PROFITABLE IDEAS EXCHANGE - Key Persons
Adam is a Project Coordinator at Profitable Ideas Exchange. In his role, Adam supports a number of teams to bring together groups of C-Suite Executives such as Chief Information Officers, Chief Technology Officers, and Chief Marketing Officers on behalf of professional services organizations for peer-to-peer roundtable discussions. Adam works on behalf of Oracle. He holds a Bachelor of Arts in Political Science and Philosophy and is currently studying for the LSAT in the hopes of going to law school. When he's not studying for the LSAT, Adam is either on the golf course or hanging out around Bozeman.
Job Titles:
- Project Coordination Manager
Alanna is a Project Coordination Manager at Profitable Ideas Exchange. In her role, Alanna leads and supervises teams of senior project coordinators and project coordinators, as well as assisting with training and onboarding support for new employees. Prior to being promoted to a manager, she coordinated a number of peer-to-peer networks for Chief Tax Officers, Chief Marketing Officers, and VP of Medical Affairs on behalf of clients including KPMG, IBM, and ZS. She is a Certified Quality Event Planner and organizes in person interactions on behalf of clients. She is also part of the PIE Culture Team, Social Impact Team and PIE Proxies Program. Prior to joining PIE, Alanna worked as a Program Manager/Event Planner for local non-profits. She holds a master' degree in Public Administration and a bachelor's degree in Health and Human Development from Montana State University. Outside of the office you can find her in the mountains with her family.
Job Titles:
- Senior Project Coordinator
- Senior Project Coordinator at Profitable Ideas Exchange in
Alexis is a Senior Project Coordinator at Profitable Ideas Exchange In her role, she supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Alexis works on behalf of a variety of clients, including Cognizant, Integreon, and Protiviti. A native of Southern California, her love of the outdoors brought her to Bozeman where she graduated from Montana State University with a bachelor's degree in natural resource conservation and wildlife habitat management. Alexis also has a master's degree in writing from Southern New Hampshire University. She is passionate about her volunteer work at a number of organizations, her favorite being Freedom Speakers International. In her free time, Alexis enjoys traveling, hiking, and hanging out with her cat and bunny.
Allison is a Director at Profitable Ideas Exchange. In her role, Allison convenes and facilitates peer-to-peer roundtable discussions, bringing together C-level executives. Allison works on behalf of a variety of clients, including Cognizant and Protiviti. Prior to coming to PIE, Allison was the Director of Engagement at the MSU Alumni Foundation and prior to that position, the Chief Operating Officer for American Red Cross of Montana. In her free time, Allison advocates for higher education funding with the MSU Advocate Network. You can also find her hiking, biking, cross-country skiing and spending time outside with her family. Allison holds a bachelor's degree from Miami University in sociology and a master's degree in sociology and criminology from the University of Montana.
Andi Baldwin - COO, Managing Director
Job Titles:
- Chief Operating Officer
- Managing Director
Andi is responsible for setting the strategy to deliver PIE's work to its premier client base and overseeing the execution of PIE's client work. In addition to her leadership responsibilities, Andi manages some of PIE's key client relationships and helps drive firmwide growth through client expansion. During her tenure at PIE, Andi has worked with a variety of clients, including IBM, KPMG, Kyndryl, Capgemini, Maximus, Slalom Consulting, JLL, and others. On behalf of her clients, Andi has managed communities of Chief Marketing Officers, Chief Digital Officers, Chief Information Officers, Chief Innovation Officers, Chief Tax Officers, and Heads of Corporate Real Estate. She is also a contributor to PIE's thought leadership initiatives. Outside of PIE, Andi sits on the board of a Montana public health non-profit organization, and she is an alumna of Leadership Montana's Class of 2019. She has a Bachelor's Degree in Global Business Management from the University of Rhode Island and Master's Degrees in Public Relations and International Relations from Syracuse University. She can be reached at abaldwin@profitableideas.com.
Andre is an Associate Director at Profitable Ideas Exchange. In his role, he facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. He has a background in Behavioral Sciences, Mental Health, Financial Technology and Financial Advisor Consulting. Andre holds a bachelor's degree in Interdisciplinary Sciences from Montana Technological University and in his free time, he enjoys watching football, dirt biking, skiing, and water sports.
Ariel is a Project Coordinator at Profitable Ideas Exchange. In her role, she supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Prior to joining the team at PIE, Ariel was a sushi chef at the Yellowstone Club and worked as a certified life coach. In her free time, you can find her riding her motorcycle, dirt bike or fly fishing around the world.
Aubrey is a Director at Profitable Ideas Exchange. In her role, Aubrey convenes and facilitates a number of peer-to-peer executive roundtable discussions, supports several marketing and purpose-driven projects, and partners with the CEO and President to drive the company's business development. Aubrey works on behalf of a variety of clients including Kyndryl, NetDocuments, and Resonance Global. Prior to joining PIE, Aubrey was pursuing a career as a professional triathlete, primarily racing at the half and full IRONMAN distance. In her free time, Aubrey continues to race triathlon, drink coffee, spend time with her husband and two dogs, and serves as an advocate for mental health and eating disorder awareness. Aubrey holds a Bachelor's degree from Montana State University in political science.
