Speakers

Bernadette Birt

Bernie-BirtBernadette Birt, chief operating officer of Wharton | San Francisco and executive director of the Wharton MBA Program for Executives, West, joined Wharton in September 2010. Before that, Birt spent 20 years at Northwestern University, 16 of those years with the Kellogg School Executive MBA Programs. While there, she expanded the executive MBA domestic and joint program and took on responsibilities for admissions, operations, student affairs, budget and finance, and alumni affairs. Her most recent position at Kellogg was director, domestic executive MBA Programs. A graduate of Northwestern University with a BS in general studies and a major in organization behavior, Birt did graduate coursework in learning and organizational change through Northwestern’s School of Education and Social Policy. She is based in San Francisco.


Doug Collom

Doug-Collom_3Doug Collom, vice dean of Wharton | San Francisco, oversees all activities that affect the San Francisco campus, including outreach activities at the Bay Area location and in other regions up and down the West Coast. He has held that post since 2009. Collom, who is from the San Francisco Bay Area, was a corporate partner for more than 20 years at Wilson Sonsini Goodrich & Rosati, a preeminent technology law firm based in Silicon Valley. He represented companies ranging from early-stage startups to significant public companies. He is an adjunct professor of management and co-teaches a course on venture capital and start-ups with management professor Raffi Amit at Wharton | San Francisco and at Wharton’s main campus in Philadelphia. Collom received his JD from the UCLA School of Law and his BA from Stanford University.


Andrea Coombes

Andrea_CoombesAndrea Coombes is a professional writer and editor who focuses on personal finance topics. She has been a guest on national and local television and radio shows, and her articles have appeared in newspapers nationwide, including The Wall Street Journal, Miami Herald and San Francisco Chronicle. She also writes a weekly column for MarketWatch.com called “Working Retirement.” Coombes, based in San Francisco, has won awards from the National Endowment for Financial Education, the Society of Professional Journalists and the National Association of Consumer Advocates.


Megan De Lena

meganMegan De Lena teaches business, entrepreneurship and diversified occupations at Pottsgrove High in Pottstown, Pa. De Lena began her teaching career in 2000 in the Pottstown School District, where in 2004 she was named Pottstown’s Teacher of the Year. In 2005, after she moved to the Pottsgrove School District, she started DECA in Pottsgrove and developed popular business and marketing courses. Most recently, De Lena started an entrepreneurship course based on operating a school store with an online component. She was also instrumental in opening a credit union branch at the school offering on-site banking to students and staff. Prior to her teaching career, she worked in management in a variety of service industries, including amusement parks, restaurants, hotels, fitness centers and real estate. De Lena graduated from Princeton University in 1984 and earned a master’s degree in education from Temple University.


Anne Donovan

Anne-DonovanAs the U.S. and West Cluster Transformation Leader for Human Capital at PricewaterhouseCoopers, Anne Donovan is responsible for strategy and innovation around culture change. She has a strong background in operational effectiveness and in engaging and supporting the firm and its people in leading positive change, including a variety of initiatives related to the work environment, workforce demographics and business model change. Her knowledge of human capital issues draws upon her 30 years of experience at PwC where she has held diverse roles across client service, operations, diversity and firm strategy. She joined the firm’s audit practice in 1983 and lives in Los Angeles with her twin daughters, Grace and Kathryn.


Diana Drake

Diana Drake is managing editor of Knowledge@Wharton High School, an initiative of the Wharton School that promotes financial literacy, entrepreneurship and leadership among high school students and teachers around the world. Drake has been working as a business journalist for more than 22 years. She spent 10 years as a reporter, award-winning writer and ultimately managing editor for NJBIZ, New Jersey’s only weekly, statewide business publication, before leaving in 2001 to start a freelance writing and editing business. Since then, she has written numerous business feature articles, produced monthly newsletters, managed the writing and editing for several magazine supplements, and led the content development for dynamic projects like the Goldman Sachs Knowledge@Wharton 10,000 Women e-portal. 10,000 Women promotes the power of entrepreneurship to transform emerging economies, and the portal features the stories of enterprising women and their businesses. Drake has focused much of her energy since 2008 on developing KWHS, which launched in March 2011.


