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HomeMy WebLinkAbout05.a.2) Report on District Training ProgramsSa.z) Central Contra Costa Sanitary District June 27, 2014 TO: HONORABLE MEMBERS OF THE BOARD FROM: MICHAEL SCAHILL, COMMUNICATION SERVICES DIRECTOR VIA: ROGER S. BAILEY, GENERAL MANAGER SUBJECT: DISTRICT TRAININGS Attached is a listing of various trainings offered to District employees. Also attached are bios /resumes of five of the instructors for the District's new Management Academy that will be facilitated by Larry Bienati, PhD. A brief presentation will be given at the meeting. MS:dma Attached Supportinq Documents 1. CCCSD Trainings 2. Bios/Resumes of Instructors CCCSD Trainings COMMUNICATION SERVICES: 1. Customer Service Training for New Employees Facilitator John Ford a. Two four -hour modules. Areas covered include: i. Customer Service philosophy and skills ii. Listening Skills iii. Conflict Resolution iv. Emotional Intelligence 2. Customer Service Refresher Facilitator John Ford A four -hour training to explore new ways to reach consensus and implement decisions, as well as embrace a renewed vision for exceptional customer service. The entire Management Team has already completed this training. Supervisors are scheduled to begin the same training in mid -June; all other staff to follow. 3. Management Academy Facilitator Larry Bienati, PhD A program designed to help managers and supervisors improve their overall management effectiveness and set forth opportunities for personal career development. The program will be led by Dr. Larry Bienati, who will lead five faculty and industry practitioners who will share best practices in leading people and organizations. The program will take place over an eight -month period, starting in September 2014 and ending in April 2015. The program is open to District Managers and Supervisors. 4. Supervisors Academy A program similar in structure to the Management Academy for staff who have the potential and desire to assume important leadership roles in the future. The purpose of the academy is to create a culture of leadership, personal responsibility, and exceptional customer service with a long -term vision of the District. The program is still being designed and is expected to launch by January 2015. HUMAN RESOURCES: 1. Avoiding Sexual Harassment Training As mandated by A131 825, this training is given to all District employees every two years. Our Labor Counsel, Hanson Bridgett, conducts the training and educates employees on the legal definitions of legal harassment and other discriminatory behaviors. 2. Norcal Consortium The District is a part of the Norcal Consortium which is sponsored by the employment law firm of Liebert, Cassidy, and Whitmore. The Consortium offers all day seminars once a month to all its member employers on HR related topics such as performance management, conflict resolution, labor relations, implementing lawful disciplinary actions, etc. 3. Ad -Hoc Trainings Human Resources also conducts trainings on various topics throughout the year. Those include benefit fairs, wellness fairs as well as several brown bags in areas such as Retirement/Pension, Benefits, Recruitment/Class and Comp, and other HR Procedures and processes. SAFETY /RISK MANAGEMENT: Safety and Risk Management conduct various trainings (tailgates) such as Safe Driving Practices, Ergonomics, Confined Space Entry, Blood Borne Pathogens, etc. Risk Management conducts training on several Emergency Management components on topics related to Disaster Response and Recovery. SECRETARY OF THE DISTRICT: 1. AB1234 Ethics Training Training for Board Members and staff on laws relating to personal financial gain by public servants, government transparency laws, the Brown Act, laws relating to claiming prerequisites of office, including, but not limited to, gift and travel resources, gift of public funds, mass mailing restrictions, etc. and laws relating to fair processes and disqualification from participating in decisions affecting family members. 2. Brown Act Training Training for District staff regarding open meetings law requirements, communications with Board Members, serial meetings, laws governing agenda requirements. 