“The Effective Enterprise:
Building for the Future”
SPEAKER BIOS
Keynote Speaker
Speaker
Background
Pamela Lopker
President and
Chairman of the
Board
QAD Inc.
Day 1, 8:45AM
Keynote Speaker
QAD Bistro
Pamela Lopker is responsible for shaping QAD's vision and strategic direction and
directing the company's global research and development efforts.
Lopker has long been recognized as leader and entrepreneur in advancing
manufacturing software. She has received many publishers' accolades, including "Hero
of U.S. Manufacturing" from Fortune and "Entrepreneur of the Year for the Greater Los
Angeles area" from Ernst & Young.
Lopker holds a B.A. in mathematics from the University of California, Santa Barbara.
Session Speakers
Speakers
Mike Alpert
Strategic Alliances
Manager
Avalara
Backgrounds
Mike Alpert is an experienced software executive that currently is the Strategic
Alliances Manager with Avalara focusing on Avalara's product integrations with
QAD. Mike performed his first ERP implementation beginning in 1991 while working
for Accenture. Since that time he has been involved in a variety of roles in the
software industry from developer to development manager, to business
development, project management, and sales.
Day 1 – 10:45AM
Pacific
Sales Tax support for Life Science and
Medical Device Excise Tax
Kheng Ang
Applications Project
Manager
Endologix, Inc.
Kheng Ang is the Applications Project Manager at Endologix, Inc., a designer and
manufacturer of minimally invasive treatments for aortic disorders. He was
responsible for managing the implementation of QAD for Endologix US and
European operations and is currently overseeing the company’s QAD program.
Kheng has been delivering technical solutions for over 12 years and holds an MBA
from the University of California, Irvine and a B.S. in Management Information
Systems from the University of Arizona.
Day 1 – 1:00PM
Pacific
Radley Data Collection – customer case
study with Endologix and their operational
solution.
1
“The Effective Enterprise:
Building for the Future”
SPEAKER BIOS
Speakers
Backgrounds
Bernadette Bagley, QAD’s Director of Education, is responsible for administering
Bernadette Bagley QAD’s training activities worldwide. Bernadette led implementation of the QAD
Director, QAD University
QAD Inc.
Learning Center and oversees development of QAD’s annual Explore training
events. Prior to joining QAD, she worked for 20+ years managing training and
technical writing teams for a variety of software companies.
Day 2 – 8:30AM
Pacific
Live Demos of enhancements to QAD’s
Knowledgebase, Learning Center, and
Educational Resources
Toni Clubb
Chief Financial Officer
Vitatech Nutritional
Sciences, Inc.
Day 1 – 2:45PM
Mediterranean
Benefits of a fully integrated QAD Quality
Management System from a Life Science
customer’s perspective
Robert Cramer
Manager, Director,
Business Intelligence
QAD, Inc.
Day 2 – 10:30AM
Mediterranean
Using BPM to streamline business processes
Scott Dulecki
Senior Certified QAD
Consultant and
Product Manager
Bravepoint
Day 1 – 2:45PM
Pacific
Bringing Proven Applications Up to Date
Toni Clubb is the CFO for Vitatech Nutritional Sciences, Inc., a global nutritional
supplement manufacturer in Tustin, California. For the last 20 years, Toni has been
directing all financial and treasury aspects for this company, as well as overseeing
the IT department. She was the Project Manager for the implementation of QAD in
2006, as well as the company’s upgrades in 2008, 2010 (Enterprise Edition) and 2013.
In total, Toni has worked in the financial and accounting arena for over 39 years,
including 6 years for two Fortune 50 companies (PepsiCo Inc. and W.R. Grace). She
holds an MBA from National University, and completed her undergraduate degree
as a student athlete at Florida International University.
Rob Cramer is responsible for overseeing QAD's Business Intelligence, Demand
Management and Trade Management applications, has been a QAD vertical
manager for electronics, industrial and consumer goods. He has extensive
experience implementing supply chain systems and performing consulting/training
work for companies such as Dow Chemical, GM Diesel, United Technologies, Eaton
Yale and many more.
Cramer holds a bachelor of arts degree from the University of Western Ontario. He is
a Certified Fellow in Production and Inventory Management (CFPIM), Certified in
Integrated Resource Management (CIRM) by Advancing Productivity Innovation
and Competitive Success (APICS).
