ELEVATE ORGANIZATIONS - Key Persons

Job Titles:

• Consultant
• Instructor
• Consultant With Elevate

Adrian is a consultant with Elevate, and heads up our Design Thinking initiative. Adrian drives cutting-edge customer experience initiatives and innovative design thinking programs that teach new skills and tools, and its participants apply them to solve existing cross-functional problems. Adrian also led a 120-member global team providing outsourced IT infrastructure services. Adrian is a meditation instructor and partners with the David Lynch Foundation and the Boulder Crest Retreat Foundation towards healing traumatic stress and raising performance in at-risk populations: veterans, refugees and victims of domestic violence. Adrian is the past president of AIESEC (largest youth run organization in the world) for both Romania and Ireland. Adrian is currently part of Impact HUB Austin and is very active in the community. He lives in Austin, Texas and is married with two young children.

Job Titles:

• CEO
• Founder
• Certified Professional Coach

Using a holistic and data-driven approach, Barbara and her team tailor and integrate the most advanced tools and techniques to activate the success of their clients. She draws on more than 20 years of experience working with leaders in diverse organizations - from C-suite executives of multinational corporations, to entrepreneurs, to managers in non-profits. She deeply understands workplace dynamics and the role of culture in the success of individuals, teams and the bottom line. With an exceptional ability to listen, engage, and motivate people, Barbara easily builds trust at all levels of an organization. She is also a popular speaker and speaks on a wide range of topics. Business and professional groups frequently call upon Barbara to share her insights on developing proficient leaders and cultivating a workplace culture of innovation. Barbara is a Certified Professional Coach and a member of the International Coach Federation. She has a deep understanding of psychometric tools and is a Certified Lumina Practitioner and a Predictive Index Partner. A life-long learner, Barbara is currently completing her MBA in Coaching and Management from York St. John University. Giving back is part of her daily focus. She is a Board Member of the Texas Association of Business, and the Integral Care Foundation. Her passion is to support those with mental illness and their families. Barbara is a Member of the Local, State and Federal Advocacy Committee for the Austin Chamber of Commerce. She is also a founding member of Up With Women, a non-profit organization that partners previously homeless women with business coaches to help them develop in their careers. Barbara moved to Austin, Texas from Toronto, Canada in 2015 and still calls both home. She, and her husband, Jeff Heckler, live in Travis Heights with their two dogs.

Job Titles:

• Consultant
• Certified Financial Planner
• Consultant for Elevate

David serves as a Consultant for Elevate. His key focus is on organizational development and change management. David partners with executives and entrepreneurs to increase managerial effectiveness, develop strategy, and deepen employee engagement. His extensive research on managerial leadership behavior, organizational culture, and enterprise technology make him a unique and powerful asset for business leaders looking to solve problems, build teams, and improve performance. Before his involvement with Elevate, David worked with independent business owners and corporate leaders in the financial services industry for more than a decade in multiple sales, training, and business development roles. David earned a Ph.D. from the University of Texas at Tyler, specializing in Organizational Development and Change Management. He earned his MBA from the University of Wisconsin in Eau Claire and holds a Master's degree in Educational Leadership from the University of Wisconsin at Oshkosh. David also earned a bachelor's degree in Theater Arts from Carleton College in Northfield Minnesota. His educational background and work focus areas demonstrate his passion for developing people, driving innovation, improving processes, and driving change to build value and culture for leaders and their organizations. He has been featured in Financial Advisor IQ, US News and World Report, MarketWatch, and Thrivent Magazine. In addition to his training, coaching, and program leadership experience, David is a Certified Financial Planner and a Chartered Financial Consultant.

Job Titles:

• Senior Consultant
• Organizational Consultant, Writer

Drew Jones is an organizational consultant, writer, and former business school professor. Over the past twenty years he has worked with both large public firms and small private firms on projects related to culture and leadership, employee experience design, workspace design, and organizational design. A founding partner at the workplace strategy and coworking consultancy- OpenWork Agency- over the past six years he has consulted with clients throughout the US and in Central America, the Caribbean, Asia, the Middle East, and Africa. A cultural anthropologist by training, he has written three previous books, and his fourth book- Humans @Work: An Anthropologist's Guide to Managing People- will be published in the summer of 2020. He speaks and advises on: Design Thinking for Innovation, Managing Human Nature, the Culture of Coworking, the Remote Work Future, and the emerging theme of Anthropological Leadership. He is based in Austin, Texas.