3. Records Training Training for District staff regarding records management and archiving. SUSAN CURTIN 3401 Adams Ave. Suite A #17 San Diego, California 92116 619- 980 -1458 susan _insights4results.com SUMMARY OF QUALIFICATIONS • 26 years of experience in employee engagement and leadership development • Masters Degree a Board Certified Executive Coach and Certified Employee Assistance Professional • Created and implemented Award winning manager & leadership development programs • Demonstrated leadership in the Organization Development and Human Resources profession RELEVANT EXPERIENCE & ACCOMPLISHMENTS LEADERSHIP • President & owner at Insights4Results, LLC a Leadership & Succession Talent Management consulting firm • Managed diverse staffs of Professionals, Administrative Support Staff and Contractors, ranging in size from 6 to 14 staff members • Successfully negotiated Contracts and Memorandum of Understandings resulting in cost savings to the organization and successfully managed budgets that ranged in size from $200,000 to $1.7 million • Created customized Managing4Results, Coaching4Results and the Primary Mindset Indicator assessment PROGRAM DEVELOPMENT • Created and implemented the first Mesa College Disabled Students Awareness Week Program; City of San Diego's Employee Assistance /Wellness Program, Diversity Distinction Award, Career Development Program and the Health & Human Services Agency Managers Development Institute: - Created and implemented the City of San Diego's first Substance Abuse Policy and Supervisory Training - Created and implemented the City of San Diego's Threat Policy and Supervisory Training Program - Created and implemented the first City of San Diego's Career Development and Mentoring Program - Implemented and administered the first City of San Diego's Fellowship Program targeting high potentials • Created and implemented new award winning programs and services in each position held: - Award winning HHSA Managers Development Institute resulting in 70% promotions for the first year - SDCCD -ETi Award for Superior Training & Development Programming 2006 - Award winning Career Development Program, City of San Diego supporting their Succession Planning efforts - A nationally recognized internal Employee Assistance Program, City of San Diego LEADERSHIP DEVELOPMENT • Created and implemented comprehensive Leadership Development Initiatives and Coaching Programs for public and private client organizations • Created and implemented comprehensive Training and Development programs: - Implemented a Supervisor Series to develop Health &Human Service Agency supervisors - Implemented the Administrative Series to support the professional growth of the Agency's administrative staff - Implemented the first Leadership Series for Edgemore Hospital Supervisors and Managers - Implemented one -one and group Mentoring Programs in various departments and organizations • Provide Executive Coaching to individuals within organizations to build leadership capacity COMMUNITY ACTIVITIES Board Member, Copley Family YMCA 2012- Present President Elect, San Diego Professional Coaching Alliance 2012- Present Chairperson, Training & Development Steering Committee 2003-2007 Chairperson, City of San Diego Threat Assessment Team 1993-2003 Member, Labor Advisory Committee, City of San Diego 1993-2003 Chairperson, Reduction in Force Committee, City of San Diego 2002-2002 Chairperson, Managers Advisory Committee on Substance Abuse; City of San Diego 1990- 1993 President, National Management Association, City of San Diego Chapter 2000-2001 President, Employee Assistance Professionals Association San Diego Chapter 1986-1988 Treasurer, California Rehabilitation Association 1983- 1984 President, National Rehabilitation Association, San Diego District 1982- 1983 EMPLOYMENT HISTORY INSIGHTS4RESULTS ,LLC 2007 - Present President & Owner /Consultant/Coach/Trainer /Facilitator COUNTY OF SAN DIEGO, HHSA TRAINING & DEVELOPMENT 2003-2007 Training and Development Manager REGIONAL TRAINING CENTER 2006 - Present Consultant and Trainer JONES & ASSOCIATES 2006-2008 Coach and Consultant SDSU EXTENSION, COACHING CERTIFICATE 2005 - Present Adjunct Faculty Member CITY OF SAN DIEGO, CAREER DEVELOPMENT PROGRAM 1999-2003 Career Development Manager CENTRE FOR ORGANIZATION EFFECTIVENESS 1994 - Present Consultant, Coach, Facilitator and Trainer CITY OF SAN DIEGO, THE DIVERSITY COMMITMENT 1994-1999 Project Lead/Program Manager UCSD EXTENSION, UNIVERSITY OF CALIFORNIA 1987- 1999 Adjunct Facultv Member CITY OF SAN DIEGO, RISK MANAGEMENT 1984-1994 EmDlovee Assistance /Wellness Program Manager SAN DIEGO MESA COLLEGE, SPECIAL EDUCATION DEPT. 1976-1984 Counselor /Instructor /Administrator EDUCATION, TRAINING & CERTIFICATIONS Hogan Assessments System Board Certified Executive and Leadership Coach Licensed HeartMath Provider Certified Thinking Pattern Profile Therapeutic Neuro- Linguistic Programming certificate Certified Interaction Management Facilitator Therapist Coach Certificate Strength Deployment Inventory Certificate Certified to Administer and Interpret Extended DISC System, Qualified Administrator of the Myers- Briggs Type Indicator, UA Human Resources and Organization