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INSTRUCTOR BIOS

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Tom Borger

Tom is the President and CEO of Omega Group, a company that delivers Business Strategy, Brand Positioning and Strategic Research solutions. He was formerly the Head of Global IT at GlaxoSmithKline where he focused on leveraging technology to drive sales and marketing efforts. He previously worked as VP of Sales and Marketing for Intermedia, a company which focused on delivering web-based solutions that allowed pharmaceutical brands to drive their business through better management of their key consumers/customers. Prior to that, Tom was the CEO and founder of OmniChoice, which sold decision-support software to telecom providers. He developed the business plan and raised $11.2mm to support the growth of his business. Tom has a unique blend of marketing, general management, and Internet experience and has worked for such companies as Qwest Internet Solutions and Johnson & Johnson. As a key member of the management team at Qwest Internet Solutions, he led the team of strategic consultants charged with defining interactive strategies and building custom Internet applications for businesses. Prior to that he spent more than 13 years in various sales and marketing roles with Johnson & Johnson, Procter & Gamble, and SmithKline Beecham. He helped establish and build new businesses internationally for Johnson & Johnson, having launched more than 15 new products in five different countries, and served on the Board of Directors of two international business units. Domestically, he managed a $100mm business and launched three new products. Tom is a graduate of Duke University (Economics) and earned his MBA (Entrepreneurial Management/Marketing) from the Wharton School of Business. Tom is an adjunct professor at Villanova’s School of Business where he teaches an Entrepreneurial Marketing course.

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Matt Coyne

Matt Coyne is co-owner of VR Mergers and Acquisitions in Malvern, PA. VR is a full service intermediary firm facilitating the exit planning and transition/sale of small to medium size privately held businesses. Their expertise is in sell-side representation for manufacturing, service, and distribution companies with sales from $1M to $50M. Matt's previous roles include financial and general management positions with Fortune 500 companies such as GE, Fisher Scientific, and Precision Castparts. Matt holds a degree in Marketing and Management from the University of Vermont and has earned the title Certified Business Intermediary. Matt, his wife Lisa, and his five children make their home in West Bradford, PA.

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Therese Flaherty

Therese Flaherty is the Director of the Wharton Small Business Development Center. She extended the MBA program Global Consulting Practicum from Israel to include Chile, Mexico, and India. Dr. Flaherty has taught Strategic Marketing and Operations Management in the Wharton School's MBA program since 1993 after a career of research and teaching at the Harvard Business School and Stanford University. Dr. Flaherty has her PhD from Carnegie-Mellon University.

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Lawrence Gelburd

After graduating from Brown University in 1977 with a B.S. in Electrical Engineering and a subsequent programming position with NCR, Lawrence Gelburd and four others founded Auto-Matrix in Pittsburgh, PA. Over the next decade they raised $7 million in venture capital and grew the company into an international success with over 100 employees, becoming an OEM to United Technologies, Barber Colman and Mitsui. Mr. Gelburd held leadership positions in engineering, marketing, and sales, published articles on automated control systems, and was a member of ASHRAE's SPC 135 committee which established BACnet as a US national standard in 1996. Facilities managers at Heathrow Airport, Binney and Smith, New York City Public Libraries, Alaska pipeline and other high-profile organizations selected and installed American Auto-Matrix control systems. The owners sold the company in 1989 and Lawrence entered the Wharton School at the University of Pennsylvania where he earned his MBA in 1991, focusing on finance, marketing and entrepreneurial management. Since then, he has provided consulting services to small businesses.

Carol Heiberger

Ms. Heiberger is an independent consultant specializing in new service/business creation since 1996. Her twenty years of industry experience includes positions as head of strategic planning for an electric/gas utility, increasing responsibilities associated with voice-data-video services with Bell Atlantic, and field sales with the Ford Motor Company. She is an experienced interim executive (start-up CATV company COO, Operations Director for MBA Program) and project manager of large-scale, multi-location projects. Ms. Heiberger is the author of research, white papers, competitive analyses and market analyses for clients and policy makers including 12 articles published by McGraw Hill and Primedia; 4 research reports for McGraw Hill and the Gartner Group; and 2  “How-To” books on creating competitive services for engineers.  Her technical expertise with telecom transmission technologies includes voice, data, video; analog & digital; Internet services (ISP), HFC, BPL, FTTH, CATV, consumer and business markets.  She can competently work with Network Engineering, Construction, Management, and Operations issues.  She earned her MBA from Wharton and received her undergraduate degree from Kenyon College.

