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Christina I. Ray, Plenary Speaker
Senior Managing Director for Market Intelligence, Omnis

Christina I. Ray is Senior Managing Director for Market Intelligence at Omnis and co-head of the firm's practice in Threat Finance & Market Intelligence. She is an experienced trader, asset manager and risk manager with extensive experience in multiple asset classes, including fixed income, equities, commodities and their derivatives. At Omnis she devotes her applied mathematics and program development skills to the creation of algorithms which provide early warning of tactical and strategic threats. She is also expert in a variety of capital markets risk management techniques and their application to problems in the national security and intelligence domains.

Ms. Ray has advised regulatory bodies including the CFTC and SEC and from 2001 through 2006 served as Project Manager of a strategic assessment regarding U.S. national security and the integrity of the financial infrastructure which culminated in a proof of concept based on its findings and recommendations. She recently completed several special studies for the U.S. government regarding the use of market intelligence for assessment of geopolitical risk.

Prior to Omnis, Ms. Ray held a number of senior positions at Drexel Burnham, Daiwa Securities and a hedge fund, where she was involved at various times as an options trader, risk manager and trading manager.

Ms. Ray has a B.A. and M.S. in Physics from Michigan State University and took additional Ph.D. courses at the University of Michigan. Ms. Ray is the author of The Bond Market - Trading and Risk Management (Richard D. Irwin, November 1992), used as a textbook in the finance departments of graduate schools and in the training programs of certain primary dealers. Ms. Ray recently released her third book, Extreme Risk Management: Revolutionary Approaches to Evaluating and Measuring Risk.

Dr. Chris Albright
Professor Emeritus of Operations & Decision Technologies, Kelley School of Business, Indiana University

Dr. Albright first joined Indiana University in 1972, and came to be known as the Quant Father at the Kelley School of Business. For nearly 40 years, he taught MBA students how to make better decisions. His professional interests and expertise are in spreadsheet modeling for optimization, statistical analysis and simulation, developing Excel add-ins for statistics, statistics for research, stochastic models in management science, quantitative methods for MBA core, web page development and database access with .NET, data mining, and VBA for Excel. Drawing from finance, marketing, and operations, Dr. Albright’s teaching style has always been to analyze real business problems using practical quantitative techniques. He is the author and co-author of many leading MBA textbooks, including VBA for Modelers, Data Analysis and Decision Making (with Wayne Winston and Christopher Zappe), and Practical Management Science (with Wayne Winston). Dr. Albright also developed the statistical add-in StatPro for Excel, later developed as StatTools by Palisade Corporation. Currently, Dr. Albright provides training, development, and consulting services for Palisade Corporation.

Gregory Brink
Director of Risk Management and Principal Economist, Value Management Strategies, Inc.

Gregory Brink is the Director of Risk Management and Principal Economist for Value Management Strategies, Inc. (VMS), a Value Engineering and management consulting firm based in Escondido, CA. Mr. Brink is a Certified Value Specialist, Risk Management Professional, Project Management Professional, and Certified Cost Estimator/Analyst with extensive experience performing risk analysis, risk management, financial and life-cycle costing analysis, forecasting, value analysis, and economic impact analysis on projects of all scale and scope.   Mr. Brink’s specializations through the use of Value Methodology include quantitative/qualitative risk and uncertainty modeling and analysis, risk management, project management, financial analysis, economic analysis, market analysis, and economic forecasting for both private sector and government organizations. Mr. Brink’s experience includes working on infrastructure and vertical construction projects of varying scale and scope, ranging from a million dollars to multibillion dollar engagements in excess of $50 billion.

Mark P. Brumer
Senior Chemical Engineer, SAIC

Mark Brumer is a Senior Chemical Engineer with Science Applications International Corporation (SAIC), where he serves as the Risk Manager for the United States Army Element, (USAE) Assembled Chemical Weapons Alternatives (ACWA) Program. Mr. Brumer has 20 years of experience in the chemical process industry, with a background in manufacturing operations, process optimization, and project management, in the defense, energy, and commercial sectors. Mark holds a Bachelor of Science in Chemical Engineering from the University of Massachusetts and a Master of Business Administration from the University of New Hampshire.