Development Intern Program Mediation Training Education, San Diego Mediation Center Training Certified Employee Assistance Professional Alcohol and Drug Studies Certificate, UCSD Extension Masters Degree Rehabilitation Counseling- Specialization Substance Abuse AWARDS 1993 2013 2012 2012 2010 2009 2006 2002 2002 2000 1997 SDCCD -ETi Award for "Superior Training & Development Programming" NACO Achievement & "Best in Category" Awards -HHSA Managers Development Institute ASTD Organization of the Year Award "Career Management Program" ALMACAN of the Year, San Diego Chapter "Who's Who in the West" Two Thousand Notable American Women "Who's Who in California" 1992 1987 1986 1977 Miki Jo Park -Resto hUp : / /www.linkedin.com /in /mjpresto 858 - 524 -9807 mjpark @san.rr.com San Diego, CA BUSINESS LEADER: TALENT STRATEGY & ORGANIZATIONAL DEVELOPMENT Summary: Partner with executives to create and strategize competitive advantage through leveraging human capital, organizational talent, and organizational development. Direct and guide major initiatives, with change and implementation strategy across the global organization. POSITION HISTORY President & Senior Consultant, Conduit Careers, Inc., San Diego, CA (talent management) 2008 - current Sr. Organizational Effectiveness Specialist, Past Talent Acquisition Manager, Niagara Bottling, Ontario, CA, 2011 - 2013 Partner & Senior Consultant, VPI Strategies, LLC, San Diego, CA (management consulting) 2008 -2011 Director of Account Management, The Adler Group, San Diego, CA (recruiter and manager training) 2005 - 2008 Executive Recruiter, The Compass Network / MRI, San Diego, CA (agency, full service) 2004 - 2005 Executive Recruiter, Vistage International, San Diego, CA (talent acquisition) 2002 - 2004 Director & Senior Consultant, ReSource Group, San Diego, CA (marketing consulting) 1998 -2002 Development Director, Interim, American Cancer Society, Southern Colorado Region (non - profit) 1996 -1997 Branch Manager, Staffing Solutions, Inc., Pueblo, CO (temporary staffing and temp -to -hire) 1994 -1996 EXPERIENCE & ACCOMPLISHMENTS Talent Development Experience blend in talent acquisition strategy and sourcing, recruitment, organizational structure, leadership coaching, and career track development. Overseen up to 7 direct reports and 12 consultants, at any one time. • Lead the hiring of over 400 employees in one year across 9 locations, at Niagara Bottling. As part of this: Developed the first performance -based recruiting team, increased quality of hire by implementing best practices for recruiting and hiring, replaced costly 3rd party agencies with in -house recruitment specialists, lead the design and installation of the company's first ATS system, designed sourcing programs for difficult -to -fill positions, developed and implemented a comprehensive employee referral system. • Mapped and reorganized nearly 800 job descriptions to 389 positions to fit a new organizational structure for Encore Capital. Developed an organizational JD quality standard and global process for approval and improvement. Developed tools and training for global (multi - national) rollout. • Developed comprehensive orientation and on- boarding program, reducing time -to- productivity by 70% and increasing overall retention rates. Training program delivered on -line and in- person, containing blended learning tactics to maximize attention levels. Created for a software education company on a high growth schedule with a merger and acquisition strategy. • Developed TA strategy for three consulting firms. Vetted and supervised 15 consultants. • Improved business results by building high performance teams; aligning and leveraging team and cross - functional group communication; developing and implementing employee engagement programs and change management strategy; leading organizational transformation and identifying talented Change Leaders and Champions. • Sourced and recruited architects and designers for mission critical positions. Facilitated hiring processes, partnered with and prepared hiring managers, sourced and recruited candidates and negotiated compensation packages. • Co- developed TA strategy, sourced and acquired 28 C -level world -class leaders to develop CEO membership at Vistage. Miki Jo Park -Recto Pg. 2 of 3 Performance Management & Training Developed performance management processes, metrics and systems. Identified training requirements and developed learning tracks for company career development and advancement. Directed team and project managed a major organizational initiative to align workforce, workflow processes and technology that resulted in a SharePoint system that guides, tracks and reports the activity