SBI's Client Advisory Board
Invitation-only peer groups that explore emerging best practices and guide SBI’s strategy and research

Chief Executive Officers

SBI’s CEO Board lies at the pinnacle of SBI’s Executive Programs.  A key component of SBI’s Research Institute, this exclusive group exists to serve CEOs and enhance SBI’s CEO Practice.  Members must be qualified by a selection committee and receive a personal invitation from SBI CEO Matt Sharrers.

Sid Nair | CEO | Affinitiv


Currently Sid is the CEO and Board Member at Affinitiv Inc. the largest provider of fully integrated data-driven software and digital marketing solutions around Conversion, Experience & Retention for the automotive customer lifecycle. He leads a team of automotive software and digital marketing specialists that are delighting 6500+ car dealerships and almost every auto OEM, everyday.


John Wilson | CEO | WilsonHCG


John Wilson is the CEO of WilsonHCG, an award-winning leader in total talent solutions with a global footprint that spans six continents and more than 65 countries. He founded the business in Tampa in 2002 and his hands-on leadership has been instrumental in driving its strategic growth. WilsonHCG is now a trusted talent partner for some of the world’s most admired global brands. John is redefining the total talent model through WilsonHCG’s TALENT.™ approach, which focuses on improving companies’ bottom line through a full suite of total talent services, including recruitment process outsourcing (RPO), executive search, contingent workforce solutions, and talent consulting.


Alex Shootman | President & CEO | Workfront


As President and CEO of Workfront, Alex drives the overall strategy, vision, and execution of the company, ensuring that Workfront is a dedicated partner in helping its customers transform the work experience. Shootman brings more than 25 years of experience in all areas of revenue and profit generation for technology organizations, with significant experience leading SaaS-based companies. Prior to joining Workfront, Alex was President of Apptio, where he was responsible for the company’s integrated sales and services functions globally.


Chris Michalak | CEO & Board Director | Alight


Chris Michalak is a growth-oriented, visionary executive with a proven track record of exceptional performance in both public and private businesses. He brings extensive expertise in business transformation, turnarounds, P&L management, strategy development, cost restructuring, operations, mergers & acquisitions, carve-outs, IPO leadership and global partnership development/management. Most recently, Chris was Chief Executive Officer and Director of Alight, a privately held information technology and services company providing human capital solutions to more than 3,250 clients, including 50% of the Fortune 500.


Jeff Ray | CEO | Brightcove


Jeff Ray brings a decades-long track record of technology leadership and accomplishments as a CEO and senior executive. He has excelled in executive leadership roles at multiple enterprise technology companies of scale, including Ellucian, Ventyx (acquired by ABB), DS SolidWorks, Progress Software, Compuware, and IBM. Jeff has demonstrated an ability to enhance go-to-market strategies, scale enterprises, and expand business opportunities at global technology companies. Jeff earned his Bachelor of Science in Economics from Texas A&M University.


James Saoulli | CEO | Rullion


Since the beginning of 2017, Rullion has been under fresh leadership as James Saoulli is appointed as CEO, bringing a different approach to the UK based recruitment company. Building upon Rullion’s already successful 40 year history, James’ ambition is to anticipate the future of recruitment and to be involved in its creation, ensuring longevity for the company that extends far beyond the next generation.


Dennis Cooke | President & CEO | Transforce Group


Dennis is President and CEO of TransForce Group. Previously, as President, Fleet Management Solutions (FMS), a multi-billion-dollar division of Ryder System, Inc., he transformed a no-growth business into a growth-oriented, innovative, and agile organization. He revitalized FMS by establishing a collaborative culture with an incentive structure tied to cross-functional team performance, creating an agile and innovative product development organization, reorganizing the sales organization and training process, and enhancing customer satisfaction. Dennis has experience as a leader across three industries (Healthcare, Security, Transportation and Logistics).


John Castleman | CEO | Mobiquity


Castleman joins Mobiquity with over 20 years of experience in the software development and software services industries. Most recently he served as President and CEO of Alliance Global Services Inc., a leading provider of product development services to enterprise clients with operations in the United States and India. Alliance Global Services was acquired by EPAM Systems, Inc. in November 2015.


