Speaker Bios / 2016 Kellogg Marketing Leadership Summit

Gregory Carpenter focuses on understanding how firms create competitive advantage through marketing strategy. Based on award-winning research, his recent book, Resurgence: The Four Stages of Market-Focused Reinvention (Palgrave Macmillan, 2014), examines how firms become more customer focused, regaining advantage and renewed success. He previously co-edited the Handbook of Marketing Strategy (Edward Elgar, 2012).

As Faculty Director of the Kellogg Markets & Customers Initiative, he fosters research, teaching, and engagement on topics that cross traditional academic boundaries, including customers and corporate culture, data analytics, and trust. He co-chairs the Marketing Leadership Summit, bringing thought leaders together each fall to explore the future of marketing, and as Academic Director of Kellogg’s Chief Marketing Officer Program he helps prepare executives for the challenging role of CMO.

Appearing in leading academic journals, such as Journal of Marketing, Journal of Marketing Research, Journal of Consumer Research, Management Science, Marketing Science, and Psychometrika, his research on marketing strategy has been recognized by The American Marketing Association with the William F. O’Dell Award, the Paul E. Green Award, the Donald R. Lehmann Award, and the Sheth Foundation/Journal of Marketing Award.

Harvard Business Review, Financial Times, Forbes, BusinessWeek, and National Public Radio have featured his research, and it has been cited in arguments before the United States Supreme Court. Recognized by BusinessWeek as one of a small group of outstanding faculty in its Guide to the Best Business Schools, he was voted Outstanding Professor of the Year by the Kellogg Managers’ Program, and he received the Sidney J. Levy Teaching Award.

He often speaks and advises firms on marketing strategy. Past and current clients include Bacardi, Carnival Corporation, Coca-Cola, Cunard Lines, Diageo, Dow Chemical, Federal Reserve Bank, Government of Mexico, General Electric, Harley-Davidson, Health Management Academy, Novartis, PepsiCo, Pfizer, SC Johnson, Target, Unilever, and Visa.

A former Academic Trustee of the Marketing Science Institute, he served as a member of the board of advisors of Hamilton Consultants, and a member of the advisory board of Terlato Wine Group. He was named a Chevalier in the Ordre des Coteaux de Champagne for his contribution to champagne.

He previously served on the faculty of UCLA, Columbia University, and the Yale School of Management. He received his BA from Ohio Wesleyan University, and MBA, MPhil and PhD degrees from Columbia University.

Rory Finlay is based in the Chicago office of Egon Zehnder and leads the firm’s Consumer Products Practice Group in the U.S. and is a member of the Chief Marketing Officer Practice Group. He has over 25 years of experience in marketing well-known and iconic consumer brands around the world.

Prior to joining Egon Zehnder, Mr. Finlay was Senior Vice President and Global Chief Marketing Officer at Beam Global Spirits & Wine Inc., where he led the company’s marketing function globally. He previously spent eighteen years with the Wm. Wrigley Jr. Company, where he held various global positions, including two years based in Munich, Germany, leading Wrigley’s European marketing operations across 30+ countries and as Vice President and General Manager of Wrigley’s Confectionary Brands. He started his marketing career in the textile industry at Celanese Corporation in New York.

He was recognized by Advertising Age as a Top 50 Marketer of the Year for his attention-getting work on Jim Beam. He has also won several prominent marketing and advertising awards, including Cannes Lions for Orbit chewing gum, Canadian Club whiskey and Altoids Sours.

Mr. Finlay is a Scot and native of Great Britain.

Betsy D. Holden is a Senior Advisor to McKinsey & Company, working with clients across industries on strategy, marketing, innovation, and board effectiveness initiatives. She was formerly Co-CEO of Kraft Foods and CEO of Kraft Foods North America. At the time, Kraft Foods was the largest food company in North America and the second largest in the world.

She has over 30 years of experience in consumer goods with expertise in general management, marketing, innovation, acquisitions, and global expansion. In addition to her CEO role at Kraft, Ms. Holden also held the positions of President, Global Marketing and Category Development; Executive Vice President with responsibility for Operations, IT, Procurement, R&D, and Consumer Insights and Communications; President of the Kraft Cheese Division; President of the Pizza Division; plus multiple line brand management assignments. She developed and launched new products generating over $2 billion in revenue. Under her leadership Kraft received numerous marketing and new product accolades and multiple best places to work awards.