and performance of all employees for the Division of Apprenticeship Standards, part of California's Industrial Relations Department. Lead new systems training, performance management metrics and system solutions. Co- created and facilitated a leadership /learning academy for a fast growing medical device company, Accuray, Inc., with up to 40 capacity - building modules delivered via live instruction - in- person and computer -based training - also web -based training. In part, this development included: complete learning tracks for company career development, course curriculum and training materials. Mapped leadership standards to competency development. Co- created, developed curriculum and delivered training for an original and advanced management training program for a premier non - profit membership association. Strategic Action Planning & Leadership Develop and oversee the execution of strategic initiatives that drive top performance and ROI results Leverage organizational core competencies. Project led the development of a complete Manager's Tool Kit, for Accuray, Inc., that contains 13 area topics, like leadership and management effectiveness, hiring and retention, conflict resolution, talent development and coaching, performance management and company communications for a leading medical device company. Facilitated the creation of SharePoint design for implementation. Co- developed San Diego's first large scale Sustainable Communities Learning Center, as a scalable model, for SDG &E. Led strategic planning, best practice research, concept and design development, community partner selection and created planning and implementation guides. Spearheaded, justified, planned, and project managed the integration of CRM databases (leads, sales activity, accounts and marketing contacts) from nineteen separate databases into one functional database for The Adler Group, a corporate training firm. Change Management Co- developed strategies and action plans for change initiatives. Communicated with, presented to and lead multiple stakeholders from buy -in through implementation. • Co -lead major transformation with the DirectorNP of HR at Niagara Bottling. (The goal was to increase annual revenue by an additional 1 B within 3 to 5 years, adding 6 more manufacturing plants to the current 12, within 18 months.) In support of this growth initiative, increased functionality and efficiency through the HR structures, including operations, Total Rewards, organizational design, talent acquisition, talent management, leadership and succession programs, and learning and development. • Lead the HR Policy Comparison and Integration, of 60+ policies, for a major M &A in the financial service industry. Lead change management and implementation strategy. • Co- developed the change map for the integration of people, process, and technology at the Division of Apprenticeship Standards (DAS), giving them a new ability to realize higher level efficiencies and productivity. Project managed the major cultural and process changes that included shifts from: a paper -based data system to a centralized data system across the state, independent employee processes to reproducible productive processes for managing workflow and contract standards, and workflow activity tracking and management reports. • Co- facilitated organizational and leadership gap analysis for DAS and developed comprehensive change management plans during intense cultural change efforts identifying all stakeholders, motivations and concerns, best relationships to leverage, best approach to educate, most appropriate message points, frequency and preferred communication vehicles. Miki Jo Park -Resto Pg. 3 of 3 • Directed and integrated successful turn - around change for Staffing Solutions by replacing branch manager, installing a new performance management system, re- focusing on efficient operational processes, and strategically opening new markets. Project managed all change initiatives and led integration. Client Service Development Senior level consultative service process, business partner development, proposals and presentations, and contract management. Identified customer needs and business cycles to strategically increase buy -in and contract services. Developed pricing processes for products and services for consistent contract terms. • 16 years of developing long -term service contracts with large to small businesses and non - profits. • Client development increased account revenue by 62% in the first 18 months at The Adler Group. • Created a new revenue stream that increased sales opportunity by 300% at Staffing Solutions. Market Intelligence & Strategy Over 10 years marketing experience. Researched