Our leadership team is merely part of the extraordinary 250+ Cicero Group team. Our skill sets are broad and our experience is deep, allowing us to bring a breadth and depth of capabilities to all of our client engagements.
Dr. Trent Kaufman is the Chief Executive Officer of Cicero Group. In 2006, he sold to Cicero the education transformation firm he had founded five years earlier. Today, that company, Education Direction (www.eddirection.com) is a wholly-owned subsidiary of Cicero’s and works with over a thousand schools around the world to measurably improve student learning. Dr. Kaufman is respected globally for developing sophisticated systems to enable the use of performance data to maximize individual and team performance at organizations of varied purpose and form. He is a leading author of two best-selling books surrounding organizational transformation. Prior to becoming a leading thinker in organizational design and transformation, Dr. Kaufman’s first “career” was in public education. He began as a social studies teacher in Washington D.C. before becoming a high school principal in the Bay Area of California. Trent received a bachelor’s degree in Social Science, with an emphasis in Economics from Brigham Young University. He earned a master’s degree in Education and Leadership from the University of California, Berkeley. Trent earned a master’s degree in Policy Management and a doctorate in Performance Management from Harvard University.
- Founder, Education Direction
- Research Fellow, Harvard University
- Harvard University, PhD, MS
- UC Berkeley, MS
- Brigham Young University, BS Social Science
Randy Shumway founded the Cicero Group in 2001 with four people working out of a basement. At the beginning of 2017, when Randy stepped down as CEO, Cicero had grown to over 350 professionals with offices crossing the United States. In 2016, Randy was awarded Utah’s Lifetime Achievement award and was named CEO of the Year in recognition of his professional accomplishments. Randy’s vision in founding Cicero was to deliver more than mere strategic recommendations to organizations but to actually roll-up sleeves and help organizations effectively execute the ideas. During his more than 16 years at Cicero, Randy has led multiple transformation and change management engagements for Fortune 1000 clients in such sectors as High Tech, Telecommunications, Life Sciences, Manufacturing, Financial Services, Consumer Products, and Education. Having stepped down as CEO, Randy today leads the Change Management and Transformation practice at Cicero as well as the firm’s private equity subsidiary. Randy is on the corporate board of Snowhite and of Angoss Software (TSX: ANC). He serves on two state-appointed boards – the state’s Economic Council and its Education Commission. Randy serves on multiple volunteer boards such as Southern Utah University, Utah’s Employment Taskforce, Boy Scouts of America Great Salt Lake Council, and EducationFirst. He is a prolific author in the Deseret News and in Forbes regarding effective education and economic public policy. Prior to starting Cicero, Randy was the Executive Vice President and Managing Partner at Answerthink. He started his career at Bain & Company. Randy obtained his MBA from Harvard Business School, graduating with highest academic honors (Baker Scholar).
- Executive Vice President and Managing Partner, Answerthink
- Associate, Bain & Company
- Market Manager, Dow Chemical
- Harvard Business School, MBA, highest academic honors
Lawrence has spent the last decade helping to build the Cicero Group's analytics practice. He has experience helping Fortune 500 firms solve real business challenges with data, including attrition, segmentation, sales prioritization, pricing, and customer satisfaction. He also leads the firm in predictive analytics and Big Data related engagements.
- Lead Business Consultant at Morris Murdock
- Senior Research Analyst at Bassett
- Northwestern University, MS; Westminster College, MBA; Brigham Young University, BA
Aaron leads an expansive array of large-scale engagements for Cicero clients across a range of industries and sectors, including higher education, healthcare, retail, and technology. Aaron has taught undergraduate and graduate courses on organizational design and effectiveness, resource strategy, and leadership.
- Lead Organizational Consultant and Principal Policy Analyst, University of California, Berkeley
- Associate Director and Program Chair, Utah State University
- Harvard University, MEd; Cornell University, MPA
At Cicero Group, Allison works directly with education leaders to improve teaching and learning at scale. Allison has experience in K-12 public education as a Teacher, Reading Specialist, and Program Director. This experience gives her a unique perspective when working with schools and districts across the country. Allison chaired Harvard Graduate School of Education’s Language and Literacy student organization and serves as a member of the Read Today Advisory Board.