Amy Errett

amy Amy Errett is an entrepreneurial leader who has invested in and closely follows disruptive innovations in the field of education. She has enjoyed a multifaceted career ranging from investing and operating in online and offline consumer marketplaces to working in the volunteer nonprofit leadership field. Most recently, she was a general partner and ran the Bay Area office of Maveron, a leading venture capital firm focusing on investing in consumer facing companies. Prior to Maveron, Errett was the CEO and an owner of Olivia, repositioning the travel business as a complete lifestyle company. During her time at Olivia, she was named Entrepreneur of the Year for Northern California. Prior to Olivia, she founded and served as chair and CEO of The Spectrem Group, a worldwide strategic consulting, information and M&A advisory firm, and worked on the senior management team at E*Trade. Errett is chair of the board of Glide Foundation, the largest nongovernmental, direct social services organization. A New York native, Errett earned an MBA in finance from Wharton and a BA in liberal arts from the University of Connecticut. She enjoys horseback riding, fly-fishing, black-diamond snowboarding, wine collecting and the San Francisco Giants.


Aaron Greberman

Aaron_GrebermanAaron Greberman is an International Baccalaureate business management teacher for 11th and 12th grade students at the William Bodine High School for International Affairs in Philadelphia. He also teaches instructional technology to 9th and 10th grade students. Greberman earned his bachelor of arts degree in political science at Brandeis University in 1989 and a master’s in education degree at Temple University in 1998. He was the 2012 Teacher of the Year in the 181st Legislative District, the 2010 Philadelphia School District Teacher of the Year (Dr. Ruth Wright Hayre Award for Distinguished Teaching) and a 2010 finalist for the Christian R. and Mary F. Lindback Foundation Award for Distinguished Teaching. Greberman coaches the Bodine girls varsity volleyball team and the boys varsity tennis team.


Jim Henry

JimHenry James (Jim) H. Henry joined PricewaterhouseCoopers in 1981 and was admitted to the partnership in 1991. He is currently the San Francisco market managing partner for PwC and works with several major clients in Northern California. Henry has held numerous leadership positions during his 31 years with PricewaterhouseCoopers. Prior to relocating to San Francisco, he served on the U.S. Leadership Team as the firm’s industries and sectors leader. From 2004 to 2007, he 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 thought leadership on emerging issues in the health industries. Henry is on the boards of INROADS, The Bay Area Council and Larkin Street Youth Services. He graduated magna cum laude with a B.S. degree in accounting from San Diego State University.


Jody Hoff

Jody-HoffJody Hoff is a senior manager in the Community Development Department and leads the economic education group at the Federal Reserve Bank of San Francisco (FRBSF). In this role, Hoff is responsible for developing and executing educational strategies and programs for the nine states within the 12th District. Under Hoff’s leadership, the economic education group has delivered training and programming to teachers and students throughout the district with a special focus on the use of simulations, data visualization and video. She is also involved in a number of research projects examining the effectiveness of instructional strategies and tools, and is currently piloting an online course for high school students on how to finance their college education. Hoff has published classroom materials for EconEd Link, the National Council on Economic Education and the Public Broadcasting Service, and has presented programs and trained teachers throughout the U.S. and in China, Greece, Latvia, Russia and South Korea. She holds a bachelor’s degree in economics from the University of Idaho and an MBA from Boise State University.


Daniel J. Kadlec

Daniel J. Kadlec is an author and journalist whose work appears in TIME and Money magazines and on their websites, among other outlets. He has written three books, including his most recent, A New Purpose: Redefining Money, Family, Work, Retirement, and Success, co-authored with Ken Dychtwald. Kadlec has appeared on Oprah, CNN, CNBC, Good Morning America, The Nightly Business Report and Wall Street Week. He won a New York Press Club award and a National Headliner Award for his columns on the economy and investing. Kadlec came to Time from USA Today, where he was the creator and author of the daily column, “Street Talk,” which anchored the newspaper’s business coverage. Cover stories he has written include one on the low-carbohydrate diet fad and another on economic trends that will keep many American at work until they are 80, in addition to his extensive coverage of personal finance and other issues related to individual well-being.


Lucinda Oates-Wiley

LucindaLucinda Oates–Wiley is a business education teacher at Newark High School in Delaware. A graduate of North Carolina A & T State University and Wilmington University, she is a 10-year teaching veteran who recently collaborated with the Network for Teaching Entrepreneurship (NFTE) to bring entrepreneurship training to students. According to Oates-Wiley, NFTE’s value lies in helping youth make the connection between staying in school and becoming productive members of our society. Based on her success with this program, she was recently chosen to be a 2013 NFTE Global Enterprising Educator. In addition to her teaching responsibilities, Oates-Wiley is an entrepreneur: She is co-owner and founder of Wiley & Associates, a hair care distributor.

