2000 - 2001 Season

 

 

S E P T E M B E R,  2 0 0 0

Speaker

 

      Sears . . . Today and Tomorrow

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Jeffrey N. Boyer

Senior Vice President and CFO

Sears, Roebuck and Co.

Jeff Boyer leads the finance function for one of America's leading retailers  -- Sears, Roebuck and Co.  Jeff provides financial and strategic leadership for this $40 billion retail, services and credit enterprise, which has enjoyed record earnings in 1999 and the first half of 2000.

Mr. Boyer will share with you an overview of Sears and the programs underway to ensure future growth, including the full line store redesign project, the great indoors rollout, and Sears' internet initiatives.

 

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          O c t o b e r,   2 0 0 0

Speaker

 

T o m    S e l t z e r

Vice-President of Retail Alliances

If you buy or sell on the Internet, you need to see the iChoose business model! Their mission is to revolutionize e-commerce on the Web. Their vision is to create an online savings alert that would bring consumers and e-retailers together in ways never before imagined and not possible in the physical world. iChoose offers consumers and merchants new marketing choices, unleashing the full potential of e-commerce by delivering consumer convenience and commercial profitability.

We are pleased to have Tom Seltzer, Vice-President of Retail Alliances with iChoose. Tom is responsible for developing merchant partnership and retail strategy at iChoose Inc. Tom has more than 17 years of experience in building business-to-business relationships and strategic alliances in retail, wholesale and technology fields. Most recently, Tom served as Chief Merchandising Officer at Eyecity.com, where he developed relationships with more than 25 new vendors, adding 600 new products to the company's inventory and increase sales by 125 percent. Tom is a successful entrepreneur, having founded and served as president of Impact Eyewear LLC, a sales distribution company specializing in branded sunglasses and reading glasses. As Impact Eyewear, his accomplishments included securing a licensing agreement with Yahoo! Inc., for all categories of eyewear and accessories. He also formed sales and distribution agreements with five leading eyewear brands including Serengeti, Hugo Boss, Escada, Sperry, Topsider and Esprit. Tom has also served as Senior Executive for Macy's.

 

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N O V E M B E R,   2 0 0 0

Speaker

 

 

Steven A. Richter, C.F. A.

Managing Director, Equity Analyst

TUCKER ANTHONY Capital Markets

Steven Richter is a senior equity research analyst for Tucker Anthony in Boston focusing primarily on specialty retailers, footwear and branded consumer companies with an emphasis on the companies targeting the rapidly growing youth demographic segment. Mr. Richter also leads Tucker Anthony’s consumer research team. Prior to joining Tucker Anthony in 1996, Mr. Richter was Director of Research and consumer analyst for Wedbush Morgan, an investment bank in Los Angeles. He has over 12 years of experience in equity research, investment banking and capital markets. Mr. Richter received his BA degree in Political Science from U.C.L.A. and his MBA degree from the University of Southern California. He is a Chartered Financial Analyst and is widely quoted in industry and financial publications including the New York Times, the Boston Globe, USA Today, the Los Angeles Times, and Women’s Wear Daily. Mr. Richter lives outside of Boston with his wife and three children.

Tucker Anthony Capital Markets is a division of Tucker Anthony Sutro, a publicly traded brokerage firm listed on the New York Stock Exchange under the symbol TA. Tucker Anthony Capital Markets is a national investment bank focused on mid-to-smaller growth companies in the consumer, healthcare, technology and financial industries with primary offices in Boston, Denver, Milwaukee and New York. The parent company, Tucker Anthony Sutro, has several divisions including Tucker Anthony, Sutro & Co., and Freedom Capital. It is headquartered in Boston.

 

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J A N U A R y,  2 0 0 1

Speaker

 

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Thomas F. Casey

articles.htm   * Press Coverage of Feature Speaker in Dow Jones.

 

Partner in Charge of the Talent Managment Practice of

UNIFI NETWORK / PRICEWATERHOUSECOOPERS 

and

Director of Unifi's Global Retail Practice

 

Mr. Casey will be discussing a recently completed study conducted by Unifi Network and Roper Starch Worldwide on the linkage between customer satisfaction and employee continuity.

 

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Tom Casey, is the Partner in Charge of the Talent Management Practice of Unifi Network / PricewaterhouseCoopers. Unifi Network's Talent Management practice is one of the largest consultancies in the world focusing on employee attraction and retention. Tom is also the Global Coordinator for Unifi Network's Retail practice.

Mr. Casey is frequently interviewed on the linkage between customer satisfaction and human resources issues. Interviews in the last year have appeared in the Wall Street Journal, Washington Post, and Fortune Magazine. He has also appeared on CNN, NPR, ABC, and CBS discussing customer satisfaction.