and analyzed competitive market intelligence and long -term client behavior. Identified and developed new revenue streams, product and brand development. Experienced in lead generation, sales pipeline and conversion strategy. • Identified products and services to grow sales with current and new clients. Shifted the business model paradigm for long -term client development and continuing revenue for The Adler Group. • Executed strategic initiatives resulting in a 40% profit margin increase for key economic driver within eight months for an adult education training company. Implemented a major shift on how results get measured. • Created the first park -wide membership model for the nation's largest multi- institution urban cultural park with team support. Conducted intense primary and secondary best practice research for business and product models. New product revenue conservatively projected at $19M. • Researched and identified new markets and developed the strategy that led to the profitable turn around for Staffing Solutions, increasing profit- margin 250% in the first six weeks. EDUCATION & CERTIFICATIONS BS, Marketing & Communications, Colorado State University, Southern Colorado, 1990 Professional Coaching Certification, CSI, San Diego, CA, 1998 Graduate Credits, Psychology of Organizational Development, Antioch University, Southern California Performance -based Hiring Recruiter & Trainer, The Adler Group, Irvine, CA Strategy & Resource Planning, QuadRed, San Juan Capistrano, CA SDI, Conflict Management, Personal Strengths Publishing, Carlsbad, CA Leadership & Advanced Facilitation, Newton Learning Corporation, San Diego, CA Sherri B. Petro, MBA 11662 Cw.j.r PARAci io I SAN DILGO, CA 92128 1 858 - 583 -30971 S}riaiw @� rls'1Rn'I�;cTrs.(:(�nt Leader In Leveraging Human Capital To Create Competitive Advantage More than 20 years achieving sustainable results by designing and managing people- oriented innovative solutions for complex organizational issues. Nationally known leader in leveraging knowledge of multiple generations to resolve communication and productivity issues. Multi- industry experience. Organizational Development (OD) /Organizational Effectiveness (OE) • Recruited to lead or consult on numerous interventions; coaching for enhanced performance, resolving conflicts, leadership transitions, leveraging the generations for better productivity and innovation, improving individual and group communications, increasing employee engagement, developing and implementing change engagement plans, building high performance teams and finding and leveraging real change leaders. • For 11 years, coached executives and senior leaders of for - profits, nonprofits and government agencies in HR, Finance, Operations, IT, Procurement, Legal, Marketing & OD. • Developed and conducted Coaching for Managers classes (beginning and advanced) for 8 years. • Designed and implemented merger process integrating cultural due diligence requiring 3 month turn- around. Top line revenues increased 230% in 2 years. • Led IT /marketing merger team during "merger of equals" that formed Sempra Energy. • Spear- headed merger of 2 disparate departments, 150 employees, in $369M utility. • Co- designed and delivered Human Capital Risk Mitigation Program for post M &A activity to capture revenue increases. • Designed, launched and interpreted 34 surveys with strength -based questions. • Planned, decided upon appropriate technology, launched, analyzed and organized action on organizational readiness, cultural assessments, 360s and periodic pulse assessments. • Created and facilitated leadership /learning academies with up to 40 capacity - building modules delivered via live instruction, webinars and computer -based training. • Consulted and co- authored a white paper on the next evolution of performance management based on generational signals and best practices from experiences in technology companies. • Advisor on the development of mentoring programs for Young Nonprofit Professionals Network. Change Engagement/Communications Recruited as change leader during mergers and cultural transitions for Sempra Energy, San Diego Gas & Electric, Mental Health America, and MAAC Project. Created needs assessment featuring pain point identification and "linking and synching" leadership alignment process with strategic and tactical implementation. Developed comprehensive communication plans during intense cultural change efforts identifying all stakeholders, motivations and concerns, best relationships to leverage, best approach to educate, most appropriate message points, frequency and preferred communication vehicles. • Led change engagement project plans for VPI Strategies