Scott Dulecki has been helping companies better utilize QAD and Progress since
1994. He is a frequent and popular presenter at many regional QAD and Progress
User Groups, as well as at QAD's annual Explore! conference. He is the author of
Safe Haven: Archiving in MFG/PRO, Safe Haven: MFG/PRO Basics, and Back to
Basics: Dump and Load. He serves on the speaker committees of the Midwest and
South East QAD User Group boards. He founded and serves as President of the West
Michigan Progress Users Group, as well as being past President of the Michigan
Progress Users Group.
Scott received an MBA from the University of Michigan and a BA from the University
of Detroit. He has been recognized as Certified in Production and Inventory
Management by APICS, as a Distinguished Toastmaster by Toastmasters
International, and as “PEGger of the Year” by the Progress Email Group (PEG), and is
also an avid CRPG player.
2
“The Effective Enterprise:
Building for the Future”
SPEAKER BIOS
Speakers
Backgrounds
Kate Fenello, PMC
EAM Product Manager
QAD, Inc.
Kate Fenello is Product Manager for QAD’s Enterprise Asset Management (EAM).
She has worked in the EAM industry for 25 years. Prior to becoming Product
Manager, she has served as Senior Manager of Support, Senior Professional Services
Consultant and as a Quality Engineer.
Kate holds a Bachelor in Business Management/Operations Research from Georgia
State University.
Day 1 – 2:45PM
Benefits of the new Enterprise Asset
Management (EAM) release
Baltic
Kory Johnson
Sr. Director, Global
Cloud Architecture
QAD, Inc.
Day 1 – 10:45AM
Mediterranean
Business Benefits of the Cloud
Kory Johnson is responsible for QAD’s Global Cloud solutions architecture team with
accountability including architecting our Cloud customer’s deployments with all
required components to ensure maximum system uptime and availability.
Johnson has been with QAD for over 9 years and has had multiple roles within our
QAD organization. Most recently he had the opportunity to build up our Cloud
Support operations from our very first Cloud customer to over 10K users worldwide.
Johnson has been delivering implementation and support services to large
customers in the ERP market for more than 19 years, with extensive expertise in
global enterprise implementations.
Johnson holds multiple A.S. degrees and a B.S. degree in Business Management and
Information Systems from the University of Phoenix.
Bill Keese
Senior Vice President,
R&D
QAD Inc.
Day 2 – 8:30AM
Mediterranean
Updates on developments in manufacturing
and supply chain solutions
Carter Lloyds
Chief Marketing Officer
QAD Inc.
Day 2 – 8:30AM
Baltic
The Effective Enterprise and the Cloud; SE
Support Plans; and Key Customer-focused
Marketing Initiatives (References, Referrals,
Case Studies, and Explore)
Bill Keese is Senior Vice President of Research & Development (R&D) at QAD. He is a
member of the Strategic Steering Committee and is responsible for overall product
direction and overseeing the R&D organization and development process.
Keese has been employed with QAD for 13 years, holding various roles within the
R&D and product management organizations. Prior to joining QAD, he spent 15
years developing business applications specializing in financial, procurement and
material planning. Overall, he has 26 years of experience in the software industry.
Keese has a bachelor’s in Business Administration with an emphasis in Management
Information Systems from Cal Poly, San Luis Obispo.
Carter Lloyds is the Chief Marketing Officer for QAD. He is responsible for overseeing
Marketing and Sales Operations, Market Research, Marketing Communications,
Web Marketing, Customer Research, Analytics, Pricing and Events, particularly
developing initiatives that drive customer value. Prior to joining QAD, Lloyds spent 10
years consulting, teaching and researching business strategy.
Lloyds holds a B.S. in accounting and a Ph.D. in Business Strategy from the University
of Southern California.
3
“The Effective Enterprise:
Building for the Future”
SPEAKER BIOS
Speakers
Steve McHugh
Founder
Broom Street Software
Backgrounds
Stephen is the founder of Broom Street Software. Has over 24 years of QAD/Progress
application and technical experience. He has been a technical and business lead
in numerous QAD Implementations/Installs. His areas of expertise include; QAD
Manufacturing, Distribution, Financials, QAD customizations , Project Management,
Business Process Design, Web Services and QAD Upgrades.
Day 2 – 10:30AM
Pacific
Running QAD on Your Mobile Device
Jeff Phillips
VP of Product
Management
QAD/CEBOS
Jeff Phillips has lead CEBOS product strategies in the area of enterprise quality
management systems for 17 years. His most recent efforts lead to the creation of
MQ1 Elements, a web based, configurable enterprise quality management system.