Ms. Heiberger's consulting practice, Rollout Success (www.rolloutsuccess.com), takes advantage of her expertise in strategic planning, new business development, marketing, and finance with large complex organizations, small entrepreneurial groups, domestic and international markets. The focus has been new product/business creation from vision to business plan to launch. Carol creates effective teams by translating across functions and disciplines with a collaborative and hands-on leadership style.  She is an Adjunct Assistant Professor teaching in the MBA in Pharmaceutical Business Program at the University of the Sciences in West Philadelphia.  Community service includes Center City Resident Association's Zoning Committee, Advisory Board and Loan Committee for WORC, and SCORE Business Counselor.

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Jacqueline M. Jenkins

Jacqueline M. Jenkins is COO of Milligan & Co., a regional accounting firm focused on providing business advisory services to non-profit and emerging organizations. In 2000, Jacqueline founded Add Value Day 1, a business advisory firm committed to growing companies. The firm provides services such as creating business strategies, securing funding and obtaining contract opportunities. A select roster of the firm’s clients include the following organizations: WHYY (PBS network), the City of Philadelphia Mayor’s Commission on Technology (public outreach organization), Virgin Islands Capital, Inc. (venture capital fund) and Iconix Brand, Inc. ($70 million brand management company). Jacqueline has held the title of CFO for Black Cyberspace Online, Inc., an Internet service provider committed to increasing technology access within urban communities. Under Jacqueline’s direction, the business raised $2 million in early-stage equity financing. Jacqueline also served as the Director of the Wharton Small Business Development Center from 1997 - 1999. Jacqueline is a dynamic leader with a proven track record of developing and executing successful new business development initiatives in various industries including academia, retail, finance and technology. Jacqueline earned her BA in economics from Spelman College and her MBA in Finance from the Wharton School of the University of Pennsylvania. Jacqueline’s life credo is to pursue all things with a spirit of abundance and passion.

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Howard S. Kaufold

Howard Kaufold is Director of the Wharton MBA Program for Executives, Academic Director of the Small Business Development Center, and Adjunct Professor of Finance at the Wharton School, University of Pennsylvania. Before becoming Director of the MBA Program for Executives in 1993, he served for eight years as Associate Director of Wharton's full-time MBA program. He earned his undergraduate degree summa cum laude from Wharton School, and completed his Ph.D. in Economics at Princeton University. He joined the Finance Department in 1980, and has taught in the MBA program every year since. Professor Kaufold has won numerous teaching awards, including Wharton’s Anvil Award for Distinguished Teaching in 1984 and 1996.

His published papers have dealt with such issues as valuing leveraged buyouts and recapitalizations (Journal of Applied Corporate Finance), stock market efficiency (Journal of Business), hedging interest and exchange rate risk of foreign bonds (Financial Management), and the interest rate risk of floating rate notes (Journal of Banking and Finance and Journal of Portfolio Management). Professor Kaufold has taught in executive education programs for such corporations as Citicorp, Dupont, Merck, Merrill Lynch, Nomura and The Southern Company.

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Kimberle Levin

Kimberle Levin is an award-winning entrepreneur who has built and managed several multi-million dollar businesses in the information technology industry. A visionary, innovator, and gifted conceptual thinker, Kimberle is a highly regarded business leader and has consistently excelled and been recognized for her outstanding achievements, including The Pioneer Award from the Center City Proprietors Association, been an Entrepreneur-in-Residence, Mentor and Business Plan Competition Judge for Wharton Entrepreneurial Programs, named one of Pennsylvania's Best 50 Women in Business, as well as an Ernst and Young Entrepreneur of the Year Finalist.

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Jeffery Litvack

Jeffrey Litvack is a Principal with SSI Advisors, a management and financial advisory services firm. Jeff’s areas of expertise include business modeling, financial planning, business planning, corporate strategy, market assessment, customer segmentation, process improvement, change management, and mergers and acquisitions.

Mr. Litvack is highly regarded for his visionary knowledge of and work in converging media platforms and channels. As acting CFO at Thinking Pictures, Inc. he provided the frameworks and business tools for the transition from traditional print advertising to digital signage. As the Executive Director of Digital Media at the Museum of Television & Radio he developed a strategy to extend the Museum’s reach beyond its four walls via the digitization and publishing of the Museum’s collection online. At Yack, Inc. he expanded the core product to include online programming (e.g., webcasts and video on-demand) and created the Internet Programming Guide (IPG) – the IPG was akin to the electronic program guide (EPGs) which were developed for the increasingly fragmented, expanded television environment.

Mr. Litvack is a member of the New York State Bar Association and has also spoken at numerous industry conferences including Streaming Media West, Media Asset Management, and EMediatainmentWorld. Mr. Litvack is also an author of several published articles in such publications as HFMA’s Managing the Margin, Advanced Magazine and Healthcare Informatics.

Mr. Litvack earned a Juris Doctorate degree from Harvard Law School, and a Bachelors of Science degree in Economics from the University of Pennsylvania, Wharton School of Business where he graduated summa cum laude.