Chris Caddell
Vice President of Management Consulting, Turner & Townsend

Chris Caddell is the Vice President of Management Consulting at Turner & Townsend in Houston, Texas.  He consults for owners on projects of all types.  Chris has 23 years of construction and project management experience, covering projects around the world in multiple industries.  Chris is a Professional Engineer in the State of Texas, a PMI certified Project Management Professional, and an AACEI Certified Cost Engineer.  He has worked with projects in all stages of development. He has been conducting cost and schedule risk assessments for projects for more than ten years, ranging from less than one million to multi-billion dollar projects.  He has conducted risk assessments on over a 100 different projects at various stages.

Dean Cardno
Principal, DK Cardno Services

Mr. Cardno is a Chartered Accountant and the principal of DK Cardno Business Advisory Services, which provides project development and evaluation services to clients undertaking large capital projects, primarily in the energy industry. Mr Cardno’s clients include large energy consumers, natural gas transmission and distribution utilities, IPP developers, and electric utilities across Canada. Mr Cardno has used Palisade software to reflect project cost risks, market risks, and risk of in-service equipment failures.

Lina Chan
Partner, CP Risk Solutions, LLC

Lina S. Chan, FSA, MAAA, FCA, is a partner and co-founder of CP Risk Solutions, LLC. Ms. Chan has over 20 years of underwriting, actuarial and risk management experience in the life and health insurance industry. At CP Risk Solutions, she consults with clients in the areas of product and portfolio strategies, market and product entry feasibility, acquisitions, company and product risk management, pricing, underwriting, program management, valuation, reinsurance solutions and broker relations.

Immediately before founding CP Risk Solutions, LLC, Ms. Chan was a senior vice president at Platinum Underwriters Reinsurance, Inc. in charge of the accident and health reinsurance underwriting operations. Her other experience includes Milliman USA, Transamerica Reinsurance, Management Facility Corporation, Actuarial Sciences Associates and Prudential Insurance Company of America where she played a leadership role in various actuarial and risk management capacities.
Ms. Chan is actively involved in the health care industry. She has served on committees for the American Academy of Actuaries, the Society of Actuaries, the Actuarial Society of New York and the Self-Insurance Institute of America. She has also presented at numerous industry events.

Ms. Chan is a Fellow of the Society of Actuaries (1994), a Member of the American Academy of Actuaries (1991) and a Fellow of the Conference of Consulting Actuaries (2006). She graduated Bachelor Magna Cum Laude from the City University of New York (1987).

Troy Cook
Engineer, USGS

Troy Cook is a petroleum engineer who has been working with the U.S. Geological Survey Central Region Energy Resources Science Center since 1998. As a member of the National Oil and Gas Assessment review team his primary responsibilities include well performance issues related to unconventional or continuous resource assessments and the methodologies used to make those estimates.   

Francisco Cruz
Senior Engineer, PMA Consultants

Mr. Francisco Cruz, PMP, PMI-RMP of PMA Consultants LLC is a senior engineer with over 7 years experience in cost control, cost estimating, scheduling management, risk management, project management, project inspection, and supervisory management.  His project experience includes infrastructure, pharmaceutical, mixed-use, corporate office buildings, and municipal projects.

Mr. Cruz has performed cost and schedule risk analyses on more than 30 infrastructure and pharmaceutical projects, including tunnels, airports, bridges, and ports totaling more than $1.9B. In addition, he has been part of the internal team that launched and implemented the Risk Management Practice within the Port Authority of NY & NJ, and he has actively participated in the review of the Project Risk Management section of the PANYNJ’s Project Management Manual of Standards and Procedures.

Currently, Mr. Cruz serves as one of the leaders of the risk knowledge center within PMI Scheduling Community of Practice (PMI SCoP). He holds a B.S. in Civil Engineering, and a M.E. in Construction Management. He is also an Engineer in Training (EIT), a certified project management professional, a certified risk management professional, and a certified LEED Green Associate.

Paul F. Gill
MBE M.Sc. MIMarEST CEng, Coordinator of Project Risk, Husky Energy

A Chartered Engineer with over twenty-five years experience in Project, Total Quality, Risk and Change Management. Paul spent 21 years in the Royal Navy as a marine engineer serving in nuclear submarines and staff appointments, before becoming a Risk Management consultant in July 1998 and then joining Husky Energy in 2007 as their Co-ordinator of Project Risk.

Within Husky Energy Paul is responsible for facilitating the development, implementation and maintenance of Risk Management Plans / Reports and Analysis for all projects across the Husky Portfolio. This responsibility included ensuring that the projects are in alignment with the requirements of the Project Delivery Model. Specific responsibilities include ensuring that Project Risk Registers are in place, supporting the Project Team in identification of mitigation plans, and options for major risks associated with the development and constructing a probabilistic risk analysis model for the development options, challenging key assumptions and uncertainties, and to keep updated the model to optimize the execution strategy.

