With over 30 years of sales and sales management experience at a Fortune 500 company and 39 years in the sales profession, Jennifer Hogberg has a proven track record as a sales executive and in sales transformation. Due to her professional experience, she has been able to provide sales consulting, sales coaching, and sales execution work for both sales leadership and company executives. 

As a sales executive and sales transformation consultant, Jennifer pulls from her successful background in sales, sales training, and sales coaching. Jennifer use the methodologies and tools from various training platforms to mentor, coach, and train sales professionals. In the past five-plus years Jennifer has worked with private equity firms, holding companies, and small to medium-sized businesses. She has coached companies and has worked with their respective executive leadership to create change in sales behaviors and significantly improve revenue production both at individual and organizational levels.

Jennifer has spent four years at Sales Empowerment Group (SEG) as a partner and vice president of advisory services, where she has helped to build the Sales Consulting practice. Prior to joining SEG, Jennifer worked at Revenue Storm where she was a consultant and master deal coach handling multimillion-dollar global accounts.

Jennifer began her career at Xerox Corporation and succeeded in progressive roles throughout her 31-year tenure. She held numerous positions in the Major Accounts group ranging from corporate staff positions to alliance management to director and general manager positions in various industries. During her tenure at Xerox, she received numerous President Club and Par Club awards for sales overachievement.

A graduate of Indiana University, Jennifer holds a business degree in marketing and advertising and sits on the executive committee and board for the Kelley School of Business Alumni Association, where she is currently the board president. Jennifer also serves on the Association of Strategic Alliance Professionals (ASAP) Board and is vice president emeritus for both the Pillars Community Health Board and the Midwest Adoption Center. She holds certifications as an ICF certified coach, Lean Six Sigma Black Belt, and master sales coach.

Andy M. Allard was named chief operating officer of the Indiana University Credit Union in 2007 and senior vice president in 2019. Andy is responsible for providing leadership and direction for all retail delivery platforms, including branch operations, consumer and mortgage lending, call center operations, plastic card and payment services, risk management and compliance. 

A seasoned leader in driving change and delivering results, Andy provides key insights to financial markets and trends and assists in developing strategic and tactical business plans for the credit union. He previously served as senior vice president of consumer lending at Union Federal Bank in Indianapolis for 16 years.

Active as a volunteer in community service, Andy serves on the board of directors for New Hope for Families, a nonprofit family emergency housing recovery agency. He served on the board of directors for Habitat for Humanity of Monroe County from 2010–16 and was named Volunteer of the Year in 2015. He previously served on the board of directors for Monroe County CASA and currently volunteers with the Real Men Read program for the Foundation of Monroe County Schools. He serves as a trustee for the Indiana Credit Union Political Action Committee and as a member of the Worldpay Issuing Solutions advisory council. He is active in his church as an elder and youth mentor, and he and his wife Kim have two daughters, Madeleine and Lydia.

Rhett Trees is the founder, CEO, and chief compliance officer at Seneca Capital Partners and its affiliates. In addition, he is the founder and managing partner of 828 Capital Partners, which acts as the single-family office for the Trees family.

From 2013 through 2017, Rhett was an equity partner at Caddis Capital Investments, the sponsor of Trico Fund III, an oversubscribed equity vehicle levered to $75 million. Trico III qualified as one of the Top 70 largest mobile home community owners in the US. Caddis Capital Investments is a diversified private equity firm with a charter to own and operate income-oriented assets spanning multiple sectors including mobile home communities, self-storage, student housing, and parking assets. During 2012, Rhett was a principal at The True Life Companies, a diversified group of real estate companies whose primary mission was to be the premier provider of lots and land to America’s homebuilders. When he departed, the firm had $100 million invested across 15 projects. As the chief operating officer at THE PGA TOUR CLUB from 2010–12, he was responsible for its portfolio of luxury homes, golf courses, resorts and golf academies. Spanning 2008 through 2010, Rhett was a vice president at 1-800-PACK-RAT, the nation’s second largest mobile self-storage company, where he was actively involved as an investor and a member of the senior management team that orchestrated the multimillion-dollar franchise consolidation and corresponding $92 million strategic sale to Waste Management in 2009. In 2018, 1-800-PACK-RAT sold in a follow-on transaction to Zippy Shell. From 2003 through 2008, Rhett was one of the first 20 employees at Exclusive Resorts, where he was an instrumental sales executive as the company grew from seed capital to a disposition event with Steve Case, the founder of AOL. During his tenure, Rhett closed over $100 million in deals and the company grew to $1.4 billion in assets under management.