Ms. Holden graduated summa cum laude and Phi Beta Kappa with a BA from Duke University. She received a Masters of Management in Marketing and Finance from Northwestern’s Kellogg School of Management.

She serves on the boards of Diageo PLC, Western Union, Catamaran Corp., Time, Inc., Duke University’s Board of Trustees and the Kellogg School of Management Executive Committee and Global Advisory Board. She also is a Senior Fellow of the Kellogg Innovation Network, President of the Board of the Off the Street Club, serves on the Board of the Chicago High School for the Arts, the Board of Trustees of the Museum of Science and Industry, and the Board of Trustees of Ravinia. She is also a member of the Economic Club of Chicago, the Commercial Club, and the Chicago Network.

Eric Leininger joined the Kellogg School faculty full time in September 2010, coming from McDonald’s Corporation, where he was corporate senior vice president since 2004. He has been an affiliated faculty member since 1997.

With Professor Gregory Carpenter, he leads The Kellogg Chief Marketing Officer Program. This by-invitation-only program was the first university-based development experience for newly appointed and rising Chief Marketing Officers. The program has attracted attendees from leading organizations, including Cisco, FedEx, General Motors, Hyatt, IBM, John Deere, Kimberly-Clark, Mattel, SAP, and The Cleveland Clinic. Professor Leininger and Professor Carpenter also lead Kellogg’s annual Marketing Leadership Summit in partnership with McKinsey & Company and Egon Zehnder.

His MBA teaching has included Global Marketing, Marketing of New Products and Services, and Global Initiatives in Management-China. Professor Leininger is a regular contributor to Kellogg’s executive programs, such as “Kellogg on Branding.” He also leads custom executive education programs for a diverse group of companies, including Abbott Labs, AbbVie, and U.S. Cellular.

He was a member of McDonald’s Senior Leadership Team, comprised of the business unit leaders and the global, C-suite functional leaders. He joined McDonald’s from Kraft Foods, where he held a variety of marketing services and information positions for 11 years, including senior vice-president of marketing services. Prior to Kraft, Professor Leininger held leadership positions at ACNielsen and Quaker Oats.

Dick Patton leads Egon Zehnder’s Global Marketing Practice Group and co-leads the firm’s Global Marketing Officer Practice. Mr. Patton partners with clients in board consulting, talent assessment, and the recruitment of senior level executives among a spectrum of industries, including technology, digital media, consumer goods, services, consumer financial services, hospitality and retail.

Prior to joining Egon Zehnder, Mr. Patton held GM, Marketing and Business Development roles with The Coca-Cola Company and Frito-Lay. He also has professional experience launching, leading, and advising start-ups in the consumer and technology sectors. Mr. Patton earned a BA from Brown University and an MBA from The Wharton School, University of Pennsylvania. He serves as a director for the non-profit, Generations Incorporated, and in various volunteer capacities for Groton School, including Vice President of the Annual Fund.

His thought leadership about talent development, functional evolution, and recruitment has been published in Bloomberg Businessweek, Harvard Business Review, Forbes, Brandweek, AdWeek and AdAge.

Jamie Rosman is a seasoned marketing expert with more than two decades of experience shaping global brands and developing strategies that lead to organizational growth and renewal.

As executive director of the Markets & Customers Initiative at the Kellogg School of Management at Northwestern University, she leads the development of this pillar of Kellogg’s educational and research strategy. Focused on creating markets through greater customer insight, this initiative equips students and business leaders with the tools to understand people, insights, and data to excel in today’s economy. In this role, she partners with faculty to advance Kellogg’s positioning as a thought leader, and has played a key role in shaping the school’s new program on data analytics, launching cutting-edge faculty research, and creating opportunities for collaboration with business leaders across sectors and geographies. In addition, she sits on the University’s change management committee and was a member of a University-wide branding taskforce.