Mr. Casey has been a consultant for over 20 years, providing services to clients in 27 countries. He is a frequent speaker on human capital issues at national association meetings such as World at Work, American Compensation Association, Financial Executives Institute, and the Financial Technology Forum.

Mr. Casey is a noted author on human capital issues with 37 articles appearing in such publications as Training and Development Journal, Management World, HR Executives, and CEO Magazine. He recently completed a book on Human Capital Transformation in Latin America, which will be published in June 2001.

Mr. Casey is a graduate of the University of Alaska, holds both MA and MBA degrees from Rivier College, and the Yale School of Management Executive Program.

 

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F E B R U A R Y,  2 0 0 1

Speaker

"Taking offline expertise online....

the Mary Kay story" 

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Ashok Pahwa

President / CEO

RICHMONT / MARY KAY, INC.

Mr. Pahwa will share the chronology, strategy and results achieved by Mary Kay on the Internet.

Ashok Pahwa is President / CEO of Richmont.com, the cyberbusiness management arm of Dallas based Richmont Group of companies, a diversified investment holding company.  Their portfolio of holdings includes Mary Kay Inc., a leader in the cosmetics industry and Marketing Specialists, a leader in the food brokerage category.

Prior to taking over his current responsibilities, Askhok was with Mary Kay for seven years; his last position being Senior VP of Global Marketing and Sales Promotion.

He has over ten years experience with multinational advertising agencies and started his career in Sales Management.  He serves on the Board of Directors of the DFW Interactive Marketing Association and his a member of the Direct Selling Association, the American Marketing Association, the Marketing Leadership Council and the DFWREA.

He has an MBA from Texas Tech University in Lubbock, TX. and lives in the Dallas-Fort Worth area with his wife, two sons and two cats.

 

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M   A   R   C   H,  2 0 0 1

Speaker

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David Finkel

President of the Eastern Region

                                    BRANN WORLDWIDE

 

Mr. Finkel will be discussing the Consumer Buying Process

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David Finkel is President of the Eastern Region of Brann Worldwide, including Brann NRS (retail services), BrannForbes (retail marketing), and the BrannBlau (direct mail) offices in Wilton, Durham and Baltimore.  He is also leading the development of a centralized media management capability for North America.  David joined Brann Worldwide in 1989 as SVP/Director of Client Services, since then he has quadrupled the size of the office and expanded capabilities to service clients across the agency.  He received his bachelor's at Wharton and an MBA from NYU.  Prior to joining Brann Worldwide, Mr. Finkel was VP at O&M Direct working on both American Express and Seagram.

 

              

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A P R I L,  2 0 0 1

Speaker

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    Roger Siboni

                          President and CEO

 E.PIPHANY 

 A leading provider of software solutions in the Dallas/Fort Worth area

Effective response in Today’s Customer Driven Economy

Mr. Siboni’s presentation will focus on how companies use systems to successfully leverage customer interaction.

The discussion will include ideas on how to combine analytic and operational Customer Relationship Management in order to distribute knowledge about customers quickly and effectively throughout the enterprise. The presentation will include live examples of how companies have been able to enhance these activities.

At the end of this discussion, Mr. Siboni promises that you will be better informed as to how your business can more effectively understand and more proactively serve your customers in real time.

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Prior to joining E.Piphany, Roger was Deputy Chairman and Chief Operating Officer of KPMG Peat Marwick LLP, a member firm of KPMG International, the $9 Billion, 85,000 person worldwide accounting and consulting organization.

As COO of KPMG, he was centrally involved in driving the firm's rapid growth, including growing its consulting practice 100% over the last two years and its high technology practice 250% over the previous four years.  Before that, he was the managing partner of the firm's information and communications practice.  During his twenty-year tenure at KPMG, Roger has helped grow numerous technology startups into major public companies as he led KPMG efforts to serve clients worldwide in the fields of semiconductors, software, computers and peripherals, telecommunications, cable television, broadcasting, entertainment, publishing, and advertising. 

Roger serves on the boards of Active Software, FileNet, Inc., and the Walter A. Haas School of Business at the University of California at Berkeley.  He is the graduate of the University of California at Berkeley.

 

M A Y    E V E N T

May 8, 2001

Ninth Annual Golf Outing at Tour 18

 
Tee Time:      
8:00 a.m.
Information:       Tour 18

8718 Amen Corner,      FlowerMound, TX 75028

Great time was had by all -- join us next year for our Tenth Anniversary Golf Outing!!!

 

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