Best Practice Profiles and Process Innovations From Leaders in Driving Frontline Performance and Go-to-Market Excellence.

"Competitive Gain in the Demand Chain" aims to overcome multiple points of disruption, distress and deficiency in this critical business process, and in doing so to achieve the creation of value and competitive advantage for any consumer or business marketer.

Advisory Board

Vice President, Marketing and Hospitality Sales
Joe'l Bastien Vice President, Marketing and Hospitality Sales, Arrow Uniform

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Vice President, Marketing and Hospitality Sales

Joe'l Bastien
Vice President, Marketing and Hospitality Sales, Arrow Uniform

Arrow Uniform

Joe’l Bastien is vice president of marketing and hospitality sales for Arrow Uniform.  Arrow is one of the largest family-owned uniform companies in the United States.  Bastien oversees all marketing efforts for the Arrow Uniform brand including brand marketing, brand strategy, communications, digital marketing and new product implementations.

Bastien joined Arrow in 1997.  She has spent the years in various roles including IT and Stockroom. Her role now combines her love for fashion and analytics.  During her tenure, Bastien successfully expanded Arrow’s portfolio of products to include a uniform line catering to the hospitality marketplace.  In 2008, she was promoted to the executive team to oversee the new sales division along with the marketing department, the position she holds today.

Vice President of Marketing
Brent Korte Vice President of Marketing, T. Rowe Price

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Vice President of Marketing

Brent Korte
Vice President of Marketing, T. Rowe Price

T. Rowe Price

Brent Korte is Vice President of Marketing and on the Wealth Management team at T. Rowe Price Investment Services, Inc.  In this role Brent is charged with the development of business strategies as well as marketing and ebusiness with our largest clients.

Brent comes to T. Rowe Price following twelve years of financial services experience in the Bank, Broker/Dealer and Mutual Fund arena with firms such as Washington Mutual and its investment subsidiaries as well as Principal Funds, part of the Principal Financial Group.  Within these firms Brent has focused on Strategic Planning and Marketing Strategy, developing ongoing, sustainable relationships with consumers, financial advisors and large client firms. 

Brent’s background is in the consulting industry where he spent eight years working with small business owners, consulting on transition planning and execution, strategic planning, market development, and exit strategies.

A father of two young children, Brent and his family are dedicated to their community and spend time volunteering at the Living Classrooms Foundation as well as on the Board of Directors of the Creative Alliance.

Brent received both his B.A as well as his M.B.A. from the University of Washington in Seattle.  Brent also holds his series 7 and 24 licenses.   

Director of U.S. Marketing
Terry Boyle McDougall Director of U.S. Marketing, BMO Capital Markets

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Director of U.S. Marketing

Terry Boyle McDougall
Director of U.S. Marketing, BMO Capital Markets

BMO Capital Markets

Since 2005, Terry Boyle McDougall has been Director of U.S. Marketing for BMO Capital Markets, the corporate and investment banking arm of BMO Financial Group (Bank of Montreal). Located in Chicago, she is responsible for strategic marketing and communications, including advertising, media, event and sponsorship management, direct & electronic marketing, and market research. Since 2009, BMO Capital Markets has been recognized for its marketing efforts with awards from the Business Marketing Association Chicago Chapter, Financial Communications Society, the American Business Awards, and the Journal of Financial Advertising & Marketing.

Prior to joining BMO, Terry was with Wachovia for nine years in various B-to-B marketing positions supporting Treasury, Asset Management, Institutional Trust, Retirement Services, culminating in a position as Vice President and Regional Marketing Manager in Wealth Management. In that position, she was responsible for the development of the new Wachovia Wealth Management brand and ad campaign following the company's merger with First Union. The campaign was recognized by the publication Private Asset Management as the best wealth management advertising campaign of 2003.

Terry worked for four years at Marsh McLennan subsidiary Seabury & Smith marketing insurance products to professional associations. She also worked in the business-to-business publishing industry and ran her own graphic design firm for two years.

Terry serves on the board of trustees for the Kohl Children’s Museum in Glenview, Illinois. She has a BA in Economics from the College of William & Mary in Williamsburg, VA, and an MBA from the Smith School of Business at the University of Maryland at College Park.

CMO & Senior Vice President
Paula Puleo CMO & Senior Vice President , Michaels Stores

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CMO & Senior Vice President

Paula Puleo
CMO & Senior Vice President , Michaels Stores

Michaels Stores

Paula Puleo is currently Senior Vice President and CMO for Michaels Stores in Irving Texas.  Prior to joining Michaels, she was an EVP of Strategy and Enablement for Rapp, marketing agency that is part of Omnicom.