Austin is an Associate Director at Profitable Ideas Exchange. In his role, Austin convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together C-level executives on behalf of professional services organizations. Austin works on behalf of a variety of clients, including Wipfli and AWS. Prior to coming to PIE, Austin was a partner in an auto, home, and commercial glass services franchise and also has worked for a software firm where he specialized in sales and management consulting. Austin holds a bachelor's degree from Montana State University's Jake Jabs School of Business and Entrepreneurship in Finance and Accounting. Austin volunteers with Special Olympics of Montana, and in his free time, can be found on the ski hill, on the golf course, mountain biking, or enjoying quality time camping with his wife, son, and two dogs.
Callee is a Project Coordinator at Profitable Ideas Exchange. In her role, she supports a number of teams to bring together groups on behalf of professional service organizations for peer-to-peer roundtable discussions. Callee works on behalf of a variety of clients, including MATRIXX, Zinovo, Unisys, and Lease Analytics. Callee holds a bachelor's degree from Montana State University in Business Marketing with a minor in International Business. She spends her free time hiking, trying out new recipes, and taking photos.
Carlie is a Senior Director and Partner with Profitable Ideas Exchange where she leads the Project Coordination team. Prior, Carlie supported our team-based account management initiatives to ensure a positive experience for both new employees and clients. She was also our former Director of Training and former Director of Recruiting - leading a team responsible for building executive roundtable membership on behalf of IBM, KPMG, Grant Thornton, Cognizant, BRG, and others. Carlie started her career with PIE in 2010 as an Associate Director, convening and facilitating peer-to-peer interactions of Vice Presidents of HR, Chief Learning Officers, Profit Assurance Executives, Digital Leaders, Women Leaders in STEM, Directors of Tolling Operations as well as leaders of Open Innovation, Coaching, Training, and Talent Acquisition. Her work as an AD spanned the Americas and Europe where she led projects for Accenture, American Management Association, Randstad, Korn Ferry, CSC, North Highland, and Agility Solutions. Carlie holds a Bachelor of Science in Business Management from Rocky Mountain College and a Master of Business Administration from the University of Montana. She is a graduate of Leadership Montana and the Rocky Mountain School of Photography.
Caroline is an Associate Director at Profitable Ideas Exchange. In her role, she convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives. Caroline works on behalf of a variety of clients including BCG, KPMG, Capgemini, and HBR Consulting. Prior to joining PIE, Caroline worked in higher education in both admissions and alumni relations. She also lived overseas for several years doing humanitarian work in China, Kenya, and Malaysia. In her free time, you can find her enjoying the beauty of the Montana outdoors with her family, knitting, or baking pies. Caroline holds a Bachelor's degree in Political Science and a Master's degree in Higher Education.
Cavin is a Director and Partner with Profitable Ideas Exchange where he convenes and facilitates peer-to-peer interactions with Chief Customer and Marketing Officers, CIOs, COOs, Chief Tax Officers, and Chief Supply Chain Officers. Cavin works on behalf of clients including Cognizant and KPMG. He also supports teams that facilitate interactions with Chief Financial Officers, Chief Tax Officers, Chief Compliance Officers, Chief Learning Officers, and Chief Operating Officers. Cavin holds a Bachelor of Science in Business Management.
Job Titles:
- Human Resource Coordinator
Christina is the Human Resource Coordinator at Profitable Ideas Exchange. In her role, Christina works closely with our Director of HR to support and coordinate company-wide human resource initiatives and ensure our employees have what that they need to be productive members of the team. Christina previously served as a Senior Project Coordinator where she supported a number of teams, bringing together groups of C-Suite Executives on behalf of professional services organizations for peer-to-peer roundtable discussions for a variety of clients, including AWS, Capgemini, HBR Consulting and others. Christina also served as a member of our technology team and an integral contributor to our training team, providing support to all roles and functions on technology applications, launching our membership Salesforce training, and as the co-lead trainer for project coordination team.
Dana is an Associate Director at Profitable Ideas Exchange. In her role, Dana convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together COOs, CIOs, Managing Partners, and other C-level executives. Dana works on behalf of a variety of clients including Kyndryl, TBM, and AWS. Dana is also an Adjunct Professor in the Writing Department at Montana State University. In her free time, she is writing her first book. Dana holds a Bachelor's Degree from the University of New Hampshire and a Master's Degree from Dartmouth College.
Danny is an Associate Director at Profitable Ideas Exchange. He convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Prior to joining PIE, he worked in operations and management in the outdoor and restaurant industries, where he specialized in team building, people development, and revitalizing turnaround locations. Danny holds a Master of Business Administration degree from Western Governor's University, and a bachelor's degree in Political Science and History from Metropolitan State University of Denver. In his free time, Danny enjoys fly fishing, backpacking, snowboarding and a whole manner of other outdoor pursuits, as well as performing and watching live music and sporting events.
Deon is an Associate Director at Profitable Ideas Exchange. He convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Deon holds a Bachelor's degree in Business Management from Central Washington University. In his free time, he enjoys working out, creating home décor, snowboarding and traveling around the world.
