• M
  • E
  • M
  • B
  • E
  • R
  • O
  • F
  • T
  • H
  • E
  • Y
  • E
  • A
  • R

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

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