In that role, Paula was responsible for the ideation and implementation of customer-centric client solutions that included loyalty programs, multi-channel target marketing, and digital solutions that connect brands with theirs customers in innovative ways.   Paula worked with such clients as Best Buy, Macy’s, H-E-B, Enterprise Car Rental, Hyatt Hotels and Direct Energy.

Prior to RAPP, Paula served as Director of Customer Marketing for Limited Brands. In that role, Paula and her team were responsible for developing
Limited Brands’ Customer Centricity approach to multi-channel marketing, as well as the supporting capabilities and processes.

Paula served for more than four years as a Partner at the Peppers and Rogers, a consultancy focusing on 1to1 marketing. Paula led the development of Peppers and Rogers’ consulting methodology and successfully worked with companies such as Ford, Nordstrom, LifeWay Christian resources, Neiman Marcus, and AMD on developing and executing customer-centric strategies.

Prior to the Peppers & Rogers Group, Paula worked at American Express and The Reader’s Digest on loyalty and direct marketing strategies for Cardmembers and subscribers respectively. 

Paula has an MBA from Pace University and a bachelor’s degree in Mathematics and Computer Science from Manhattanville College.

Vice President and General Manager, Global Marketing and eCommerce
Bernardo de Albergaria Vice President and General Manager, Global Marketing and eCommerce, Citrix

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Vice President and General Manager, Global Marketing and eCommerce

Bernardo de Albergaria
Vice President and General Manager, Global Marketing and eCommerce, Citrix


Bernardo de Albergaria leads Citrix Online's global marketing strategy and execution. He has been with the company since 1999 and was responsible for the development of the powerful eCommerce channel that established Citrix Online's leadership position in remote-access solutions. He has pioneered many of today's best practices in online marketing, including customer acquisition and retention strategies. His team has streamlined the customer buying experience with an easy-to-try-and-buy-online business model. In addition to eCommerce, He oversees global product marketing, Web and customer marketing, corporate communications and creative services. Prior to joining Citrix Online, de Albergaria successfully built and launched new brands, products and services for several high-tech and consumer startups, including Sprint, Infonet and Teletech. He earned his degree in International Studies from The American University.

Alison Heiser Principal, Alison Heiser Associates

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Alison Heiser
Principal, Alison Heiser Associates

Alison Heiser Associates

Alison Heiser is Principal of Alison Heiser Associates, a consultancy that provides strategic marketing capabilities to CEOs and their executive teams.  Alison brings deep experience in developing and leading implementation of corporate and brand marketing strategy that delivers significant bottom-line results across a variety of industries and business situations.  Rooted in classical consumer goods marketing at Procter & Gamble, she is a talented change agent in organizations seeking to improve their customer focus and marketing. 
Alison’s extensive career includes VP of Marketing for Kimberly-Clark’s consumer businesses in North America and Europe,  Chief Customer Officer at Banta Corporation, acquired by RR Donnelley, and VP of Marketing for Groupe Michelin.  She has also worked as a consultant with Accenture, leading marketing and customer strategy client engagements for Fortune 100 companies implementing CEO led enterprise-wide customer transformation initiatives.  Alison earned her MBA from the Kellogg Graduate School of Management at Northwestern University, and her BS in Communications from the University of Illinois at Urbana-Champaign.
Vice President, Sales and Marketing Group & Director, Global Marketing Strategy and Campaigns
Nancy Bhagat Vice President, Sales and Marketing Group & Director, Global Marketing Strategy and Campaigns, Intel

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Vice President, Sales and Marketing Group & Director, Global Marketing Strategy and Campaigns

Nancy Bhagat
Vice President, Sales and Marketing Group & Director, Global Marketing Strategy and Campaigns, Intel


Nancy Bhagat is Vice President of Global Marketing Strategy and Campaigns for Intel Corporation.  She leads a team of strategic marketers that act as the advocate of Intel’s end customers .  The team is responsible for strategic go-to-marketing plans, communications, media strategy and messaging.  In her earlier years at Intel, she pioneered a new open source agency model and drove several digital innovations.

Bhagat’s career spans the breadth of marketing disciplines with emphasis on brand and product strategy as well as digital and integrated marketing.  She has extensive global experience and a passion for innovation and accountability.  Bhagat held several senior roles within the software industry.  She was the Chief Marketing Officer at Macromedia and Computer Associates International (CA).  In addition to her career on the client marketing side, Bhagat spent several years in senior, global positions at advertising agencies such J. Walter Thompson.