Bill Premier | President & CEO | Hyland


Bill joined Hyland in 1997 as vice president of marketing. He became vice president of sales and marketing in 2001, chief operating officer in 2005, and CEO in January 2013. Prior to joining Hyland, Bill worked at FedEx Corporation and at AST Research, a personal computer manufacturer. Bill received a master’s degree in marketing from Northwestern University and undergraduate degrees from Boston College. He was born and raised in Northeast Ohio. While he has lived elsewhere and travels extensively, he is happy and proud to call the Cleveland area home.


Sue Marks | Founder and CEO | Cielo


Sue Marks is the CEO of Cielo, the world’s leading pure-play provider of technology-enabled Recruitment Process Outsourcing (RPO) solutions. Sue’s visionary thinking, creative problem solving and ability to motivate and inspire people are the foundation of Cielo’s corporate culture and client relationships. She is widely recognized as one of the key founders of, and a pioneer in, the RPO industry. Since its inception, she has been an annual member of the HRO Today HR Outsourcing Superstar listing, and was recognized as Ernst & Young’s Entrepreneur of the Year in the service business category. She is the winner of the Marquette University College of Business Administration’s Alumni Award for Entrepreneurship and a three-time winner of both the Working Woman 500 designation and the Future 50 of Wisconsin. Sue earned her Bachelor of Science in business administration from Marquette University and is an annual participant in YPOWPO’s prestigious executive education program at Harvard Business School.


Sudhakar Ramakrishna | CEO | PulseSecure


Sudhakar Ramakrishna is CEO of Pulse Secure where he oversees all aspects of business strategy and execution. With nearly 25 years of experience across the cloud, mobility, networking, security and collaboration markets, Sudhakar joined Pulse Secure from Citrix. At Citrix, Sudhakar served as the senior vice president and general manager for the Enterprise and Service Provider Division, where he had profit and loss responsibility for approximately a $2.5 billion portfolio of virtualization, cloud networking, mobile platforms and cloud services solutions. Before Citrix, he was at Polycom and was president of products and services. Sudhakar has also held senior leadership roles at Motorola, 3COM and US Robotics and brings significant experience in strategic planning and execution, organization development, and incubating and scaling new businesses to Pulse Secure. Sudhakar earned his master’s degree in Computer Science from Kansas State, and an MBA from Northwestern University’s Kellogg School of Management. Sudhakar is a member of the board of directors at Health iPass. He has significant experience as a board member and advisor of Public and Private companies.


Dan Streetman | CEO | TIBCO Software


Dan Streetman is the Chief Executive Officer of TIBCO. Dan is an expert at leveraging real-time data to enable faster, smarter decisions. Prior to leading TIBCO, Dan helped propel significant data-driven transformations, most recently at BMC, Salesforce, and He is a strong advocate for creating cultures of collaboration, and he honed his leadership skills as a U.S. Army officer, serving in combat operations and receiving decorations including the Bronze Star. He actively advocates for veterans and serves on several non-profit boards supporting education and employment. Dan is a distinguished graduate of the U.S. Military Academy at West Point and earned an MBA at Harvard Business School.


Steve Daly | CEO | Instructure


Standing at Instructure’s helm is CEO, Steve Daly, who has more than 25 years of experience in technology. Steve has spent his career building businesses organically and through more than 20 acquisitions. He was the CEO at LANDESK/Ivanti for 13 years prior to coming to Instructure. Prior to that, he was SVP of Corporate Strategy at Avocent, which had acquired his startup, Soronti. He started his tech career with a 10 year stint at Intel.


Kevin Boyce | CEO | Higher Logic


Kevin has more than 20 years of experience as a technology executive working to drive success for public and private sector customers around the globe. Previously, he was the Chief Operating Officer at Ellucian where he led the global services, customer success, cloud, and enterprise project management teams, as well as Ellucian’s global partnerships and corporate development activities. In 2010 and 2016, the Northern Virginia Technology Council of Greater Washington DC named Kevin the Private Company Chief Financial Officer of the Year, and in 2015 he was named a Trending 40: Top Tech Chief Financial Officer by Bisnow. He holds a degree from the McIntire School of Commerce at the University of Virginia.