Adept at both Qualitative and Quantitative risk management, he has worked on both long commitments as Risk Manager to a large project, and in short reactive troubleshooting assignments across a variety of disciplines including oil and gas, transportation, pharmaceutical and defence. Paul likes to be considered a utility consultant, able to apply his analytical and problem solving skills to a wide range of project management challenges, particularly in the pursuit of risk reduction. He is proficient with a variety of tools to construct Monte Carlo simulation models for quantitative risk analysis. In addition, he has produced bespoke toolsets to provide management focus on issues such as contractual compliance, predictive analysis, and evidence for Boards of Inquiry.

Clayton Graham
Department of Management, DePaul University

Clay Graham is a management consultant specializing in analytical and graphic econometrics. His formal education includes a B.S. from Purdue and graduate degrees in Economics (M.A.) and Business (M.B.A. - Kellogg School of Management, Northwestern University). He was a NASA Scholar (National Aeronautical and Space Administration) during his Ph.D. studies at Northwestern (concentration in advanced large scale computer modeling and mathematical simulation.) Clay has functioned in various advisory capacities to Purdue and Northwestern Universities. His entrée into the education field first came while a volunteer for a citizens group in Barrington (evaluating academics, finances and taxes). During that project, creation of integrated databases and innovative statistical modeling drew the interest of many professionals and resulted in his presentations to: The White House, Illinois State Board of Education, Center for Governmental Studies (Northern Illinois University) and many boards of education.

Prior to his current undertakings, he was CEO of an upstart aerospace, laser mapping and engineering firm. He’s brought with him years of practical management and leadership experience from the metal finishing industry where he owned and operated his own firms in the Chicago area. He introduced effective statistical process control technology to many firms including: Motorola, Siemens and Ford. He served that industry by being president of the local trade association, a director of several national alliances and sitting on industry standardization and quality committees.

Prior to running his own companies, Graham was with one of the world's foremost Management Consulting firms - A.T.Kearney, lnc. where he introduced cutting edge computer and mathematical modeling to the transportation and service distribution industries. Clay has written and published extensively in the areas of: profitability and control, marketing, financial risk, computer integrated manufacturing and technology. He has been a featured and keynote speaker at many trade association and professional conclaves. He was awarded the top technical paper in the world at the SECOND ASIAN METAL FINISHING FORUM (part of the Tokyo World Exposition). At INTEREX EUROPE (Hewlett-Packard users) he presented an award winning work on a fully integrated system of research and development, process control and management integrating: personal computers, micro-systems, programmable controllers and digital-analog interfaces. He was also the subject of a press conference by Alteon Networks at Networld + Interop (Atlanta 1998) where he introduced the first commercial application of large file transfer incorporating “Jumbo Frame Technology”.

Clay and his companies have been the subject of articles in Forbes, Business Week, Modern Metals, Industrial Finishing and Arthur Andersen's Small Business Forum. In addition, the methods incorporated in the management of his firms have been utilized in academic case studies in the United States and Western Europe. He was selected to speak on “The Management of Professional Advisors” before a joint session of the American Bar Association and American Institute of Certified Public Accountants.

He has served as an Advisor to the White House, Members of Congress in the areas of economics, environmental control and management strategy. More recently, he now consults with professional baseball.

Rafael Fernando Hartke
Trading and Logistic Analyst, Petrobras

Mr. Hartke is a Trading and Logistic Analyst at Petrobras, under the Financial Planning & Risk Management department. He has a MSc degree in Mechanical Engineering and is also a certified Energy Risk Professional, certified by the Global Association of Risk Professionals.

Mr. Hartke main interests and activities include:

  • Development of mathematical models in engineering and finance;
  • Modeling of complex investment projects (risks, options, real options);
  • Development of methodologies and risk models for investment projects;
  • Monitoring, econometric modeling and forecasting of time series (commodity prices, commodity demands and financial series);
  • Research and training in risk analysis and Monte Carlo simulation

Randy Heffernan
Vice President, Palisade Corporation

Randy Heffernan started with Palisade in 1997, and helped the company expand with its first overseas office in Plymouth, England, in 1998. Further geographic expansions included London in 2002 and Sydney, Australia in 2005. He has held a variety of roles in sales, marketing, and management, and currently oversees much of the corporate operations. Randy works closely with the sales staff to understand client needs and liaise with software development. Randy holds a Bachelor of Science degree in Business Management and Marketing, and an MBA, both from Cornell University.

