2018 Conference Speaker Bios

 


 

 

Dr. Michelle Weise

 

Michelle Weise, Ph.D., helps institutions and their leaders navigate the dynamics of disruption across a rapidly changing academic terrain.

Weise, the senior vice president of workforce strategies and chief innovation officer at Strada Education Network, specializes in disruptive innovation in higher education.  Her work informs policymakers, community leaders, academic administrators and innovators about how the theories of disruption clarify our understanding of the industry’s transformation. Weise’s seminal book – “Hire Education: Mastery, Modularization, and the Workforce Revolution,” co-authored with Clayton Christensen – unveils the tectonic shifts to come, and discusses how online competency-based education will revolutionize the workforce and disrupt higher education.

Beyond competency-based learning, Weise’s research delves into student-learning outcomes, assessments, and public-private partnerships. Her voice has been featured in all major education publications, including the New England Journal of Higher Education, The Chronicle of Higher Education, Inside Higher Ed, as well as top-tier business outlets, such as Harvard Business Review, The Economist, Bloomberg BusinessWeek and USA Today.

Dr. Weise serves on the Commission on the Future of Higher Education for the American Academy of Arts and Sciences as well as on the Executive Council of WCET – The WICHE Cooperative for Educational Technologies. Previously, Weise was a Senior Research Fellow focusing on higher education at the Clayton Christensen Institute for Disruptive Innovation, a non-profit, non-partisan think tank dedicated to improving the world through disruptive innovation, specifically through education and health care.  Prior to joining the Institute, Weise was vice president of Academic Affairs for Fidelis Education. She has also held instructional positions, serving as a professor at Skidmore College and an instructor at Stanford University. A former Fulbright Scholar, Weise is a graduate of Harvard University; she earned her master’s and doctorate degrees from Stanford University.

 

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Deb Dunbar

Debra has been working with universities, companies, health care institutions and financial institutions for the last 26 years.

 Her primary roles are to serve IU’s seven campuses as the Director of Talent and Organization Development within IU Human Resource at Indiana University.

 As a University Director, Debra is responsible for overseeing and providing training and consulting for seven Indiana University campuses.  She provides strategic leadership and oversight across the consulting, training and career management areas within T&OD

 Debra conducts approximately 100 training programs on an annual basis and typically works on 30 consulting projects per year.

 Her background is in Student Financial Assistance at Indiana University.

She has a B.A. from DePauw University and an M.S. in Higher Education with an emphasis in Adult Learning and Training and Development from Indiana University.

 

 

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Candace Shaffer, MS, CWPM

Candace Shaffer, M.S., CWPM, director of benefits for Purdue University, is responsible for the strategic planning and customer service of a strong benefits plan for employees and their families. She earned both her bachelor’s and master’s degrees from Purdue University. Prior to returning to Purdue as a staff member, Candace worked for a non-for-profit early childhood agency focusing on program development. She believes benefits is more than just medical, Rx and dental benefits; it also includes retirement, leaves, workers compensation, families and the systems and processes in place to help employees and families engage in those programs. Candace’s goal is to ensure quality programs and services are available to help meet the needs of employees and their families at whatever stage of life they are at, whether they are a single person or a three-generation family, we need to be a resource for employees at the point in time they need support.

 

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Mary Delaney

Mary Delaney is the President of Vital Incite. Her role is to help employers understand how to leverage a variety of solutions to provide meaningful healthcare coverage, promote wellbeing and mitigate cost.   Mary is motivated by a genuine desire to make a lasting difference in the evolving world of healthcare.  Having spent 23 years on the provider side of the healthcare industry, Mary has the unique ability to see the big picture in healthcare and develop outside-the-box strategies and solutions. She has specific expertise in wellness solutions, onsite clinic integration, disease and utilization management and the medical home model of patient care.

In her current role, Mary is focused on delivering data-driven strategies to employers, designed to decrease medical spend waste and efficiently guide the reinvestment of those resources into meaningful programs that ultimately result in improved employee health.  Mary and the Vital Incite team currently manage population health programs for more than 120 employers throughout the US, from Alaska to Florida, providing strategies covering more than 170,000 employee lives. 

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Michael V. Collins, CIMA, AIF

In Michael's Role as Director of Endowment and Foundation Services, he addresses new business development and coordinates portfolio management and service capabilities TIAA delivers to their institutional clients. He has expertise on a variety of topics including, but not limited to, investment policy design, spending policy, and non-profit governance issues (i.e. UPMIFA). Michael also helps update and educate board members and non-profit organizations across the country.