people and technology optimization projects including SharePoint conversion. • Recruited to lead numerous strategic cross - functional teams, using collaborative problem - solving techniques and systems thinking to achieve results. • Trained change leaders on coaching techniques to educate peers and reduce fear for technology and process changes. • Managed communications for a 26 stakeholder collaborative for first value -based revenue sharing model (extremely controversial) initiative for major metropolitan park. • Taught change engagement and communications to international students at University of California San Diego. Talent Management (TM) • Drove the collaborative development of 36 strategic plans and tactics including TM in 13 years of consulting. • Worked on Global Leadership Summit with HR VP for 106 exemplar managers, representing top 1 % of employees world -wide, of $300M medical company. • Created job descriptions, competency profiles and career development paths for start -ups and nonprofits. • Developed comprehensive onboarding programs with blended learning orientation program for software education company and major utility. • Mapped leadership standards to competency development and training modules. • Researched and integrated software solutions and best practices for succession planning in for profit and government agencies. • Engineered innovative circle dialogue technique for virtual meetings to maximize engagement and pioneered structured chartering process for teams with global stakeholders. • Worked with DISC, Myers- Briggs, PACE and Trimetrix assessments. • Managed $133 million in sales, 6 sales reps, and a talent count of 20 handling the 50 largest accounts without client loss in intensely competitive and fast -paced environment. Talent Acquisition (TA) • Worked with $40M property management firm's executive team receiving $100M in funding and adding 43 properties on staffing metrics in line with acquisition strategy. • Developed talent acquisition and retention strategy for $5M medical manufacturer coming out of receivership. • Initiated TA strategy for start -up Czech Republic based health product exporter to the US as well as US based start- up healthcare service center. • Created HR initiatives concentrating on TA with executive management during strategic planning. • Developed TA strategy for three consulting firms, vetting 21 consultants. • Conducted global best practices research then developed models and pricing methodologies for staffing, membership and marketing projects. • Taught marketing and strategy to organizations, agencies and university students. • Developed strategic recruiting campaigns and impactful messaging for individual contributors, managers, students and nonprofit board members with emphasis on attracting specific generations. • For 6 years, Intuit's guru on marketing and branding to ProAdvisors internationally. Acknowledged Expert • Facilitates management teams and boards through strategy development, key issue resolution and tactical implementation. • Chosen to author chapter in upcoming leadership missive on women's leadership and the generational leadership transition. • Asked by Managing Americans to be expert panelist on workplace communications, publishing monthly articles to 104,000 subscribers. • Presented internationally to 650 CEOs and Key executives on how to leverage generational differences to solve organizational problems. Received 4.45/5 ratings for value and style. • Chosen as moderator or speaker for HR, Global Leadership and Cause Marketing forums. • Sought -after practical presenter /trainer, having delivered more than 650 sessions. • Asked to teach Strategy Capstone, Leaders and the Leadership Process, Business Ethics to MBA students in the US, Kenya, Indonesia and Vietnam 2010 - current. • Designed and delivered 20 -hour programs: Making the Best Career Transition which married strategic planning techniques with career movement accountability and Enlightened Business Practices featuring innovative techniques to increase employee engagement and raise productivity. • Authored 79 articles and designed 40 training tools distributed globally for Intuit's Pro Connection newsletter with subscription level of 44,000, teaching marketing skill to financial services pros. • Researched and wrote white papers on enhancing women's leadership skills, motivating each generation, predicting the next workplace revolution and creating innovative performance appraisals. LEADERSHIP POSITIONS Consulting Work — Strategic Architect, Ouality Control, Systems Thinker President/CSO, VPI Strategies, San Diego CA, (2000 - present), management consulting Partner, Conduit Careers, San Diego CA (2009- 