Lyle Hervert
Business Excellence Black Belt, Black & Veatch

Lyle Hervert is a Business Excellence Black Belt for Black & Veatch which is an employee owned company involved in the design and execution of hundreds of major capital construction projects. Lyle is an ASQ certified Six Sigma Black Belt, former Master Black Belt with TRW and is an SME certified Bronze Level Lean Sensei. He is a graduate of Upper Iowa University.  Mr. Hervert has more than 30 years of experience in the Consumer, Automotive and Engineering Services industries serving as Quality Engineer, Director, Senior Consultant and Black Belt.

Keith D. Hornbacher
Affiliated Faculty, Organizational Dynamics Graduate Programs, University of Pennsylvania
Principal Consultant, Hornbacher Associates

Keith D. Hornbacher, MBA, is a project risk management educator and an experienced practitioner. He is in his sixth year as a member of Affiliated Faculty in Organizational Dynamics Graduate Programs, University of Pennsylvania. Mr. Hornbacher, founder and principal consultant of Hornbacher Associates, leads seminars of mid-career and senior professionals and advises capstone candidates while they write theses for the Master’s degree. His research interests are in unique challenges faced by global virtual project teams, the dynamics of unknowns in complex project systems, and roles of independent review in effective project governance. Graduate courses he leads include Managing Project Risk, Uncertainty, and the Unexpected; Quantitative Project Cost/Schedule Risk Analysis; and Decision-Making Under Uncertainty.

During the period of 2009 – 2011, as an independent sub-contractor Mr. Hornbacher assessed program/project risk of NASA’s SOFIA science program (an exploration of the universe with infrared technology), ICESat-2 (an earth orbit satellite designed to measure polar ice thickness, sea ice flows, and rain forest canopies), lead program/project schedule and risk audits for the U.S. Government Accountability Office (GAO), conducted cost/schedule risk analyses of a Mexican energy project, and performed schedule risk assessments of a U.S. Navy aircraft carrier automated landing system development program.

For more than 25 years Mr. Hornbacher has been leading teams in Monte Carlo simulation of complex projects. In 1993, he founded Hornbacher Associates following a decade developing quantitative cost/schedule risk analysis methods and software as an executive in a Los Angeles based firm. Signature achievements include project risk assessments of stealth aircraft technology and integrated cost/schedule risks of the Canadian North Atlantic off-shore oil drilling platform, Hibernia.

Direct project experience and academic research range from mega-projects to incubator-sized startups. His work with industries across the globe demonstrates scalability and portability of protocols documented in the Practice Standard for Project Risk Management (2009) and the PMBOK® Guide, 4thed. (2008), both published by the Project Management Institute (PMI®).

Mr. Hornbacher’s commitment to professional organizations includes roles as a designated Subject Management Expert (SME) in the PMI® virtual Risk Management Community of Practice, and as a contributor to revisions of the PMBOK® Guide. He is a member of an MBA advisory council (University of St. Thomas), a senior member of the Institute of Industrial Engineers, and a past director of the International Council on Systems Engineering (INCOSE) Northstar Chapter. Mr. Hornbacher was awarded the academic degrees of Bachelor of Science (BSci) from Iowa State University-Ames, and Master of Business Administration (MBA) from Minnesota State University-Mankato.

Dr. Mirek Janusz
Software Engineer, Palisade Corporation

Mirek Janusz is a software engineer at Palisade Corporation. He holds a masters degree in computer science from Cornell University. He has helped develop Palisade applications for risk analysis, statistical analysis and optimization, and has assisted many companies from a range of industries in integrating Palisade's Developer Kits into their own applications. He is the lead developer for Palisade products Evolver, RISKOptimizer, NeuralTools, and StatTools.

Dr. Domingo Castelo Joaquin
Associate Professor, Illinois State University

Dr. Domingo Castelo Joaquin is Associate Professor of Finance at Illinois State University. He specializes in decision theory, financial modeling, and real options valuation. His works have appeared in the Journal of Post Keynesian Economics, Theory & Decision, Economic Letters, Quarterly Review of Economics and Finance, Risk Management and Insurance Review, and the Journal of International Money and Finance. His work has been cited in CNNfn, the New York Times, Money Magazine, Kiplinger’s, and other publications. He received his Ph.D. in Business Administration from Michigan State University (1997).