Job Titles:
- Project Coordination Manager
Emily is a Project Coordination Manager at Profitable Ideas Exchange. In her role, Emily leads and supervises teams of senior project coordinators and project coordinators, as well as assisting with training and onboarding support for new employees. Prior to being promoted to a manager, Emily served as a project coordinator supporting a number of peer-to-peer roundtables which bringing together Chief Financial Officers, Chief Information Officers, Chief Procurement Officers, Chief Operations Officer, Chief Sales Officers, Chief Marketing Officers, Lead Board Directors, Chief Human Resource Officers, and Heads of Digital Innovation on behalf of a variety of clients, including KPMG, Accenture, FranklinCovey, Thomson Reuters, Blue Prism, Randstad, Hitachi Vantara, and Lee Hecht Harrison. In addition to her management and client-facing responsibilities, Emily participates on our Hiring and Training Teams. Emily holds a bachelor's degree in Nutrition and Dietetics from Montana State University. Outside of the office you can find her traveling, on the golf course, or with husband and two children.
Job Titles:
- Partner
- Senior Director
- Senior Director, Partner, and Client Delivery Lead
Erika is a Senior Director, Partner, and Client Delivery Lead at Profitable Ideas Exchange and Head of Strategic Impact. In this role, she convenes and facilitates peer-to-peer interactions with Chief Information Officers, Chief Digital Officers, Chief Sustainability Officers, Chief Executive Officers, along with other C-level executives. Erika works on behalf of a variety of clients, including Capgemini, Cognizant, HBR Consulting, and others. She also leads our community partnerships, environmental stewardship and oversees the team dedicated to diversity, equity, inclusion and belonging. Prior to joining PIE, Erika competed as a professional cross-country ski racer with the SMS T2 team in Stratton, Vermont. Erika also worked as a Purpose Associate with Carol Cone ON PURPOSE. She currently serves as an Editor at Large for Cross-Country Skier Magazine, volunteers with the Bridger Ski Foundation and is a professional runner for The North Face athlete team. Erika holds a degree in Geography and pre-health from Dartmouth College.
Job Titles:
- Senior Project Coordinator
Gabrielle is a Senior Project Coordinator at Profitable Ideas Exchange. In her role, Gabrielle supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Gabrielle works on behalf of a variety of clients including TalkDesk, KPMG, NetDocuments, and Thomson Reuters. Additionally, Gabrielle is on our internal marketing team. She holds a degree in Global Business Leadership from the College of Saint Benedict/Saint John's University in her home state of Minnesota. In her free time, you can find Gabrielle enjoying all the outdoor recreational activities that Montana has to offer with her dog, Jimmy.
Gianna is a Director at Profitable Ideas Exchange. In her role, Gianna convenes and facilitates peer-to-peer roundtable discussions, bringing together C-level executives. Gianna works on behalf of a variety of clients, including Amazon Web Services (AWS), Publicis Sapient, and Accenture. Prior to joining PIE, Gianna was Director of Development at the MSU Alumni Foundation where she developed donor relationships and secured large ($25,000+) donations from individuals and corporations. Outside of PIE, Gianna volunteers to support the young women of Alpha Omicron Pi, sits on the board of the Association of Fundraising Professionals-MT Chapter, and is a founding member of Women Leading Montana. In her free time, you can find Gianna enjoying skiing, floating a river, traveling with friends, cheering on the MSU Bobcat athletics teams, and eating at downtown Bozeman restaurants. Gianna holds a Bachelor's degree in applied psychology and a Leadership Fellows certificate from Montana State University.
Ginny Senn is a Director at Profitable Ideas Exchange. She convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations, including Cognizant and Integreon. Ginny holds a Bachelor's degree in Sociology from the University of Virginia and holds a Certified Trust and Fiduciary Advisor (CTFA) designation. Ginny enjoys completing crosswords, hiking, and spending time with her husband and daughter in beautiful Bozeman.
Job Titles:
- Membership Representative
Hannah is a Membership Representative at Profitable Ideas Exchange. She builds communities of C-suite executives on behalf of a variety of professional services organizations for peer-to-peer roundtable discussions. Hannah hold a bachelor's degree in both health science and Spanish from the University of Alaska Anchorage. Along with her work, Hannah is a professional Nordic ski racer and loves to spend time outdoors.
Job Titles:
- Partner
- President
- President of Strategy
Jacob is President and Partner for Profitable Ideas Exchange, and he is responsible for day-to-day operations including service delivery, workforce management, and business development. He has led groups of Chief Operating Officers, Chief Marketing Officers, Chief Financial Officers, Chief Information Officers, and others on behalf of a variety of clients including Accenture, CSC, Protiviti, SAP, Thomson Reuters, McKinsey, Deloitte, Pfizer, CapGemini, and 3M. Mr. Parks is also responsible for overseeing PIE's research and thought leadership division which contributes to premier publications throughout the globe. He is the author of Never Say Sell (Wiley, 2020), a guide for professional services firms on how they can expand their commercial relationships with clients. He has served as an adjunct professor of business at Montana State University, earned an MBA at Gonzaga University, and is a frequent speaker at business events. He can be reached at jmparks@profitableideas.com.
