• 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

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