Dr. Robert Kaplan is an internationally recognized performance management thought leader. Along with Dr. David Norton, he developed the Balanced Scorecard, a management tool that translates strategy into understandable terms and measurable results. He is the Baker Foundation Professor at Harvard Business School and the godfather of activity-based costing. His work has transformed the way businesses, non-profit organizations, and government agencies manage strategy. Elected to the Accounting Hall of Fame in 2006, he received the Lifetime Contribution Award for Distinguished Contributions to Advancing the Management Accounting Profession from the Institute of Management Accountants in 2008, and the Lifetime Contribution Award from the Management Accounting Section of the American Accounting Association (AAA) in 2006. The American Accounting Association selected his co-authored book, Relevance Lost: The Rise and Fall of Management Accounting for the Seminal Contribution to Accounting Literatoure Award. The Financial Times included him in its 2005 list of Top 25 Business Thinkers.

David P. Norton is the preeminent authority on how to institutionalize strategic thinking using The Balanced Scorecard (BSC). Dr. Norton co-developed this extraordinary tool for defining and executing business strategy. He co-authored with Robert S. Kaplan, the three essential books on The Balanced Scorecard. David Norton is also the co-founder, president and CEO of the consulting firm that helps organizations use the BSC successfully. In his presentations, Dr. Norton helps companies make effective strategic thinking and execution an essential part of their business, both at the top (through the equivalent of a Chief Strategy Officer) and throughout the organization.

Laura Downing is a co-founder and managing partner with Ascendant Strategy Management Group. Before Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative together with Drs. Kaplan and Norton. There she was responsible for the professional services business unit. Before founding BSCol, Laura was one of the original consultants in the strategic management services practice of Renaissance Worldwide, Inc., where she developed the Balanced Scorecard service offerings. Laura is a regular speaker and instructor at Balanced Scorecard conferences and has consulted with a variety of organizations to enhance their strategic management processes. Most recently, Laura has been working with PEJE, Catholic Charities, ACCION, US Army, Office of the Director of National Intelligence, Office of Personnel Management, Petrobras, Securities and Exchange Commission, Petroleum Canada, Defense Logistics Agency, American College of Cardiology, Massachusetts Special Olympics, and British Telecom. Laura's work at the FBI has been profiled in Harvard Business Review case, and several of her clients have won the Balanced Scorecard Hall of Fame award. She has also consulted with a number of software providers in their development of Balanced Scorecard applications. A native of Boston, MA, Laura graduated from Georgetown University and Harvard Business School.

With 26 years of law enforcement and intelligence experience, T.J. Harrington, Associate Deputy Director of the FBI, is a recognized leader in the global law enforcement and intelligence communities. Mr. Harrington, as the FBI’s Chief Operating Officer, is responsible for the efforts and productivity of over 34,000 employees and an annual budget in excess of $10 billion.
Following the terror attacks of September 11, 2001, Mr. Harrington was asked to take a leadership role in the expansion of the FBI’s Counterterrorism Division and the creation of the National Security Branch. Mr. Harrington was part of the leadership team that guided the FBI through an unprecedented time of development, expansion and transformation. He is responsible for the creation of the National Threat Center Section, the 24/7 Counterterrorism Watch Center, and the expansion of the national network of Joint Terrorism Task Forces. Mr. Harrington introduced the FBI to the principles and methodology of the Balanced Scorecard. He transformed the strategic planning and execution process within the Counterterrorism Division and championed this process to an enterprise level for the FBI. Mr. Harrington applied the principles of fact-based problem solving to reengineer and implement a structured, robust intelligence function with the FBI. As the Associate Executive Assistant Director of the FBI’s National Security Branch, he led the creation and deployment of the Strategic Execution Team (SET), a 30-month enterprise initiative designed to accelerate the FBI’s transformation to an intelligence-led organization. This initiative diagnosed, designed and delivered a standardized intelligence apparatus for the FBI.
Mr. Harrington’s success in developing strategy, creating alignment and pursuing organizational change within the FBI was recognized with his receipt of the Presidential Rank Award of Distinguished Executive. In 2009, Mr. Harrington was promoted to the Executive Assistant Director of the FBI’s Criminal, Cyber, Response and Services Branch (CCRSB). The CCRSB is the largest operational branch in the FBI, overseeing the administrative and operational efforts of 70,000 investigations and the use of 360 law enforcement task forces. He was instrumental in introducing the Criminal Program to new concepts designed to create an intelligence-led organization, piloting the creation of Hybrid Criminal Squads, Threat Fusion Cells and new performance metrics designed to illustrate community impact within the FBI’s top priorities. As the Associate Deputy Director he is now responsible for the development and execution of the FBI’s diverse mission strategy. His focus has been on the development of new information systems, and the creation and understanding of new performance metrics and measurable outcomes that complement the FBI’s vision of being today’s world leaders in law enforcement and national security.