Bhagat holds a bachelor’s degree with a double major in Business Administration and Political Science from Gettysburg College.  She is a frequent speaker at industry events and conferences, and participates on various marketing councils.

Tony Pace CMO & SVP, Subway Franchisee Advertising Fund Trust (SFAFT)

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Tony Pace
CMO & SVP, Subway Franchisee Advertising Fund Trust (SFAFT)

Subway Franchisee Advertising Fund Trust (SFAFT)

As Senior Vice President and Chief Marketing Officer of the SUBWAY® Franchisee Advertising Fund Trust (SFAFT), Tony develops integrated marketing and advertising programs to drive profitable sales in Subway restaurants around the world. Under his marketing leadership, the SUBWAY® brand has ascended in consumer ratings (Named #1 QSR on Millward Brown’s BrandZTM Top 10 List for Brand Momentum. Named #2 overall above brands like APPLE and WAL-MART) and is a top performer in terms of sales and traffic growth. The SUBWAY® chain is now the #2 QSR in total sales in the U.S. behind McDonald’s – moving up from #5 just three years ago - and dominated the category with over 17% growth in 2008, vs. industry average of 2.7%.

Tony has been the architect of highly visible and successful SUBWAY® marketing programs including:  $5 FOOTLONGS, SUBWAY FRESH FIT®, Jared’s 10th Anniversary and SCRABBLE® AT SUBWAY®--now in its third year.  These programs have been ground-breaking in the QSR industry. In fact, Advertising Age magazine noted that the $5 FOOTLONG, which has over 95% consumer awareness, has become the yardstick for fast-food meal deals.  The $5 FOOTLONG is a success that has been imitated, but not yet duplicated, in the QSR category.

Since Tony arrived at SFAFT, he has increased national advertising from 33 to 52 weeks a year and added a digital marketing team to help take the brand to a whole new level.  In addition, he orchestrated groundbreaking branded integrations on hit shows like The Biggest Loser and Chuck on NBC.  Thanks to the seamless nature of these integrations, viewers have been left with a more favorable opinion of the SUBWAY® brand. However, it’s not just consumers who have a more favorable opinion of the brand; industry insiders point to it as a success story:

Earned the #1 Brand Equity score in the restaurant industry in the Harris Interactive Equitrend Brand Equity Study.#1 in ZAGAT’s Survey for Most Popular, Healthy Options, and Top Service for QSRs Designated #1 QSR by Phoenix Marketing International Audit -- earning the highest marks for brand leading indicators, advertising performance, consumer perceptions and visitation behavior. #1 among the “Marketing Giants,” is how QSR Magazine identified SUBWAY® spokesman Jared Fogle. It said, “Can you envision a campaign so simple and universally resonant that it still works for you 10 years down the road?  Just don’t say it can’t be done.”  Young & Rubicam’s Brand Asset Valuator named SUBWAY® along with iPod, Google and Target, as one of the top brands in terms of “Brand Energy.”

After earning his undergraduate degree from Notre Dame, and his MBA from the Wharton School of Business, Tony began his career at the international advertising firm of Young & Rubicam (Y&R).  He worked on many high-profile accounts including DASH laundry detergent (Proctor & Gamble), TANG (General Foods),  THOMAS’ English Muffins and KENTUCKY FRIED CHICKEN. He led the campaign to change the company name to KFC in recognition of shifting consumer attitudes towards food and health and using the music of Ray Charles to get consumers to cross the road to KFC.  Tony was also responsible for the firm landing several prestigious accounts including TWA, Union Carbide (PRESTONE, SIMONIZE AND STP), and AMERICAN GREETINGS.  During his 10 years at Y&R, Tony served as   Associate Director of Marketing before he became one of the youngest vice presidents in the company’s history.  He also spent time gaining valuable marketing expertise during his tenure at Y&R subsidiary companies Wunderman, the original direct marketing agency, and the global public relations and communications firm Burson-Marsteller.

When Tony joined McCannErickson Worldwide in 1991 he worked on the "Always" campaign for COCA-COLA and helped the firm create an integrated marketing plan for COKE at the 2002 Winter Olympics. He also developed proximity and immediacy marketing programs to drive beverage sales in the QSR industry so he has seen beverage marketing from both the beverage and restaurant sides of the business.  Tony also spent two years leading McCann Event Marketing, which he helped turn into Momentum—one of the top promotion agencies today.  While there Tony orchestrated the 1996 Olympic Torch Relay through the United States. 