- Teacher and Reading Specialist
- Curriculum Writer and Program Director
- Harvard University, Graduate School of Education, MEd
Blake leads projects on sales design and transformation, change management, and consumer marketing research. His primary role is to work with Cicero’s diverse client base uncovering and implementing data-driven sales and marketing improvements; enabling him to develop a deep understanding of industries such as healthcare, higher education and waste services.
- Founder, Kickball for a Home (with the Dave Thomas Foundation for Adoption)
- Foreign Service Officer for the US Department of State
- Founder, DocBerry International
- Northwestern, Master’s in Public Policy and Administration (2018 Candidate)
- University of Utah, BA in Behavioral Science, Business Minor
Cameron Hansen is an Engagement Manager at Cicero Group. In this role, Cameron has worked with both major public and private entities in the Healthcare, Higher Education, and Banking industries. Cameron’s expertise includes advanced analytics, process improvement, and sales and marketing operations/research. His major projects have included the process improvement of a multi-million-dollar sales funnel and the redefinition of the marketing strategies of a national credit union with over 550,000 members through predictive analytics.
- Associate, Cicero Group
- Analyst, Goldman Sachs Investment Research
- University of Chicago Booth School of Business, MBA
- University of Utah, BS Finance
Cameron Nelson is an Engagement Manager at Cicero Group. In this role, Cameron leads strategy engagements for major private sector firms across Healthcare, Retail and Chemicals industries. Cameron’s expertise includes strategy development and implementation, channel management, sales operations and change management.
- Managing Director – Asia Pacific, Frontier Strategy Group
- London School of Economics, MSc. International Affairs
- Peking University, M.S. International Affairs
- University of Utah, BS Economics, BA Asian Studies, BA Political Science
At Cicero Group, Carrie is focused on driving improvements to student outcomes, particularly for highly-impacted populations, by coupling her ten years of classroom and five years of administrative experience. As a former Dean of Students, she has experience growing enrollment and has successfully designed and implemented K-12 character education programs as a Fellow.
- Fellow at National Association of Independent Schools
- Dean of Students and Admission Director
- Teacher, St. Vrain Valley School District, Colorado
- Pacific University, MEd; University of Puget Sound, BA; University of Burgundy, BA
Catherine has extensive experience in the public and social sectors in program design, implementation, and evaluation. Most recently at the George W. Bush Institute, Catherine was responsible for the development and execution of national and international programs, including Presidential Leadership Scholars. Additionally, she lead the design and implementation of robust measurement and evaluation strategies across the Institute and, previously for the US Department of Education.
- Chief of Staff, Office of the State Superintendent of Education, Washington, DC
- Deputy Assistant Secretary at the US Department of Education
- Vanderbilt University, BS & PhD; University of Texas, M.Ed.
Chad has expertise in serving the needs of international, public sector, technology, and healthcare clients of Cicero Group. He previously served as a U.S. Diplomat, working on trade, security, and economic development initiatives. He is a Lauder Fellow at the University of Pennsylvania and serves on the Board of Trustees for the Utah Council for Citizen Diplomacy.
- U.S. Chargé d’Affaires (Acting Ambassador), Samoa
- Special Assistant to U.S. Assistant Secretary of State
- University of Pennsylvania, Wharton School, MBA, honors; University of Pennsylvania, MA, Lauder Fellow; Stanford University, BA
Chris Lee is a senior executive and entrepreneur with specific expertise in product and business model development, sales and marketing strategy, and corporate partnerships and M&A, both on the buy and sell side. Chris’s expertise includes media, strategy development and implementation, and entrepreneurship.
- President: Deseret Digital Media
- Board Memberships: American Press Institute, Local Media Association
- Member, Board of Governors: Salt Lake Chamber
- Chairman and CEO: Heritage Makers
- Director, New Business Development: Ancestry
Dan co-leads the analytics practice within Cicero Group and has specific expertise in using analytic approaches to empower tangible, data-driven strategies for clients. Dan has successfully led dozens of client engagements in both the public and private sectors. During his six years of management consulting, operations, and marketing research experience, he has constructed numerous go-to-market strategies for clients who are leaders in their industries.
- Director of Research, Cue Media
- Northwestern University, MS Predictive Analytics
- Westminster College, BS Economics
- Professional Research Certification (PRC)
Dr. Jones plays a leading role at Cicero Group as former CEO and Co-Founder of Dan Jones and Associates. Dr. Jones has had a distinguished and prominent career as a pollster in Utah politics for more than 50 years. He continues to leverage his expertise to assist clients across a number of industries. He received his PhD in Political Science from the University of Utah and is a former Professor and Associate Director of the Hinckley Institute of Politics.