Eric Kingsley
Vice-president, Natural Resource Solutions LLC

Eric Kingsley serves as vice-president of Innovative Natural Resource Solutions LLC (INRS), a natural resource industries consulting firm with offices in New Hampshire and Maine. 

Since joining INRS in 2000, he has worked with dozens of parties on the development of new biomass energy facilities around the country, including a key role in the development of New England’s only new biomass power plant.  Eric has extensive experience with wood supply and economics for biomass use in electric, thermal and liquid fuel projects.

Eric has recently worked with developers of biomass energy projects in Virginia, New Hampshire, New York, Maine, Vermont, Maine, Massachusetts, North Carolina, Missouri, Georgia and California.  Eric has recently developed a unique tool for owners and investors of large-scale biomass facilities to manage fuel cost risk – potentially removing one of the largest barriers to large-scale industry growth.

Eric serves on the Board of directors for several non-profits, including:

  • Biomass Energy Resource Center (BERC), an organization that assists communities, colleges and universities, state and local governments, businesses, utilities, schools, and others in making the most of their local energy resources.
  • CEI Capital Management Ltd., one of the nation’s largest New Market Tax Credit organizations, bringing capital investment to low-income and disadvantaged communities.
  • Carbon Tree LLC, a partnership of the Empire State Forest Products Association and the American Forest Foundation that aggregates and trades sequestered carbon credits from managed forest lands.

Eric has a Master’s Degree in Resource Economics from the University of New Hampshire, and served for five years as executive director of the New Hampshire Timberland Owners Association, a trade association representing all sectors of that state’s forest industry. 

Andre Lowe
New Venture Manager, Intel Corporation

Andre Lowe works at Intel Corporation as New Venture Manager in the Incubation and Innovation Group (IIG).  IIG looks for disruptive business concepts inside Intel, works to develop the business model and strategy, and evaluates the market potential.  We then value and optimize the portfolio of business options and selectively fund them in VC-like model.  The mid-term goal for each business is to staff the venture with entrepreneurial-minded experts, to fund them through a series of tech-readiness milestones, and then to find good external funding partners to help bring each business to a semi-autonomous state.

In prior roles inside Intel, Andre has worked in equipment negotiations, treasury accounting, risk management, and helped start up Intel’s Automotive Solutions Division.  Andre regularly teaches many of Intel’s advanced financial valuation classes, such as Real Options, Monte Carlo analysis and Decision tree analysis.  Prior to Intel, Andre was the director of an independent video games developer.

Andre lives in Scottsdale, AZ with his two children (aged 4 and 6) and his wife (age not disclosed).  Between work and kids, there isn’t much free time, but in the past Andre has enjoyed kickball, motorcycles, rugby and polo.

John D. McKenzie
Founder, Innovastat

John McKenzie, founder of Innovastat, has extensive experience in teaching and consulting in the areas of Monte Carlo simulation, optimization under uncertainty, forecasting, and inferential statistics. He is teaching a graduate class at the University of Colorado at Boulder this fall semester in the Information and Communication Technology for Development Program at the ATLAS Institute. His class, held in the computer lab, is using the Palisade’s DecisionTools Suite to model development strategies.

Sam McLafferty
President and CEO, Palisade Corporation

Sam McLafferty is Palisade's founder, president, and CEO. He started the company in 1984 with the release of PRISM, a stand-alone Monte Carlo simulation package for DOS on the PC. PRISM later evolved into @RISK for Lotus 1-2-3, and then for Excel. Sam is Palisade's lead developer, with over thirty years of programming experience. He works closely with the technical and sales staff, ensuring that customer feedback is heard. He personally oversees the development and evolution of every one of the fifteen software products Palisade sells. Prior to Palisade, he was a risk analysis consultant.

Roy Nersesian
Associate Professor of Management, Monmouth University
Associate Professor, International and Public Affairs, Columbia University

Roy Nersesian is a graduate of Rensselaer Polytechnic Institute and Harvard Business School. He is a tenured professor at the Leon Hess School of Business at Monmouth University and an adjunct professor at the School of International and Public Affairs at Columbia University. His three recently published manuals by Palisade were drawn from his experience in evaluating projects from a financial perspective in private industry and his experience in teaching operations management at Monmouth University.

Jay O’Connor
Director, Turner & Townsend Inc.

