July 7 - July 8
July 18 - July 20
Suntec City 1
Newport Beach 1
August 16 @ 7:30 am - 9:00 am
Kim Helgeson is the Visual Merchandising Manager for Mattel, Inc. where she is responsible for the design, creative direction and implementation of Store Design, Shop within Shop, Interactive POP and Display projects at major retailers including: Target, Wal-Mart, Toys R Us and others.
Kim also serves as the President of the Retail Design Institute – Southern California Chapter, a non-profit professional organization. RDI works with colleges and universities to develop retail design programs and promotes continuing education to improve the skill sets of working professionals.
For the past twelve years, Kim has helped develop the next generation of Store Design and Visual Merchandising professionals as an instructor at the Fashion Institute of Design and Merchandising. Previously, Kim led the visual merchandising departments at NBC Universal, Petco, and Kinko’s among others, and has been the recipient of numerous prestigious awards.
Bill co-founded Brick Meets Click in 2011 with Steve Bishop. Today, as Chief Architect, he focuses on analyzing the forces driving change in retailing and providing practical guidance on how to respond effectively. Brick Meets Click’s services and thought leadership help organizations successfully navigate the changing retail ecosystem and leverage disruptive business innovations, from online retail to new formats and hard discounters.
Early in his career Bill was the Vice President of Research at the Supermarket Institute (now FMI). Later, he founded Willard Bishop Consulting and led major studies on new store formats, pricing strategy, direct store delivery, and loyalty marketing. He also helped create the supermarket-focused Coca-Cola Retailing Research Council (CCRRC) and convenience retail-focused NACS/CCRRC.
Bill earned a PhD in Agricultural Economics and Marketing from Cornell University. He has taught Marketing Channels at Northwestern University’s Kellogg School of Management, and also served on the Boards for Raley’s Fine Foods and The Food Institute.
Jay Goltz started a picture framing business right out of college, a decision that was not the conventional wisdom of the times. The business grew quickly, and before long was twenty times the size of the average frame business – making it the largest in the country. Jay expanded into related businesses and now each of them is at the top of its field. Realizing there was a lack of real-world advice for small businesses, Jay wrote his first book. The Street Smart Entrepreneur: 133 Tough Lessons I Learned the Hard Way has been translated into three languages. Now a popular speaker, Jay Goltz has become a voice of small business through his keynotes, New York Times blog and broad media exposure. Jay is widely recognized for his unique ability to bring clarity and insight to complex, often confusing, small business challenges.
Jerry O’Brien is the Executive Director of the Kohl’s Center for Retailing in the School of Human Ecology at the University of Wisconsin-Madison. He also serves on the faculty of the Retailing and Consumer Behavior major at the school and has a key role in keeping the major at the cutting edge of retail.
His passion for the retailing business is made evident through his work in preparing students to lead the future of the industry.
In addition to his work on campus, Jerry has created and delivered impactful presentations to retailers, consumer products companies and industry groups on topics ranging from the future of consumer engagement to how to manage intergenerational work forces.
Jerry sits on the Board of Directors for the National Retail Federation Foundation.
Jane Choi Greenthal has over 20 years of experience in consulting and industry. Her career spans roles as financial analyst, management consultant, corporate executive, and internet start-up founder. Formally educated in economics, interior architecture & design, and management at the Harvard Business School, Ms. Greenthal has a unique multi-disciplinary approach and lens to retail experience design.
Jane enjoys tackling complex challenges relying on both tacit intuition and analytical, quantitative reasoning. Her passion and expertise is in designing differentiating user/customer experiences, and seamlessly integrating digital and analog touchpoints, aligned with business objectives for measurable outcomes.
Ms. Greenthal leads research on the ROI of Retail Design efforts for Gensler and her clients include top retailers, tech companies and service providers. She is also a LEED Accredited Professional and currently serves on the Research Council of the Shop! Association.
Ron Hanchar, President and Chief Executive Officer of Hanchar Consulting Services, LLC, has been involved in the management of certification and licensure programs for over 20 years.
Ron has had the unique opportunity of working with a number of certification organizations, applying for and obtaining third party accreditation for certification programs through the International Standard Organization (ISO) 17024 and the National Commission for Certifying Agencies (NCCA). His in-depth knowledge and understanding of third party accreditation in this regard is second to none in the industry.
In Ron’s previous roles as Executive Director and Director, he has managed all aspects of certification governance, program development, operations, and maintenance for several certifying organizations. As a result, the expertise he has gained continues to be sought after by those organizations needing help in the development and maintenance of their certification programs. Ron understands the importance of working with stakeholders in developing and monitoring quality certification programs to assure that they are legally defensible and psychometrically sound.
Jeremy is one of the original Co-Founders of MJD and has guided the firm’s vision and experience design for the past ten years. He has built the company’s reputation for delivering award-winning, innovative digital experiences for some of the world’s best known brands, such as Disney, GoPro, American Girl, Red Bull, Qualcomm and others. Jeremy has over 20 years of experience pioneering some of the earliest digital experiences, getting his start in Los Angeles with DVD interface designs for Caddyshack, Animal House and Slapshot – quite an initiation for a young buck out of Michigan.
A graduate of Michigan State University with a degree in Graphic Design, he also has completed Executive Education at Harvard Business School. Jeremy is also a nationally recognized speaker on digital strategy and user experience design, having spoken at ARE, SEGD, Interactive Day, Digital Summit and other local and regional conferences around the country.
His work has led to a variety of highly acclaimed industry awards including honors from the Webby Awards, OMAs, W3 Awards, and the ADDYs.
Katie is the Senior Director of Marketing and Operations at Advantage Solutions. She is a back-to-back recipient of the “Top Women in Grocery – Rising Star” award from Progressive Grocer, and she recently earned the “Operational Excellence Pillar Award” from Advantage Solutions. She has been responsible for managing large field teams throughout her professional career, and her achievements on the basketball court have led to her membership in the Lake Forest College Athletic Hall of Fame.
Michael is the Director of Business Development at Cognistix, a cloud-based retail execution & workforce management platform designed for MSO’s & businesses managing retail merchandising, audits and field marketing activities. The Cognistix platform has been successfully deployed for over a decade and the software is actively updated to take advantage of new technologies and to conform with new processes and regulations. Michael has been involved in selling and supporting SaaS systems for the past twenty years, with specific expertise in retail, education, and franchise systems.
Erica is a supervisor within the Technology and Management Consulting team. She has over 13 years of finance experience in mature corporations and public accounting. She has served as Director of Corporate Accounting, Assistant Corporate Controller, Assistant SEC Reporting Manager and Audit Manager.
Erica has extensive knowledge of month-end close, budgeting/forecasting, financial reporting, internal controls, SEC reporting and profit and loss analysis. Her expertise extends to managing all aspects of daily finance, accounting, shared services and internal/external reporting, process improvement and system implementations.
As a management consulting principal at RSM, Christina focuses on the planning, execution and delivery of operational improvement projects for companies in a variety of industries. She works with project owners to optimize process efficiency, performance and profitability utilizing technology. She has a proven track record of developing and implementing financial transformation, planning and analysis solutions, and operational process improvements. Christina previously worked in the manufacturing and financial services industries and has extensive experience working with private equity groups and retail.