Michael is a frequent speaker on endowment and foundation trends and issues. He has spoken at the National Association of Independent Schools, Independent Sector, the National Business Officers Association, the American Association of Community College Trustees, and the Council of Independent Colleges, sharing his knowledge of Endowment and Foundation financial solutions.

Michael joined TIAA in 2010 and recently began his 25th year in the financial services industry. He has spent his entire career working closely with individuals, advisory/brokerage firms and non-profit organizations in creating solutions aimed at addressing the myriad challenges that face investors today. Prior to coming to TIAA, Michael was a Director for Russell Investment Group leading the Northeast region. He has also held various positions at MFS Investment Management and Putnam Investments where he began his career.

Michael received his Bachelor of Science in Finance from the McDonough School of Business at Georgetown University. He is a Certified Investment Management Analyst professional and holds the Accredited Investment Fiduciary designation.

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Jan S. Hertzberg, CIPT, CISA

Jan Hertzberg has more than 30 years of experience providing IT audit, risk, cybersecurity and privacy compliance services.  This includes extensive experience in identifying and managing IT internal control risks and recommending solutions that apply cybersecurity and privacy frameworks (including NIST 800-53, NIST Cybersecurity Framework, Generally Accepted Privacy Principles (GAPP), ISO 27001, CIS-20 and AICPA Trust Principles) to implement leading practices and help clients meet compliance requirements.

Prior to joining BKD, Jan held positions with Fortune 100 companies and, most recently, led the cybersecurity/privacy practice for an international public accounting firm, providing services to clients that included national and international companies in the higher education, health care, financial services, professional services, not-for-profit, retail and manufacturing industries.

Jan is a frequent speaker and moderator on cybersecurity and privacy compliance topics and has written and lectured extensively on board-level awareness of cybersecurity risks and approaches to avoid, accept, mitigate and transfer them.  He also serves as an adjunct professor of IT audit/cybersecurity at DePaul University in Chicago.

He is a Certified Information Systems Auditor (CISA) and Certified Information Privacy Professional Technologist (CIPT) and is a member of the Institute of Internal Auditors, ISACA (formerly Information Systems Audit and Control Association) and the International Association of Privacy Professionals (IAPP).

Jan is a graduate of Northern Illinois University, DeKalb, with a B.A. degree in history, an M.A. degree in Latin American history and an M.S. degree in computer science.

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H. Bryan Callahan, CPA, CFF, CVA, CFE

Bryan Callahan is a member of BKD’s Forensics & Valuation Services (FVS) division and leads the Big Data & Analytics practice.  He focuses on providing litigation consulting, fraud investigation and forensic accounting services and has extensive experience in litigation support and forensic services, including calculations of breach of contract damages, lost business value, intellectual property claims, securities litigation, shareholder disputes, post-acquisition disputes, construction claims, lost future earnings, misappropriation of assets, fidelity bond claims and fraudulent financial reporting.

He has performed litigation and investigation services for companies in a variety of industries, including multiple Fortune 500 companies.  He has testified as an expert witness both in court and through depositions.  Bryan has also served as a neutral party in numerous post-acquisition, business valuation, and business interruption disputes.

Bryan has experience with data analysis software for forensic data mining and continuous auditing.  He also works with counsel on e-discovery and computer forensic engagements using a wide array of forensic imaging and analysis tools.

Prior to working for BKD in FVS, he worked in corporate forecasting, planning and analysis for a $370 million private equity-owned biotechnology company, where he led the companywide annual operating plan, forecasting and reporting processes.  He also was responsible for external and board financial materials, decision support and competitive analysis.  Before that, he worked as an auditor at BKD and another international accounting firm.

In addition to being a CPA, Bryan holds the Certified in Financial Forensics (CFF) certification from the American Institute of CPAs (AICPA) and is a Certified Valuation Analyst (CVA) and Certified Fraud Examiner (CFE).  He participates in more than 60 hours of continuing education each year and has attended numerous valuation, litigation services, damages and fraud courses offered by AICPA and Association of Certified Fraud Examiners.

He is a summa cum laude graduate of Valparaiso University, Indiana, with a B.S. degree in accounting and management.

 

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Jay Schulman

Jay Schulman, RSM, leads the Great Lakes security, privacy, and risk consulting practice. With over 20 years of experience in the information security field, he has led, managed and executed in a variety of security projects, including application security assessments, architecture reviews, security testing, regulatory compliance, security governance and risk management.

Jay is a former business information security officer for a top-five global financial services company. He managed logical and physical security for a nationwide financial institution's government payment processing platforms. This environment has been designated National Critical Infrastructure (NCI) by the United States Department of Homeland Security and handled approximately one trillion dollars per fiscal year on behalf of the U.S. government.

 

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