Jane is a Project Coordinator at Profitable Ideas Exchange. Jane supports a number of teams to bring together groups of C-Suite Executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Jane holds a Bachelor's degree in Quantitative Economics from the University of Colorado Boulder. In her free time, Jane enjoys spending time with her dogs and partner, Daine, camping, skiing, reading, and lifting weights.
Jeannette is a Director at Profitable Ideas Exchange. In her role, Jeannette convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together Heads of Enterprise Applications, Customer Service Leaders, Operations Leaders, Chief Human Resource Officers, Digital Marketing Leaders, and other C-level executives. Jeannette works on behalf of IBM, Analytic Partners, Bounteous, Root and others. Prior to joining PIE, Jeannette worked as a University Relations Program Manager at Twilio and ran the operations for wildlife-based trips in Alaska and Northern Canada. Outside of the office, she spends her time skiing, hiking, metalsmithing, and traveling. Jeannette holds a Bachelor's degree in sociology and African studies from Colorado College.
Job Titles:
- Senior Project Coordinator
Jennifer is a Senior Project Coordinator at Profitable Ideas Exchange. In her role, Jennifer supports several teams, bringing together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Jennifer works on behalf of a variety of clients including IBM and Root. Prior to joining PIE, Jennifer was the Development Director at Cancer Support Community Montana. Jennifer holds a bachelor's degree in sociology with a minor in psychology and a Master of Science in human services with a concentration in public administration. In her free time, she enjoys exploring new places near and far with her family.
Jesse is a Director at Profitable Ideas Exchange. In her role, she convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Prior to joining PIE, Jesse facilitated a number of community-based conservation projects with Montana agricultural producers and served as Director of Development for Montana State University's College of Agriculture. Jesse holds a B.S. in Economics and a Master of Public Administration from Montana State University.
John Nord - CFO, Managing Director
Job Titles:
- Chief Financial Officer
- Managing Director
John is the Chief Financial Officer and a Managing Director at PIE, overseeing the company's finance and technology functions. In addition to this, John leads a team that operates peer-to-peer interactions of Chief Operating Officers, Chief Financial Officers, Chief Tax Officers, Chief Information Security Officers, Supply Chain Executives, and others. His work spans the Americas, Europe, and Asia Pacific regions. He is the overall lead for all KPMG projects and has previously worked with Accenture, Cognizant, and IBM. Prior to coming to PIE, John worked for the software firm Golden Helix where he specialized in account management and support of their flagship product used to conduct statistical genetics research. He completed his undergraduate studies at Montana State University and received an MBA with honors at the University of Chicago Booth Graduate School of Business where he now serves as a Booth Ambassador. John serves on the board of the local chapter of the non-profit Young Life and is an active mentor to students. He spends his free time roaming the mountains and rivers with his wife and two kids. He can be reached at jnord@profitableideas.com.
Josh is a Director at Profitable Ideas Exchange. In this role, he manages peer networks for Chief Operating Officers, Chief Financial Officers, Chief Information Officers, and Heads of Digital Innovation, among others. Josh has worked on behalf of a variety of clients, including Accenture, Blue Prism, Hitachi Vantara, IBM, Thomson Reuters and Wipfli, among others. Prior to joining PIE, Josh managed the Montana State University Leadership Institute, where he oversaw leadership development initiatives for MSU students, including the hosting of speakers such as Neil deGrasse Tyson, Sir Ken Robinson, Conrad Anker and Jimmy Chin, among others. Josh holds both a Bachelor of Arts in History and Bachelor of Science in Economics from Montana State University.
Josiah is a Project Coordinator at Profitable Ideas Exchange. He supports several teams to bring together groups of C-Suite Executives on behalf of professional services organizations for peer-to-peer roundtable. Josiah holds a Bachelor's degree in Organizational Communication from Central Washington University. In his free time, Josiah enjoys mountain biking, golf, snowboarding and spending time in the backcountry.
Job Titles:
- Senior Project Coordinator
Katy is a Senior Project Coordinator at Profitable Ideas Exchange. In her role, Katy supports numerous teams, organizing groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Katy works on behalf of UHY, Mindtree, Oracle, and Accenture, amongst others. Prior to joining PIE, Katy was a ski industry professional serving as an executive administrative assistant and children's ski instructor. Katy holds degrees in English focused in professional/technical writing and studio art with minors in graphic design and art history from the University of Maine. In her free time, she skis and hikes with her husband, sews, and oil paints.
Job Titles:
- Business Development Enablement Manager
Kelsea is the Business Development Enablement Manager at Profitable Ideas Exchange. In her role, Kelsea supports the company's growth initiatives, including client prospecting and engagement and the creation and enablement of internal business development systems and processes. Prior to transitioning to business development, Kelsea was a Project Coordinator responsible for supporting a number of client teams, bringing together groups of C-Suite Executives on behalf of Publicis Sapient, DayBlink and Tugboat Institute to name a few. She holds a Bachelor of Arts in Art History from Montana State University. Kelsea spends her free time hiking, skiing and playing outdoors with her husband and daughter.