Ms. Rosman’s previous experience in higher education as Kellogg’s Chief Marketing Officer and Executive Director of Communications at the University of Chicago’s Graduate School of Public Policy uniquely prepared her for her current role. In addition, she spent over a decade in industry working at Leo Burnett Company in the strategy and planning group developing campaigns for Fortune 500 brands including Nintendo, Hallmark, and Kellogg Cereal.

Ms. Rosman holds a master’s degree from the University of Chicago and a bachelor’s degree from Oberlin College.

Associate Dean for Leadership Development and Clinical Professor of Management, Kellogg School of Management Former Department Head for Behavioral Sciences and Leadership, West Point Bernard (Bernie) Banks is a noted expert on the subjects of leadership and organizational change. Currently, he is the Associate Dean for Leadership Development and a Clinical Professor of Management at Northwestern University’s Kellogg School of Management.

Dean Banks retired from the Army as a Brigadier General in 2016 after having successfully led West Point’s Department of Behavioral Sciences & Leadership. In addition to having studied leadership extensively, he has led multiple military units ranging in size from 10 to 500 people. In 1995, he was selected from over 40,000 officers to receive the Army’s top award for entry-level managers (General Douglas MacArthur Leadership Award). In 2006, the Apache Helicopter unit he was leading in South Korea was designated as the top Apache unit globally in the U.S. Army’s annual best aviation unit competition.

A West Point graduate, he is broadly educated and holds graduates degrees from Northwestern, Columbia, and Harvard Universities. Additionally, he earned his PhD in social-organizational psychology from Columbia University. His work has been published in a variety of outlets (e.g., Harvard Business Review and New York Times).

Buell Duncan is global Vice President, Portfolio Marketing, at IBM. He is responsible for worldwide marketing across IBM’s software, services and systems businesses. Mr. Duncan leads a team of over 2,500 marketing professionals responsible for market and offering management, demand generation, channel marketing, and digital engagement.

Mr. Duncan has held various management positions including General Manager, IBM ISV and Developer Relations; General Manager, AS/400; and General Manager, Global Business Partners. He has extensive international experience and has lived in Paris, France where he was Vice President, IBM Systems Sales across Europe, the Middle East and Africa.

Mr. Duncan is a member of IBM’s Growth & Transformation Team consisting of senior leaders from across the corporation. He is a member of the Forrester Research Client Advisory Board, Direct Marketing Association Board of Directors and the ALSAC Professional Advisory Council, St Jude Children’s Hospital. He is a past board member of the Marymount School in Paris, France and Walters Art Gallery in Baltimore, Maryland. He is a graduate of Vanderbilt University and currently resides in Ridgefield, Connecticut.

Leslie Ferraro most recently served as President of Consumer Products for The Walt Disney Company. She held various marketing leadership positions throughout her 17 years there, including Executive Vice President of Marketing in the Parks and Resorts division, Senior Vice President of Marketing and Sales for Adventures by Disney and New Business Initiatives, and Vice President, of Global Marketing for Disney Regional Entertainment.

Prior to joining The Walt Disney Company, Ms. Ferraro held various senior-level marketing positions at McCann-Erickson Inc., Johnson & Johnson, and SmithKline Beecham. She holds a degree in economics and marketing from George Washington University, a master’s in economics from the London School of Economics, an MBA in finance from New York University, and an Executive MBA in marketing from Columbia University.

Steve Fund is Senior Vice President and Chief Marketing Officer at Intel Corporation. As Chief Marketing Officer, he leads all aspects of worldwide marketing for Intel, including strategy, advertising, brand, media, research, communications, digital, product and partner marketing.

Mr. Fund’s 20-plus years of marketing experience includes leadership roles associated with the world’s most recognized consumer brands. Before joining Intel in 2014, he was Senior Vice President of Global Marketing at Staples Inc. and served on the company’s Senior Leadership Team. Most recently he has been recognized as a 2016 ADWEEK Brand Genius Award winner.

Earlier in his career at Procter & Gamble Co., Mr. Fund was the Global Marketing Director for Gillette. He previously held senior brand and marketing positions at PepsiCo and was a consultant at McKinsey & Co.

A native of New York, Mr. Fund holds a bachelor’s degree in business administration from the State University of New York at Albany and a master’s degree from New York University’s Stern School of Business.