During his time with McCann, Tony was integral to the development of many successful advertising campaigns for the firm including the David Spade "No" campaign (CAPITAL ONE BANK) and "The Whopper Says" (BURGER KING).

While leading McCann’s agencies in the Southwest (Houston, Dallas, Austin and New Orleans) his accounts included EXXON, TEXAS INSTRUMENTS, CHASE BANK, SIX FLAGS and State of Texas Tourism Division.

Ph D. Student
Kimberly Whitler Ph D. Student, Kelley School of Business

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Ph D. Student

Kimberly Whitler
Ph D. Student, Kelley School of Business

Kelley School of Business

Kimberly A. Whitler is currently a doctoral student at Indiana University, studying marketing strategy issues.  She is a co-author on several articles and research projects focusing on CMO and executive marketing issues.

Prior to this, Ms. Whitler spent over 18 years in Senior Marketing and General Management positions and has a track record of growing revenue and profitability behind focused business leadership and innovative marketing programs.  She has helped create several programs that have won industry and national recognition, including:  the DMA’s Tempo Award, an Effie, and Procter and Gamble’s Goldstein award. 

With a broad experience base, Ms. Whitler has served in executive positions within the Consumer Packaged Goods and Retailing industries, having worked both in the U.S. and abroad.  She spent most of her career in brand management at Procter and Gamble, building brands like Tide, Zest, Era, Safeguard, Bounce, and Downy.  More recently, she has served as the CMO / SVP of David’s Bridal, the country’s leading bridal apparel retailer, the CMO / SVP of Beazer Homes, a top 10 homebuilder, and as an officer at PETsMART, heading up the strategic marketing division and driving the company’s re-branding effort.

Ms. Whitler attended the U.S. Air Force Academy and received a Bachelor of Arts in Psychology and Business Administration from Eureka College.  She also earned an MBA from the University of Arizona, receiving the George H. Brown Outstanding Marketing Scholar Award.  She has a personal passion for education, having served on the Board of Trustees for Eureka College, leading development of the PETsMART Distinguished Chair in Retailing at the University of Arizona, and serving as a regular guest lecturer at a variety of colleges.

Robert Solomon CMO & SVP, Outrigger Enterprises Group

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Robert Solomon
CMO & SVP, Outrigger Enterprises Group

Outrigger Enterprises Group

Robert L. Solomon is Senior Vice President and Chief Marketing Officer for Outrigger Enterprises Group, one of the largest and fastest growing privately-held leisure lodging and hospitality companies in the Asia-Pacific and Oceania regions. In his position, Mr. Solomon is responsible for the privately held company's marketing, sales and distribution efforts around the world, including brand management, advertising, public relations, market research and e-commerce. He also oversees Outrigger's global reservations network and the marketing of Outrigger's hotel and resort portfolio in the Hawaiian Islands, the South Pacific and Asia.

Under Mr. Solomon’s leadership, Outrigger has been recognized by the American Marketing Association as Hawaii’s Marketer of the Year. The Hospitality Sales and Marketing Association International counted Mr. Solomon as one of the twenty-five most extraordinary minds in marketing, and Travel Weekly called him one of the thirty-three most influential people in the travel industry.

Mr. Solomon has long been active in destination marketing and has served on the research and marketing committees of the Hawaii Visitors & Conventions Bureau and the Board of Directors of the Oahu Visitors Bureau. He is currently a member of the bilateral Japan-Hawaii Tourism Council and the CMO Council.

Mr. Solomon holds Masters Degrees from Princeton and Yale universities in the fields of public and international affairs and Southeast Asia studies.

Vice President, Global Advertising and eBusiness
Jack Haber Vice President, Global Advertising and eBusiness, Colgate

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Vice President, Global Advertising and eBusiness

Jack Haber
Vice President, Global Advertising and eBusiness, Colgate


Jack Haber is Vice President, Global Advertising and eBusiness. Jack leads all of Colgate’s Advertising and Integrated Marketing Communications around the world. In addition, he leads all Colgate eBusiness efforts with a focus on integrating digital marketing fully within Colgate’s Integrated Marketing Communications.

Most recently, Jack was Vice President, eBusiness where he led all of Colgate’s efforts in using the Internet to drive business results, connect with consumers, and expand the use of Internet technologies.

Jack joined Colgate in Corporate New Ventures & Acquisitions. He then progressed through a number of positions with increasing responsibility in Colgate U.S. in Oral Care, Personal Care and New Products. Jack was Marketing Director C-P Spain and then returned to New York as Director, Global Oral Care, where he led the development and global launch of Colgate Total.