Kristin Horgan, Delivery Manager at Profitable Ideas Exchange, is focused on coordinating delivery processes, roles, and technologies within PIE. In her previous role as Lead Senior Project Coordinator she the led the team of Project Coordinators that ensured PIE's peer-to-peer interactions ran smoothly. Kristin pursued a variety of interests before joining PIE, including teaching English as a Second Language in the Czech Republic. She holds dual degrees in International Relations, and in Russian Studies, from the University of Minnesota. She spends her free time traveling as much as possible with her husband and daughters.
Job Titles:
- Membership Representative
Lauren is Membership Representative at Profitable Ideas Exchange. She builds communities of C-suite executives on behalf of a variety of professional services organizations for peer-to-peer roundtable discussions. Lauren holds a bachelor's degree in environmental science from Dartmouth College. She previously worked as both a Teaching Assistant and a Learning Fellow at Dartmouth. In her free time, Lauren likes to spend time exploring the mountains and cooking.
Leslie is a Project Coordinator at Profitable Ideas Exchange. In her role, Leslie supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Leslie works on behalf of a variety of clients, including DayBlink Consulting, MassMutual/WealthVest, and others. Prior to working at PIE, Leslie spent 20+ years managing fundraising events for non-profits, including Museum of the Rockies, St. Vincent Healthcare Foundation, and Northern Rockies Cancer Center. She holds a Bachelor of Science in Business Management with a minor in finance from Montana State University. She spends her free time walking, hiking, playing with her puppy and her grandchildren, and traveling as much as possible.
Mark is an Associate Director at Profitable Ideas Exchange. He convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Prior to his role with PIE, Mark spent a decade working in politics in multiple states. In that time, he organized and facilitated public sector roundtables focusing on education, homelessness, healthcare, and more. Mark holds a Bachelor's degree in Political Science from Montana State University, and outside the office he enjoys backcountry snowboarding, climbing mountains, reading, and music.
Job Titles:
- Chief Growth Officer
- Managing Director
Matt is Chief Growth Officer and a Managing Director with Profitable Ideas Exchange, and he is responsible for driving strategic and operational initiatives to accelerate PIE's growth. In addition to his business development role, he has led groups of Chief Tax Officers, Chief Operating Officers, Chief Procurement Officers, Chief Information Officers, Chief Digital Officers, Chief Data Officers, Chief Human Resource Officers, Chief Diversity Officers, Chief Marketing Officers, Supply Chain Executives, and Managing Partners on behalf of a variety of clients, including Accenture, Boston Consulting Group, DayBlink Consulting, KPMG, Publicis Sapient, Randstad, Root Inc. and others. Mr. Ulrich is an alumnus of Northwestern University and completed an executive education certificate from Stanford University Graduate School of Business in Strategic Marketing Management. Matt is a member of the Super Bowl XLI Champion Indianapolis Colts, an advisor to The Football Players Health Study at Harvard University, and serves on the non-profit board of the Gallatin Valley YMCA. He can be reached at mulrich@profitableideas.com.
Matthew is a Director at Profitable Ideas Exchange where he convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together CMOs, Pricing Leaders, and other C-level executives. Matthew works on behalf of a variety of clients including Intapp, Deluxe, LivePerson, and Tugboat. Prior to joining the team at PIE, Matthew was an elite-level cross country ski coach and was named NCAA Coach of the Year in 2016. Outside of the office, he enjoys spending his free time in the mountains running, biking, and skiing. Matthew holds a Bachelor's Degree from Middlebury College in Environmental Studies and Geography.
Max is an Associate Director at Profitable Ideas Exchange. In his role, Max convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together C-level executives on behalf of clients of PIE. Max works on behalf of a variety of clients, including MATRIXX, Zinovo, and Intapp. In his free time, Max can be found volunteering his time with Bozeman Youth Cycling and exploring the local trails of Bozeman. Max holds a bachelor's degree from St. Lawrence University in Communications.
Max is the Technology Coordinator at Profitable Ideas Exchange where he focuses on supporting and coordinating company-wide technology investments to support our internal and client-facing teams through our technology resources. Max is currently pursuing a bachelor's degree in Digital Forensics from Strayer University. Max previously worked as a Service Desk Technician before starting at PIE. In his free time, he enjoys hunting, golfing, learning about technology, volunteering as a high school basketball coach, and hanging out with his wife, daughter, and friends.
Megan is a Project Coordinator at Profitable Ideas Exchange. In her role, Megan supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Megan works on behalf of KPMG, Capgemini, HBR Consulting, and MGMT3D. She holds a Bachelor's degree in Public Relations from Lee University in Cleveland, TN. She spends her free time mountain biking, camping, baking, reading, and gardening.
Job Titles:
- Senior Project Coordinator
Melinda is a Senior Project Coordinator at Profitable Ideas Exchange. In her role, Melinda supports a number of teams to bring together groups of C-Suite Executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Melinda works on behalf of a variety of clients, including KPMG, IBM and others. She spends her free time enjoying the outdoors, visiting with family and friends and reading.
