Alan Beaulieu, PhD, Principal, ITR Economics

Plan and Prosper

Alan has been providing workshops and economic analysis seminars to countries and literally thousands of business owners and executives for the last 30 years. He is one of the country’s most sought-after economists.

As the chief economist for numerous US and international trade associations, it has been remarked that Alan’s “insight into our business, a track record of accurate forecasting, and unparalleled knowledge of global markets has earned him the respect and appreciation of key business leaders in our industry.”

Pronouncements from ITR Economics™ and/or Alan have appeared in/on: the Wall Street Journal, New York Times, USA Today, Knight Ridder News Services, Business Week, Associated Press, The Washington Times, CBS Radio, CNN Radio, Sirius talk radio, and numerous other outlets.

Jill Davie, President, TEAM Software

Labor Trends: Hiring and Retention in Extraordinary Times

Jill Davie started full time with TEAM Software in May 1998 as an account manager after working at the company as an intern during college. Over the next two decades, she held various roles, including senior vice president of client experience. Davie is now using her deep industry knowledge, her focus on our customers and her passion for TEAM’s people to serve as TEAM’s president. She earned her Bachelor of Science in business administration and marketing from Iowa State University.

Jeff Davis, Vice President of Strategis Growth North America, TEAM Software

Labor Trends: Hiring and Retention in Extraordinary Times

Jeff Davis was president of Kwantek, a recruiting and onboarding software provider acquired by TEAM Software, the leading provider of integrated financial, operations and workforce management software for cleaning and security contractors, in 2020. Since joining TEAM, Jeff is the VP of Strategic Growth North America, acting as a subject matter expert and thought leader for TEAM in the security and cleaning industries and assisting with global sales and marketing initiatives. For the last 20 years, Jeff has focused on technology, working in sales and marketing to executive leadership, with four years specializing in human resources technology. He has an MBA focusing on Information Systems from Tennessee Tech and a Bachelor's degree in Marketing from the University of Louisville.

Verne Harnish, Owner and CEO, Scaling Up

Scaling Up: How a Few Companies Make It...and Why the Rest Don't (Rockefeller Habits 2.0)

Verne Harnish is founder of the world-renowned Entrepreneurs’ Organization (EO), with over 14,000 members worldwide, and chaired for fifteen years EO’s premiere CEO program, the “Birthing of Giants” held at MIT, a program in which he still teaches today. 

Founder and CEO of Scaling Up, a global executive education and coaching company with over 190 partners on six continents, Verne has spent the past three decades helping companies scaleup. 

He’s the author of the bestseller Mastering the Rockefeller Habits which is translated into 9 languages; and along with the editors of Fortune, authored The Greatest Business Decisions of All Times," for which Jim Collins wrote the foreword. His latest book Scaling Up (Rockefeller Habits 2.0) has been translated into 19 languages and has won eight major international book awards including the prestigious International Book Award for Best General Business book. 

Verne also chairs the annual ScaleUp Summits and serves on several boards including vice chair of The Riordan Clinic; co-founder and chair of Geoversity; and board member of the social venture Million Dollar Women. A private investor in many scaleups, Verne enjoys piano, tennis, and magic as a card-carrying member of the International Brotherhood of Magicians.

Mark Herbick, Founder and CEO, Pursant, LLC

Unprecedented Times for M&A in the BSC Sector 

Mark Herbick is the Founder and CEO of Pursant, an investment banking, financial and management consulting firm that supports and executes middle market M&A related initiatives and helps business owners grow enterprise value.

Prior to founding Pursant, Mark was a serial entrepreneur and buyer/seller of businesses, having bought, sold and operated over a dozen companies of his own and advised on countless strategic transactions in numerous sectors, including the BSC sector. He grew his companies through acquisitions, strategic divestitures of divisions and managed organic growth. During his time as an operator, Mark found that to best grow enterprise value, it was necessary to become proficient at optimizing company performance and executing strategic transactions. He honed his skills in these areas and in 2009 founded, Pursant, LLC.

Shasta Nelson, Author and Speaker

The Business of Friendship: Making the Most of the Relationships Where We Spend Most of Our Time

Shasta Nelson is a keynote speaker, author, and leading expert on friendship and healthy relationships at work.

Filled with scientific data, real-world research, and fascinating case studies, Shasta’s programs reveal how healthy relationships at work directly impact employee engagement, team culture, sales, recruiting, and retention. She also teaches strategies for the healthiest friendships, contributing to individual happiness and well-being.

Frequently featured in the media as a popular resource on healthy relationships and the increasing epidemic of loneliness, Shasta has been interviewed live on several television shows including Katie Couric’s Katie, Fox Business, The Early Show, The Today Show, and The Steve Harvey Show. She has also been featured in countless national magazines like Good Housekeeping, Real Simple, and Health; and in prominent newspapers like The New York Times, The Washington Post, and The Los Angeles Times.

Shasta was selected by Facebook to be their media spokesperson and friendship expert for Friends Day 2018.

Her research and wisdom can also be found in her three books: Friendships Don’t Just Happen! teaches how to make new friends as adults; Frientimacy: How to Deepen Friendships for Lifelong Health and Happiness teaches how to make our relationships more meaningful and healthy; and her newest book The Business of Friendship: Making the Most of the Relationships Where We Spend Most of Our Time teaches how to foster an environment where friendships are encouraged and nurtured, which benefits both the company and the employee.

Shasta’s Three Relationship Requirements have been featured in her popular TEDx talk and are widely praised for helping break down relationships in ways everyone understands.