- Co-Founder and Former CEO, Dan Jones and Associates
- Associate Director, Hinckley Institute of Politics
- Professor, University of Utah
- University of Utah, PhD
David Bowden has extensive international corporate and operational experience in Energy, Resources and Infrastructure, specializing in corporate, asset and business development. Over the last 25 years, he has held senior roles with some of the largest energy and resource companies in the world, with responsibilities from corporate growth to operational management. His corporate experience includes managing and advising C-level executives on investments, economics, strategic planning, change management, governance and assurance. Operationally, David has successfully managed and/or developed multi-billion dollar international assets, established and led commercial and business development organizations, headed international marketing efforts and overseen engineering and projects development.
- Global head of Investment Appraisal and Authorization, ConocoPhillips
- Vice President, Commercial & Business Development, ConocoPhillips
- Senior Manager, Onshore Assets, ConocoPhillips
- Head of LNG Marketing, Qatar Gas
- Senior Investment Advisor, ENI
- Bachelor of Engineering (Electrical)
- Masters Applied Finance and Investment
Eric brings over 30 years of global business leadership experience, with a track record of transforming mature businesses, leading large multinational businesses, and driving growth in region for emerging markets. He has consulted numerous private equity firms and multi-national companies to drive growth, improve operational execution, and provide acquisition assessment and implementation advice.
- Ecolab Inc., Executive Vice President, Asia Pacific
- Nalco Holding Company, President, Asia Pacific Region
- Isola Corporation, President and COO
- DuPont, Vice President and General Manager
- University of Toledo, MBA
Geoff is an entrepreneur turned social entrepreneur. In addition to his many accomplishments, he is currently the Chairman of the board of Align17, a UBS-sponsored impact investing platform for institutional and high net worth investors. He is also a Venture Partner at Arctaris Capital, a $500m impact investment fund targeting job creation in distressed urban and rural US markets. For the last 5 years Geoff has been leading the Perpetual Education Fund and building Self-Reliance Services for the LDS Church. He has founded, co-founded or advised 25 start-ups and investment funds, sat on 12 boards and helped about 75 million people work their way out of poverty. He earned a bachelor’s degree from Brigham Young University, a master’s degree from Harvard’s Kennedy School has been trained as an Emergency Medical Technician.
- Venture Partner: Arctaris Capital
- Chairman: Align17
- Director of Field Operations: Perpetual Education Fund
- Board Memberships: Kiva, Vittana, Juntos
- CEO: White Hat Ventures
- Chairman: Waste Ventures
- Member, Global Agenda Council on Social Innovation: World Economic Forum
- President and CEO: Unitus
Dr. Pettersson brings a broad array of expertise gained in the public and private sectors. She started her career teaching adjudicated youth in 1994, over the years she broadened her experience by teaching in elementary, middle and high school classrooms. As a licensed psychologist she worked with individuals, families, and schools to build trauma informed practices and increase social and emotional learning (SEL). Hollie also serves as a university instructor working with pre-service teachers, aspiring school psychologists, and principals. She is a skilled leadership coach, drawing on lessons learned through administrative roles at the state-, district-, and school-levels and the experiences she shares with school and district partners across the country. Through a 2007 ballot initiative, a transformation district of 34k students was established and Hollie was appointed as a key cabinet member, Director of Teaching and Learning. In this role, she facilitated restructuring of all academic programs to enable sustainable innovation and implementation of evidence-based practices for curriculum, instruction, assessment, and teacher and administrator learning. She has developed several curricular programs, serves on boards for mission driven organizations, and is a frequent author of articles on student achievement, educational improvement, teacher leadership, and social impact. Dr. Pettersson holds a Ph.D. in Psychology, her doctoral dissertation focused on school improvement with an emphasis on equity, access, and implementation science. She also holds master degrees in Educational Leadership and Policy and Special Education. You can reach Hollie at email@example.com.
