get started: Braden School of Tax and Accounting Business Leadership Series

AUG 27 -- DEC 3, 2013

TUESDAYS, 12 -- 1 PM

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 below
  • Receive one-unit course credit for attending all sessions -- sign up through GGU's Course Schedule

All sessions will be held at:

Golden Gate University
536 Mission Street, Room 2201, San Francisco

August 27 -- CAROL ISOZAKI

Carol Isozaki PwC

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.

September 3 -- MARK PERRY

In 1996, Mark became General Partner at New Enterprise Associates, the largest early stage venture capital firm in the US with over $14 billion under management. Prior to this, Mark was Executive Vice President and Chief Operating Officer of Sonoma Vineyards and a partner at Arthur Young & Company. He is a Certified Public Accountant in California. Mark received a Masters in Business Administration (with distinction) from the Harvard University Graduate School of Business and a Bachelor of Arts in Economics (cum laude) from Amherst College.

Mark will discuss embracing mistakes, change and contingency plan.

September 10 -- WILLIAM E. TAGGART, JR.

Attorney William E. Taggart, Jr., Dean Emeritus, a co-founder of the Braden School of Taxation, and a respected leader in taxation, will describe a revolutionary simplification of the federal tax system founded on 45 years of observation.

William will discuss situational leadership drawing from his own expertise.

September 17 -- CHARLES "CHIP" CONRADI

Charles R. "Chip" Conradi joined The Clorox Company in 2000 as vice president -- tax, and was appointed treasurer in 2004. In this role, he is responsible for global tax and treasury and credit activities for the company and its affiliates.

Prior to joining Clorox, he was a Senior Vice President and head of the International Tax Group at Bank of America in San Francisco. Chip has held other tax positions in industry, including an assignment in Tokyo, Japan.

Chip received a Bachelor of Arts degree from Cornell University and his Juris Doctor, with honors, and his Masters Degree in Taxation from Golden Gate University. Chip is a member of the California Bar and is a Certified Treasury Professional. He resides in Oakland, California, with his wife, Rebecca. They have four children.

Chip is a member of the Board of Trustees of Golden Gate University. He is President of the City of Oakland's Tax Board of Review and is a member of the Clorox Foundation Board.

Chip will share insights about the critical factors for effective leadership.

September 24 -- HAROLD "HAL" DITTMER

Harold "Hal" Dittmer is the Founder, President and Owner at Wellhead Electric Company, Inc. Mr. Dittmer serves as the President and Chief Executive Officer of Wellco Services and Power Exchange Corporation. He served as a Management Consultant at Cresap McCormick & Paget. Mr. Dittmer founded the Sierra Resource Group in 1974. Mr. Dittmer is a Principal in the BPIRP Group. He has been a Director of Bonneville Pacific Corp. since 1998. He serves as a Trustee at Hastings College.

Hal will share his experiences and lessons learned from "40 years of being self-employed. You can do it too."

October 1 -- MONIQUE MOYER

Monique Moyer is the Executive Director of the Port of San Francisco, an appointment of Mayor Gavin Newsom in 2004. She serves at the pleasure of current Mayor Edwin Lee and a 5-member Port Commission. Ms. Moyer is the second woman to serve as Executive Director in the Port's 149-year history and one of only 3 female port directors nationwide (out of 85). Ms. Moyer is the longest-serving Port Director since the Port transferred to the City & County of San Francisco in 1969.

The Port of San Francisco is a self-revenue generating agency of the City & County of San Francisco and manages a broad range of commercial, maritime and public-access facilities along the city's waterfront. The Port of San Francisco is 7½ miles and is home to a fishing fleet, cruise ships, Fisherman's Wharf, the SF Giants' ballpark and many other entrepreneurial entities and water spots. Ms. Moyer manages a staff of 235 and a budget of $70 million.

In addition, Ms. Moyer sits on the non-profit boards of the Mid-Peninsula Housing Coalition, the Foundation of the Fine Arts Museums, and is Vice Chair of the California Association of Port Authorities.

Previously, Monique Moyer served as the City's Director of Public Finance under Mayor Willie L. Brown, Jr. (1997-2004). In addition to managing the City's $2 billion municipal debt portfolio, Ms. Moyer represented Mayor Brown at CalPERS, the United Airlines bankruptcy and numerous other issues of financial complexity. In 2002, she proudly received the San Francisco Chamber of Commerce Public Managerial Leadership Award. She has been named annually as one of the San Francisco Business Times' 150 Influential Women in Business from 2005-2011 and became "Ever Influential" in 2012. She is the recipient of San Francisco Travel's 2013 Silver Cable Car Award.