With over 25 years of experience in the areas of estimating, planning and quantitative risk analysis for international projects, Jay understands the complexities that are associated with identifying and assessing project risks. His experience includes both the owner’s and contractor’s side of engineering and construction projects. He has worked in the upstream and downstream oil and gas industry sectors and the pulp and paper sector. His career has taken him to the United Kingdom, Japan, Indonesia, Malaysia, Singapore and Australia.

Dr. Javier Ordóñez
Director of Custom Solutions, Palisade Corporation

Dr. Javier Ordóñez holds a BS in Civil Engineering from the Universidad de Cuenca, Ecuador and a MS in Project Management from the University of Maryland. Javier earned his PhD from the University of Maryland performing research on project risk analysis. His current research deals with cost and schedule integration and correlation issues through the use of Bayesian belief networks.

Javier's experience is in the areas of construction and project management, optimal project and capital investments selection, earned value management, engineering and project risk analysis, and operations research applications to engineering and management problems.

Javier has taught as an adjunct professor in the Project Management Program at University of Maryland and provides training in risk and decision analysis. He is also registered as a Project Management Professional (PMP).

Mitul Parikh
Senior Engineer, PMA Consultants

Mr. Mitul Parikh, PE, PMP of PMA Consultants LLC is a senior engineer with over 8 years experience in cost control control, cost estimating, scheduling management, claims analysis, risk management, project engineering and inspection and project supervision.  His project experience includes infrastructure, residential and commercial projects.

Mr. Parikh has performed cost and schedule risk analysis on more than 30 infrastructure projects, including roads, tunnels, airports, bridges, and ports totaling more than $1.5B. In addition, he has been part of the internal team that launched and implemented the Risk Management Practice within the Port Authority of NY & NJ, and he has actively participated in the review of the Project Risk Management section of the PANYNJ’s Project Management Manual of Standards and Procedures.

He holds a B.S. in Civil Engineering, and a M.S. in Construction Management. He is also a Professional Engineer, and a certified Project Management Professional.

Vijen Patel
Senior Financial Reporting Analyst, Walgreen

Originally a native of India, Vijen earned his Bachelors of Pharmacy from K.L.E.S. College of Pharmacy, Bangalore, India and MBA in Healthcare Administration from Benedictine University in Lisle, Illinois. He began his career as an entrepreneur in the packaged foods industry. After moving to the U.S., he joined Walgreen Co as pharmacy tech in early 2006. Vijen used his knowledge of pharmacy, technology and customer service to advance within the company. Most recently, Vijen was named the Team Lead for Reporting & Analytics within Walgreen’s Pricing and Contracting group. Vijen works daily with numerous departments across the company, analyzing large datasets and providing valuable insight into payor analytics.

David Perkins
Associate Professor, Grand Canyon University

Dr. David Perkins, PMP is an Associate Professor of Business at Grand Canyon University in Phoenix, Arizona.  He primarily teaches statistics, operations management, and quantitative methods courses.  Dr. Perkins has 17 years of industry experience in project management and systems engineering disciplines. He has worked in both defense and commercial sectors. Dr. Perkins has held Project Manager and Project Analyst positions at MicroAge, National Computer Systems, Motorola and General Dynamics.

Dr. Perkins holds a Doctor of Business Administration (DBA) degree in Management from Anderson University in Anderson, Indiana. He holds Master of Business Administration (MBA) and Master of Technology degrees from Arizona State University. Dr. Perkins's primary research interests include selected aspects of project communications and project analytics. He is also a certified Project Management Professional (PMP) and has published articles in selected project management publications including PM Network and Project Manager Today. One of his articles also appears in the book People in Projects. Dr. Perkins has also been a guest speaker at various Project Management Institute (PMI) Chapter meetings in Arizona, California, and Utah.

Dr. Perkins also provides statistics and project analytics consulting services.  More information is available at

Andrew Pulvermacher
Territory Finance Manager, BestBuy

Andrew is a Territory Finance Manager for Best Buy. He is the recipient of “Best Buy’s Brad Anderson Legacy Stock” awarded by the company’s Board of Directors and awarded “Outstanding Contribution to Financial Services’ Success” for his work in applied statistical analysis. Andrew is was included in InBusiness Magazine’s “40-Under-40” Class of 2011. He holds a BBA in Accounting and Corporate Finance from the University of Wisconsin – Eau Claire and a MBA in Operations and Technology Management from the University of Wisconsin.