Meredith is a Finance Coordinator at Profitable Ideas Exchange. In her role, Meredith works with several teams to bring together and support virtual peer-to-peer exchanges. Meredith works on behalf of a variety of clients including MassMutual and AWS. She is also a part of the Salesforce Implementation and Improvement Team and Business Development Team. Meredith has a Bachelor of Science in Human Development and Family Studies from Colorado State University. She enjoys spending her free time teaching and practicing yoga, skiing, and hiking.
Michelle is a Project Coordinator at Profitable Ideas Exchange. In her role, Michelle supports various teams, on behalf of Kyndryl, to bring together groups of C-Level Executives including Chief Information Officers and Chief Technology Officers for peer-to-peer roundtable discussions. She holds a bachelor's degree in Recreation and Tourism from the University of Northern Colorado. Prior to her time at PIE, Michelle worked within the outdoor industry with roles in management, buying, and bike and ski sales in her hometown of Bozeman, Montana, as well as Washington and Colorado. In her free time, she enjoys mountain and gravel biking, skiing, doing yoga, and playing with her two cats.
Mimi is a Project Coordinator at Profitable Ideas Exchange. In her role, she supports teams to bring together peer-to-peer roundtable discussions for C-suite executives on behalf of professional services organizations. Mimi holds a Bachelor of Science in Kinesiology with a Minor in business from Auburn University. She spends her free time trail running, camping, and enjoying live music.
Job Titles:
- Senior Project Coordinator
Molly is a Senior Project Coordinator at Profitable Ideas Exchange. In her role, Molly supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Molly works on behalf of a variety of clients, including TBM, Wipfli, Red Hat Inc., and others. She holds dual degrees in sociology and business management from Montana State University. In her free time, she can be found exploring the outdoors, vintage swing dancing, or experimenting in the kitchen.
Molly Nemelka is a Director and Partner at Profitable Ideas Exchange. In her role, Molly convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together Chief Digital Officers, Chief Marketing Officers, Chief Executive Officers, Managing Partners, Heads of Wealth, Medical Affairs Executives, and other C-level executives on behalf of BCG, ZS Associates, and Broadridge. She also drives the strategy for many client relationships. Molly guides our marketing team, leading efforts around client appreciation, hiring, thought leadership, social media, and business development support. Prior to joining PIE, Molly founded a marketing consulting company providing marketing and customer engagement services to small businesses and female entrepreneurs, and spent 15 years as a marketing and business development executive for a biotech company. Molly chairs the Montana State University Jake Jab's College of Business and Entrepreneurship Women's Circle of Excellence and is an Advisor to the Board of Directors for The Bozeman 3, a non-profit organization that supports Gallatin Valley families with kids diagnosed with cancer. She holds a bachelor's degree in marketing from Montana State University and enjoys the outdoor Montana lifestyle with her husband, two young daughters, and her German Shepherd pup.
Mona is an Associate Director at Profitable Ideas Exchange. In her role, Mona convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Prior to joining PIE, Mona lived in Oregon and worked at nonprofits, managed political campaigns, and most recently served on the policy team for Portland City Commissioner Carmen Rubio. Mona holds a Bachelor's degree in Political Science and International Relations from the University of Montana. In her free time, Mona enjoys running, skiing, backpacking, and travelling.
Morgan is an Associate Director at Profitable Ideas Exchange. In his role, Morgan convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations. Morgan works on behalf of a variety of clients, including AWS. Prior to coming to PIE, Morgan was a high school social studies teacher at Bozeman High School and Gallatin High School, as well as a Speech and Debate coach for both schools. He holds a Bachelor of Science in Economics from The Johns Hopkins University, and a Bachelor of Science in Secondary Education - Social Studies Broadfield with Minors in Government Teaching and History Teaching. Morgan likes to spend his free time near the closest river or lake, surrounded by friends and family.
Job Titles:
- Senior Director, Partner, and Client Growth Lead
Morgan is a Senior Director, Partner, and Client Growth Lead at Profitable Ideas Exchange. In her role, Morgan has lead, and continues to lead, communities of CIOs, CTOs, CROs, and CCOs while also working extensively in the areas of supply chain and procurement. Morgan works on behalf of some of the world's largest firms including IBM, AWS, DXC Technology, Thomson Reuters, Grant Thornton and MassMutual. Prior to joining PIE, Morgan worked as a LEED Operations + Maintenance Consultant, supporting clients in meeting sustainability goals. Morgan also worked as an Advocate Engagement Specialist at Health Advocacy Strategies where she partnered with leading pharmaceutical firms to re-shape their marketing strategies. Outside of the office, Morgan volunteers as an Assistant Debate Coach to the local high school. She holds a Bachelor's Degree in Political Science and International Studies with a Legal Specialization from Seattle University.
Paul is a Director and Partner with Profitable Ideas Exchange where he convenes and facilitates peer-to-peer interactions with Chief Learning Officers, Chief Information Security Officers, Chief Information Officers, Chief Procurement Officers, Chief Marketing Officers in Financial Services, Heads of Compensation and Benefits, Operations Executives, and Heads of Financial Shared Services. Paul works on behalf of a variety of clients such as Accenture, Deluxe, LivePerson, Oracle, UHY, and others. Prior to joining PIE, Paul worked on the award-winning documentary, UNBRANDED, where he served as Lead Assistant Editor and Business Manager. Paul holds Bachelor Degrees in both Business Management and Film Production and is Brave Leader Certified by Brene' Brown and Brave Leaders Inc.