Rhett graduated from the Kelley School of Business with a double major in marketing and entrepreneurial management. He completed the Real Estate Executive Program at Harvard Business School and finished his overseas studies at the University of London in England. Rhett sits on several for-profit and not-for-profit boards across the country. When he’s not working, he enjoys fly fishing, scuba diving, cycling, golf and spending time with his wife, Lindsey, and their two young children.

Derek Hicks is currently senior vice president and head of business development at Spark Therapeutics, a subsidiary of Roche. In this role, Derek is responsible for setting Spark’s strategy for potential acquisitions, search and evaluation activities, licenses, and other partnership arrangements in collaboration with other key leaders. Derek also provides strategic input on the company’s pipeline and business development activities.

Prior to joining Spark, Derek was vice president of corporate development at Pfizer where he was responsible for leading high-profile transactions for the organization, including large-scale divestitures, acquisitions, licenses, and other partnership arrangements.

Derek has demonstrated his leadership across a wide range of transactions including the Zoetis (animal health) separation and IPO; the externalization of Pfizer’s neuroscience portfolio; the creation of Cerevel Therapeutics, an independent biotech co-owned by Pfizer and Bain Capital; and the execution of an exclusive licensing agreement with Akcea Therapeutics for their novel RNA-targeted antisense therapy targeting ANGPTL3 in the treatment of cardiovascular disease. Derek’s accomplishments reflect his broad and deep biopharmaceutical and transaction experience.

In addition to working at Pfizer, Derek also held positions of increasing responsibility at Pratt & Whitney, a subsidiary of Raytheon Technologies, as a structural engineer designing parts for Boeing 777 and F14 aircraft engines. Derek is a graduate of the University of Connecticut and the Indiana University Kelley School of Business.

Rob Bakalar serves as the global business manager for 3M Company’s healthcare sterilization business. He joined 3M Company in 2008 through 3M’s Consumer MBA Leadership Program. His responsibilities include global business strategic planning, new product planning, and execution, portfolio management, and business operational excellence. His 3M highlights include working on turnaround, start up, and high growth 3M businesses in consumer, industrial, and healthcare, and being recognized twice as a 3M Global Marketing Excellence Award Winner. Prior to joining 3M Company, Rob began his career in investment banking with J.P. Morgan Securities in New York City and later in their Chicago office. He continued to advance in mergers and acquisitions, moving from an investment banking analyst to an investment banking senior associate during his 7-year career. Highlights there include leading senior management teams through 12 company sales and several financing transactions.

Rob received his undergraduate degree in 1999 with majors in accounting and finance from the Kelley School of Business. While pursuing his double major and double minor, he was a manager and later co-head manager for the Indiana University Men’s basketball team under Coach Bob Knight. He also earned an MBA in marketing and strategy from the Kelley School in 2008 and while in graduate school, received the Kelley School of Business MBA Alumni Association Leadership Award.

During his non-work time, Rob enjoys spending time with his friends and three nephews, traveling to new countries (visited over 30 countries), playing tennis, and watching the IU men’s basketball team.

JP Bittencourt is the senior director of marketing on Brand Pepsi at PepsiCo in Purchase, New York. He and his team are responsible for leading all creative and consumer-facing communications for Pepsi—including big-stage marketing activations, cultural tentpoles and brand integrations across media, sports, music, and entertainment. Recent cultural moments were collaborating with Global Citizens to produce and promote the “One World, Together at Home” global livestream concert that raised over $127 million towards UN/WHO efforts to support the frontline workers fighting the COVID-19 pandemic.

Prior to his current role, JP was the shopper marketing team lead on the Kroger account, PepsiCo’s largest grocery customer and second largest global account. In this role he led the transformation of shopper strategy and customer intimacy from a brick and mortar/retail focus to a true omnichannel approach across click and collect, ship, and in-store channels. One of the first collaborators with Kroger’s new retail media network, his team was able to achieve multiple first-time executions ranging from personalized loyalty marketing campaigns to custom creative content that led to a turnaround of the business.

JP joined PepsiCo in 2012. Since then he has had the opportunity to work across the commercial, communications, and innovation verticals within Marketing across every beverage and food brand in the portfolio. He prides himself on a servant leadership approach to his teams and considers the opportunity to coach future leaders a sacred privilege. Earlier in his career he held advancing marketing roles at Pepperidge Farm in Norwalk, Connecticut, and Kraft Foods in New York and Wisconsin. He is a proud MBA graduate of the Kelley School of Business and the Georgia Institute of Technology.

Anthony Bonaguro has nearly 20 years of experience working closely with high-growth, start-up and middle-market companies in a variety of industries, including services, manufacturing, technology and venture capital. He has experience in capital markets transactions ranging from angel investing to initial public offerings. He has advised numerous companies in a variety of industries on M&A strategies, due diligence and deal structure under US GAAP and IFRS accounting standards.