Job Titles:

• Consultant
• Vice President for Ascension Health

Herb Dyer. Herb served recently as Vice President for Ascension Health, responsible for shared services across twelve hospitals serving the greater Austin area. Herb has a long successful history of leading complex capital projects and diverse teams. Herb shares his experience and expertise as an executive coach and as a Diversity and Inclusion (D&I ) trainer and facilitator. He understands leadership and develops and delivers dynamic programs. Leaders count on his advice to help grow their organizations. An expert strategic planner who helps team stay motivated and deliver results. Herb has a Master's in Public Administration from Baruch College, City University of New York. Herb attributes his ability to communicate effectively with different teams through is adoption of neuroscience research on how to fine-tune his message. He has received Distinguished Service Awards from the YMCA and Kyle Area Chamber of Commerce and was awarded Outstanding Speaker from the National Black MBA Association, Austin Texas. He is a regular guest speaker/lecturer at The University of Texas McCombs School of Business.

Job Titles:

• Consultant

Ian's coaching approach is based on the simple belief that once you have clarity about a situation, and once all of the hidden barriers are revealed, you will feel confident in how to handle it. Ian started coaching almost two decades ago and uses the skills and techniques for "getting to the root" that he honed in his strategic planning consultancy to help keep executives and entrepreneurs get into action. Ian focuses on three areas of personal/professional development with his clients: removing barriers by getting to the root, creating action strategies and plans, enhancing leadership and communication skills.

Job Titles:

• Consultant

Jeanette serves as a Consultant for Elevate Organizations. Her focus is on driving performance through the alignment of people with organizational strategy. She is one of the first nationally certified Talent Optimization experts, bringing more than twenty years of experience creating innovative and highly productive human capital programs, processes, and technologies to business. Dr. Winters has a well-established track record of designing and implementing world-class solutions in challenging global environments resulting in performance and productivity improvements. Jeanette is a champion for the people she serves, from the chief executive officer to the front line customer service professionals, manufacturing technicians, and mid-level managers. Jeanette holds a doctorate in Public Administration from the University of Southern California, a Masters of Higher Education Administration and a Bachelor of Arts from American University in Washington, D.C. She is a certified Executive Coach from the Hudson Institute and a certified Talent Optimization Consultant. She also holds a certificate in neuroscience and leadership from the NeuroLeadership Institute and is certified in the Neurolink suite of tools.

Job Titles:

• Consultant
• Business Leader

Jill is a seasoned business leader with a passion for coaching senior business executives. She excels at helping executives chart a growth path, especially those that are at a professional inflection point (ex. recently promoted, earmarked for the fast-track, newly overseeing a business unit, start-up leaders, executives in transition / transformation, etc.) Jill brings into the coaching conversations the perspective from having served successfully as a Senior Executive in F50 and start up environments for over 30 years. Jill is a seasoned business leader with a passion for coaching senior business executives. She excels at helping executives chart a growth path, especially those that are at a professional inflection point (ex. recently promoted, earmarked for the fast-track, newly overseeing a business unit, start-up leaders, executives in transition/transformation, etc.) Her mission as an Executive Coach is to be an actively engaged partner & guide for clients as they identify, explore and step into growth activities that will bring them increased self-awareness, growth, success, and satisfaction. Jill served for more than 17years as an executive at F100 companies focusing on Brand Management, Direct Marketing, & General Management. She served as President of a $100MM Direct Marketing business with General Electric. She also held leadership positions at American Express, General Foods, and First City National Bank. Jill holds a Certificate in Coaching from Georgetown University, an MBA from Harvard Business School & an undergraduate degree in Economics from Stanford University. She is Six Sigma certified. She serves as an advisor to Reboot Career Accelerators, a national organization that offers a suite of programs to get women current, connected, & confident to return to the workforce or pursue new goals. Jill volunteers as a Mentor for women in the workplace with 4Word, serves on the Board of Directors for the Harvard Business School Club (Dallas/Ft. Worth), and serves as a 1:1 tutor for children behind grade vis a vis reading skills in the Dallas Public School system. She lives in Dallas with her husband, Francois.

Job Titles:

• Consultant
• Consultant for Elevate

Kristin Robertson is a consultant for Elevate. She is an EOS Implementer, executive coach and leadership development trainer. As an EOS (Entrepreneurial Operating System) Implementer, she works with businesses to get a grip on their operations, helping leaders instill discipline, focus and accountability into their companies. Based on the book Traction, EOS is a proven process that hundreds of thousands of companies have implemented to improve and grow their operations. Kristin moved from the Dallas-Fort Worth area to Austin, TX at the height of the pandemic in summer, 2020. She was on contract faculty at University of Texas - Dallas for five years, where she provided leadership development, company culture, communication styles and change management training to large organizations. As an executive coach, Kristin combines her business savvy with deep compassion to help leaders fulfill their potential. She has helped leaders transition to larger roles in their companies, break through the glass ceiling, and run effective and efficient teams. She also provides team coaching that starts with an assessment of current factors that lead to team effectiveness. Team coaching meetings help members to devise new behavioral agreements, define roles, responsibilities and decision-making processes. Kristin is skilled at finding the root cause of issues in both team dynamics and individual development. Before becoming a consultant, Kristin served as an executive in high tech and financial services companies, specializing in effective client services delivery and team-base knowledge sharing. She holds the Professional Certified Coach credential from International Coaching Federation.