Jason Heller has been a digital marketing and eCommerce pioneer, entrepreneur, strategist, and recognized thought leader for 20+ years. As global lead of McKinsey’s Digital Marketing Operations practice, Mr. Heller works closely with CMO’s, CIO’s, and CEO’s to help transform their use of data, marketing technologies, and analytics to respond to and harness the opportunities created by the changing consumer, technology, and competitive landscape.
Mr. Heller helps teams identify and capture opportunities for revenue growth in digital channels. He also specializes in transforming marketing organizations’ capabilities, processes, strategies, technology, and agency portfolios. His experience spans industries – he has led long-term digital capability-building and implementation programs for leaders in retail, CPG, telecom, media and publishing, financial services, and other industries.  

He previously was CEO and founder of Agiliti, a boutique consultancy focused on digital marketing operations, where he worked closely with marketing leaders to audit and optimize the operational capabilities of their marketing organizations. He also co-founded one of the first digital media and relationship marketing agencies in 1998, which was acquired by Horizon Media, the largest independent media agency in the world, in 2005. He sat at the helm of Horizon’s digital group for several years, growing the digital arm of the $3 billion firm.

Mr. Heller is a frequent speaker at industry events and contributes to numerous industry publications. He has been an active member of the advisor boards of several marketing technology companies over the years.

Barbara Martin Coppola serves as Chief Marketing Officer of Grubhub. With 17 years of technology marketing experience spanning more than nine countries, she is responsible for growing brand affinity and driving user adoption. Prior to Grubhub, she spent seven years at Google, holding leadership positions in the U.S. and France for Google Express, YouTube, and Chromecast. She also previously worked for Samsung in South Korea and Texas Instruments in the U.S., Finland, Germany and Japan.

Ms. Martin Coppola holds a master’s degree in electrical engineering from Universidad Politecnica de Madrid, a master’s degree in mobile communications from E.N.S.T, and an MBA from INSEAD. She is also a graduate of the Advanced Management Program at Harvard Business School. She studied classical piano alongside engineering while an undergraduate student, which helped provide balance to her curriculum. She lives in Chicago with her husband and two children.

Kristi Maynor is a core member of the firm’s CMO Practice with a focus on Retail, Restaurant & Hospitality and is based in Dallas. She also conducts executive search for CEO, digital and e-Commerce leaders and provides assessment and development support for clients.
 
Prior to joining Egon Zehnder, Ms. Maynor spent her career at the intersection of marketing and technology, helping consumer brands grow through digital leadership. With Procter & Gamble, she leveraged emerging media solutions to launch new brands and increase loyalty for brands, including Crest, Oral-B, Whitestrips and Secret. She led client growth and strategic initiatives at imc2, a leading digital agency. She also worked at Mary Kay to optimize the global CRM and e-Commerce platform.

Earlier in her career, Ms. Maynor worked with JCPenney and Mary Kay’s technology organizations to develop merchandising, HR, and product management processes and systems.

Mr. Thomas F. O’Toole serves as the Chief Marketing Officer and Senior Vice President at United Airlines, Inc. Mr. O’Toole has been Chief Marketing Officer and Senior Vice President at United Continental Holdings, Inc. since January 2010. He is responsible for all brand development, marketing, ancillary revenue, digital channels, loyalty, co-brand credit cards, customer data analytics, product management and distribution. He has been Director of Alliant Energy Corporation since July 27, 2015. He previously served as Senior Vice President of Marketing and Loyalty at United Continental Holdings, Inc.

He has almost 30 years of marketing experience, and 20 in the hotel industry. Prior to United Airlines, he spent 14 years at Global Hyatt Corporation where he led brand marketing, distribution, reservations and information technology for all operating companies and brands worldwide as Chief Marketing Officer and Chief Information Officer.

He has been a Director at Wisconsin Power and Light Company and Interstate Power and Light Company since July 27, 2015, Director of Pegasus Solutions, Inc. since May 1998, and serves as Director of Travel Industry Association of America, as well as the Boards of the Chicago Symphony Orchestra, Windows on the World Communication (WTTW/WFMT) and the Big Shoulders Fund. He received the Master of Applied Communication Theory and Methodology and Bachelor of Arts in Communication Research from Cleveland State University.

