get started: Braden Business Leadership Speaker Series
TUESDAYS, 12 - 1 PM
AUGUST 28 – DECEMBER 4, 2012
Golden Gate University’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.
- Register for individual lunch sessions by speaker below.
- Receive one-unit course credit for attending all sessions. Sign up through GGU's Course Schedule.
August 28: Carol Isozaki
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, Carol 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 will discuss how to adopt a strategic brand mindset to consistently deliver higher, more innovative value; continuously evolve as a leader; and create a distinctive customer experience through personal and leadership brand development.
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September 4: Stephen Etter
Stephen is a founding partner at Greyrock Capital. Greyrock manages in excess of $400 million in private equity capital invested across more than 40 companies. Stephen currently sits on the board of directors of six Greyrock investments, where he is actively engaged in setting business strategy and direction. He is also active in the community; he sits on the board of the San Francisco Giants Community Fund and has lectured in finance at UC Berkeley's Haas School of Business for the last 18 years.
Stephen will be sharing his leadership journey, which he started as a CPA at PwC after being the first person in his family to attend college. He remains a CPA in California and believes this skill base has helped differentiate him from his peers.
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September 11: Dana Waldman
Dana has had a long and successful career, working originally as an engineer before becoming a manager and leader in the defense and aerospace industry and then as a successful serial entrepreneur. He has built numerous venture capital-backed companies from inception to multi-billion-dollar values.
Dana will be sharing his journey and focusing on the turning points that led him from the streets of Boston to the boardrooms of Silicon Valley. He'll also talk about his tenure as chairman of Golden Gate University's board of trustees.
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September 18: Dan Angel
Dan Angel is president of Golden Gate University. He served as a Michigan state representative for three terms and also worked on the staff of a US senator in Washington, D.C. He has served as president of six colleges and universities over the last 35 years, and written or edited 16 books (one of which focused on Mitt Romney's father, former Michigan governor George Romney).
Dan will focus on situational leadership, using his own career experiences.
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September 25: Tracey Edwards
Tracey started her professional life as a biologist but quickly determined she wanted her career to go in a different direction. She went back to school and received her JD and LLM in tax from GGU. She joined Deloitte shortly after graduating. Over her career with Deloitte, she has held a wide variety of leadership roles, including:deputy managing partner of the US tax function; Asia-Pacific tax leader, based in Hong Kong; and managing partner of the US operation in India, based in Hyderabad. She is currently Deloitte’s global chief knowledge officer.
Drawing heavily on personal experiences, Tracey will explore the opportunities and pitfalls confronting new leaders.
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October 2: Jeffrey D. Yergler, Ph.D.
Jeffrey is an assistant professor and chair of the Undergraduate Management Department at Golden Gate University. He has spent more than 20 years working in senior leadership positions at large non-profit organizations in Texas, Florida and Washington State.
Jeffrey is also the principal of Integer Leadership Consulting, where he works with senior executive management teams in medium-to-large businesses on leadership development, talent development through coaching, global management and diversity training. He is currently engaged in research on the psychological needs of the long-term unemployed and how that knowledge can better inform organizations and their decisions regarding the merits and risks of hiring the long-term unemployed.
Jeffrey will be sharing insights about the four critical factors that form a foundation for effective leadership. This presentation is based on his work with senior organizational leaders over the last 10 years.
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October 9: Neil Giuliano
Neil is a former four-term mayor of Tempe, Ariz. (1994-2004) and a past president of GLAAD (Gay & Lesbian Alliance Against Defamation). Today, he is CEO of the San Francisco AIDS Foundation and has just published a memoir: The Campaign Within: A Mayor's Private Journey to Public Leadership.
Neil will be sharing his leadership journey, which saw him grow from a shy, self-doubting kid with a secret in an Italian-American Catholic family to the history-making first openly gay mayor of a US city with more than 150,000 residents.
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October 16: Louise Phanstiel
Louise Phanstiel received a BS in Accounting from Golden Gate University and is a Certified Public Accountant. She is a former partner of Coopers & Lybrand, now PriceWaterhouse Coopers, in life and property/casualty insurance, high technology, and higher education.
Louise held several important positions at WellPoint, Inc., including President, Specialty Products; Senior Vice President, Chief of Staff and Corporate Planning in the Office of the Chairman; and Senior Vice President, Chief Accounting Officer, Controller, and Chief Financial Officer for all WellPoint, Inc. subsidiaries, including Blue Cross of California. Louise currently serves on several boards, such as Director of Myriad Genetics, Inc., and Director of Cedar Sinai Health System.
Louise will be speaking about servant leadership, strategy, culture and other leadership practices.
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October 23: JESSE SPRECHER
Jesse Sprecher was a partner in various Big 8/4 Public Accounting Firms (from 1977- 2004). He was the Tax Partner-in-Charge of Arthur Young & Co. (now E&Y) San Francisco, Partner-in-Charge of Coopers & Lybrand (now PwC) San Francisco and the New York tax department at PwC, as well as Vice Chairman of Tax. After retiring in 2004, he formed his own company, Sprecher Consulting Inc. where he has served high profile clients as well as a small number of Bay Area wealthy families as their general business and tax advisor. He has also taught high-level executives through Duke University’s corporate program.
Jesse will look at “C-suite” relationships and the way communication and leadership works in corporate America in 2012.