- Adjunct Professor, University of Utah
- School District Curriculum Director, Administrator, Psychologist and Teacher
- University of Utah, School of Psychology, PhD, MA, MS, APA accredited
Jacob has worked with mission-driven organizations for over fifteen years and in a dozen countries around the world. He has led the strategic design, implementation, and measurement of social impact programs run by Presidents Bush and Clinton, Goldman Sachs, the Alzheimer’s Association, the Nature Conservancy, and many others. He serves on the board of directors for Mary’s Meals, which feeds a daily meal in school to one million children living in desperate poverty.
- Manager, The Bridgespan Group
- Project Lead, NP Strategies
- University of California San Diego, PhD; Stanford University, MA
James is the Strategy Practice Leader with Cicero Group. Prior to joining Cicero Group, he co-founded and served as CFO of the successful energy startup, Innovari, Inc. He also served for five years as Director of Corporate Initiatives Group at General Electric Corporation’s global headquarters working with all major business units to improve performance and efficiency. Prior to joining General Electric, James led numerous strategy and operations engagements for Fortune 100 companies as a Senior Engagement Manager at McKinsey and Company. Other prior experience includes roles at AT&T and Citibank.
- Chief Financial Officer and Co-Founder, Innovari, Inc.
- Director, General Electric Corporation
- Senior Engagement Manager, McKinsey & Company
- University of Chicago, Booth School of Business, MBA
Jason provides a wealth of knowledge in developing sales and business development strategies for Cicero Group's largest clients. His expertise also includes process improvement, supply chain management, customer analytics and lifecycle management, risk management among others. Prior to joining Cicero Group, Jason served as the Director of Business Development at Steelcase and then sPower as well as the Vice President of Pacific Pure Energy Capital.
- Vice President, Pacific Pure Energy Capital
- Director of Business Development and Operations, sPower
- Director of Business Development, Steelcase
- University of Utah, MBA
Jennifer is a highly motivated, results-oriented and empathetic professional dedicated to helping organizations and individuals achieve excellence and breakthrough results. She has developed a recognized expertise in change and transformation management in both profit and nonprofit sectors. Jennifer is now sought after for her leadership coaching and team building talent, focused on helping leaders tackle the challenges inherent in their roles, enabling both personal growth and organizational results.
- Executive Coach, The Tankersley Group
- Global Knowledge Expert: Change Management, The Boston Consulting Group
- Cofounder, Principal, Board Chair, and Advisor, NP Strategies
- Project Leader, Consultant, The Boston Consulting Group
- The Anderson School at UCLA, MBA
Dr. Jo Ellen Shaeffer is the former Director of Assessment and Accountability for the Utah State Board of Education, and has 33 years of experience in public education. She has developed, coordinated, and directed the implementation of federal and state education assessments, and has overseen accountability systems including the Governor’s report card. Dr. Shaeffer has sat on numerous direction and oversight committees focused on ESSA planning and SAGE Item Development for the Governor, and has had a significant impact on education in Utah.
- Director of Assessment and Accountability, Utah State Board of Education
- Director of Assessment and Evaluation, Salt Lake City School District
- Ph.D. Education Leadership and Policy, University of Utah
- Masters of Education, Teaching and Learning, Brigham Young University
Dr. Allred leads Cicero clients in tackling significant organizational challenges - from post-merger integrations to leadership and change management. As a former Professor at both Harvard and Columbia University, he taught leadership, conflict resolution, and negotiation. He is the former COO of Healthcare Quality Catalyst. He founded and served as Director of The Common Interest. Dr. Allred holds a PhD in Social Psychology and Organizational Behavior from UCLA.
- Founder and Director, The Common Interest
- COO, Healthcare Quality Catalyst
- Associate Professor, Harvard University
- Assistant Professor, Columbia University
- UCLA, PhD
Kerri has significant leadership experience in the public, private and non-profit sectors. Most recently at ExxonMobil, Kerri managed the company’s K12 education partnerships and served as an advisor on critical policy issues. She was the founding director of Education Reform at the George W. Bush Institute, led the state education agency for Washington DC, and served as an Assistant Secretary in the USDE, where she managed large-scale policy initiatives to improve student achievement and ensure equal access for all students. Kerri has also directed programmatic and evaluation initiatives at various nonprofit organizations in Texas.
- Education Policy Office, ExxonMobil
- Director, Education Reform, George W. Bush Institute
- State Superintendent, Office of the State Superintendent, Government of the District of Columbia
Marshall N. Toplansky is a widely published and award-winning marketing professional and successful entrepreneur. He is an adjunct professor at the Chapman University Argyros School of Business and Economics, and serves as the Chair of Cicero Institute, Cicero's research and thought leadership arm. Marshall serves on multiple corporate and volunteer boards of directors.
