Andy Allard was named Vice President and Chief Operating Officer at Indiana University Credit Union in 2007 and promoted to 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, contact center operations, plastic card and payment services, investment 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 of New Hope for Families, a nonprofit family emergency housing agency. He served on the board of directors for Habitat for Humanity of Monroe County from 2010–16 and 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 and helps promote the credit union industry as a trustee for the Indiana Credit Union Political Action Committee. Active in his church as an elder he and his wife, Kim, have two daughters, Madeleine and Lydia, who are students at IU.

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.

Katharine Finn is a Manager at Deloitte Consulting LLP in their Strategy & Analytics practice. She is focused in the Health Care/Life Sciences industry, with over 7 years of experience working with pharmaceutical, medical device, and health plan clients to modernize their core technology systems and update operational processes.

Katharine graduated from Indiana University in 2014, with her BS degree in Information Systems from the Kelley School of Business. She served as the Kelley School of Business Alumni Association Analytics Council Chair for two years and is currently on the Executive Council for the Kelley School of Business Alumni Association Board. Katharine is passionate about education, mentorship, and supporting women in STEM initiatives. She is active in Deloitte’s recruiting program and Women in Technology networks.

Katharine and her husband Andrew recently moved from Chicago to Indianapolis with their daughter, Maggie.

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.

Danielle is currently director of Strategy and Marketing Development at 3M. In this role, Danielle leads a 35+ person leadership development program supporting enterprise, business group and division priorities through internal strategy and marketing consulting. Danielle collaborates closely with strategy, research and development and marketing leaders and spearheads megatrends and future markets analyses for the company.

She joined the Strategic Business Development group in 2010 where she was responsible for leading growth acceleration projects including multiple engagements in Southeast Asia and Africa. Prior to Strategic Business Development, Danielle held a variety of global marketing, innovation and business development roles focused on consumer electronics, transportation, and energy markets since joining the company in 2001.

In addition to her titled role, Danielle is a champion for diversity, equity and inclusion at 3M and serves on the CEO’s Inclusion Council. She mentors, advocates for and supports multiple employee resource groups at 3M and serves on the Corporate Advisory Board of Virginia’s Darden School of Business.

Prior to joining 3M, Danielle was a business developer for the AES Corporation, a global independent energy producer, working on acquisitions in the United States and Latin America. Danielle earned her MBA from Indiana University’s Kelley School of Business and undergraduate degrees in international relations and Spanish from George Mason University. She resides in St. Paul, MN with her husband Mark and two children.

Medicine runs in my family. I’m proud to be a third-generation physician, currently leading healthcare transformation at Kaiser Permanente Colorado and committed to using my combination of business skills and clinical expertise to drive positive, sustainable changes that benefit patients and healthcare providers.

As I began medical school and gained an appreciation for the work my grandfather and uncles had put in to achieve their profession, I hit a bump in the road. I required four surgeries during my first year of medical school that challenged me in a way I had not experienced in my privileged upbringing. I leaned on the strength of my family to notonly ensure I completed medical school on time, but also to turn a difficult scenario into something that could impact others. Once I recovered and completed my first year, I felt a need for belonging and purpose that I was not feeling from the “book years” of
medical school. This longing combined with my love for music led to the establishment of Rock for Riley, a medical student-led philanthropy benefitting Riley Hospital for Children. My leadership journey had begun. Eighteen years later, Rock for Riley is going strong, reignited by a new crop of student volunteers every year, and has raised more than $800,000 to date.

As I continued my medical education and returned to Louisville for family holidays, I noticed the conversations with my family often revolved around the business of healthcare as much as the care they were providing. When Indiana University School of Medicine began to offer a combined MD/MBA program, I discussed this with both generations of physician role models in my family. Their immediate reply was clear: we desperately need physician leaders who understand both the clinical care and business side of health care. I signed up and completed my dual degree program prior to starting my residency training which has proven to be critical in the continuation of my leadership journey. I have the ability to speak and translate both languages which has been key to my success within Kaiser Permanente. Simply put, The Kelley School of Business has made me the physician leader I am today.

Currently I am the Chief Acceleration Officer of the Colorado Permanente Medical Group, co-leading a major change program for Kaiser Permanente Colorado. Through smart strategies, rigorous program execution, and clear communication, we’ve been able to exceed every goal for financial savings while increasing service levels and maintaining patient satisfaction.

Previously, concurrent with my role as a Clinical Anesthesiologist, I took on a variety of business challenges across the state and region. What I learned: People are eager to get on board once they grasp the vision, see the path to the future, and understand the specific changes they need to make.

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.