Louis Summe | CEO | LiveVox


Louis has dedicated over 25 years to developing innovative communications platforms. His passion to drive effective customer engagement forms the basis for our company vision and influences the ongoing evolution of the contact center industry.


Manny Guzman | CEO | Chemical Abstracts Service


Manuel Guzman received a BS and an MBA in Finance from Seton Hall University. Before being named President of CAS, he was the Executive Vice President of Learning, Research Solutions & International for Cengage Learning, responsible for a $2B product development operation including strategy, content, development and product/platform technology along with leading the company’s international operations. He has held various executive positions within the information industry including President of Thomson Learning, Career & Professional Group.


Mike Lipps | CEO | Intelerad


With over 20 years of software industry experience at companies such as Intuit and LexisNexis, Lipps has a proven track record of driving transformative growth. Previously, as CEO of global enterprise software provider insightsoftware, Lipps led the company through 14 acquisitions and over 400% growth in two years. Lipps, based in Raleigh, NC, will lead the opening of a new US office for Intelerad, focused on expanding market penetration and coverage in the region.


“One of the great side benefits to the advisory board is making new connections.  I have found a new peer advisor as a result of participating in the board.”


Presidents and Chief Commercial Officers

SBI’s President and Chief Commercial Officer Board brings together industry leaders to shape the future of B2B go-to-market strategies and discover new ways to grow revenues faster than the industry and competition. This exclusive board invites a small group of participants who are on the fast track towards CEO positions.

Steve Blum | SVP Worldwide Field Operations | Autodesk


Since joining Autodesk in 2003, Steve has led the field organization through the company’s business model transition, introduced Named Account programs worldwide, implemented a new partner channel framework, and established the company’s first Customer Success organization. In Steve’s 30-year technology career he has held leadership positions with Parago, Inc, Mentor Graphics, Advanced Micro Devices and NCR Corporation.


Chris Perry | President and CRO | Broadridge


Chris was appointed President of Broadridge in March 2020. Chris leads Broadridge’s top clients and partners, overseeing Broadridge International, and coordinating Broadridge’s overall growth strategy. He joined Broadridge in 2014 after more than 25 years in banking, brokerage and financial information services. Most recently, he was Global Managing Director of Risk for the Financial & Risk division of Thomson Reuters. Over the previous 14 years, Chris held numerous roles at Thomson Reuters and its predecessor, Thomson Financial. Chris currently serves on the Board of the Financial Services Institute.


Stephen Mohan | EVP Business Solutions | Office Depot


Mohan is responsible for accelerating growth of B2B sales across all customer segments and vertical markets. Additionally, he provides day-to-day leadership and management to the contract sales function and helps develop and implement short- and long-term initiatives that accelerate business results for BSD. Previously, he served as executive vice president and chief sales officer at Clean Harbors and senior vice president, field sales for Republic Services.


Jon Hunter | CRO | Micro Focus


As Chief Revenue Officer, Hunter leads all revenue functions to drive end-to-end customer success, bringing together all teams responsible for the lifecycle of a customer relationship. Bring capabilities to market that serve the customers’ needs around key areas like cloud and security in mission-critical environments to help enable their digital transformation. Leadership team functions include global sales across all product lines and routes to market, presales, services, support and sales operations.


Vince Lombardo | President | Heartland Payment Systems


Vince oversees one of the largest merchant service providers in the U.S. with over 3,500 employees and 500,000 customers resulting in over $3.5B in revenue. Vince is responsible for the full P&L of the U.S. business including strategy, revenue, distribution, product & marketing, operations, IT development, business intelligence, and most importantly their award-winning culture.


Rob Hornish | SVP America’s | McAfee


Rob has built a strong brand for leading America’s sales, customer success and services teams of over 350 people. Rob has a proven track record of building and developing top performing teams. In his career, Rob served at Cisco Systems for 12 years in various management roles. His primary focus there was driving Cisco’s routing business revenues with SBC and AT&T. Rob also served in sales development, inside sales, and account executive roles at Cabletron Systems.