David S. Pottruck

Dave_Pottruck (4) David S. Pottruck is chairman of Red Eagle Ventures, his investment firm focused on privately held companies, and chairman of HighTower Advisors, a $25 billion wealth management firm that he and several other investors helped launch in 2008.He serves on the board of directors of Intel and several early stage companies, and was a trustee of the University of Pennsylvania and chair of the San Francisco Committee on Jobs. In addition, he is a senior fellow and adjunct faculty in the Wharton Center for Leadership and Change Management. In 2010, he won the “Outstanding Teaching Award” at Wharton | San Francisco. Pottruck was formerly president and CEO of The Charles Schwab Corp., where he worked from 1984 until 2004. He co-authored a “best seller” business book titled, Clicks and Mortar: Passion Driven Growth in an Internet Driven World. He was appointed by Congress and then President Clinton to serve as a commissioner on The Advisory Commission on Electronic Commerce. Pottruck graduated with a BA from the University of Pennsylvania in 1970, and earned his MBA with honors from Wharton in 1972.
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Prasad Ram

pramPrasad Ram (aka Pram) is the founder and CEO of Gooru. While working at Google, Pram devised a prototype of a search engine for learning. What began as a “20% effort” evolved into a year-long pilot in India that included 1,000 students across 25 classrooms. Pram subsequently left Google to pursue Gooru as a non-profit education technology start-up in Silicon Valley with a mission to honor the human right to education. Prior to founding Gooru, Pram worked as the head of Google R&D in India, chief technology officer (CTO) for Yahoo! India and research scientist at Xerox Research. He has led the development of many products, including Google Maps, News and Translate, as well as many technologies in search, ad targeting and digital rights management. Pram has a PhD and Master of Science in computer science from UCLA and obtained his Bachelor of Technology in computer science from IIT-Bombay.


Carol Sawdye

Carol-Sawdye Carol A. Sawdye is PwC’s chief financial officer (CFO). She rejoined the firm in November 2012 after spending two years with the National Basketball Association (NBA), where she served as the executive vice president and CFO. She oversaw the financial affairs of the league and its related entities, including managing the NBA’s financial relationships with its 30 teams. Prior to that, she spent eight years at Skadden, Arps, Slate, Meagher & Flom, LLP, initially as CFO and later also assuming responsibilities as chief operating officer (COO). Carol began her career at PwC, and spent her first 17 years (the last six as a partner) serving clients mainly in the media and entertainment practice. Carol is a CPA, licensed to practice in New York. She received her B.S. in accounting from the University of Virginia and her MBA, with specialization in international business and corporate finance, from Columbia University. She and her husband live in New York City.


Shannon Schuyler

Shannon Schuyler has been with PwC for more than 15 years and is the firm’s Corporate Responsibility (CR) Leader and an officer of the board for the PwC Charitable Foundation. She oversees the actions, programs and initiatives for the firm’s global internal strategy around PwC’s four CR pillars: Marketplace, Community, People, and Environment. In this role, she identifies and puts into effect employee-engagement strategies aligned to CR efforts; interacts with suppliers and vendors to understand and assess their sustainability impact; oversees national and global nonprofit partners; and manages the firm’s environmental impact. She is a sought-after expert on CR, social innovation and youth education. She has worked closely with the U.S. Department of Education on the importance of environmental literacy and related curriculum. She also has served as an advisor to the national government on the role of business in enhancing a culture of service and fostering social innovation. Additionally, she spends a percentage of time dedicated to the firm’s external client-facing practice, Sustainability Business Solutions, facilitating discussions with clients on their approach to CR and offering guidance on establishing a CR framework, employee engagement strategies and communications.


Rob Shelton

34425_09s450Rob Shelton is based in the Silicon Valley office and has more than 30 years of consulting experience. He is Global Innovation Lead at PwC and specializes in integrating innovation — new business models and new technologies — into an organization’s strategy and operations to create growth. He has also been vice president and managing director with Arthur D. Little in the Technology and Innovation Management practice, and a managing director of Stanford Research Institute’s Worldwide Technology and Innovation Management practice. He is the co-founder and a board member of a leading clean tech incubator in Silicon Valley that was chosen by Forbes in 2010 as one of the Ten Top Incubators Changing the World. In addition, he sits on the advisory board of Points of Light, a social incubator. Shelton has assisted global companies across a range of industries, including life sciences, health care, education, electronics, software, consumer goods and services, and clean tech. Among the books he has co-authored are including Making Innovation Work and The Creative Enterprise.