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John McAdam

John McAdam is the founder and principal advisor at Pioneer Business Ventures, a mergers and acquisitions advisory firm specializing in buy side acquisitions of companies in the $5 to $50 million revenue range. Prior to Pioneer, Mr. McAdam was President and CEO of Sheerlund Products for 10 years, a manufacturer, distributor, and importer of consumer products. While at Sheerlund, he merged, acquired, or divested six companies to accelerate growth and enter new markets. Also, he led the introduction of more than 100 products to market via internal development, importing, and strategic alliances. He is the inventor of U.S. Patent # 6,422,525.

Prior to joining Sheerlund, John owned an employment agency serving insurance companies such as AIG, Travelers, Cigna, etc. Before purchasing the employment agency, he held a series of progressively responsible management roles in sales, operations, and finance with SILO Stores, a $1 Billion, 200+ store electronics and appliance retailer. While at SILO, his responsibilities grew from $35 million to $250 million in sales and from 7 to 55 retail stores in Eastern U.S. metropolitan markets.

John earned an MBA from The Wharton School of the University of Pennsylvania in Marketing, Strategic Planning, and Entrepreneurial Management. He also holds a B.S degree in Nutrition and Business Administration from West Virginia University. He loves to talk about Mountaineer football and basketball.

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Adam Moskow

Adam Moskow is President, Entrepreneurial Consulting, LLC. A Wharton School at the University of Pennsylvania graduate, Adam has run and had ownership in both a publishing company and a direct marketing firm and has helped turn around companies to have successes, such as achieving rankings in the “Philly 100” list for growth. In 1999, Adam formed Entrepreneurial Consulting, www.entrepreneurialconsulting.com, to provide services to businesses and organizations not yet in need of a full-time Chief Operating Officer, VP of Marketing, or CFO. Adam and his consultant associates provide expert, on-demand Business Planning, Recruiting, Marketing, Operations & Financial help.

Adam has lectured at the Philadelphia Center, the Mid-Atlantic Consultants’ Network, Temple University, Drexel University, and Penn State University on business plan writing, marketing and recruiting. Adam also is certified by the Institute of Management Consulting as a Certified Management Consultant, a distinction earned by fewer than 1% of all management consultants.

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John S. Ondik

John is a principal of The Ondik Group, a consulting and executive recruiting firm, where he works with businesses, government, and community organizations in a variety of strategy and process improvement efforts. Prior to forming The Ondik Group with his brother Mike, he was Vice President of Military Services for Aramark, a Fortune 500 company and one of the world’s leading outsourced services companies, where he led a new business venture focused on providing consulting, food and support services to the military. While at Aramark, he also served as Vice President, Business Development, responsible for client service, process improvement and knowledge-sharing activities across 8 business units with $7 billion in revenue. His efforts included leadership of strategic planning processes, sales and marketing support, team development and executive coaching.

Previously, he was the National Director of Purchasing for KPMG, a leading global accounting and consulting firm, where he developed and implemented the firm’s first national procurement process. Earlier John was a consulting manager with both KPMG and Arthur Andersen Business Consulting, where he also served as the first Director of Marketing and Business Development for the Philadelphia practice. He also worked as a consultant at the Wharton Small Business Development Center.

John began his career with the US Navy where he spent almost 10 years on active duty as a Supply Corps officer. John continues to serve as a senior officer in the US Navy Reserve, where he currently is a member of an innovative consulting unit that provides thought-leadership and process improvement support to Navy senior leadership. He is also an Executive in Residence at The Science Center, one of the world’s leading business incubators, teaches a class in strategic business planning for the Wharton Small Business Development Center, and has been a judge and mentor in numerous business plan competitions.

John holds an MBA in Finance and Strategic Management from the Wharton School, University of Pennsylvania, and a BS in Business Administration from Villanova University. He also completed an executive program at the Darden Graduate School of Business, University of Virginia. He resides in Havertown PA, with his wife Liz and children John, Christopher and Alexandra, where he coaches soccer, baseball and basketball.

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Gary Pudles

Gary A. Pudles is the founder and CEO of the AnswerNet Network (www.AnswerNet.com.) Since founding AnswerNet in 1998, Pudles has won the prestigious "Ernst and Young Entrepreneur of the Year," for business service providers and was named to the NJ Biz "40 under 40." His company, AnswerNet ranked number 21 on the 2003 Inc. 500 list.

Pudles is also nationally recognized speaker and presenter in the fields of telecommunications and business operations. He has appeared on TV and radio, and regularly contributes articles and interviews to a variety of publications.

Prior to founding AnswerNet, Pudles was the Vice President & General Counsel of Apex Site Management, the largest telecommunications real estate management firm in the United States. Prior to that, Pudles was the Manager of Real Estate for American Personal Communications, responsible for all phases of site implementation program management for the United States' first operational PCS network. Pudles has spent over five and a half years as the Vice President of Muzak in Washington one of the largest and oldest wireless services companies in the United States.