Jeff Lautenbach | President Global Field Operations | Cornerstone OnDemand


Jeff brings more than 25 years of experience in building and transforming cloud and SaaS businesses to scale and leading direct and indirect teams. Most recently, Jeff served as president of worldwide field operations at Jive Software, where he led the company’s sales, business development and indirect channels around the globe. His extensive background also includes running enterprise commercial sales for North America at, serving as Chief Revenue Officer for, as well as leading the global CRM business for SAP.


Scott Genereux | CRO & EVP Worldwide Field Operations | Veritas Technologies


Genereux is a cloud pioneer with more than 20 years of global experience leading sales across a wide array of industry-leading technology companies. He joined Veritas from Oracle, where he was senior vice president of the company’s Cloud Converged Infrastructure Group and played a key role in helping customers increase productivity and decrease costs across hybrid cloud environments. In that role, Genereux was responsible for customer facing sales, business development, systems engineering, channels and operations.


“Thank you for enabling me to participate in the SBI Advisory Board.  I truly enjoyed the conversation and most certainly came away with new and renewed perspectives on how my ELT approaches planning, strategy, execution, and structure.  Thanks for the great dialogue.”


Chief Revenue Officers and Sales Leaders

The Sales Leader Client Advisory Board is comprised of market-leading CROs and CSOs who accelerate in their industry. This notable list of sales leaders helps shape the evolution of best practices that influence the future direction of SBI’s business strategy.

Debra Walton | CRO | Refinitiv


Debra is a dynamic leader who uses her unique background at the firm to lead all sales, relationship management, strategic partnerships and market development activities for Refinitiv. Her prior senior executive positions across product development, content development, and marketing give her a holistic insight of the needs of the world’s largest financial institutions. She uses this knowledge to enable her team, spanning 65 countries, to help clients solve their most pressing problems through Refinitiv’s world-class data analytics and workflow solutions.


Frank Maylett | CRO | Instructure


As chief revenue officer, Frank is responsible for building a strong, unified sales and marketing culture, overseeing sales and marketing budget development, streamlining marketing programs, and maximizing potential sales volume across regions at Instructure.


Frank brings to this role more than 20 years of experience in leading, selling, and expanding software service organizations. Prior to Instructure, he was the CEO of RizePoint and, prior to that, the executive vice president for global sales, services, and alliances at Workfront. Frank was named CEO of the Year by Utah Business magazine in 2017 and CEO of the Year by the Utah Technology Council in 2016. He also won a Stevie for Executive of the Year in the 2017 American Business Awards.


Steve King | EVP & CRO | Hexagon PPM


Steve King is an accomplished sales and services leader who currently serves as Executive Vice President and Chief Revenue Officer for Hexagon PPM where he has global responsibility for sales, sales strategy, management, operations and enablement, global services, customer success management, strategic go-to-market growth initiatives and strategic account management. He is also chartered with defining and evolving Hexagon PPM’s sales and services transformation roadmap to enable double-digit annual revenue growth through entry into new markets, sales of new products and an evolved customer engagement model.


Chris Jones | CRO | BetterCloud


Chris brings more than 20 years of experience leading sales at high-growth software companies. He joins BetterCloud from BeyondTrust, a leading privileged access management company, where he served as CRO and played a key role in the successful integration of three acquisitions. Prior to that, he served as Senior Vice President of global sales at PROS, the leading AI SaaS company whose solutions optimize selling in the digital economy, and played a key role in tripling revenues during his tenure.


Carl Cross | EVP of Sales | Workfront


As Executive Vice President of Sales for Workfront, Carl is responsible for worldwide account management and revenue growth.


Carl has over 20 years of global sales leadership experience, growing great teams, and building and executing long-term business strategies that lead to company growth and customer satisfaction. Prior to Workfront, Carl was the senior vice president of worldwide sales at AppSense and has held leadership and executive management roles at HP Enterprise Security, BMC Software, SAP, and PeopleSoft.


Mike Jerich | CRO | ServiceMax


Mike Jerich is the Chief Revenue Officer at ServiceMax. In this role, Mike leads all revenue functions of ServiceMax, including direct sales, inside sales, customer account management, solutions consulting and channel partnerships.