Monique will share strategies about how to create an effective team and lead through supporting others.

October 8 -- BOB JASON

A graduate of Harvard College and Harvard Law School, where he was an editor of the Harvard Law Review, Bob is a Managing Director at Nigro Karlin Segal & Feldstein, one of the nation's largest business management firms. He will talk about ethics, leadership, and how one misstep can derail an entire career.

Bob will talk about ethics, leadership, and how one misstep can derail an entire career.

October 15 -- BARBARA KARLIN

Barbara Karlin was appointed vice president of academic affairs at Golden Gate University in 2002. She has been with GGU since 1983, when she started as an adjunct professor, and her positions at the university have included associate dean and then dean of the School of Taxation, as well as dean of the Ageno School of Business. Barbara has written and presented extensively on the subject of tax research and is the author of the textbook entitled "Tax Research" published by Prentice Hall.Barbara earned her CPA certificate while working for Coopers & Lybrand in San Francisco, California. In addition, Barbara holds an LL.M. in taxation from Golden Gate University and a J.D. from Hastings College of the Law. She earned her bachelor's degree in political science from Stanford University. She was admitted to the California Bar in 1980 and became a Certified Public Accountant (currently inactive) in 1985.In addition to her work at Golden Gate University, Barbara is currently a Commissioner on the Senior Commission of Western Association of Schools and Colleges (WASC).

Barbara will talk about defining leadership and how discovering who we are is key to helping us decide whether we want to lead and what kind of leader we aspire to be.

October 22 -- MAYOR WILLIE L. BROWN, Jr.

Two-term Mayor of San Francisco, legendary Speaker of the California State Assembly, and widely regarded as the most influential African-American politician of the late twentieth century, Willie L. Brown, Jr., has been at the center of California politics, government, and civic life for an astonishing four decades. His career spans the American Presidency from Lyndon Johnson to George W. Bush, and he's worked with every California Governor from Pat Brown to Arnold Schwarzenegger. From civil rights to education reform, tax policy, economic development, health care, international trade, domestic partnerships, and affirmative action, he's left his imprimatur on every aspect of politics and public policy in the Golden State.

As Mayor of California's most cosmopolitan city, he refurbished and rebuilt the nation's busiest transit system, pioneered the use of bond measures to build affordable housing, created a model juvenile justice system, and paved the way for a second campus of the University of California, San Francisco, to serve as the anchor of a new development that will position the City as a center for the burgeoning field of biotechnology. Today, he heads the Willie L. Brown, Jr., Institute on Politics and Public Service, where this acknowledged master of the art of politics shares his knowledge and skills with a new generation of California leaders.

Mayor Brown will discuss leadership in politics.
This session will be held at The Commonwealth Club of California, 595 Market Street, San Francisco.

October 29 -- FIONA MA

Fiona Ma was first elected to represent the people of California's 12th Assembly District from November 2006 to November 2012 (after serving the maximum of three terms.) She was the 112th woman to ever be elected to the California Legislature and the first Asian women to ever serve as Speaker pro Tempore since 1850.

Fiona Ma received her BS from the Rochester Institute of Technology (NY), her MS in Taxation from Golden Gate University (SF), and an MBA from Pepperdine University. She has been licensed in California as a Certified Public Accountant (CPA) since 1992.

Fiona will discuss the opportunities and pitfalls confronting new leaders.


Retired Chairman and Chief Executive Officer. During his tenure from 1990 to 1996, Rosenberg significantly strengthened Bank of America's retail franchise, as well as its corporate operations. The company also achieved record earnings, stock price, and dividend levels, and firmly established itself as a leader in community reinvestment programs.

He is a retired commander in the U.S. Naval Reserve, a member of the California Bar Association, a trustee of the California Institute of Technology, a past president of The Bankers Roundtable, the Bank Marketing Association, the Federal Advisory Council of the Federal Reserve System and a past chairman of MasterCard International and the United Way of the Bay Area.

He is a member of the boards of directors of the Buck Institute for Age Research, the San Francisco Symphony, the Naval War College Foundation and chairman of the Executive Council of the University of California Medical Center. He has served as the chairman of the board for ABX Air, and as a director of Airborne Express Corporation, SBC Communications, UCSF-Stanford Health Care, Chronicle Publishing Company, Northrop Grumman Corporation, Health Care Property Inc. and Pacific Life Insurance Company. He was recently elected a member of American Academy of Arts & Sciences.

Rick will speak about leadership in a troubled organization.