He received a Juris Doctorate degree from the Washington College of Law at the American University and a Bachelor of Arts in Policy Studies from the Maxwell School of Citizenship at Syracuse University. Pudles lives with his wife Linda in Lafayette Hill, Penn., and has two children, Jesse and Jana.

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Skip Shuda

As an advisor-builder with a sense of adventure, Skip Shuda is the founder and principal of Team and a Dream. Skip has worked with numerous startups since 1983, including Destiny WebSolutions which he founded in 1994. Destiny was named Startup Company of the year in 1998's Philadelphia Area Enterprise Awards. Destiny grew to $25 million in annualized revenues in 2000 and employed over 120 people. Today Skip enjoys working with technology startups, using his experience, lessons and tools to assist fellow entrepreneurs.

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Larry Simon

Larry Simon, Principal at Margolis & Company P.C. since 1975, has particular specialty in serving the Healthcare industry. He is Principal-in-Charge of the Health Care Services Group and has years of successful experience in providing specialized services to physicians in solo and group practices. He has assisted many physician clients with the complex issues involved in mergers/acquisitions as well as the development of MSOs and IPAs.

Larry’s other areas of expertise include the restaurant and entertainment industries as well as professional and business services. He has taught accounting and other related financial courses at the University of Pennsylvania and has authored numerous articles.

Larry has made significant contributions and noteworthy differences in his community over the past 40 years. He has given of his time and talents in many areas of communal life, both in his local community-at-large and within his professional organizations.

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Harry Tankin

Harry Tankin is founder of New Era Partners, a consulting enterprise designed to assist the venture capital community and corporate management resolve operational issues confronting companies across high technology industries. Harry is a results oriented executive with extensive marketing, business development, partnering, and technology expertise in the broadband, telecommunications, and knowledge management industries. Apart from his successful entrepreneurial track record at several leading technology firms including Xerox, Digital Equipment Corporation, and General Instrument, Harry has been instrumental in the effective transition of problematic groups and corporations into competitive organizations. Such has included the rebuilding of a troubled engineering department responsible for product development and the provisioning of new services; the turnaround of a financially distressed software and electronics product company that realized profitability for the first time in two years; and the transformation of four cost centers into a profitable, branded professional services organization for a major communications equipment manufacturer. In addition to receiving numerous corporate awards, Harry has been a speaker at major industry events, served as Session Chairman of the National Communications Forum, and has been published in two major telecommunications journals. He holds a BA from George Washington University, an MA from Columbia University, post-graduate studies at American University, and executive course work at Wharton.

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Christine Warren

Christine Warren is currently a senior e-commerce manager for GSI Commerce, headquartered in King of Prussia, managing a customer base of over $100mm. Christine brings over 15 years of experience in sales & marketing, technology and entrepreneurship and education to a wide range of leadership endeavors. /p>

Christine's inspirational leadership attracts and nurtures the growth of a diverse group of professionals. She creates high-powered teams, which have supported the creation of the Women's Regional Business Council. During her tenure as Executive Director of the Cystic Fibrosis Foundation Delaware Valley Chapter, she revitalized the organization with twelve new executive board members and increased net dollars raised in 2003 by 22% and 37% in 2004, winning multiple awards.

As a young entrepreneur in 1999, Christine enlisted 90 organizations to cooperate and interact in the testing of a unique software product, securing over $2 million in funding necessary to take her start up company from beta test to market. She was named one of the Philadelphia Business Journal’s 40 Under 40 business leaders in 2002. Christine has been featured on Comcast Newsmakers, in USA Today, The Philadelphia Inquirer and numerous national and local industry publications.

Her notable public service accomplishments include: appointment to the Chester County Work Force Investment Board 2003-Present; member of the Greater Philadelphia Senior Executive Group 2005-Present; appointment to the 2003 Early Stage East Venture Fair advisory board; leadership as Vice-Chairperson of the Chester County’s Information Technology Action Group (ITAG) 2002 - 2003 and Membership Chair in 2001, service as President and Past President of the Association of Information Technology Professionals, Stakeholder in the Philadelphia School District’s Technology Stakeholder Partnership, and currently serving as a member of both the West Chester University Business Department and Career Development Center’s Corporate Advisory Councils.

Christine has worked with Wharton MBAs and their Small Business Development Center since 2002, teaching the First Steps program on how to start a business and create a business plan. She holds a Bachelor of Arts in Liberal Studies and a Masters of Science in Counseling, Higher Education from West Chester University, where she was honored as the first Masters graduate chosen to speak at their commencement in 1999. She resides in Chester County with her husband and three children.

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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. All services extended to the public on a non-discriminatory basis. © 2009 University of Pennsylvania. All Rights Reserved.

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