Speakers and Bio’s

Jason Schulist – President – Generative Local Community Institute

Jason Schulist 11-2013 casualJason Schulist is the President of the Generative Local Community Institute (GLCI), a non-profit whose mission is to connect communities so that they can improve their problem-solving capability and accelerate community impact. Prior to forming GLCI, Jason served as Appvion’s Vice President of Continuous Improvement (CI) from 2013-2017.  Appvion’s CI Deployment was awarded Runner-up in the PEX Global Award for Most Innovative Culture Change Deployment for 2016 and consistently exceeded Appvion’s Profit Improvement goals.  Mr. Schulist worked in the Utility Industry from 2004-2013 with roles as DTE Energy’s Director of the Program Management Office (PMO) managing a $1B portfolio of projects and as Director of Continuous Improvement saving over $700M while building CI capability and winning the IPQC’s Best Process Improvement Program in 2010.  Prior to DTE Energy, Mr. Schulist held management positions in lean operations, business development, and corporate strategy with General Motors. 

Mr. Schulist earned a bachelor’s degree in Electrical Engineering and Computer Science from Marquette University and two Masters’ degrees in Electrical Engineering/Computer Science and Management from the Massachusetts Institute of Technology (MIT). Mr. Schulist is a Lean Six Sigma Black Belt and has a Project Management Professional (PMP) certification.

Jason has a passion for generative local community and has founded the Skillsfest movement that applies Continuous Improvement to thorny community problems. He is a co-founder of the Michigan Lean Consortium and past Chair. He currently serves on the Boards of the United Way of the Fox Cities, the MIT Club of Wisconsin, and the POINT Poverty Initiative in NE WI.


John Toussaint – CEO of Catalysis

John is one of the foremost figures in the adoption of lean principles in healthcare. Under his leadership, Catalysis has launched peer-to-peer learning networks, developed in-depth workshops, and created many products – including books, DVDs and webinars. Catalysis sponsors the Lean Healthcare Transformation Summit each year – both in the U.S. and in Europe. The Catalysis team has built C-suite coaching capability and partners with many organizations throughout the world advancing the idea of healthcare value through delivery redesign using lean, transparency of JohnToussainthealthcare performance data, and payment reform.

He was the founding chair of the Wisconsin Collaborative for Healthcare Quality and of the Wisconsin Health Information Organization, as well as the non-executive leader of the Partnership for Healthcare Payment Reform in Wisconsin. He has participated in many Institute of Medicine subcommittees and has directly worked with CMS leaders to broaden their understanding of lean for government.

Dr. Toussaint’s healthcare improvement work using Toyota Production System principles has been well documented in articles published in Mayo Clinic Proceedings, Health Affairs, The Journal of Patient Safety, The Journal of Healthcare Management, Healthcare: The Journal of Delivery Science and Innovation, Harvard Business Review and Frontiers in Health Services Management. His work on payment reform and the transparency of provider performance data has been featured in The American Journal of Managed Care, The Journal of the American Medical Association, Health Affairs, and the Commonwealth Fund publications.  News publications such as TIME, The Wall Street Journal, the CNBC Blog, The Milwaukee Journal Sentinel and Healthcare Finance News have featured articles about Dr. Toussaint’s work.

Dr. Toussaint has been recognized for his work in transforming healthcare by organizations such as The Business Healthcare Group of Wisconsin, which awarded him the “Driving Meaningful Change” award in 2014, The Association of Manufacturing Excellence (AME), which inducted him into its 2012 Hall of Fame, and the Jon M. Huntsman School of Business at Utah State University, which hosts the Shingo Prize for Operational Excellence. Dr. Toussaint was named a lifetime member of the Shingo Academy in 2011. Wisconsin Governor Jim Doyle also honored Dr. Toussaint with a Certificate of Commendation for Innovation from the State of Wisconsin in 2005.

He has been a featured speaker at the Association for Manufacturing Excellence, The Agency for Healthcare Research and Quality, the Center for Medicare and Medicaid Services, The Shingo Prize, The Lean Enterprise Institute, the Institute for Healthcare Improvement and many international conferences. He also presents regularly to legislators, Medicare leaders and government staff on the topic of healthcare value.