Anthony spent three years based in Singapore working with Grant Thornton International in the strategic development of its Asia Pacific practices, which represented more than 12,000 partners and staff across 20 countries. This role focused on network development and growth, client service support, brand, and reputation in the region. Anthony’s accomplishments include a secondment to Grant Thornton’s member firm in Australia in which he served as one of the US’s technical secondees.

Katharine Finn is a senior consultant at Deloitte Consulting LLP. She works in strategy and analytics and is based out of the Chicago office. She is focused in the healthcare/life sciences industry, with five years of experience working with pharmaceutical, medical device, and health plan clients. Her projects have spanned both long-term technology core modernization programs and short-term “future of health” strategy projects.

Katharine graduated from Indiana University in 2014, with a BS in information systems from the Kelley School of Business. She has served as the KSB Alumni Association Analytics Council chair and is an advisor for the Kelley Institute of Business Analytics. Katharine is passionate about mentorship and supporting women in STEM initiatives. She is active in Deloitte’s recruiting program and Women in Technology networks.

Scott Maloney, senior partner and founder of Crain and Company, is an executive and multiple division leader with experience in Fortune 500 companies and $1 billion and greater startups. Crain & Company, a global consulting firm, is changing how companies strategize, plan, garner resources, and execute against some of the most complex and productive business opportunities today. He also serves as the director of innovation for Washington State University, with responsibility for moving technologies into industry through partnership negotiations and ventures. Scott has worked as the CEO and co-founder of Seed Worthy, a technology platform for developers that amassed users around the world. Prior to that, he was vice president of strategy and operations for @@Pay, a mobile payment startup where he led the Product, Production, and Creative teams, and provided direct leadership for all strategic initiatives. Before that, Scott was the senior operations and strategy manager for LivingSocial, where he was responsible for leadership of several operational and strategic teams, and he was a key driver of growth for one of the company’s fastest growing divisions. LivingSocial was acquired for a publicly undisclosed amount. Scott ran research and development finance and planning for Human Genome Sciences prior to its acquisition by GlaxoSmithKline for $3.5 billion. Prior to that, Scott was finance lead to the Emerging Markets Unit at Pfizer where he provided business development and financial efforts for nearly $400 million in partnerships deals and international operations.

Throughout his career, Scott has successfully raised significant investment rounds from angels, venture capitalists, and funds. Scott holds degrees in genetics and cellular biology from Washington State University and an MBA from the Kelley School of Business. Scott is a third-generation entrepreneur, guest lecturer at major universities, keynote speaker, consultant, innovator-in-residence to a major startup incubator, and board member for several large companies. In his free time, he enjoys travel, amazing food, and practicing martial arts as a holder of black belts in multiple styles.

Jeffrey Moss is the founder and CEO of Parker Dewey LLC, a company focused on addressing the challenges associated with college-to-career transitions through Micro-Internships. Prior to founding Parker Dewey, Jeffrey spent most of his career as a venture capital investor focusing on the education and technology sectors. In addition, Jeffrey was chief of enterprise growth at Educational Testing Service, where his efforts focused on the use of assessment to drive equity in education and employment. Jeffrey's other board responsibilities have included: chairman of the board of Workstream (Nasdaq: WSTM), a software provider for human resources departments; OneGoal, a nonprofit focused on college accessibility and persistence; the Chicago American Marketing Association; and the Illinois Venture Capital Association.

Pat Rodgers is the cofounder and CEO of Canopy. Canopy is a software platform that automates the analysis and monitoring of revenue data, providing revenue leaders with real-time insights and awareness needed to drive growth. Pat cofounded Canopy in April 2019 after spending a decade in sales leadership. 

Prior to founding Canopy, Pat led and grew software sales organizations in both the financial software and sales enablement spaces. Most recently, Pat scaled the revenue organization at LearnCore, a sales enablement software, from less than $1 million in revenue to a $50 million acquisition by Showpad in 2018. 

Pat graduated from Kelley’s undergraduate program in 2010 with a BS in marketing and operations. Prior to joining the board, Pat was the Alumni Leadership Network council chair and the Chicago market leader for multiple terms. 

Kelly Shikany is currently co-director of the Wealth Management Division at Lakeside Wealth Management in Chesterton, IN. She has 24 years of investment management experience and is a Certified Financial Planner® practitioner.

Kelly is an active Indiana University alumna who has given her support to numerous initiatives, including the Alumni Leadership Network, the Compass Program, and the Adopt-a-School program for high school seniors admitted to IU. In 2015 she received the Kelley School of Business Volunteer Leadership Award in recognition of her distinguished record of volunteer service to the Kelley School of Business Alumni Association.

Kelly and her husband of 30 years, Phil, have 2 children, Erin and Phil, who graduated from IU in 2015 and 2018, respectively.