Job Titles:

• Consultant

Mark is a veteran C-suite executive who brings 20 plus years of experience in senior leadership roles to coaching ​and leadership development. Mark is passionate about partnering with executives, managers and teams to strategically and creatively develop the behavioral growth required to achieve their business goals. Mark is a veteran C-suite executive who brings 20 plus years of experience in senior leadership roles to coaching and leadership development. Mark is passionate about partnering with executives, managers and teams to strategically and creatively develop the behavioral growth required to achieve their goals. Mark's strengths are working with executives and teams on building a strong team culture, fostering creativity and strategic risk taking, embracing change, and dealing with conflict. He also excels working with people new to management roles who need help to develop their leadership style and navigate the challenges and opportunities ahead of them. Mark is trained in Neuroleadership Development and has a Certificate in Neuroscience for Business from MIT. He applies this leading-edge science-based knowledge of the brain to help clients create positive and lasting behavioral change. Mark's business career has been in the media world, most recently as the Senior Vice-President and General Manager of TSN (The Sports Network), the #1 Specialty Network in Canada. During his career he became highly regarded for recognizing and developing exceptional talent both in management positions and on screen. A strategic thinker, Mark continuously innovated and built brands. He is an experienced negotiator, who handled multi-million-dollar rights agreements, as well as individual talent contracts. Mark has worked cross-functionally across an organization including HR, finance, sales, brand partnerships, and marketing. He also sat on two company boards. Mark is a 2-time Gemini Award winner for production excellence, and his teams won 40 Canadian Screen Awards. In 2012, The Hockey News ranked him in the Top 20 of the 100 Most Powerful and Influential People in Hockey. In 2016, Ryerson University inducted him into the School of Media Wall of Fame. In 2018, he was recognized by Special Olympics Canada as the Fundraising Volunteer of the Year. Mark lives in Toronto with his wife Laurie, and two sons Matthew and Pierce.

Job Titles:

• Consultant With Elevate

Robert serves as a Consultant with Elevate. His area of focus is on helping organizations attract, retain, and increase the productivity of their human resources. Robert's expertise is in the area of assisting managers and non-supervisory employees in developing essential leadership and coaching skills, helping organizations achieve business objectives by developing a culture that supports and encourages bottom line-oriented innovation initiatives, and coaching managers at all levels to strengthen their skills for peak performance. Robert's 15-year managerial career was characterized by significant business accomplishments at blue chip companies such as Johnson & Johnson. This valuable experience serves as the foundation of his consulting practice that has helped develop management teams on 5 continents for organizations such as the Cirque du Soleil, IMS Health, FTI, Xstrata Nickel, ICAO, Hypertec, Phi Group, Hitek Logistic, Fednav, Jam Industries, and others. An esteemed career achievement includes designing and facilitating the original global leadership training program for the renowned Cirque du Soleil. Robert has written manuals on leadership, neuroleadership, coaching, and thinking skills. His training and consulting practice has resulted in helping management teams accomplish their strategic objectives in the entertainment, high technology, information services, pharmaceutical, consumer packaged goods, retail, non-profit, and mining industries. He graduated with honors with an M.B.A. at the University of Toronto, with great distinction with a B. Comm. at McGill University, and is a distinguished lecturer at the renowned Niagara Institute. He is recognized as a pioneer in applying fundamental principles of neuroscience to management and leadership and has a Certificate in the Foundations of Neuroleadership, which applies emerging knowledge of the brain to business. He has recently developed ground-breaking programs in leadership, coaching, team-building and innovation that incorporate emerging knowledge of the brain to awaken more of the brain's resources to enable people to expand perspectives, talk more authentically and create rare moments of insight - with remarkable results.

Job Titles:

• Senior Business Advisor for Elevate

Scott serves as a Senior Business Advisor for Elevate. His area of focus is in business development, marketing performance, business planning, and entrepreneurship. Scott has over 35 years of experience in the financial services industry, having worked with many of Canada's largest companies including, Canada Life, The Co-operators, and Heritage Education Funds. He began his career in sales and marketing elevating into executive roles, including Chairman of Heritage Education Funds (2004 - 2017) where he managed over $2.7 billion in assets. Scott is involved in the Toronto and York Region communities and served as co-Chair on the York Region School Council. He is currently the Chair of the Board of Directors for Healthy Start Healthy Future, an initiative that has helped over 170,000 Canadians by providing on-going support for new and expectant parents.