Dr. Toussaint has written three books all of which have received the prestigious Shingo Research and Publication Award. His groundbreaking first book, On the Mend: Revolutionizing Healthcare to Save Lives and Transform the Industry reveals how healthcare can be fundamentally improved at the point of delivery using the proven principles of lean management. His second book, Potent Medicine: The Collaborative Cure for Healthcare, describes the three core elements necessary to transform healthcare and deliver better value; delivery of care designed around the patient; transparency of treatment quality and cost; and payment for outcomes. His third book, Management on the Mend: The Executive Guide to System Transformation is a study of eleven organizations and the successful attempts to apply lean principles in healthcare.  Dr. Toussaint is also the winner of ACHE’s 2014 Dean Conley Award for his article “A Management, Leadership and Board Road Map to Transforming Care for Patients,” published in the Spring 2013 issue of Frontiers of Health Services Management.


John Lenhart – Co-owner of Just Thinking LLC.

John Lenhart is the Co-Owner of the technology and consultJohn Pictureing company, Just Thinking LLC. He has used his degrees in Chemistry and Chemical Engineering to create models that resulted in the formulation and even creation of many consumer products such as a new and improved Liquid Tide for Procter & Gamble, Ultra Purex for The Dial Corp., Plug-Ins for SC Johnson Wax, as well as being the youngest person to receive the Dow Chemical Central Research Inventor of the Year award. In addition to his patents, John has dozens of trade secrets involving how the human brain functions. Ultimately, he is focused on helping people Flow, which is not just the only thought process that isn’t damaging; it has also been called “the essence of leadership”. 





Trevor LordTrevor Lord

Trevor Lord is a multi-disciplinary design professional living in Appleton, Wisconsin. Trevor’s design process is based upon discovering key conceptual design drivers, ensuring alignment with a project’s conceptual basis throughout its various phases. This dedication to concept has allowed Trevor to participate in a wide variety of project types, from high-end law Firms, Corporate Headquarters facilities, to mixed-use and single family residential properties. These projects expanded his view of how Architec­ture and Design Thinking facilitate project efficiency, and increase the overall value of design services.

In all his work, there is a thoughtfulness in the visualizations that render each project unique. Trevor’s depth of graphic design understanding is leveraged to facilitate user-responsive design processes that respond to the challenges of each project. Trevor is certified by NCIDQ, is a LEED accredited professional and associate member of the AIA.  Trevor currently works at Hoffman Planning Design and Construction as a senior designer and innovator.



Ted ToussaintTed

Ted teaches, writes, and consults on healthcare innovation both independently and with Catalysis. He uses expertise in design thinking, strategy formulation, and lean product development to help teams discover and implement breakthrough organizational change initiatives.

Ted began his healthcare career at Boston Children’s Hospital where he served the Six Sigma team to develop measurement systems and audit processes to improve hospital cleanliness. He then moved to Atrius Health in Boston, where he worked as a front-line lean improvement specialist and then an Innovation Engineer. While there he helped build the Atrius Health Innovation Center and worked with teams to design new clinical care models.  With Ted’s assistance, the innovation team designed and created the organization’s first home-based urgent care program, which reduced overall costs for elderly patient care by $1.5 million annually.

Ted co-wrote the article “How Atrius Health Is Making the Shift from Volume to Value” which was published in Harvard Business Review. He received a Bachelor of Arts degree in Physics from Lawrence University in Appleton, Wisconsin.


Brian Pertl – Dean of the Lawrence Conservatory of Music

Brian Pertl is currently the Dean of the Lawrence ConservatPertlory of Music. For 16 years he was the manager of Microsoft’s Media Acquisitions Group in Redmond, Washington. He is a trombonist, ethnomusicologist, didjeridu player, Deep Listener, and an advocate for nurturing creativity in the workplace. He is a sought-after speaker, advisor, and workshop leader.  He is passionate about bringing the lessons of his conservatory music culture into the world of business.  His entrepreneurship course at Lawrence University seamlessly blends high level business skills with exercises in improvisation, creative play, and collaborative problem solving.  More than anything else, the world of business needs a creative, innovative workforce to tackle the rapidly changing demands of today’s world, but businesses are woefully lacking in the skills and methodology to build a creative workforce. Brian combines his unique background in business and the music conservatory to help make businesses more creative, innovative, productive, and fun.






Carol Gorelick – Organizational Development and Change, Leadership Development, Individual, Group and Organizational Learning

Carol Gorelick is a facilitative leader of systemic change. As co-founder and Executive Director of ABC Connects, she is working in the U.S. and South Africa to develop school-community partnerships. Having worked in large global companies, leading a consultancy and NGO, and taught at Pace Carol-Summer 2014University and the University of Cape Town, Carol bridges the worlds of practice, capacity building, and research.