In 1995, Jack rejoined Colgate U.S. as General Manager, Oral Care and was named Vice President in 1997. There he oversaw the Colgate Oral Care business including much new product activity that culminated with the launch of Colgate Total.

Prior to joining Colgate, Jack spent six years in advertising, working at FCB Advertising and at Ted Bates Advertising, where he started as a media planner on Colgate toothpaste

Susan Lintonsmith CMO, Red Robin

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Susan Lintonsmith
CMO, Red Robin

Red Robin

Susan Lintonsmith joined Red Robin as Chief Marketing Officer in April 2007 and is responsible for Strategic Planning, Marketing, Research, New Product and Menu Development, Communications/PR and Guest Relations.  Red Robin has system sales of nearly $1.2 billion with over 445 restaurants in North America.

Prior to joining Red Robin, Susan was Vice President and General Manager on Horizon Organic Dairy for WhiteWave Foods for two years.  Previous to that, she served as Vice President of Global Marketing with Western Union for four years, spent over five years with the Coca-Cola Company and seven years with Pizza Hut, Inc. 

She received her Bachelor’s of Business Administration from the University of Notre Dame and her MBA in Marketing and Finance from Indiana University. 

Susan currently lives in Denver with her husband Chris and her two sons.

Vice President Americas Marketing
Tim Palmer Vice President Americas Marketing, Eastman Kodak Company

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Vice President Americas Marketing

Tim Palmer
Vice President Americas Marketing, Eastman Kodak Company

Eastman Kodak Company

Tim has led Kodak’s Americas Marketing team since 2007.  He is responsible for consumer and commercial product lines.  Consumer products range from Digital Cameras and Digital Picture Frames to Retail Picture Kiosks and Consumer Inkjet Printers.  For commercial printers, Kodak markets printing plates, inkjet and electro-photographic presses, workflow software and a wide range of services.  From 1988 to 2000, Tim was a member of Polaroid Corporation where, in 1999, he was elected Corporate Vice President and General Manager of the Consumer and Business Imaging Group.  After graduating from Harvard University, Tim landed his first assignment in sales at Procter & Gamble.  Following that, he jumped to Pepsi USA where he was a Brand Manager.  Tim also led marketing and sales at two start-ups and an industry research firm.  Tim lives in Atlanta with his wife of 24 years, a high school graduate, a middle schooler, and their dog and cat.

Marketing Executive
Ralph Schwartz Marketing Executive , Potandon Produce LLC

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Marketing Executive

Ralph Schwartz
Marketing Executive , Potandon Produce LLC

Potandon Produce LLC

Ralph Schwartz has extensive knowledge of the produce business from the retail level to grower/shipper level, with a primary focus currently on the fresh potato and onion segment. His formal education focus was in marketing, analysis, and forecasting. Ralph has 14 years of purchasing experience and over 15 years of perishable category management work. Ralph's specialities are: Vendor Managed Replenishment, Category Management, high-volume purchasing agent for all fresh produce commodities, retail departmental and store management experience, private label packaging development, extensive computer skills to include social and web-based marketing development.

Sr. Vice President, Facial Aesthetics
Bob Rhatigan Sr. Vice President, Facial Aesthetics, Allergan Medical

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Sr. Vice President, Facial Aesthetics

Bob Rhatigan
Sr. Vice President, Facial Aesthetics, Allergan Medical

Allergan Medical

Bob Rhatigan has been with Allergan for fourteen years and is currently Sr. Vice President, Facial Aesthetics.  Bob has led the U.S. Facial Aesthetics sales and marketing teams since their inception in December 2001.  Over the past eight years Bob has helped turn BOTOX® Cosmetic into a cultural icon and household name and led the successful launches of Allergan’s newest medical aesthetic products, including Juvéderm® and Latisse®.  He also played a key role in the acquisition of Inamed in 2006.

In addition to his experience in Facial Aesthetics, Bob has extensive leadership and product launch experience across several Allergan businesses, including Eye Care, Neurosciences and Medical Dermatology.

 Bob attended the University of California at Santa Barbara.  Upon graduation he joined Procter and Gamble where he held a variety of positions in sales, sales management and marketing over nine years prior to joining Allergan.


Inventory management will probably be the biggest challenge facing discretionary-focused retailers for the next few years.
Effective inventory management and improved store-level performance have helped the company sustain the downturn and achieve improved sales and profit.