John Swartzberg, MD, is a clinical professor emeritus at the UC Berkeley School of Public Health and chair of the editorial board of the UC Berkeley Wellness Letter. For ten years he was the director of the UC Berkeley -- UCSF Joint Medical Program and he continues to teach in this program. He is in also in the Division of Infectious Diseases and Vaccinology in the School of Public Health where he teaches graduate courses on the principles of infectious diseases and on hospital associated infections.

Mark Bresnik, MD, is a Director of Clinical Research at Gilead Sciences, working on the development of antibiotics and other drugs for respiratory diseases. Prior to that he had a private practice in Internal Medicine and was a consultant in Infectious Diseases in Berkeley. He also consults in Infection Control and Hospital Epidemiology at Alta Bates Medical Center, Berkeley.

Drs Bresnik and Swartzberg will speak on leadership in confronting the early years of the HIV/AIDS epidemic.

November 19 -- MARK VORSATZ

Mark Vorsatz is Managing Director and Co-Founder of WTAS and has served as the Chief Executive Officer since the firm's inception in 2002. Mark works exclusively with individuals in the design and implementation of customized income tax and estate planning solutions. His client base is limited to founders and/or substantial shareholders of public companies, owners of closely held businesses, and high net worth family groups. He focuses on preserving wealth for multi-generational families.

Mark has over 30 years of experience in tax practice. Before joining WTAS, he was a Tax Partner at Arthur Andersen from 1987 to 2002. Mark served on the firm-wide Family Wealth Planning Team from 1982 to 2002 and led the firm's Private Client Service Group in San Francisco. He also served as Managing Partner and Tax Division Head of Arthur Andersen's San Jose office from 1990 to 1994

In addition to his undergraduate and law studies, Mark attended a specialized law program at the University of Kent in Canterbury, England and an executive program at the Brookings Institution in Washington, D.C. Mark has served as Chair of the Estate, Gift, and Trust Tax Committee of the American Institute of CPAs, and is a member of the Tax Section of the American Bar Association. He has lectured extensively on estate planning and has taught estate planning in the graduate tax program at Golden Gate University. He regularly lectures at Hastings College of the Law in San Francisco.

Mark will discuss managing internal and external relationships, as well as communication and leadership in corporate America.

November 26 -- JAMES "JIM" HENRY

James "Jim" Henry joined PricewaterhouseCoopers in 1981 and was admitted to the partnership in 1991. Currently, Jim is the San Francisco Market Managing Partner for PwC and serves on several major clients in Northern California.

Jim has held numerous leadership positions during his 31 years with PricewaterhouseCoopers. Prior to relocating to San Francisco, Jim served on the U.S. Leadership Team as the firm's Industries and Sectors Leader. From 2004-2007, Jim was on the U.S. and Global Advisory Leadership Team and led the firm's Health Industries practice, including the Healthcare and Pharma & Life Sciences sectors. In this role, he helped launch the PwC Health Research Institute, which develops forward looking thought leadership on emerging issues in the Health Industries.

Jim also served as a Regional Managing Partner from 2001-2004 in Atlanta and was the lead partner for a major consumer beverage company. Prior to 2001, Jim was based in our San Jose office and led PwC's Tax services for technology industry clients. He was also the San Jose office Managing Partner in 1997-1998.

Over his career, Jim has provided services in merger and acquisition planning, incentive arrangements, global structuring, corporate strategy, and performance improvement to major clients across a variety of industries and markets.

Jim will discuss career progression, customer/client relationships, developing talent, and corporate responsibility.


John M. Williamson is the Partner-in-Charge of EisnerAmper's San Francisco office and a member of its Financial Services Group. With 35 years of public accounting experience, he has an extensive accounting, auditing and tax background serving clients in the securities area. He specializes in working with investment partnerships, broker-dealers, offshore funds and registered investment advisors, and assists investment partnerships in structuring their limited partnership agreements and offering memoranda. John serves on the firm's Executive Committee.

John received his B.S. in Accounting (Economics and Business Administration) from Illinois College, where he serves as a member of the Board of Trustees, and his M.S. in Taxation from Golden Gate University. The university featured John in its book, Profiles in Prominence, for his achievements as an alumnus of its graduate program in Taxation.

John is a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA). He serves on the Executive Committee of the Board of Directors of Help for Children, an organization dedicated to the prevention and treatment of child abuse and neglect. In addition, he is Treasurer and Chair of the Finance Committee as well as a member of the Board of Directors' Executive Committee of Freight & Salvage Coffee House in Berkeley, which is dedicated to public awareness and understanding of traditional music.

John will share observations on managing a CPA firm.