ABC Connects’ work is cross sector, developing partnerships between and among education, families, corporations, government, not-for-profit organizations and academe. A $400,000 Kellogg grant provided initial funding for an action research pilot in South Africa and Detroit: Building Stronger Communities: Strengthening Schools.

Carol is now leveraging the ABC Connects pilot learning’s through Core Change, a project in Cincinnati to address chronic poverty in the urban core and a Society for Organizational Learning project: Connecting Pathways: Educating for the 21st Century. These initiatives use a community engagement framework to develop skills, talent and network competencies that people will need in the digital and innovation economy. We are building sustainable learning communities to ensure that the next generation becomes active, informed, empowered citizens prepared for the challenges of living and working in the 21st century.

She co-founded (1991) SOLUTIONS for Information & Management Services, a firm dedicated to supporting clients to bring together the best in people, processes and technology to help teams and groups improve their performance. SOLUTIONS clients span the globe with offices on multiple continents.

Her career started in information technology where she has been a leader in introducing personal computing and collaborative technologies in front offices and executive suites. Prior to SOLUTIONS Carol worked at Prudential Securities, American Express, American Airlines, Lufthansa and AT&T in infrastructure, administration and information technology positions.

Carol has been a trustee of the governing council of the Society for Organizational Learning (formerly the MIT Organizational Learning Center) since 2002, and co-chair from 2008 – 2010 during the transition from US based Founding SoL to Global SoL as a network of networks. She is on the Founding Board of STIA+ (formerly Systems Thinking in Action) and on the Advisory Board for The Institute for Sustainable Enterprise at Farleigh Dickinson University.

Since 1991, Carol has been an adjunct as well as a visiting professor at Pace University’s Lubin School of business. She was a faculty member in the Executive MBA program named by AASCB International as highly innovative, ahead of its time and unique in the marketplace. She has also been a visiting professor at the Graduate School of Business at the University of Cape Town, South Africa where she taught knowledge management in the MBA and Executive Management programs.

Carol’s publications include “It Takes a Village to Raise a School” for Reflections, The Society for Organizational Learning Journal. She is co-author of Performance through Learning: Knowledge Management in Practice and co-editor of a Butterworth-Heinemann series Frontiers in Learning. She wrote “Web-Based Learning: Distance Learning to E-Learning-From Bland to Blend”, a chapter in Strategic Human Resource Development as well as ”Establishing Trust Through Consistency” in Masterpieces in Health Care Leadership. The Learning Organization Journal published two of Carol’s articles: “Organizational Learning vs. the Learning Organization: A Conversation with a Practitioner” and “For Performance Through Learning, Knowledge Management is the Critical Practice”. Learning and “Performing through Hastily Formed Networks” in Reflections, the Society for Organizational Learning Journal. “The Social Dimensions of Sustainability”, a white paper written by and for members of The Sol Sustainability Consortium. “Project LEAD (Leadership Excellence and It’s Development)”, a cross organization inquiry of six SoL organizations.

She has spoken at industry and academic conferences and facilitated workshops in the US, Europe, Brazil, and South Africa.

Carol earned a BA in economics from The State University of NY-Stony Brook, an MBA with distinction from Pace University and an EdD from The George Washington University Executive Leadership Program in Human and Organizational Learning.


Sherry Immediato

Claire Sherry Immediato, MBA, MPP, is a seasoned management educator and organizational consultant. She is founding practitioner of the field of organizational learning. Since 1982 when she began working with Peter Senge at Innovation Associates, she has dedicated her professional life to increasing performance, health and well-being in complex systems. HeSherry Immediator priority is to support those she works with in being true to their highest aspirations while being fully grounded in the realities of their current situation. Her work as spanned many industries including healthcare, energy and education.

Sherry served as chair and as a member of the Society for Organizational Learning’s Council of Trustees from 1999-2011. She served as SoL’s president and managing director, and publisher of SoL’s journal, Reflections from 2001 to 2010.  She oversaw the development of a true global learning community, including the design of three global forums in Europe and the Arabian Peninsula, the publication of Presence (Senge et al), Theory U (Otto Scharmer), Profit for Life (Jay Bragdon) and other books. She co-designed and led the Leading and Learning for Sustainability program with Peter Senge based on The Necessary Revolution.

