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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

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