Mr. Harrington is a member of the FBI’s Executive Committee and Senior Executive Service Selection Committee.

Ted Jackson is a co-founder and managing partner with Ascendant Strategy Management Group. At Ascendant he is an engagement leader supporting many nonprofit and mission-driven organizations, including the American Society of Mechanical Engineers, Project Management Institute, American College of Cardiology, Rare, ACCION, CFA Institute, Institute of International Education, Uncommon Schools, and the Atlanta Independent School System. He is also responsible for sales and customer support of ClearPoint Strategy, the Ascendant-recommended strategy management software solution. Prior to Ascendant, Ted was a Vice President at Balanced Scorecard Collaborative and was responsible for global sales and support of the Executive Strategy Manager software. He was also an active consultant and facilitator for 9 years with BSCol. Before that, Ted worked at ICF International, an engineering and environmental consulting firm. At ICF, Ted’s team helped the EPA develop the Energy Star program and worked with organizations to reduce their energy consumption.

Amy Katz is the Associate Director of PEJE, the Partnership for Excellence in Jewish Education. Previously she served as the founding Executive Director of the Rabbi Soloveitchik Institute in Boston where she was part of a team that launched and managed a new teacher induction and mentoring program for Orthodox Jewish day schools. For ten years she was on the staff of the Combined Jewish Philanthropies in Boston holding numerous positions in Development and serving as Director of Leadership Development and Community Education. A graduate of Stern College for Women, Amy holds an MSW from the Wurzweiler School of Social Work. She lives in Brookline, Massachusetts with her husband, Nathan.

Kathy is an accomplished educational administrator who has served urban schools for 34 years. Since July 2000, she has served as Deputy Superintendent for Curriculum and Instruction for Atlanta Public Schools. Kathy also served as Executive Director of High Schools in Atlanta. She began her career in 1975 as a teacher, and served as an assistant principal and principal at the elementary and high school levels in the New Orleans Public Schools. Kathy interned with the Superintendent of the Memphis City Schools, was the special assistant to the Superintendent in New Orleans Public Schools, and went on to become the Assistant Superintendent of High Schools in Newark Public Schools. Kathy holds a B.S. in Elementary Education from Loyola University, a M.A. in Educational Administration from the University of New Orleans, and a M.Ed. in Administration, Planning, and Social Policy from Harvard University. She received her Doctor of Education in Administration, Planning, and Social Policy with concentration in the Urban Superintendents’ Program from Harvard University. Recently, Kathy was the winner of the 2010 Council of the Great City Schools Curriculum Leadership Award. She is the mother of two children.

Dallice Joyner is the Executive Director of the Northern Virginia Area Health Education Center, an agency that works to improve community access to quality healthcare by providing language services via proficiency testing, training contract interpreting, contract translations and cultural competence services in health and human services settings. In October 2009, Mrs. Joyner was one of five finalists selected for the Gelman, Freeman, Rosenberg EXCEL Nonprofit Leadership Award. She brings to the NVAHEC, 20+ years of public health, community partnership development and administrative experience. In June, 2010, on the behalf of the NV AHEC Board and Staff, Mrs. Joyner received the National AHEC Organization’s Center Award for Excellence: Special Community – Based Program Award. Mrs. Joyner received her undergraduate degree in School and Community Health from East Carolina University in Greenville, North Carolina. She received her master’s degree in Education with a Community Health Concentration from the University of North Carolina – Greensboro. Prior to moving to Virginia in 2004, Mrs. Joyner was a health education consultant for the North Carolina Department of Health and Human Services

Bio coming soon...

Bio coming soon...