2011), talent management consulting Founder, Workplace Evolution, Richmond WA (2007- 2010), organizational development Corporate Positions San Diego Gas & Electric, San Diego CA USA (1998 -2001) Utility Strategic Planning Manager (2000 -2001) Commercial /Industrial Marketing Manager (1998 -2001) So Cal Gas, Los Angeles CA USA (1994 -1998) Utility Commercial Marketing Manager (1997 -1998) Foodservice Marketing Manager (1996 -1997) Account Executive (1994 -1996) Service Center Director, Bio Clinic, Ontario CA (1992 -1994) Medical Device Sales Vice President of Operations, Anatomic Concepts (1990 -1992) Medical Device Manufacturer Director of Operations Pre -Foam, Corona CA (1987 -1990) Medical Device Manufacturer EDUCATION MBA with emphasis on Strategic Planning from Pepperdine University, Malibu CA 1993 B.A. in Psychology Magna Cum Laude - Youngstown State University, Youngstown OH 1984 Coaching certificate: Learning Strategies, ICF- certified Master Coach Dr. Wilson Bullard, 2003 HONORS California Miramar University Distinguished Teacher of the Year, 2010 THOMAS G, ROGERS, PH.D. tgrogersksbcglobal.net Tom Rogers is a communication and leadership specialist wit interest and experience in the worlds • for-profit and non-pro business, government, and academia. He has worked 22 yea as an executive coach and trainer. He also has 31 years experience as an educator. I He has two Master level degrees and a Ph.D.—all in Communication Studies. He is also a certified facilitator for the Leadership Challenge program and a certified coach for the Leadership Practices Inventory (LPI). Recently, after retiring from two decades of graduate level teaching in the Doctoral Faculty of a joint program of the University of California, Berkeley and the Graduate Theological Union, Berkeley, Tom was awarded the title of Professor Emeritus of Communication Studies. Upon leaving academia, he now focuses his efforts exclusively on the worlds of business and government. He works internationally assisting people in enhancing their communication, leadership, and team-building skills. During his career, he has worked with people at all levels—from those just beginning supervisory positions to presidents of corporations and top leaders in state government. In recent years, much of his work has been in designing and facilitating communication related training programs for mid-level and senior leaders in a variety of settings. As a coach, he works extensively with both business and government leaders. As an example of his work in the public sector in California, he has coached hundreds of senior leaders and upper-level managers within California Department of Transportation (Caltrans), California Department of Corrections and Rehabilitation (CDCR), California Health and Human Services Agency (CHHS), and California Department of Insurance (CDI). In the private sector, he has coached executives whose responsibilities range from manufacturing to IT to sales. Dr. Rogers has received formal awards and recognition for his expertise as a presenter, teacher, and scholar. He is the author of published work on several topics. Robert "Bob" Schoultz • schoultz @sandiego.edu • http: / /www.linkedin.com /pub /bob- schoultz/4 /127/914 http : / /fifthfactorleadership.com SUMMARY • Founder Fifth Factor Leadership 2012 • Six years directing the University of San Diego M.S. in Global Leadership Program • Thirty year career as an officer with the Navy SEALs • Extensive experience in leadership, management, and education in the U.S. Navy • Fluent in German; proficient in Spanish Vision & Goal Setting Leader Development Results- driven Team Building EDUCATION M.A. in National Security and Strategic Studies Naval War College Newport, RI 1996 (graduated Highest Distinction) B.A. in Philosophy Stanford University Stanford, CA, 1974 LEADERSHIP EXPERIENCE Director of Master of Science in Global Leadership Oct 2005 - Dec 2011 School of Business School Administration, University of San Diego, San Diego, CA • Directed a 31 credit graduate student curriculum focused on developing business leaders in the global market. Emphasis on ethical leadership, cross - cultural issues in business strategy. project management, and best business practices. • Significantly increased program quality. From 2005 -2011, nearly double enrollment and doubled tuition income to USD • Created local business leader MSGL Advisory Council; created study abroad program (China, Europe, Argentina); Developed co- curricular activities in local business community Naval Special Warfare Group Commander 1998- 2000 • Commanded all East Coast Seal Teams, and Support Units based in Europe and Latin America. Oversight over seven different