Regina Cross is a Vice President with Goldman Sachs. As an Investment Advisor, Regina leads a team that provides bespoke financial advisory solutions to an ultra-high net worth clientele, with a focus on portfolio optimization. Her clients include Fortune 50 families, global family offices, C-Suite executives, professional athletes, and large nonprofit entities. Prior to joining Goldman in 2011, she was the Brand CFO for the US Affiliate Neuroscience Business Unit of Eli Lilly and Company, which had revenues over $4 billion, and worked internationally leading finance and project teams in Shanghai, Lima, and Vienna.

Regina earned an MBA from the Stanford Graduate School of Business, a Master’s in Education and a certificate in Public Policy from the Stanford Graduate School of Education. A Distinguished Herman B. Wells Scholar, she also holds a BS in Finance with Honors from Indiana University. Passionate about education, arts/culture, and equity, Regina is a board member of KIPP Indy Charter School Network, Victory Gardens Theater, Chicago Foundation for Women and Riley Children’s Hospital Foundation, and serves on the investment committee for Cathedral High School. She was previously recognized as an Emerging Leader with the Chicago Council on Global Affairs and Indianapolis Superbowl 2012 Committee.

Sara Jo Grethlein currently serves as the Executive Medical Director of the Swedish Cancer Institute in Seattle, Washington. In this role she oversees clinical operations, a robust research enterprise and sets the strategic direction for the institute. Ensuring excellence in the patient experience, and smoothing access to care are two strategies she is using to grow the institute’s market share across the Puget Sound region. Sara Jo partners with the Swedish Foundation to enhance philanthropic support for the work of the Institute.

Although she earned a BS in Chemical Engineering (with an English Minor), Sara Jo was always headed toward a career in medicine. She earned her MD at SUNY Health Science Center at Brooklyn and completed her Internal Medicine residency and Hematology / Oncology fellowships at Washington University in St. Louis. Clinically, Sara Jo treats patients with thoracic malignancies but across her career has treated patients with a broad range of cancers including breast cancer, sarcoma, brain tumors and head / neck cancers.

Sara Jo is passionate about mentoring and growing her team. She is a graduate of the Executive Leadership in Academic Medicine (ELAM) fellowship which is committed to advancing women to senior leadership roles. She continues to serve ELAM in a variety of capacities. She has earned several awards for her work in advancing diversity, equity, and inclusion. In 2018 she was selected to be the Indiana University Health / Indiana University School of Medicine Dan Evans Healthcare Leadership Fellow. She completed the Business of Medicine, Physician Executive MBA program at Kelley in 2020 and remains actively engaged in alumni activities.

Jeremy is a strategic & innovative marketer with a strong passion for shaping and driving sustainable change to improve the lives on consumers all over the world. He is currently a Product Director on XARELTO®, responsible for Omni-channel, Professional Promotions and Digital Media in the US. In this role, he is building a commercial model aimed at creating an optimal customer experience through new innovative platforms, capabilities, novel media partners, and stronger integration personal and non-personal promotions.

Prior to his current role, Jeremy had a successful run at Johnson & Johnson Consumer, where he led brands with increasing responsibility and team management across US, Middle East, and global roles. Over that time horizon, Jeremy launched over 20 new products, 9 advertising campaigns, and worked in four categories across the Consumer health industry.

Before moving to the East coast, Jeremy got his MBA at the Kelley School of Business and graduated in 2011. While there, he studied Marketing and Entrepreneurship. He was in the Consumer Marketing Academy and was a member PLUS Life Sciences Academy. In 2009, he was elected President of the MBAA, where his administration helped to build Me, Inc. and built other initiatives that are still in place today at the program.

Jeremy currently lives in Jersey City, NJ, with his wife Erin and their two little girls, Avery who is 3 and Jordan who is 1. In his spare time, he enjoys cooking and traveling to experience new adventures.

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.

Shelley Raper returned to the financial services sector in June 2021 as a relationship banker at PNC Bank. Prior to joining PNC Bank, Shelley managed a portfolio of individual and corporate donors as the director of development at Women's Fund of Central Indiana from 2017 to 2021. Shelley also worked as the director of business development at Markey's Rental & Staging from 2008 to 2017 with responsibilities including new business development, growing existing business, new market research, and formalizing partnerships.

Previously, Shelley spent 13 years in the sports industry specializing in marketing, sponsorships, premium suite sales, event operations, and volunteer management. She served as the senior vice president of business development and director of the Youthlinks Indiana Charity Golf Tournament at Indiana Sports Corporation. Shelley held sales positions with two professional sports teams: Indianapolis Colts (1998 to 2003) and the Indianapolis Ice (1994 to 1998). Prior to working in the sports industry, Shelley held numerous positions at Union Federal Bank. 

Shelley holds a BS in management and organizations from the Kelley School of Business at Indiana University. Her community affiliations include the Kelley School of Business Alumni Association Board of Directors, Indiana University Alumni Association (IUAA) Executive Council Member at Large, and IUAA Finance Committee member. She resides in Fishers, Indiana.

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.