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| Associates of the Balanced Scorecard Institute |
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Howard Rohm, CPT
President & CEO
Howard is a performance management trainer, consultant and technologist with over 40 years experience. Howard has helped dozens of organizations worldwide build balanced scorecard and other performance planning and management systems.
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Larry Halbach
Executive Vice President
Larry is a performance management consultant and technologist who brings a comprehensive set of executive leadership, planning, and implementation skills developed over 25 years to his strategic planning and balanced scorecard development clients.
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Julie McMurray-Paz
Vice President of Administration & Human Capital
Julie has been with the Institute since it was founded in its Cary, North Carolina Headquarters. She manages all business operations, including contract administration, invoicing, event planning, public workshops, client interfacing, sales, customer service, and personnel..
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David Wilsey
Vice President of Marketing & Technology
David's background includes experience in a wide range of fields, including consulting & training, engineering, manufacturing, design, programming, research, education, and multimedia production. David has provided training, consulting & facilitation services for multiple client balanced scorecard development projects.
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Kevin Zemetis, PMP
Vice President of International Operations
Kevin is an expert strategic planning and management instructor, facilitator and consultant focused on structured organizational development. Kevin has led strategic planning and management workshops with numerous public, non-profit and private organizations.
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Gail Perry
Director of Business Development
Gail has wide ranging experience within Big 4, corporate and consulting environments across multiple industries, disciplines and technologies. Gail’s areas of expertise include strategic planning, enterprise resource planning systems, performance management and measurement, and balanced scorecard systems.
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Paul Arveson
Director of Public Training
Paul founded the Balanced Scorecard Institute as a Web site in 1998, and co-founded, along with Howard Rohm, the Institute as a training and consulting business in 2003. Paul is a prolific contributor of online resources and is the lead instructor for the Institute's public workshops.
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Dr. Gardner Shaw
Senior Associate
Gardner is a management consultant and executive trainer who focuses on helping organizations achieve better results. He has over 20 years of experience in management, applied statistics, organizational behavior, training and facilitation, and policy implementation.
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Jeff Brown
Senior Associate
Jeff Brown has extensive experience in comprehensive analysis, hands-on operations management, and implementation of strategic and tactical initiatives for enhanced organizational performance. He has consulted organizations in telecommunications, electronics, manufacturing, food and beverage, banking, and the government.
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Suzy Nisbet, SPHR, CCP
Senior Associate
Suzy has over 22 years of Human Resource Management and Organizational Development experience as a consultant, practitioner, and trainer. With a specialty in compensation planning and programs, she guides organizations in cascading their Balanced Scorecard to the individual performance level.
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Will Kaydos
Senior Associate
Will has been helping organizations improve their performance for thirty years. His experience includes operations management, performance measurement, the balanced scorecard, strategic planning, total quality management, management systems, and Baldrige assessment.
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Kitty McCoy
Senior Associate
Kitty helps companies visualize and execute strategic and performance management systems into day-to-day life. Kitty brings over 25 years of broad experience in radio, television, print media, computer aided design/engineering, information technology, training, and strategy consulting to your project.
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Dr. Sandy McLure
Senior Associate
Sandy is an experienced analyst, evaluator and facilitator, with over 30 years experience working for the multinational corporation, Unilever. He is a Chartered Mechanical Engineer (UK) and fulfilled a wide variety of engineering management positions during his Unilever career in the UK, The Netherlands and Zimbabwe.
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Pamela Schaefer
Senior Associate
Pamela brings over 35 years of experience in health care. She led corporate level strategic planning at MeritCare Health System for over 20 years, facilitating strategic thinking and planning through times of significant change in the organization.
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Carole Lyles-Shaw
Senior Associate
Carole has over twenty-five years experience as a human resources executive and as a consultant in strategic management, leadership and change management. She helps organization members align individual accountabilities with organizational vision and goals and helps executives and managers align individual, team and organizational performance measures.
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Dr. Katherine Fielder
Senior Associate
Katherine Fiedler is an experienced consultant, facilitator and trainer with expertise in performance management, project management, program planning, design, development and evaluation. She has helped organizations in the areas of health, behavioral health, human services, workforce assessment and development and emergency preparedness.
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Dr. Lawrence P. Grayson
Senior Associate
Larry is a former Federal government executive with wide a range of contacts, both nationally and internationally. He has a strong record in organizational leadership, administration, financial management, planning, technology applications, and constituent communications.
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Carole Buncher
Associate
Carole is a skilled and experienced trainer and consultant with the Balanced Scorecard Institute. She delivers training to audiences large and small throughout the US and internationally.
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