Since 2010, Sherry has played a leadership role in the ReThink Health initiatives of the Fannie E. Rippel Foundation, including serving as a director of the foundation. She is a co-author of the “Pathway to Health System Transformation”. She is a currently the lead consultant and coach to the Ventures project sites as they develop their capability increase health value through multi-stakeholder partnerships.

From 1998 to 2006, she was the lead faculty member of the national Public Health Education Leadership Institute, and served on the faculty of the CDC-sponsored national Environmental Public Health Leadership Institute (2005-2011) as well as a number of regional public health leadership institutes. She served as an adjunct faculty member in the St. Louis University School of Public Health and Social Justice and for the Radcliffe College management program.

Her commitment to learning in its many forms has manifested in serving on board of the Center for Responsive Schools for nearly 20 years. She currently is chair of the board of Seeing Things Whole and a member of the board of Landry’s Bicycles, a Boston-area employee-owned firm.

Sherry holds Masters degrees in Business Administration and Public Policy from Harvard University, and is ABD in Organizational Behavior at the Harvard Business School. Her undergraduate degree is from the University of Wisconsin-Madison. Her research has focused on the natural cycles of change in organizations and multi-stakeholder efforts, and how we can work with these forces rather than against them as organizations, teams and individuals.


She has become an avid gardener and flat-water kayaker since moving to Needham, MA and remains an active aunt to her many nieces and nephews.


Paula Morgen


Paula Morgen is Director of Community Health for ThedaCare, Morgen Paula 2016_8222 retouch 4x5a 7 hospital health system based in Appleton Wisconsin. She has held several roles in her 30 years with ThedaCare including positions in marketing, market research, community affairs and media relations.  For the past 16 years, she has led the system’s Community Health Improvement function including responsibility for Needs Assessments, Implementation Plans, Community Benefit Tracking, Contributions and Sponsorships, Employee Volunteerism and their Community Health Action Teams (CHAT).   With Morgen’s leadership, ThedaCare is a two-time finalist for the Foster G McGaw Award for Excellence in Community Service through the American Hospital Association and Baxter International.  Paula is married with two children currently in college.  She holds a Bachelor’s Degree from UW Madison and is completing a Master’s in Organizational Leadership and Administration from Concordia Wisconsin.  She also is a graduate of the Creating Healthy Communities Fellowship offered through the Health Forum.



Beth Clay

Beth Clay has been a “change maker” in the field of mental health in the Fox Valley for 18 years. After receiving her MA degree in Counseling from Marquette University, she has been engaged at the grassroots level, and the beth_claypolicy-makers tables, in impacting the mental health system of care. Beth has served our community with Lutheran Social Services, Family Services of NE Wisconsin, UW Oshkosh Head Start and, she was awarded the “2015 Fox Cities Woman Leader of the Year” for her innovative and collaborative work as Executive Director of NAMI Fox Valley. Beth has been a servant-leader for a variety of collective impact coalitions, and currently leads the N.E.W. Mental Health Connection, where she provides “backbone” support for systems-level change projects to move the needle on mental health.


Melinda Butsch Kovacic

Dr. Melinda Butsch Kovacic, MPH, PhD is co-founder of Ignite Partnerships, Inc., a consultancy that supports organizations and communities to actively pursuit health and sustainability through strategic co-creation of citizen-friendly data processes and Melinda Binformation sharing agreements that enables evidenced-based decision making while simultaneously highlighting organizations’ and communities’ success stories. Cross trained as a biochemist and epidemiologist, she is also a researcher at Cincinnati Children’s Hospital Medical Center and the Associate Dean of Research at the University of Cincinnati College of Allied Health Sciences. She has been the principal or co-investigator of numerous federally and institutionally funded studies on cancer and asthma and has partnered with a variety of community organizations in under resourced Cincinnati neighborhoods. Her past work has taught her that it is far better to work WITH than ON community. Indeed, she has co-developed and tested processes to empower citizens to create their own unique local datasets that can be used to support future funding proposals and program creation.  Dr. Butsch Kovacic believes that the process of data collection gives individuals a voice that when stitched together to form a story, enables the community’s collective voice to be better heard.