- Chapman University
- KPMG, Managing Director
- Sr. VP Ogilvy & Mather
- VP Marketing strategy and insights, Gateway.
- VP of Marketing, US Robotics
Michael is an Engagement Manager with Cicero Group, specializing in sales and marketing, change management, and integration initiatives. He excels at client relations and has a proven ability to analyze strategies and adapt new initiatives for improved results. He is a natural leader and problem solver with a unique ability to perform in a fast-paced, high-risk environment.
- Marketing & Sales Operations, InsideOut Development
- Partner, Laurus Products
- Vice President, Operations at xClosure
- Northwestern University, MS Predictive Analytics
- University of Utah, BS Economics
Patricia serves an important role as Senior Advisor to Cicero clients as former President and Co-Founder of Dan Jones and Associates. She is currently the CEO of the Women’s Leadership Institute and serves on the Board of Regents for the Utah System of Higher Education as well as on the board of directors for a number of Utah non-profit organizations and businesses. She served in the Utah Legislature for 14 years and was the first female leader in both the Utah House of Representatives and the Utah Senate.
- Co-Founder and President, Dan Jones and Associates
- CEO, Women’s Leadership Institute
- State Legislator, Utah State Senate and House of Representatives
- University of Utah, BS
Phil Badger is an Engagement Manager at Cicero Group. In this role, Phil leads strategy and transformation projects for businesses ranging from the Fortune 100 to fast-growing startups. Phil’s expertise spans technology innovation, change management, sales operations, process optimization, and supply chain management.
- Project Lead, Samsung Global Strategy Group
- Supply Chain Manager, Cisco Systems
- INSEAD Business School, MBA
- Stanford University, MS Management Science
- University of Utah, BS Materials Engineering
Rocio Summers has extensive strategy and financial consulting experience, with a focus on international corporations and not-for-profit organizations. She held various positions at Maxam North America, including Chief Financial Officer from 2006 to 2016, and currently sits on the board for SelectHealth, Girls on the Run, Utah Women’s Forum, and Pilar Pobil’s Legacy Foundation. Rocio has aided the international expansion of large corporations and led numerous finance and accounting teams.
- Founder, RS International Business Consulting
- Board Member, SelectHealth, Intermountain Healthcare Group
- CFO, Maxam North America
- Instituto de Empresa (ie) in Madrid, MA Harvard Business School, General Management Program
Tyler Hardy is an Engagement Manager at Cicero Group. In this role, Tyler has provided strategic insight and direction to major public and private entities in the Technology, Entertainment, Retail, and Healthcare industries. He also works frequently with nonprofit organizations to define change models, drive social innovation, and measure impact. Tyler’s expertise spans strategic planning, new product development, process improvement, and service and experience design. His major projects have included the integration of a predictive sales model that increased close rates by 10% and average per unit price by 12%, and the design of a nationally recognized leadership development program sponsored by former U.S. presidents.
- Strategy and Analytics Manager, Nike
- Kellogg School of Management, MBA
- Northwestern University, MS Design Innovation
- Brigham Young University, BS in Management
William brings a rich history in post-secondary education and publicly-traded companies as he assists clients with revenue growth, risk mitigation, and regulatory compliance. William helps our clients accomplish these objectives by bringing a creative consumer focus, unique experience in this space, and dedication to the needs of our clients’ students and customers. These characteristics have allowed William to develop and coordinate growth, compliance and risk-mitigation strategies across admissions, education, career services, marketing, accreditation and licensing, and internal education departments.
- Developed and rigorously managed overall strategy in investigations by Senate Health, Education, Labor & Pensions Committee, Consumer Financial Protection Bureau, individual state attorneys general, the Securities & Exchange Commission, various Offices of the Inspector General, federal and state education departments, and by the Department of Justice.
- Law clerk to the United States Court of Appeals for the Sixth Circuit and editor-in-chief of the BRIGHAM YOUNG UNIVERSITY LAW REVIEW.
- University and departmental honors graduate of Brigham Young University, where he was also a two-time ITCA Academic All-America, First Team tennis player, and magna cum laude graduate of J. Rueben Clark Law School.