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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

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