Ted Frank

October 12 2017, 8:00 - 9:00 a.m.

Ted Frank, CFO, CoverMyMeds

The Growth and Scale of CoverMyMeds: A Cleveland Billion Dollar Success Story

Ted Frank has more than 25 years of finance and operations experience at high-growth technology companies from his role as CFO of Ohio’s first “unicorn” CoverMyMeds—acquired in January by McKesson for $1.1 billion. With the company since 2013, he focuses on growth-oriented asset allocation, scalability, profitability and business visibility.He will share his experience as a key player in the company’s exponential achievement in a little less than a decade and more about what’s on the horizon as it continues to grow.

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Ted Frank

Ted brings over 25 years of finance and operations experience at high growth technology companies to his role as CFO of CoverMyMeds. With the company since 2013, he focuses on growth-oriented asset allocation, scalability, profitability and business visibility through the management of financial strategy, financial operations, ERP/CRM/forecasting systems, legal services and enterprise intelligence.

Prior to joining CoverMyMeds, Ted spent three years as a venture partner at one of the country’s leading venture development organizations, 14 years in leadership positions at several high growth software companies and seven years in commercial banking.


Stephen Shields

October 12 2017, 10:00 - 11:00 a.m.


Stephen Shields, Senior Consultant, Gallup

Better Performance through Better Culture: Achieving Business Goals through Engagement

Gallup research indicates that organizations with higher engagement get more done.  In this interactive session, participants will learn what engagement is, how to achieve it, and hear Gallup’s most recent research detailing the statistical correlation between better business outcomes and higher levels of engagement. Attendees will also receive practical tips for how Gallup clients have been able to improve their engagement.

Stephen Shields

Stephen Shields, a Senior Consultant with Gallup, works with organizations to enhance customer and employee engagement. He consults with clients on branding, employee culture, customer interactions, targeted hiring, and talent development, providing practical insights and timely interventions that facilitate learning, execution, and accountability. 

Stephen conducts one-on-one coaching with executive and mid-level managers and team-building sessions with management and leadership groups; he also presents on leadership and employee and customer engagement to large groups. He has worked with clients in the healthcare, financial services, retail, insurance, hospitality, and pharmaceutical sectors and with clients in government, education, and the military. 

Prior to joining Gallup, Stephen was with USA TODAY for nearly 20 years. He is a nine-time recipient of the company’s Jewell Award, which recognizes employees for outstanding performance and commitment to excellence. Stephen served in management roles in technology, marketing, customer service, and operations. His introduction to Gallup’s thinking began when he became a client of Gallup at USA TODAY.

Stephen is a freelance writer and has published articles in publications such as Rev magazine and Next-Wave. He has also written chapters for two books on the nexus of technology and religion. 

Stephen received his bachelor’s degree in Classical and Koine Greek and Biblical studies from Bryan College in Dayton, Tennessee. He received a Master of Divinity degree from Grace Theological Seminary in Winona Lake, Indiana.


Mark Thompson

October 12 2017, 12:30 - 1:30 p.m.

Mark Thompson, Executive Coach and Venture Investor

Business Transformation: Drive Change and Create a Culture of Innovation

Disruptive innovation is happening all around us in almost every industry. “Disruptive Innovation” can mean: disrupting your competitors, customer relationships, internal processes, reward systems, management strategy, the status quo and “last century thinking”. But how do you create a culture of innovation that enables a big company to think and act like a small one? Mark shares insights on world-class companies that struggled with change - some that failed to adjust to meet changing markets and others that reinvented their business models and transformed entire industries with disruptive innovations.

Mark Thompson

Mark Thompson is a highly sought-after expert on executive coaching and leadership, business strategy, innovation, and venture capital investment. A New York Times bestselling author, he has spent over 25 years leading teams and building companies from the ground up.

Mark was as an early investor in companies like Facebook, Netflix and eSurance. Forbes called Mark one of America’s Top Venture Investors with the ‘Midas Touch’. He advises top leaders in Fortune 500 and Global Fortune 1000 companies as well as the executive teams who are leading high growth startup companies in Silicon Valley today.

Mark has worked side by side with three of the world’s most legendary disruptive innovators: Steve Jobs, Charles Schwab and Virgin Group founder Sir Richard Branson. He brings insight from decades of experience with these great leaders and research on the culture of companies and brands that achieve the highest levels of employee engagement, customer loyalty and continuous sales growth.

Erica Javellana

October 12 2017, 2:30 - 3:30 p.m.


Erica Javellana, Speaker of the House, Zappos Family of Companies

Culture of Service - The Zappos Story

By developing a company culture and committing to it, you can make a positive change within your organization.  Zappos.com has grown their business because of their unique culture and the service they provide to their customers.  Zappos Insights’ Speaker of The House, Erica Javellana, will share the Zappos core values system, their approach to culture and employee engagement, and how this Culture of Service can be applied to any industry.

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Erica Javellana

Erica Javellana joined Zappos.com, Inc. in 2007 as a Human Resources Generalist where she quickly rose through the ranks to lead the team as the Employee Relations Manager. She is currently sharing her knowledge of how Zappos created a Human Resources Department that is both Fun and a Little Weird in her role of Speaker of The House for Zappos Insights. Prior to joining Zappos, Erica had over 10 years of experience in Human Resources within the retail, hotel/casino, and food and beverage industries.

Erica’s HR role at Zappos has been essential in helping to create an unconventional Human Resources team. Erica’s years of experience in the Zappos Family makes her an insightful speaker, focusing on employee engagement, commitment to culture, customer experiences and their importance in business today.


Continuing Education Credits 

BizConCLE 2017 features the opportunity for attendees to receive Continuing Education Credits. Specific keynote sessions and workshops have been approved as continuing education accredited workshops for human resource professionals, CPAs and lawyers. 

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The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.




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The convention is approved for 6 general hours of continuing education credits for attorneys by the Supreme Court of Ohio.