Matthew H. Rosenberg, CPA, CFA
Managing Partner, RoseCap Investment Advisors, LLC

Mr. Rosenberg is Managing Partner for RoseCap Investment Advisors, LLC, a private investment management and financial planning firm in Boulder, CO. Among other things, his responsibilities include portfolio management, formulating investment strategy, and development of financial models for use by the firm. Throughout his career Mr. Rosenberg has developed financial models for numerous large and small companies across multiple asset classes/sectors, investment vehicles, and asset types.

Prior to founding RoseCap, Mr. Rosenberg was Managing Director with Jackson Oats Shaw Corporate Real Estate, a privately held real estate firm in Atlanta, GA. Mr. Rosenberg also previously served as Vice President/AE with General Electric ‘s Commercial Finance Division. He started his career in investment banking, underwriting and syndicating leveraged loans and high yield bonds for Wachovia Securities in Charlotte, NC.

Mr. Rosenberg received his Masters degree in Accounting and Bachelor of Business Administration from The University of Texas, at Austin, where he was also a member of the 2002 National Championship baseball team. He enjoys reading and competing in numerous sports, and also serves as a lecturer of finance, investments, and accounting for Colorado Mesa University, in Grand Junction, CO.

Mark Rudd
President, Rudd Asset Management

BSE in Nuclear Engineering from Purdue University; MBA from The University of Chicago.

Mark Rudd is founder and President of Rudd Asset Management, an energy consulting company. With nearly 40 years in the electric power generation business, he brings experience in nuclear, coal, natural gas, and hydro generation.

As a long time user of Palisade software, he is a strong believer of the value of applying statistics and economics to the world of technology. The ability to identify technical options, to apply stochastic modeling, and to compare the resulting economics is just as meaningful to power generation as any other business. Creative use of Palisade software makes that possible.   

Steven Slezak
Professor, California Polytechnic State University

Steven Slezak has nearly 30 years experience in strategic business planning and in financial planning and analysis. He has utilized Palisade software since 1998. His consulting practice serves clients in health care, agribusiness, and education. He has particular expertise in financial and market risk management, and has worked as a risk manager for energy companies and a Chicago trading firm.

Mr. Slezak is also a Lecturer in the College of Agriculture, California Polytechnic State University, San Luis Obispo, where he teaches finance and credit, strategic planning, linear programming, and trade and development. He has also taught fixed income securities and business calculus at Cal Poly. He previously taught corporate financial management and financial mathematics at the Carey Business School at Johns Hopkins University.

He holds a BS in international studies from Georgetown University and an MBA in Finance from Johns Hopkins University.

Allan Smith
Financial Business Advisor, Scottsdale Insurance Group

Allan Smith holds a BBA with a concentration in finance from the University of Massachusetts. He also holds an MBA with a concentration in finance along with an MS in economics from the WP Carey School of Business at Arizona State University.

For the past 5+ years, Allan has worked for the Scottsdale Group Insurance Company working with risk adjusted capital in an insurance setting. He is responsible for analyzing new product opportunities as well as current product offerings. Along with his awesome team mates, he has developed a Policy Year basis RAROC metric that allows for comparison between product opportunities and to better understand the profitability of current product results.

Allan has also worked in the manufacturing, distribution and retail sectors performing various financial analysis as well as 6 years self employed. Currently, in his spare time, he teaches undergraduate level Microeconomics & Macroeconomics, and has also taught Research Methods and Environmental Science (economics).

Allan is married, has 2 beautiful daughters and currently resides in Chandler, AZ.

Dr. William Strauss
President, FutureMetrics, LLC
Managing Partner, FutureEnergy Partners, LLC

Dr. William Strauss is the founder and president of FutureMetrics.  FutureMetrics is the recognized leading US consultancy in the economics of the production and use of biomass fuels.  Dr. Strauss is also a founder and a Director of Maine Energy Systems. Maine Energy Systems’ (MESys) primary mission is to support a transition to the use of renewable wood pellet fuel for heating of homes and businesses.

Bill Strauss is the chief economist for the Biomass Thermal Energy Council (Washington, DC) and is the chief economist for the Maine Pellet Fuels Association. Bill served as the chief economist on the Maine Governor’s Wood-to-Energy Task force in 2008-2009. 

He has an MBA (specializing in Finance) and a PhD (Economics and Earth Systems Science) both from the University of New Hampshire.

Bill has published a book titled The Myth of Endless Growth: Exposing Capitalism’s Unsustainablity (ISBN 978-0-557-62496-6).

Bill enjoys mountain biking in the summer and skiing in the winter.  He has logged more than one million vertical feet helicopter skiing in British Columbia, Canada.