commands. • Responsible for $28 million annual budget and all planning and prioritizing of resources for East Coast SEAL Teams and overseas units Director of Leadership and Character Development May 2003 — May 2005 US Naval Academy Annapolis, MD • Oversaw all Leadership and Character Development programs at the Naval Academy. • Initiated Character Leadership Internship program with National Outdoor Leadership School. Additional Navy Leadership Experience • Senior Military Assistant to Assistant Secretary of Defense for Special Operations /Low Intensity Conflict, 2000 -2002 • Chief Staff Officer of Special Operations Command Europe in Stuttgart Germany, during Bosnia conflict and numerous contingencies in Africa 1996 -98 • Faculty at Naval War College, First Special Operations Chair 1994 -96 • Commander, responsible for all SEAL/Special Boat operations in Latin America 1992 -94 • Conducted operations in Operation Just Cause (Panama) 1989 Instructor and Advisory Council, National Outdoor Leadership School May 2005 - present Initiated US Naval Academy program, and co -led four NOLS courses for USNA midshipmen 2006 -2010 Initiated and co -led NOLS Executive Leadership Expeditions 2011, 2013. INTERNATIONAL EXPERIENCE Lived in: Germany (3 times), Panama, UK, Indonesia, and conducted military training and operations throughout the world, primarily Europe, Latin America, and Africa. Visited China with USD 2006, 2007, 2008 (Shanghai and Beijing) and presented at the Global Leadership Conference in Shanghai in 2007 SIGNIFICANT TEACHING /EDUCATION EXPERIENCE Corporate Teaching: - CCIM Leadership Academy Feb 2014 - C2 Financial Corp "Commando Leadership for Top Producing Realtors Jan 2014 - Multiple Vistage International sessions in San Diego and Canada in 2013 and 2014. Teaching at accredited Universities: - Naval War College 1994 -1996 Operational Art, Theory and Practice of Special Operations Employment, and Counter - Insurgency history and theory - Naval Academy 2002 -2005 Ethics for Military Leaders - University of San Diego, 2006 - present: Ethics for Global Business in Master of Science for Global Leadership Certificate and other Programs: - Center for Civil Military Relations at the Naval Post - graduate School 2004- 2012,a variety of classes from Military Ethics, to Strategies for countering Terrorism to Columbia Case study. - National Outdoor Leadership School 2005 - present. Leadership, First Aide and other theoretical and technical skills associated with leading others in the outdoors. Innovator in Hybrid and On -line Education As director of MS in Global Leadersip program at USD, Introduced dramatic enhancements in use of technology and computer based online learning to create the top hybrid (classroom and online) program at USD and arguable in Southern California. Initiated on -line lecturing, web -based collaboration between faculty and students, to include training programs for faculty and students. Significantly improved student evaluations of faculty performance using technology and on -line tools. PUBLICATIONS • Chapter "The US Navy SEAL Culture Power, Vulnerability and Challenge" in Psychoanalytic Studies on Power and Vulnerability Edited by Halina Brunning • Chapter "Ethics and Combatting Terrorism" in Fighting Back, edited by Paul Shemella • Numerous case studies in a variety of books on military leadership (available upon request). • Contribute a regular essay (ten to date) on Ethics and Leadership to the Naval Special Warfare quarterly magazine Ethos. http: / /www.sealswcc.com /navy- seals- ethos- magazine.aspx Three time award winner for commentary from the Chief of Naval Information • Write a regular blog on leadership and other topics, entitled Bob's Corner: http: / /bobscorner.wordpress.com As of May 2014, 53 posts with over 41,000 views. EXPERIENCED PUBLIC SPEAKER Keynote presenter to RouteSmart International Conference May 2014 Keynote presenter to Higher Education Risk Management Conference Univ of Texas April 2014 Guest Speaker to CCIM Leadership Academy Feb 2014 Guest Speaker to Unbeatable Mind Academy Retreat Dec 2013 Speaker at The Honor Foundation NEXT speaker series Keynote presenter to US Strategic Command Forum Apr 2013 Graduation Speaker to SEAL Basic Training Graduation ceremony June 2011, Dec 2013 Opening Keynote address to Returning Warriors Workshops 2008 -2014, ORGANIZATIONS & AFFILIATIONS • President, Old Frogs and SEALS, San Diego • Member, Advisory Council, National Outdoor Leadership School (NOLS) • Member, Rotary International, Rotary Club of Coronado, • Member, Board of Advisors, Magis Group • Member, Board of Advisors, Mosaic Yoga • Member, Toastmasters International, Professional Men's Club 624 (Mission Valley)