His current responsibilities include, creating a refined set of easy onboarding
processes that encompass an effective EQMS, as well as, integrating those
processes with other QAD applications.
Day 1 – 2:45PM
Mediterranean
Benefits of a fully integrated QAD Quality
Management System from a Life Science
customer’s perspective
Director, Marketing –
Life Sciences
QAD, Inc.
Bart Reitter is Director of Marketing for Life Sciences for QAD and a 20 year veteran
of the enterprise software industry with deep Life Sciences experience and
expertise. He is responsible for the definition of QAD's Life Sciences global strategy,
solution positioning and messaging, product development, knowledge
management and regional support. Bart joined QAD in 2013 and previously oversaw
global marketing for a leading Contract Research Organization.
Day 1 – 1:00PM
Baltic
Life Science Industry Trends and Updates:
How QAD is helping Life Sciences
manufacturers build for the future.
In addition to Enterprise Resource Planning software, his previous software Sales and
Marketing experience includes 10 years at General Electric where he served as
Global Industry Manager for Life Sciences promoting manufacturing execution,
supply chain, asset management and supervisory control software solutions. Bart
holds a Bachelor’s Degree in Marketing
Bart Reitter
Romeo Sequeira
Sr. Director, QAD
Consulting, N. America
QAD Inc.
Day 1 – 10:45AM
Baltic
Prepare for the Future with Enterprise Edition
Romeo Sequeira is Senior Director of Services Practice at QAD North America.
Sequeira is responsible for customer engagements and manages technology and
integration practice for QAD customers in North America. He has spent 16 years
working with QAD products and has extensive experience in implementing QAD
solutions.
Sequeira is certified in Production and Inventory Management from APICS. He holds
a Bachelor’s degree in Computer Science and MBA in technology management.
4
“The Effective Enterprise:
Building for the Future”
SPEAKER BIOS
Speakers
Mark Stewart
Business Development
Manager
Radley Corporation
Backgrounds
For over 27 years, Mark has been involved in the sales and leasing of software,
capital equipment, network infrastructure, and technical services for a variety hightech industries. He has been instrumental in the customer development of Radley’s
Data Collection Solutions for QAD Customers.
Radley Corporation is a global QAD partner who is a leading provider of WorkForce
and SupplyChain Productivity Solutions that include bar-code automated data
collection (ADC) and EDI for industrial manufacturers.
Day 1 – 1:00PM
Pacific
Radley Data Collection – customer case
study with Endologix and their operational
solution.
Guido
Van den Broeck
Director, Product
Development
QAD Inc.
Day 2 – 10:30AM
Baltic
Update on new Manufacturing product
developments
Amy Vasquez
Senior Systems
Architect
Strategic Information
Group
Guido Van den Broeck leads QAD Product Strategies in the areas of manufacturing,
supply chain, quality control and cost accounting. He brings 18 years of experience
with QAD products and implementation services for industries supported by QAD
(Life Science, Industrial, Automotive, F&B and CPG). He is currently leading new
product developments in areas of packaged inventory data collection, item unit
serialization, quality & item attributes as well as cost accounting enhancements.
Guido has a Master degree in Engineering from KU Leuven, Belgium, and an MBA
from ESADE, Spain.
Amy Vasquez, Senior Systems Architect, is one of Strategic’s premier pre-sales
consultants. She has over 20 years of QAD experience as a customer, an
implementation consultant and now as a pre-sales consultant. Her work in
performing QAD demonstrations and helping companies understand how QAD can
impact their organization has resulted in helping Strategic bring over 100 new
customers to QAD in just the past few years.
Day 2 – 10:30AM
Pacific
Running QAD on Your Mobile Device
Tony Winter
Chief Technology
Officer
QAD, Inc.
Day 1 – 1:00PM
Mediterranean
Panel: Strategic Role of the IT Department
through Enhanced Capabilities
Tony J. Winter is responsible for driving the company's long-term technology,
architecture and product release strategies. Winter oversees a global Research &
Development team, manages all technical relationships with QAD global partners,
and innovates on QAD's key technology initiatives, including its mobile computing
and QAD Cloud. Winter has held several key roles in Global Services and QAD R&D,
including creating the Release Foundation Group and earning QAD's highest
technology honor, the Distinguished Engineer.
Winter has more than 15 years software R&D experience and holds a Bachelor of
Science degree in physics and computer science from Staffordshire University in the
United Kingdom.
5