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October 30: Richard Belluzzo
Rick has spent 36 years in the technology industry focused on leading businesses through change and transformation — in order to achieve sustainable success. He spent 23 years at Hewlett Packard including leading the printer business and the PC/systems business. He also ran the consumer business at Microsoft and served as President and COO. He recently completed an eight-year tenure as chairman and CEO of Quantum Corporation, leading the company through a significant transition from being a hard drive supplier to a storage systems company.
Rick how serves on boards, consults with the Gores Group, a private equity firm, and does extensive speaking on change and transformation.
Rick will speak on Key Lessons Learned during Cultural Transformation.
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November 6: Steve Meisel
Steve is an Assurance Partner in PwC's National Professional Services Group ("NPSG") leading its SEC Services. Steve serves as PwC's representative on the SEC Regulations Committee and the Center for Audit Quality Research Advisory Board.
Steve has worked extensively with multinational companies over his 34 years with PwC, with a focus on technology businesses where he worked closely with clients on various business, financial reporting and SEC matters, including numerous M&A and spin-off transactions.
Steve frequently speaks on a variety of issues impacting the accounting profession. Events and conferences where he has participated include the AICPA National Conference on Current SEC & PCAOB Developments, the Practicing Law Institute, Northwestern Securities Regulation Institute, American Bar Association, and the Haas School of Business Annual Financial Reporting Conference at UC Berkeley. He also provided testimony to the SEC Advisory Committee on Improvements to Financial Reporting.
Steve joined PricewaterhouseCoopers LLP in 1978 after graduating from Florida State University with honors (Magna Cum Laude) in Accounting and Finance. Steve is a member of the AICPA and the California state society of CPAs. He currently holds his CPA license in California, New Jersey and Florida.
Steve will share some of his observations about leadership and teamwork that he has learned throughout his years at PwC, and how many of them were first observed and practiced while growing up.
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November 13: Jose Cisneros
José Cisneros is the elected Treasurer of the City and County of San Francisco. As Treasurer, José serves as the City's banker and chief investment officer, and manages tax and revenue collection for San Francisco. Treasurer Cisneros believes that his role of safeguarding the city's money should extend to all San Franciscans and, as such, has embarked upon an ambitious financial empowerment agenda since taking office. The most known of these programs is an innovative public-private partnership to bank the unbanked called Bank on San Francisco, launched in 2006. Today Bank On programs are being replicated by nearly 100 cities and states nationwide, spurring the creation of Bank On USA by the US Department of the Treasury.
Treasurer Cisneros has since launched the San Francisco Office of Financial Empowerment (OFE). Its newest initiatives include Kindergarten to College, the first universal matched children's savings account program in a public school system in the country and CurrenC SF, an employer-focused initiative designed to make electronic pay universal for all workers in San Francisco.
To further this work on a national level, San Francisco joined with New York City to create the Cities for Financial Empowerment coalition, a group of pioneering municipal governments from across the country working to advance innovative financial empowerment initiatives.
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November 20: Fred Caven
Fred was one of the first GGU accounting undergraduates to be hired directly into the tax department of a "Big 8 " public accounting firm. He specialized in the taxation of wealthy individuals, real estate and hedge fund partnerships and real estate investment trusts, and ultimately became a tax partner at Coopers & Lybrand. In 1989, and again in 1991, he produced a monograph predicting the advent of the modern REIT era, during which over 200 private real estate companies eventually went public. Fred left public accounting in 1993 for Wall Street to become an investment banker, where he was considered an advocate for corporate governance and financial transparency and advised some of the most successful REIT IPOs and mergers of that time.
Fred will be speaking about leadership as it relates to the choices he has made in his career.
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November 27: Jeff Howson
Jeff is a former tax partner of Arthur Young & Co., but he left to start Jeffrey M. Howson & Associates (a one-person firm) in 1981. The firm of Howson & Simon LLP, which now has more than 20 employees, specializes in the tax and financial issues of high-net-worth individuals. Jeff's journey has always involved teaching, primarily for Golden Gate University and the California CPA Society.
Jeff never envisioned becoming a tax accountant, starting his own firm or being a partner in a small CPA firm. As luck would have it, he ended up in a space that is a good fit for him. He will be sharing his strategies about how to create an effective team and lead through supporting others.
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December 4: MADELYN MALLORY
Madelyn has been a wealth manager to high net worth individuals, families, pension plans and endowments since 1983. After working as a stockbroker at Dean Witter and then managing the north pacific investment consulting practice of KPMG/Peat Marwick, LLP, Madelyn founded Catalyst in 1996 to offer fee-only financial planning and investment management to clients with $1 million or more in investment assets. Catalyst has been named to Wealth Manager Magazine’s list of Top Wealth Advisors for seven times over the last decade.
Ms. Mallory is currently a trustee for Golden Gate University where she has served as treasurer, chaired the Investment Committee and currently leads the 403(b) Plan Subcommittee. She is a past chair of the GGU Financial Planning Program Advisory Committee and is a board member of the Regional Parks Foundation where she chaired the Planned Giving Committee. Madelyn has taught personal financial planning graduate courses at both GGU and at U.C. Berkeley Extension and is a past board member of the Financial Planning Association of San Francisco. She earned her MBA from Golden Gate University and her B.S. (with honors) in Political Economy of Natural Resources from U.C. Berkeley.
Mallory will talk about embracing mistakes, change and backup plans.