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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

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