Elizabeth Stelluto

BethElizabeth Stelluto is the chief marketing officer of NestWise, a financial services company offering personal financial advice to middle class Americans. Before joining NestWise, she was an executive vice president of LPL Financial where she led advisory product strategy and development. She also held several executive marketing and business line positions at Schwab, including head of marketing for Schwab’s retail and institutional businesses. During her nearly 30-year career in financial services, she has focused on helping people pursue better financial outcomes. Stelluto holds an undergraduate degree from Middlebury College and an MBA from Wharton. She serves on several non-profit organizations as a board member and volunteer.


Kristine van der Hoeven

Kristine-vd-HoevenKristine van der Hoeven brings more than 20 years of business and teaching experience to her classroom and administrative roles at Mercer Island High School, located in a suburb of Seattle, Washington. After participating in the inaugural PwC & KWHS Seminar for High School Educators last fall, she partnered with the Seattle PwC office to incorporate Earn Your Future lessons into her accounting class, and also frequently uses the KWHS video glossary in both her marketing and accounting classes as a way to teach financial terminology. Van der Hoeven has led teams of teachers for the past five years as the Career & Technical Education (CTE) department chair, and next year will serve as the CTE Director for the Mercer Island School District. She has taught a variety of classes in both business and marketing, including Microsoft Excel, accounting, career choices, personal finance, international business, entrepreneurship, advertising and a student-run credit union (iQ Credit Union).Van der Hoeven has extensive international financial industry experience at multinational enterprises and is a dual citizen of the U.S. and European Union. She holds a B.S. in Business Administration from the University of Oregon’s Charles Lundquist School of Business, a M.Ed. from the University of Portland, and completed a one year International Business Program at Nijenrode, the Netherlands School of Business.


Vivek Wadhwa

Vivek-Wadhwa (2) Vivek Wadhwa is the author of The Immigrant Exodus: Wy America Is Losing the Global Race to Capture Entrepreneurial Talent — named by The Economist as a Book of the Year in 2012. He is vice president of innovation and research at Singularity University, which educates of leaders about the exponentially growing technologies that are soon going to change our world. These advances — in fields such as robotics, A.I., computing, synthetic biology, 3D printing, medicine and nanomaterials — are making it possible for small teams to do what was once possible only for governments and large corporations to do: solve the grand challenges in education, water, food, shelter, health and security. Wadhwa is a regular columnist for The Washington Post and Bloomberg BusinessWeek, founded two software companies and was named by Foreign Policy Magazine as a Top 100 Global Thinker in 2012. He is also a Fellow at Stanford University and director of research at the Center for Entrepreneurship and Research Commercialization at Duke University.


Andrew Wakelee

Andrew_Wakelee (2)Andrew Wakelee is a social studies teacher at World Communications Charter School in Philadelphia, PA. He is a member of the Network for Teaching Entrepreneurship (NFTE), a nonprofit international organization dedicated to providing entrepreneurship training and education programs to young people from low-income urban communities. In 2012, NFTE Philadelphia selected Wakelee for its annual Global Enterprising Educator of the Year Award. In his classroom, Wakelee strives to make connections between sometimes difficult financial concepts and his students’ everyday lives. He also works to instill lifelong fiscal responsibility skills and budget awareness that his students can take with them to higher education or the workforce after graduation. He is an educator who is passionate about teaching, especially when it comes to entrepreneurial and economic concepts.


Keith Weigelt

Keith_WeigeltWharton management professor Keith Weigelt is the founder and director of Building Bridges to Wealth, a Wharton-based program that teaches business literacy to grammar and high school students and to adults. The program is currently in six inner city high schools and three grammar schools. Weigelt has also developed a six-course business curriculum for inner city high schools. He has worked extensively with microfinance institutions both in the United States and abroad, and has taught a class on microfinance as well as one on the management of disaster relief. The author of numerous articles in management and economics journals, Weigelt has received teaching awards for both his negotiation and strategy classes.