William Ocasio is the John L. & Helen Kellogg Professor of Management & Organizations at the Kellogg School of Management. He was educated at the University of Puerto Rico at Mayaguez, MIT, Harvard Business School, and Stanford University, where he received his PhD in organizational behavior in 1992. Prior to coming to Kellogg, he was Assistant Professor of Strategy and Organizations at the MIT Sloan School of Management, from 1992-1995. From 1995-2001, he was Assistant Professor at Kellogg, and then promoted to Full Chaired Professor in 2001.

His research links organizational politics, cognition, and culture with the study of strategic processes, corporate governance, and organizational and institutional change. His varied research interests are brought together by a focus on explaining both the determinants of organizational and industry attention and its consequences for stability and change in organizations and institutions.

For executives, he teaches Political Capital, Managing Organizational Change, and Strategic Processes. His teaching philosophy is to provide students with frameworks that will foster critical thinking skills that will make them better managers and leaders in organizations. At the PhD level, he teaches a Seminar on Behavior in Organizational Systems as well as a special elective on Institutional Logics and Practices.

Prior to becoming an academic, he served as Executive Director of the Governor’s Economic Advisory Council in Puerto Rico from 1986-1990. Building on his research and organizational experience, he provides consulting services, executive education, and expert testimony to Fortune 500 firms, law firms, as well as to federal and state governments..

Amanda Roberts is a member of the firm’s Consumer Practice Group and is based in the New York office. She leads the firm’s North America Chief Communications Practice and is also a leader within the Chief Marketing Officer Practice Group. She partners with a variety of US-based and global clients, focusing on commercial executives in the retail, technology, and consumer goods sectors and brings a depth of experience within sales and marketing functions for both B2B and B2C businesses.

Prior to joining Egon Zehnder, Ms. Roberts served as COO and led all marketing and business development initiatives at Management Leadership for Tomorrow, a national nonprofit focused on high potential minorities. In addition to working in the notprofit sector, she has extensive sales and marketing experience, with roles serving as the Chief of Staff to the Global Chairman of Young & Rubicam Brands, where she assisted with global leadership development programs and agency key accounts; Vice President, Sales & Marketing at Wall Street Institute, where she traveled among 27 countries to establish franchised marketing and sales programs; and Principal Consultant at The Parthenon Group, a strategic management consulting firm, where she worked across consumer, healthcare and education sectors. Earlier in her career, Ms. Roberts led national accounts at a targeted marketing start up and led a retail sales force for the launch of wireless services in the telecommunications industry.

She earned a BA in Political Economics at the University of California, Berkeley and an MBA from Harvard Business School.

Mohan Sawhney is a globally recognized scholar, teacher, consultant and speaker in innovation, strategic marketing and new media. His research and teaching currently focuses on modern marketing, organic growth, and business innovation.

He has written six management books as well as dozens of influential articles in leading academic journals and managerial publications. His most recent book, Fewer, Bigger, Bolder: From Mindless Expansion to Focused Growth, was published in July 2014 by Penguin. He also published a book of poetry called Love, Longing and Loneliness in 2014. His research has been published in leading journals like California Management Review, Harvard Business Review, Journal of Interactive Marketing, Management Science, Marketing Science, MIT Sloan Management Review, and Journal of the Academy of Marketing Science. He has also written several influential trade articles in publications like the Financial Times, Fortune, CIO Magazine, and Business 2.0. He has won several awards for his teaching and research, including the 2006 Sidney Levy Award for Teaching Excellence at the Kellogg School, the 2005 runner-up for Best Paper in Journal of Interactive Marketing, the 2001 Accenture Award for the best paper published in California Management Review in 2000 and the Outstanding Professor of the Year at Kellogg in 1998. He has been nominated for the Outstanding Professor of the Year at Kellogg in 2008 and 2009. He received the Distinguished Alumnus Award from the Indian Institute of Management, Calcutta in 2011 and the Light of India People’s Choice Award for excellence in academics in 2012. In 2014, he was ranked 16th on the list of most influential thinkers of Indian origin by Thinkers50 and the Institute of Competitiveness.

