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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

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