Mike is a seasoned, results-driven sales leader who formerly served as the Chief Revenue Officer at FinancialForce, a leading ERP and PSA (professional services automation) software company and Salesforce ecosystem partner. Prior to FinancialForce, Mike served as the Global Head of Sales and Marketing at IPC Systems and Chief Commercial Officer at IntelePeer.


Ed McQuiston | EVP and Chief Commercial Officer | Hyland


Ed joined Hyland in 2001 as the Director of Healthcare Solutions, founding Hyland’s first vertical practice. In 2012, Ed was promoted to the role of Vice President of Global Sales. In 2016, Ed was named Senior Vice President of Global Sales & Marketing with responsibility for aligning those areas in support of Hyland’s global expansion. In 2017, Ed became Hyland’s Executive Vice President & Chief Commercial Officer. His tenure at Hyland and extensive knowledge of the Hyland platform helps support and expand Hyland’s strategic initiatives.


Dorean Kass | EVP and CSO | Neustar


Dorean is the Executive Vice President of Sales. In this role, he oversees global field sales, account management, sales engineering, lead generation and sales operations with a focus on helping clients succeed by solving their most critical challenges.


Dorean has a proven track record in information services, having spent the past 12 years at Neustar leading sales across a variety of business units including marketing analytics, risk, and security. Prior to Neustar, he spent six years in the technology consulting and software space.


JD Miller | CRO | Motus


JD is responsible for all revenue and business development functions at Motus. He leads the sales, marketing and enterprise account management functions to achieve the company’s growth goals and ensure Motus customers are set up for success.


Mitch Rowe | CRO | LogRhythm


Mitch is a proven worldwide sales leader with over 22 years of leading enterprise software sales teams to greatness. Prior to his role of CRO at LogRhythm, his most recent role was CRO of Ivanti. Other roles include EVP Worldwide Sales at LANDESK, a Thoma Bravo company, SVP Sales at Pitney Bowes Software Solutions, VP and GM of EAM Business Unit at Infor Global Solutions, VP of Worldwide Software Sales at Applied Materials, VP Worldwide Sales at Brooks Software/Brooks Automation, VP of Sales Engineering at Brooks Automation.


Jack Molloy | EVP, Products & WW Sales | Motorola Solutions


Jack leads sales, regional marketing and deployment services for the Motorola Solutions’ products and solutions around the world. Molloy held multiple leadership positions of increasing responsibility during his multi-decade career with the company. He led sales and deployment services for North America and Latin America, Motorola’s North America energy business and North America transportation and logistics business.


Craig Stephens | CCO & SVP Sales & Marketing | Chemical Abstracts Service


Craig has spent the last 25 years as the sales leader for Chemical Abstract Services, a global organization with a proven history of leveraging scientific information to empower discovery and tackle tough business challenges. He works closely with the CEO and executive team to improve growth trajectories and innovate the customer experience. Craig recently aligned the global sales and marketing organizations focusing on Customer Success.


Bill Quinn | COO, Global Sales Strategy & Operations, Head of N.A. Financial Services Sales | Broadridge


Bill is a seasoned financial services sales executive responsible for Global Sales Strategy & Operations. Bill maintains COO responsibilities for Broadridge’s global GTM organization, owns the number for growing revenue across the full portfolio of Broadridge products/services, and manages all aspects of the N.A. sales team. Bill quickly moved up the ranks of ADP and Fidelity.


Scott Peterson | SVP, Americas | Mitel


Scott leads Mitel’s go-to-market strategy and execution for North and South America, including sales and sales engineering, along with Mitel’s reseller, service provider, distribution and master agent channels. Scott has led successful teams across more than 25 countries and a variety of vertical practices. Prior to Mitel and consulting work, Scott held multiple executive positions at Verizon in a 15-year span.


“I love when I can get some time to be exposed to new ideas, and always walk away from SBI with a big burst of creativity.”




SBI Executive Programs


This program provides ongoing access to our emerging best practice discussions, exclusive opportunities, including SBI TV guest appearances, invitations to advisory meetings, connections to a network of industry peers, and more.


If you would like to learn more about the Client Advisory Board and other Executive Programs, please contact Melissa Valdez for more information.