He advises and speaks to Global 2000 firms and governments worldwide. His speaking and consulting clients include: Accenture, Adobe Systems, AT&T, Boeing, Cisco Systems, Dell, DuPont, Ericsson, Fidelity Investments, GE, General Mills, Goldman Sachs, Honeywell, Intuit, Jenner & Block, Jones Lang LaSalle, Johnson & Johnson, Kellogg Company, McDonald’s, Microsoft, Nissan Motor, Raytheon Missile Systems, SAP, Sony, Teradata and Textron Inc. He serves on the boards and advisory boards of several technology companies, including Bahwan Cybertek, Cross-Tab Group, Reliance Jio Infocomm, Georama, LegalLogic, MotiveQuest, Sprinklr, and vMock. He is a Fellow of the Institute of Study for Business Markets (ISBM) at Penn State University and a member of the Advisory Board at the Chicago Innovation Awards.

He holds a PhD in Marketing from the Wharton School of the University of Pennsylvania; a Master’s degree in Management from the Indian Institute of Management, Calcutta; and a Bachelor’s degree in Electrical Engineering from the Indian Institute of Technology, New Delhi.

Cynthia Soledad serves clients across all consumer goods and services sectors, with deep experience in consumer durables, packaged goods, and retail. Based in Chicago, she conducts executive search for leadership roles in marketing, digital, consumer insights, and customer experience. Ms. Soledad also provides management appraisal and advises clients on diversity and inclusion practices.

Prior to joining Egon Zehnder, she spent 13 years in brand leadership, with a focus on harnessing consumer behavioral insight to drive innovation. She served as senior brand director at Whirlpool Corporation, overseeing KitchenAid through a global brand position refresh and the redesign of all major appliances. She also led the marketing services organization, including Consumer and Marketplace Insights and internal Creative Services, and established the company’s first Digital Center of Excellence. Prior to Whirlpool, she was a brand manager at Procter & Gamble, where she held roles in business delivery, upstream innovation, and shopper marketing. Throughout her career, Ms. Soledad has been engaged in leadership development for diverse employees, serving as a leader of Whirlpool’s Women’s Network and P&G’s Asians in Marketing and CMK.

She earned a BA in Anthropology from the University of Chicago and an MBA from the Darden Graduate School of Business at University of Virginia.

Sebastian Tomich was named Senior Vice President, Advertising and Innovation in April 2015. In this role, Mr. Tomich leads the Times’ advertising creative, product and operations teams, along with the fast growing T Brand Studio.

He was previously Vice President of Advertising where he started T Brand. He also managed sales teams across multiple categories and regions. In 2016, he led the acquisitions of both Hello Society, an LA based social influencer network, and Fake Love, an experiential design agency based in Brooklyn.

Before joining the Times, he was the director of East Coast advertising at Forbes Media. In this position, he led the company’s largest regions advertising sales and business development efforts with their new native advertising platform, BrandVoice. During his tenure at Forbes, he held a number of positions, including Regional Sales Manager and National Digital Director. In 2014, he was named to Advertising Age’s “Creative 50” list.

Amy Weisenbach leads global marketing for Wilson Sporting Goods, which is one of the world’s leading manufacturers of performance sports equipment in tennis, golf, football, basketball, baseball, softball, volleyball and soccer.

In 2016, Wilson was named one of the world’s most innovative companies by Fast Company, and the company’s digital basketball won an Innovation Lion at Cannes. This month, Wilson launched the Wilson X Connected Football, bringing the NFL stadium to every backyard through a Bluetooth-enabled football and a smartphone app. Wilson also recently introduced a new Pro Staff racket designed in partnership with Roger Federer, and later this fall, the brand will launch a primetime show on Golf Channel called “Driver vs. Driver.”

Prior to Wilson, Ms. Weisenbach served as VP of Marketing for Trunk Club. Previously, she worked at Beam, where she led the U.S. Tequila portfolio and successfully turned around performance from a double-digit decline to the fastest growing tequila portfolio in the U.S. in both value and volume. She also spent six years at Unilever working on AXE – the #1 male grooming brand in the world. During her time on AXE, the brand received a Clio Award for Advertiser of the Year. Ms. Weisenbach was named a Woman to Watch by Ad Age in 2012.