PJ is an Associate Director at Profitable Ideas Exchange. She convenes and facilitates peer-to-peer roundtable discussions and builds communities of C-suite executives on behalf of a variety of professional services organizations and firms. PJ holds a Bachelor's degree in Spanish, minors in Portuguese and Religious Studies and a Certificate of Latin American Studies as well as a Master's degree in Comparative and International Education Policy from the University of Pittsburgh. In her free time, PJ enjoys reading (and watching!) murder mysteries, practicing yoga, and traveling the world.
Job Titles:
- Director of Human Resources
- Partner
Renee Storm, Director of Human Resources and Partner at Profitable Ideas Exchange (PIE), brings more than 22 years of experience to PIE. Renee serves as a resource and mentor for the PIE workforce and new team members. She has notable experience in strategic human resource planning, performance management, employee benefits, and grant writing. In her role, Renee supports PIE's management team to define vision, strategy, and policies that put its people first. Among other priorities, Renee is responsible for maintaining PIE's pipeline of exceptional talent and overseeing companywide training initiatives. Renee holds a Bachelor of Science in Human Resource Management and a master's degree in Human Resource Management from Colorado State University. Her interests include cooking, reading, exercise, and spending time with family.
Richard is an Associate Director at Profitable Ideas Exchange. In his role, Richard convenes and facilitates a number of peer-to-peer roundtable discussions for C-suite executives. Richard works on behalf of a variety of clients, including KPMG and Oracle. In his free time, Richard spends his time reading, gardening, cooking, and spending time with his dog and friends. Richard holds a bachelor's degree in political science and a Master of Public Administration from Montana State University.
Ryan is a Project Coordinator at Profitable Ideas Exchange. In his role, he supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Prior to joining the team at PIE, Ryan spent time working on the family ranch and earning his Bachelor's degree from Montana State University. In his free time, Ryan likes to read and spend time with friends outdoors.
Job Titles:
- Director of Client Success & Growth
Sage is the Director of Client Success & Growth at Profitable Ideas Exchange. Sage ensures value-driven, successful client partnerships and growth through strategic planning and coordinated team based account management. Sage supports our account teams to coordinate delivery and program success across client teams including AWS, IBM, KPMG, and Cognizant among others. Sage is dedicated to organization-wide utilization of technology for efficient client delivery and helping new employees with adoption. Sage holds a bachelor's degree in Science and Psychology from Santa Clara University. Sage spends her free time in the mountains or on the rivers with family and friends and enjoys the many projects that come with owning a small hobby farm.
Stephanie is President of Markets and is responsible for helping drive PIE's global growth as well as helping set future strategy for the company. In addition, she is responsible for leading client teams that facilitate peer-to-peer interactions of Chief Executive Officers, Chief Operating Officers, Chief Financial Officers, Board Directors, Chief Strategy Officers, Chief Innovation Officers, Chief Risk Officers, and a number of other executives. Her work spans the Americas, Europe, and Asia Pacific regions where she has led projects for Accenture, KPMG, IBM, Grant Thornton, Slalom Consulting, Thomson Reuters, Cognizant, Protiviti, Korn Ferry, North Highland, Fisher Investments, Marriott, Randstad, and Dell.
In 2015, Stephanie was selected for the "20 Under 40" award by the Bozeman Daily Chronicle's Business Journal. She was also selected as Montana State University's Young Alumni of the year in 2016 for her continued work to coach and mentor MSU students. Stephanie holds a Bachelor of Science in Business Marketing from Montana State University, and a Master of Business Administration degree from Louisiana State University. She is a graduate of Leadership Montana, chairs the board of non-profit Respire Haiti, is a member of the Women's Foundation of Montana PowerHouse mentoring community, serves on the Montana State University Leadership Institute National Advisory Board, and is honored to be a mentor for the Red Ants Pants Foundation Girls Leadership Program. She can be reached at scole@profitableideas.com.
Job Titles:
- Accounts Receivable
- Senior Project Manager
Susan Miller, Senior Project Manager & Accounts Receivable at Profitable Ideas Exchange, brings more than 20 years of administrative and accounting expertise to PIE. Susan splits her time between payroll, invoicing, and contract responsibilities. She has supported a number of teams to bring together groups of C-Suite Executives on behalf of professional services organizations for peer-to-peer roundtable discussions, and has worked on behalf of a variety of clients, including Accenture, KPMG, LivePerson and others. Her interests include horseback riding, gardening, crafting, spending time in the mountains on horses or at her home in Paradise Valley with donkeys and her border collie/heeler Cora.
Job Titles:
- Senior Director, Partner, and Client Team Development Lead
Susie is a Senior Director, Partner, and Client Team Development Lead with Profitable Ideas Exchange. Over the past decade, she has managed peer networks of Chief HR Officers, Chief Compliance Officers, Chief Medical Officers, Chief Information Officers, Chief Financial Officers, Chief Innovation Officers, Chief Strategy Officers, Chief Marketing Officers, Executive Directors of Community Cancer Centers, and various stakeholders influential in clinical trials on behalf of several clients, including IBM, Point B, Thomson Reuters, Accenture and KPMG. Susie also leads PIE's research and thought leadership development division and has managed projects on behalf of clients on a variety of topics such as public transportation fare management, digital advertising trends, and healthcare payer trends. Susie holds a bachelor's degree in Exercise Science, Wellness Management from Arizona State University.
