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Education

The Johns Hopkins University

BSBA- Marketing, Finance, Sociology- Babson College; MS- Substance abuse/ Addictions counseling- Loyola University of Maryland; MSW- Family therapy, Human development, Systems theory- University of Maryland Baltimore; MS- Applied behavioral science, organizational development, and fellow in change management- The Johns Hopkins University

Specialization:

Family Business; Family Business Performance Coach; Family CEOs; Privately Held Company; Coaching Executive Business Leaders; Certified Executive Life Coach; Team Alignment Performance; Leadership Integrative Accountability Alignment; Organizational Development; Harmonious Family Communications; The Human Side of Succession Planning

Biography

Terry Schaefer is the President, CEO, & Founder at Easy Associates, Inc. where he coaches privately held companies & family operated businesses. Terry completed three Master’s Degrees in nine years. His areas of study include marketing, finance, and sociology Bachelor’s degrees from Babson College, as well as Master’s degrees in Substance Abuse and Addictions Counseling from Loyola, University of Maryland, Family Therapy, Human Development, and Systems Theory from the University of Maryland Baltimore, and Applied Behavioral Science, Organizational Development, and Fellow in Change of Management from Johns Hopkins University. Terry hopes to continue to share his extensive experience coaching families about passing a business from one generation to the next. In his free time he enjoys sailing, skiing, snowboarding, and travel. He is affiliated with the International Coach Federation and Center of Credentialing & Education. Terry is excited to expand his connections within the Bristol community by networking with other like-minded individuals.

more members of the year

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