee (MPA 81), Board Member, State Board of Equalization

Betty Yee serves as one of five members on the California State Board of Equalization. She represents close to 9 million Californians in the First Equalization District, comprised of 21 counties primarily along the northern and central California coast and including the entire San Francisco Bay Area.

A native of San Francisco and a proud product of its K-12 public schools, Betty earned her Bachelor of Arts degree in Sociology in 1979 from the University of California, Berkeley, and her Master's in Public Administration in 1981 from Golden Gate University in San Francisco.