Gene Bellinger – Systems ThinkingGene Bellinger

Gene has been a passionate Systems Thinker for almost four decades. He is highly respected member of the systems thinking community, the author of several hundred articles and 1,000+ videos on Systems Thinking, and a member of the System Dynamics Society. In 2013 Gene coauthored Beyond Connecting the Dots: Modeling for Meaningful Results with Scott Fortmann-Roe, the developer of Insight Maker. For almost six years Gene hosted the Systems Thinking World discussion group on LinkedIn, a group of ~24,000 members focused on developing a better understanding of, and employing systems thinking principles. Gene also promoted the development of the Systems Thinking World Group on Facebook. Gene is also the developer of the Systems-Thinking and SystemsWiki websites. He has also been a major contributor to the development of Insight Maker, a web based modeling and simulation environment, and Kumu, a web based relationship mapping environment. Presently Gene is activity engaged in developing the The Perspectives Project focused on understanding relationships and their implications.



Mike Stoecklein

Mike Stoecklein is a Partner with the Institute for Enterprise Excellence (IEX), a learning organization (a group of pracademics), who have captured lessons learned from manymikesphoto (002) industries that help us expand the approach and application of principles, systems and tools in order to “bring purpose to life.”

Prior to joining IEX, Mike, was the Healthcare Value Network (HVN) Director at the ThedaCare Center for Healthcare Value (now Catalysis).  Mike oversaw the systems and activities that support the peer-to-peer learning network that comprises approximately 60 healthcare organizations in the United States and Canada.

Prior to this, Mike served as Vice President of Operational Improvement at Catholic Health Initiatives where he coached leaders and mangers in the principles of operational excellence using management principles he learned directly from Dr. W. Edwards Deming from 1985-1993.   Mike also served as a Vice President of Transformation Resources at the Wheaton Franciscan Health System, as well as the Healthcare Market Development Director at the American Society for Quality.

Mike earned his master’s degree in healthcare administration from the University of Wisconsin-Madison, a Bachelor of Fine Arts from California State University – Hayward, and a Bachelor of Science in health administration from Southern Illinois University – Carbondale, IL.



Rick Kindschi


The Mission of CommunityIMPACT, Inc. is to be a catalyst for creatively unleashing abundant resources so as to offer communities authentic commUNITY.  Rick K 2

CommunityIMPACT, Inc. provides community-based organizations (non-profits, schools, government, and businesses) creative solutions for board governance, fiscal stewardship, leadership development, and collaborative relationships.

Rick seeks to overcome any perceived barrier by creatively unlocking resources that help unleash organizational potential. He is gifted in relational networking, administration, and non-cash asset donor-development strategies.  He is an attentive listener who identifies and connects resources to align with specific individual, organizational and community goals that fulfill their legacies.

Rick serves educators, employers and individuals in non-profit, government, and faith-based organizations helping unify private, public and social sectors for the greater good.

 www.CommunityIMPACT.net | www.ValuesGovernance.org | www.MissionofHOPE.net


Paul Schmitz

Paul Schmitz builds the collective leadership of organizations and Paul Schmitzcommunities to achieve greater social impact through his roles as Senior Advisor at The Collective Impact Forum and CEO of Leading Inside Out. He is an author, speaker, trainer, and consultant whose work focuses on leadership development, collaborative culture, racial equity, community engagement, and result-based strategies.

Paul is the author of Everyone Leads: Building Leadership from the Community Up (Jossey Bass, 2011). The book is based on lessons learned from 21 years leading Public Allies, an innovative leadership development program that helped more than 5,000 passionate and diverse young leaders across the country begin careers working for community and social change.

Paul is a faculty member of The Asset-Based Community Development Institute, and a board member of The Corps Network, Playworks, and The United Way of Greater Milwaukee. Paul previously served on the board of Independent Sector, the association of nonprofit and philanthropic leaders, and was the co-chair of Voices for National Service, which led advocacy for AmeriCorps and other national service programs. Paul co-chaired the 2008 Obama Presidential campaign’s Civic Engagement Policy Group, was a member of The Obama-Biden Transition Team, and was appointed by President Obama to The White House Council for Community Solutions.

Paul is an honors graduate of the University of Wisconsin-Milwaukee. In 2014, Paul was appointed the first Innovator in Residence at Georgetown University’s Beeck Center for Social Innovation. He has also been recognized by The Rockefeller Foundation as a Next Generation Leadership Fellow, by the Nonprofit Times three separate years as one of the 50 most influential nonprofit leaders in America, and by Fast Company Magazine with their Social Capitalist Award for innovation. He lives in Milwaukee with his wife and five children.














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