Taylor is a Project Coordinator at Profitable Ideas Exchange. In her role, she supports a number of teams to bring together groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Prior to joining the team at PIE, Taylor worked as a Guest Service Agent at the Kimpton Armory Hotel. She holds a Bachelor of Science degree in Business Management with a Minor in Finance from Montana State University. Taylor spends her free time hanging out in the outdoors and traveling as much as she can with friends and family.
TJ is a Director at Profitable Ideas Exchange. In his role, TJ organizes and facilitates a number of peer-to-peer roundtable discussions on behalf of professional services organizations. TJ works on behalf of a variety of clients, including AWS, Red Hat, Unisys, and LivePerson, bringing together CIOs, CMOs, CISOs/CROs, and VP's of Supply Chain. In addition, he works with our internal teams on hiring and training the greater PIE Pack. TJ has a background in consulting, marketing technology, and management with specializations in Adobe product sales. He holds a Bachelor of Arts in Communication Arts - Strategic Communication from Western State Colorado University. He likes to spend his time hunting, fishing, and skiing remote places in Western Montana.
Job Titles:
- Chief Executive Officer
- Member of the Board
Tom is Chief Executive Officer of Profitable Ideas Exchange (PIE), a leading consultancy focused on professional services business development. Before joining PIE, he was a co-founder and Managing Director with Orchard Holdings Group, a private equity firm based in Cincinnati, Ohio as well as serving as an Operating Affiliate at McCown DeLeeuw and TSG Consumer, two consumer-focused buyout groups in San Francisco. Prior to working in private equity, he was the Chief Operating Officer of Great Harvest Bread Co., a multi-unit operator of bread stores based in Dillon, Montana. He is the author of Never Say Sell (Wiley, 2020), a guide for professional services firms on how they can expand their commercial relationships with clients, How Clients Buy (Wiley, 2018), a guide to business development for professional services firms, as well as Bread and Butter, (St. Martin's Press, 2001) a book that describes his work at Great Harvest and how he and his team created a nationally recognized corporate learning community and culture of best practices using collaborative networks. He has appeared on the pages of Fast Company, Inc Magazine, Newsweek, Business Week, The Wall Street Journal, among others. Additionally, PIE was recently named one of the nation's fastest growing companies by Inc. Magazine and Tom was recently named as the top CEO in Montana by the State's newspapers. He is a graduate of Oberlin College, completed executive education at Stanford's Graduate School of Business and is a Goldman Sachs Scholar.
Job Titles:
- Member of the Board
- Operating Executive
Walt Shill is a seasoned operating executive with expertise in developing new and innovative services, driving growth, and advising executives on strategy, operational, and organizational excellence, across industry. His career includes serving as Partner for McKinsey & Company, leading Accenture's global strategy practice serving as a Global Managing Director, and most recently, helping lead Environmental Resource Management, a leading environmental consultancy firm as a Managing Partner and Global Commercial Officer. He is a graduate of Virginia Tech, has an MBA from the University of Virginia's Darden School, and serves as visiting professor of business at Emory University's Goizueta School of Business.
Job Titles:
- Project Coordination Intern
Will is a Project Coordination Intern at Profitable Ideas Exchange. He supports the Project Coordination team in delivering exceptional service to groups of C-suite executives on behalf of professional services organizations for peer-to-peer roundtable discussions. Will is a current student at Montana State University earning a degree in Business Marketing. He previously worked at a bike shop. In his free time Will likes to bike, climb, and ski.
Job Titles:
- Project Coordination Manager
Windy is a Project Coordination Manager at Profitable Ideas Exchange where she leads and supervises teams of senior project coordinators and project coordinators, as well as assisting with onboarding support and serves on the PIE Training team. In addition to her management responsibilities, Windy supports numerous roundtable networks including The Boston Consulting Group, Amazon Web Services, Broadridge Financial Solutions and others. Windy has a long history of customer service excellence and community service, most recently through the Girl Scouts of America and her kids' schools. Windy studied accounting at San Diego State University and education at The University of Colorado at Boulder. Windy is on several internal teams including Space and Training and is our liaison for office-related accounts. On weekends, Windy can be found on the slopes of Bridger Bowl with her husband and kids, or at the park with their labradoodle.
Yetta is a Director at Profitable Ideas Exchange. In her role, Yetta convenes and facilitates a number of peer-to-peer roundtable discussions, bringing together CIOs, Heads of Customer Experience, CISOs, Semiconductor Innovation Leaders, and other C-level executives. Yetta works on behalf of a variety of clients including TELUS, AWS, Cognizant, and ASAPP. Yetta is also part of the Culture Team where she leads our JDEB (Justice, Diversity, Equity, & Belonging) initiative. Yetta holds a Bachelor's degree from Portland State University's Urban Honors College in International Development.