Dylan Miyake is a founder and managing partner of Ascendant Strategy Management Group. Dylan has worked closely with Drs. Kaplan and Norton, developers of Balanced Scorecard management system, since 1997. At Ascendant, Dylan’s primary area of focus is helping social and public sector organizations develop the internal capabilities to manage strategy via implementing a repeatable and efficient meeting and governance process. Prior to founding Ascendant, Dylan was a vice president and executive team member at Balanced Scorecard Collaborative (BSCol). At BSCol, Dylan focused on helping international organizations execute strategy with the Balanced Scorecard. At Ascendant and BSCol, Dylan has worked in the education, social services, environmental, media, and technology sectors, helping organizations implement strategic management systems. A frequent speaker and writer, Dylan has contributed articles to DM Review, Intelligent Enterprise, and Balanced Scorecard Report. He has spoken at leading industry forums, including the Balanced Scorecard Summits in Europe, North America, Europe, and Asia, Hyperion Global User Conference, and the SAS Global User Conference. Dylan earned his BA in government, magna cum laude, from Bowdoin College and his MBA from the Sloan School of Management at the Massachusetts Institute of Technology.

Jeremy Sutherland is an Associate Consultant at Ascendant Strategy Management Group. He supports strategic planning and performance management projects at a number of mission-driven organizations. Before joining Ascendant, Jeremy completed process mapping and Lean-Six Sigma work for Orlando Health, Marstel-Day, and Agility Defense and Government Services. He is based in Alexandria, VA and has a degree in Industrial and Systems Engineering from Virginia Tech.

Ellen Liston is the Deputy City Manager in Coral Springs, Florida – a 2007 winner of the Malcolm Baldrige National Quality Award, the nation’s highest Presidential honor for organizational performance excellence. Ellen is a key member of the in-house team that wrote the Malcolm Baldrige application.

Ms. Liston teaches performance budgeting and strategic planning at the Academy for Strategic Management at Florida International University, and is a frequent speaker on both topics throughout the country.

Ms. Liston designed and authored the City’s first Business Plan, a key document that links the City’s Strategic Plan with its Annual Budget. She manages the City’s role in the Coral Springs Charter School, the City’s A-rated middle and high school serving 1,600 students.

Before coming to Coral Springs, Ellen served as Assistant County Manager in Orange County, North Carolina and Budget Officer in Durham, North Carolina. She holds a Masters degree in Public Administration from the University of North Carolina at Chapel Hill.

With many years of work experience within the health sector and with the degree of Master of Science in Organizational Management and Human Resource Development I have been in charge for developing and building the management system for Folkhälsan together with the management and Folkhälsans personnel. Folkhälsan is the first not-for-profit organisation in Finland to be granted certification by the international Palladium Balanced Scorecard Hall of Fame for Executing Strategy. The certification recognises Folkhälsan's systematic strategy work, in which the organisation integrated its development chain comprehensively throughout every level, from senior management down to each individual employee. This award is also unique from a European perspective: Only one other organization in the not-for-profit sector in Europe has received this recognition before.

Bio coming soon...

Bio coming soon...

Bio coming soon...

Over her professional life, Carroll Montalva has served in multiple disciplines. She is a nurse anesthetist, lawyer, mediator, lecturer, and has also shown her entrepreneurial expertise as a children’s dress designer and manufacturer. Most recently, she works in the Department of Veterans Affairs (VA) where she currently serves as the Acting Deputy Director in VA’s Transformation and Innovation Service in VA’s Office of Policy and Planning. In this role, Ms. Montalva is the Collaboration Lead for VA’s 16 Major Initiatives. These initiatives span the agency’s three administrations and staff offices to incorporate an enterprise wide approach to doing business. She facilitates and leads multiple review sessions throughout each year to monitor progress across the Major Initiatives and to ensure that desired outcomes are being achieved as scheduled and within budget. As a result of the scrutiny needed for this task, Ms. Montalva became an active participant in the selection and implementation of the software that VA now uses to manage and report progress on the Major Initiatives to Senior Leadership. Among many other certifications and commendations, Ms. Montalva earned a Juris Doctorate from University of Houston Law Center; a B.A. in Health Care/Psychology from Stephens College in Columbia, Missouri; a C.R.N.A. from Harris County Hospital District School for Nurse Anesthesia in Houston, Texas; and an R.N. from the Lillie Jolly School of Nursing, also in Houston, Texas.