Chris Taber
Associate Director, Commercial Analytics, Ikaria

Chris Taber is the Associate Director, Commercial Analytics at Ikaria, Inc. where he is responsible for all strategic and commercial analysis including sales performance and forecasting, drug development portfolio development and decision analysis, clinical trial patient modeling, and pricing and contracting analysis. Prior to joining Ikaria, Chris spent nearly ten years in management consulting with Oliver Wyman (previously Mercer Management Consulting), IBM Business Consulting Services, and PricewaterhouseCoopers, with a focus on customer-centric analysis of processes & systems in retail and transportation industries. He also worked with the Burlington Coat Factory to develop corporate strategy, data analytics, performance management and financial reporting.

Chris has an MBA in Finance from University of Texas and an AB in Anthropology from Princeton University.

Thompson Terry
Senior Training Consultant, Palisade Corporation

Thompson Terry is a senior member of Palisade’s training and consulting staff. With more than 15 years of experience at Palisade, including eight in technical support, he is recognized as an expert in all Palisade software products and their applications.

Thompson has led numerous training seminars for hundreds of professionals on risk and decision analysis, and provided customized onsite training in a variety of industries including insurance, manufacturing, pharmaceuticals, defense, and food safety. Clients Thompson has trained include: The Hartford, Unilever, Duratek, Eastman Chemical, Canadian Food Inspection Agency, National Rail (UK), RWE Thames Water (UK), National Gas Company of Trinidad & Tobago, Stone & Webster, and Northrop-Grumman.

Thompson holds a BS in Agricultural Economics from Cornell University with specializations in economics, marketing, and finance.

Seth Traubenberg
Sr. Analyst, Tools & Systems, Walgreens

Born in Cleveland, Ohio, and raised in Rockford, Illinois, Seth earned his Finance and Master’s degrees from Northern Illinois University. He began his career with Graybar Electric Company in Glendale Heights, Illinois, and has worked for such companies as Insight Corporate Communications, Sony and AT&T. In 2006, Seth joined Walgreens as an analyst within the Walgreens Health Services division, eventually moving to a senior role in the Pricing and Contracting group. Seth is now engaged with various departments across Walgreens, providing assistance in understanding and analyzing datasets and enhancing existing processes by building custom Excel-based solutions for end users. As the first user of @RISK within Walgreens, Seth is combining his model-building expertise with the stochastic capabilities of @RISK to enable better insight into the numbers and more informed decision making at the senior management level.

Poh-Boon Ung
Principal Economist, ARCADIS

Mr. Poh Boon Ung is a Principal Economist with ARCADIS and specializes in environmental economics and environmental business consulting related issues. He manages projects related to water and air regulatory programs and has prepared cost-benefit assessments for different environmental regulations involving power generating stations, off-road engines, and other environmental impacts from air emissions. He is also experienced in conducting economic impact assessments and natural resource damage assessments (NRDAs). Mr. Ung is also a member of the ARCADIS guaranteed remediation (GRiP) team where he performs probabilistic evaluations of costs and quantifies the risks of different pricing bids. One of his areas of expertise is in application of probabilistic modeling techniques and quantitative decision analysis. He has helped numerous clients identify optimal strategies in light of uncertainties for various environmental issues. Mr. Ung holds an M.A. in Economics from the University of Michigan and a B.A. in Economics and Mathematics from Brandeis University, summa cum laude, where he is a member of Phi Beta Kappa.

John G. Wachter
Principal Consultant, Wachter Consulting LLC

John G. Wachter is the owner and Principal Consultant for Wachter Consulting LLC. Mr. Wachter has over 25 years of experience as an engineer, project manager, and consultant for over $10B of project activity in the chemicals, fibers, pharmaceuticals, biotechnology, consumer healthcare, pulp and paper, steel-making, upstream oil and gas, nuclear power generation and downstream oil refining industries. John has a reputation as acting as an “honest broker” between parties and as such he has provided Independent Project Reviews including Cost and Schedule Risk Analysis for over 40 projects with an estimated TIC of over 3.5BB within the past five years.

Erik Westwig
Software Engineer, Palisade Corporation

Erik Westwig received his BS in 1991 and MS in 1994 from the applied and engineering physics department at Cornell University. In 1998 he published the book Mathematical Physics with co-author Bruce Kusse, which was re-released in its second edition in 2006. Since 1995, Erik has worked as a software engineer at Palisade as part of the DecisionTools Suite development team.





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