• M
  • E
  • M
  • B
  • E
  • R
  • O
  • F
  • T
  • H
  • E
  • Y
  • E
  • A
  • R

Education

The Johns Hopkins University

BSBA- Marketing, Finance, Sociology- Babson College; MS- Substance abuse/ Addictions counseling- Loyola University of Maryland; MSW- Family therapy, Human development, Systems theory- University of Maryland Baltimore; MS- Applied behavioral science, organizational development, and fellow in change management- The Johns Hopkins University

Specialization:

Family Business; Family Business Performance Coach; Family CEOs; Privately Held Company; Coaching Executive Business Leaders; Certified Executive Life Coach; Team Alignment Performance; Leadership Integrative Accountability Alignment; Organizational Development; Harmonious Family Communications; The Human Side of Succession Planning

Biography

Terry Schaefer is the President, CEO, & Founder at Easy Associates, Inc. where he coaches privately held companies & family operated businesses. Terry completed three Master’s Degrees in nine years. His areas of study include marketing, finance, and sociology Bachelor’s degrees from Babson College, as well as Master’s degrees in Substance Abuse and Addictions Counseling from Loyola, University of Maryland, Family Therapy, Human Development, and Systems Theory from the University of Maryland Baltimore, and Applied Behavioral Science, Organizational Development, and Fellow in Change of Management from Johns Hopkins University. Terry hopes to continue to share his extensive experience coaching families about passing a business from one generation to the next. In his free time he enjoys sailing, skiing, snowboarding, and travel. He is affiliated with the International Coach Federation and Center of Credentialing & Education. Terry is excited to expand his connections within the Bristol community by networking with other like-minded individuals.

more members of the year

CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
cfo
benlee
Renewables & Environment
Romulus, MI
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, TX
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
President
KHovnanian Southern California
Real Estate
Dallas, CA
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Director of Business Development
Technology Industry Professonal Services LLC
Education Management
Lexington, SC
Director of Business Development
Technology Industry Professonal Services LLC
Financial Services
Kansas City, MO
Director of Business Development
Technology Industry Professonal Services LLC
Management Consulting
Highgate, London, MO
Director of Business Development
Technology Industry Professonal Services LLC
Information Technology and Services
Alexandria, VA
Reasearch Associate
University of Maryland
Research
College Park, Maryland
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, AZ
President
Lake-Sumter State College
Higher Education
Lessburg,
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Executive Director
EDCTP
Research
The Hague,
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Regional Director
AIA Group
Insurance
Singapore,
Writer
Self
Writing and Editing
Montibello, NY
Professor
Lund University
Packaging and Containers
Molnicke, NY
Chairman and CEO
Taylor Capital Group
Packaging and Containers
Northbrook, IL
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, Indiana
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario, Indiana
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Branch Lead
Intelligent Software Solutions
Marketing and Advertising
Colorado Springs, CO
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Vice President
Service Software
Information Technology and Services
Denver,
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta,
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Accountant
MZ SERVICES
Accounting
Pasadena, California
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
CEO / Founder
easy associates, Inc.
Information Technology and Services
Baltimore, MD
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, MD
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
President
GAL Power Systems
Machinery
Toronto, Ontario
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Machinery
North Adams, MA
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
North Adams, MA
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Telecommunications
Denver, CO
Managing Partner
Providica Medical LLC
Electrical/Electronic Manufacturing
Santee, CA
Senior Advisor
Sykehuspartner HF
Stabekk,
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Non-Profit Organization Management
Santa Monica, CA
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, MD
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
President
Bellwether Design LLC
Design
Tulsa, AZ
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, TX
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, Texas
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Sylvania, OH
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires,
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Chambersburg, FL
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, FL
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo,
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
President
TRACIP
Defense & Space
Messein,
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, California
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
CDO
Hanson Design
Marketing and Advertising
Philly, PA
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Director
XTid Associates ltd
Architecture & Planning
London,
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Company Director
Fetchapet
Translation and Localization
Colchester, FL
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
VP, Application Manager
TD Bank
Banking
Wells,
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
General Manager
Gaman Consulting
Management Consulting
La Molina, Arkansas
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Engineering Director
Edica Ltda.
Construction
San Jose,
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Consultant
Istiklal Hosital
Medical Practice
Jordan, MA
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, KS
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, MO
Managing Partner
ConnorsO'Dell LLP
Semiconductors
Exton, PA
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, PA
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City,
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Principal
Avison Young
Real Estate
Vancouver, DC
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
President
Thermistors Unlimited
Information Technology and Services
St. Mary's, PA
Vice President of Marketing and Communications
Maguire Associates
Westford,
Marketing Director
Metro S.A.
Retail
Athens,
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Professor
Tecnológico de Monterrey
Research
San Pedro, Maryland
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Director
Khansaheb Civil Engineering
Construction
Dubai, MI
Internal Auditor
SuKarne
Food Production
Mexico City, MI
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, MI
President and CEO
Compliance Matters LLC
Financial Services
New York,
Chief Operations Officer
Standard Life plc
Human Resources
Scotland,
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
General Counsel
Avasant, LLC
Management Consulting
Los Angeles, CA
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, PA
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
EVP, Chief Credit Officer
Bluestem Group Inc.
Public Policy
Chaska, MN
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, Minnesota
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Managing Partner/Shareholder
Sacks Tierney P.A.
Insurance
Denver, CO
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, CO
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, Colorado
President & Chief Technologist
White IEQ Consulting
Midland,
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Financial Services
Park City, UT
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Park City, UT
Production Division Director
US GOV
Facilities Services
FPO AE, UT
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Volunteer
Family Violence Appellate Project
Law Practice
Great Neck, NY
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
President
The Blasket Group
Management Consulting
Chadds Ford, PA
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, PA
Owner/Principle
McGrath Media Productions
Law Practice
San Antonio, TX
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
OPERATIONS MANAGER
CNS INTERNATIONAL
Mental Health Care
Cape Coral, FL
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
CIO
Seal Industries
Oil & Energy
Ennis, TX
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, CO
Foreign Service Officer
USAID
Government Administration
Washington, DC
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Chairman
Refoudning a Bold America
Biotechnology
Chicago, CA
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, TX
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, Connecticut
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, Connecticut
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, FL
President
Southeastern Bible College
Education
Birmingham, Alabama
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Birmingham, Alabama
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Purcellville, VA
Principal
Inside Source
Furniture
San Leandro, California
Group CEO
Al Nahdha Investment Group
Investment Management
Aub Dhabi,
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas