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Effective Global
Leadership Forum
Presented by
Thunderbird School of Global Management
Washington, DC Alumni Chapter
and
The Meridian International Center
Time: 6:00 - 9:30PM
Meridian International Center
1630 Crescent Pl. NW
Washington DC 20009
http://www.meridian.org/
Become a Thunderbird
Visit
http://www.thunderbird.edu/information-request-form
or contact the admissions team at:
Phone:
+1 602 978-7100 (Outside US)
1 800 457-6966 (US toll-free)
email:
admissions@thunderbird.edu
Special Thanks
http://www.meridian.org/
www.fivetalents.org
GALLAGHER & GRAHAM
F I N E S P I R I T S
http://www.gallaghergraham.com/
Vollara™ LivingWater®
http://www.vitalhealthylife.com/
Program
Hosted by
Ambassador Stuart Holliday
President and CEO, Meridian International Center
and
Dr. Allen Morrison
CEO and Director General Thunderbird School of Global Management
6:00 - 7:15 Arrival and Social Hour
7:15 - 9:00 Effective Global Leadership Forum
9:00 - 9:30 Networking
Welcome and Keynote Address
Welcome – Thunderbird Washington, DC Chapter
Global Leadership Address: Dr. Allen Morrison
Keynote Address: Ambassador Charles A. Ray
Panel Discussion
Effective Global Leadership Q&A
Closing
Lori Foster – Chapter Vice President
Tracy Shanks
Senior Vice President, South America, Chemonics
Tracy Shanks is an international development leader with more than
15 years of experience managing large-scale, complex programs in
challenging environments. Through her travels, she’s been to 50 countries
and territories, of which she’s worked in 17 and lived in another 6, spending
half of her life outside of the US, she embraces global management and
leadership.
Tracy is part of the leadership team of Chemonics International, an
international development firm with more than 3500 employees worldwide
and 100% ESOP or employee owned company. She recently returned to DC
and currently serves as a Director in the West Africa and Haiti Regional
Business Unit, focused on Economic Growth and Trade programs.
Most recently, she served as Chief of Party (or development speak
for Managing Director) of an Investment Climate Improvement program in
the West Bank. Prior to her recent year in the West Bank, most of her energy
during the past four years focused on serving as the Senior Vice President for
the Afghanistan/Pakistan regional business unit, one of the most complicated
and scrutinized work environments for the company, and the US government
Agency for International Development (USAID).
In her first long-term overseas posting in 2003, she simultaneously
managed a municipal finance and a business promotion project in Paraguay.
Ms. Shanks then led a business promotion and support project in Azerbaijan
from 2005-2007, and returned to Paraguay to lead a business climate reform
and anti-corruption or government enhancement program from 2007-2008.
Over the last decade she has identified, hired, and trained hundreds of
employees in Washington, DC, Latin America, the Caucuses, and Southeast
Asia.
Tracy holds an MBA in International Business from Thunderbird,
and BA in International Relations from The George Washington University.
Sonia Patterson, Thunderbird alumna, CEO and President of Five
Talents
Five Talents President and CEO Sonia Patterson has 20 years of
entrepreneurial experience in developing business, non-governmental and
community relations in the United States, Latin America, the Middle East,
Africa and Asia. Fluent in English and Spanish, Patterson holds a B.A. from
Wittenberg University. Sonia graduated from Thunderbird School of Global
Management in 1998 with a MIM/Global MBA and a concentration in global
entrepreneurship.
Sonia has held leadership positions in both for-profit companies and
non-profit organizations, mostly as Financial Services Director for World
Vision United States. She has been leading Five Talents USA since 2012.
Sonia encourages local philanthropy, mentors up-and-coming
leaders and is an active member of a number of community organizations,
including Rotary International and Toastmasters.
Sonia was awarded Smart CEO Magazine's Brava! Award in August
2014. This award celebrates female CEO's who combine their irrepressible
entrepreneurial spirit with a passion for giving back to the community.
Five Talents fights poverty, creates jobs, and transforms lives by
empowering the poor in developing countries through innovative savings and
micro-enterprise development programs and business skills training in 19
countries in Latin America, Africa and Asia.
Five Talents has impacted individuals in 20 countries, building the
capacity of women and men in the areas of budgeting, saving and borrowing
through micro-loan and micro-savings programs. Participants are empowered
to establish their own community owned and managed savings and lending
organizations.
More information on this remarkable organization is available at
their website at www.fivetalents.org.
Ambassador (retired) Charles A. Ray
Charles A. Ray is a retired Foreign Service Officer who served 30
years in the US Foreign Service, and before that, 20 years in the US Army.
During his army service, including two tours in Vietnam, he served in
Military Intelligence, Special Operations, and Public Affairs, with tours of
duty in Germany, Korea, Vietnam, and Panama, as well as posts throughout
the U.S., and retired in 1982 with the rank of Major.
During 30 years in the Foreign Service, he was posted to China,
Thailand, Sierra Leone, Vietnam, Cambodia, and Zimbabwe. His overseas
assignments included service as Deputy Chief of Mission in Sierra Leone
during that country’s transition to democratic rule, he was the first US
Consul General in Ho Chi Minh City, Vietnam, and was ambassador to
Cambodia and Zimbabwe. From 2006 to 2009, he was Deputy Assistant
Secretary of Defense for POW/Missing Personnel Affairs and Director of the
Defense POW/Missing Personnel Office.
Since retirement from public service, he has been a full time
freelance writer and consultant, and is the author of more than 50 books of
fiction and non-fiction, including three books on leadership. He is a frequent
blogger and contributor to several Internet news and content sites. Ray is also
a photographer and artist, and has worked as a journalist and artist for a
number of publications in the US and abroad. During the late 1970s he was
editorial cartoonist for the Spring Lake (NC) News, a weekly newspaper near
Fort Bragg, NC. He was the first chairman of the American Foreign Service
Association’s Professionalism and Ethics Committee. He runs a workshop on
professional writing for Rangel Scholars at Howard University each summer,
and is a lecturer at the Osher Lifelong Learning Institute of Johns Hopkins
University, speaking on global hotspots and the History of American
Diplomacy. He has also done consulting work for the Department of Defense
on personnel recovery (working with the Angel Thunder PR exercise) and as
an interagency subject matter expert during army unit pre-deployment
training.
Ray is a member of the American Foreign Service Association
(AFSA), the Association of Black American Ambassadors, and the American
Academy of Diplomacy.
A native of Texas, Ray now makes his home in North Potomac, MD.
Dr. Allen J. Morrison
CEO and Director General, Thunderbird School of Global Management
Dr. Allen J. Morrison became Chief Executive Officer and Director
General of the Thunderbird School of Global Management in 2014. Dr.
Morrison previously served as a senior advisor for global management
education and executive education initiatives at Arizona State University.
Before joining ASU in 2014, Morrison was Professor of Global Management
and the holder of the Kristian Gerhard Jebsen Chair for Responsible
Leadership in the Maritime Industry at IMD. Professor Morrison is also
Director of the IMD Global CEO Center, which focuses on the challenges
CEOs face while leading their companies in the global economy.
Professor Morrison has authored or co-authored over 60 articles and
case studies, and eight books including Sunset in the Land of the Rising Sun,
Global Explorers: The Next Generation of Leaders, Competition in Global
Industries, and International Management, currently in its 5th edition (Irwin
McGraw-Hill). His research has been published in a range of journals
including Harvard Business Review, Strategic Management Journal, Sloan
Management Review, Journal of Management, and the Journal of
International Business Studies. Professor Morrison has also served as Editor
of the Journal of International Management and on the Editorial Review
Board of the Journal of International Business Studies. His research has won
awards from the Academy of Management, the Academy of International
Business, the Administrative Sciences Association of Canada and the
Strategic Management Society.
Professor Morrison conducts executive seminars and consults with a
wide range of companies around the world. Some of these companies have
included Shell, Toshiba, The World Bank/IFC, NYSE Euronext, IBM, E&Y,
Rio Tinto, Skanska, Takeda Pharmaceuticals, Novartis, HSBC, Accenture
Consulting, ExxonMobil, KPMG, The Limited Brands, ING Bank, Nissan,
IFF, Hutchison Port Holdings, Dow Chemical, General Motors, DSM,
Mubadala, Brunswick, Manulife, AT&T, TRW, Maple Leaf Foods, Mattel,
ARCO/BP, Bata Shoe, Amcor, Dofasco, the Kellogg Company, and PCCW.
Prior to joining IMD, Professor Morrison taught on the faculty at
INSEAD where he directed numerous custom and public executive
programs. He was also J. Armand Bombardier Chair of Global Management
and Associate Dean-Executive Development at the Ivey School of Business
in Canada. Professor Morrison has been a visiting professor at the Anderson
School at UCLA and a professor at The American Graduate School of
International Management-Thunderbird. He has taught on executive
programs at Harvard Business School, the University of Michigan and at
leading business schools in Australia and China.
Adam Falkoff
President and a Principal of CapitalKeys
Mr. Falkoff provides strategic and legislative counsel to Presidents and Prime
Ministers, Cabinet Ministers, Ambassadors, non-governmental organizations,
multi-national corporations, venture funded companies, foundations, and
individuals. His expertise is to successfully help clientele understand,
anticipate and navigate the complex public policy environment.
Mr. Falkoff has worked on a variety of domestic and international issues
involving telecommunications, technology, transportation, defense,
educational institutions, traditional and alternative energy, financial services,
health care, insurance, and the environment for clients including several
Fortune 100 companies. Prior to founding CapitalKeys, Mr. Falkoff was the
co-founder of the Quinn Gillespie & Associates (QGA) International
Practice. Prior to joining QGA, Mr. Falkoff served as the Vice President of
Government Affairs for The Gilman Group. Before joining The Gilman
Group, Mr. Falkoff served as the Senior Director of Government Affairs for
the Consumer Electronics Association (CEA), lobbying the Congress and the
Administration on behalf of over 2,000 corporations. Prior to CEA, he
worked with American Express, and at McKinsey & Co. He served U.S.
Senator Alfonse D'Amato, U.S. Senator Bob Dole and the U.S. Senate
Committee on Commerce, Science and Transportation as professional staff.
Mr. Falkoff has been an invited guest speaker, panelist, and moderator on a
wide range of public policy related topics. He has been interviewed in The
Wall Street Journal, The Palm Beach Post, Politico, Roll Call, The Hill, The
Washington Diplomat, Jack O'Dwyer's Newsletter, Capitol File, Washington
Life, National Journal, Technology Law Journal, Appliance Magazine, and
The Opportunist Magazine.
Mr. Falkoff received a B.A. from Duke University and both an M.B.A. and
M.I.M. (Master of International Management) from the Thunderbird School
of Global Management. During his graduate studies, he served as an assistant
to former Vice President Dan Quayle. Mr. Falloff also holds a Certificate in
International Law from the University of Salzburg, Institute on International
Legal Studies in Salzburg, Austria.

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Effective Global Leadership Forum program 04

  • 1. Effective Global Leadership Forum Presented by Thunderbird School of Global Management Washington, DC Alumni Chapter and The Meridian International Center Time: 6:00 - 9:30PM Meridian International Center 1630 Crescent Pl. NW Washington DC 20009 http://www.meridian.org/ Become a Thunderbird Visit http://www.thunderbird.edu/information-request-form or contact the admissions team at: Phone: +1 602 978-7100 (Outside US) 1 800 457-6966 (US toll-free) email: admissions@thunderbird.edu Special Thanks http://www.meridian.org/ www.fivetalents.org GALLAGHER & GRAHAM F I N E S P I R I T S http://www.gallaghergraham.com/ Vollara™ LivingWater® http://www.vitalhealthylife.com/
  • 2. Program Hosted by Ambassador Stuart Holliday President and CEO, Meridian International Center and Dr. Allen Morrison CEO and Director General Thunderbird School of Global Management 6:00 - 7:15 Arrival and Social Hour 7:15 - 9:00 Effective Global Leadership Forum 9:00 - 9:30 Networking Welcome and Keynote Address Welcome – Thunderbird Washington, DC Chapter Global Leadership Address: Dr. Allen Morrison Keynote Address: Ambassador Charles A. Ray Panel Discussion Effective Global Leadership Q&A Closing Lori Foster – Chapter Vice President Tracy Shanks Senior Vice President, South America, Chemonics Tracy Shanks is an international development leader with more than 15 years of experience managing large-scale, complex programs in challenging environments. Through her travels, she’s been to 50 countries and territories, of which she’s worked in 17 and lived in another 6, spending half of her life outside of the US, she embraces global management and leadership. Tracy is part of the leadership team of Chemonics International, an international development firm with more than 3500 employees worldwide and 100% ESOP or employee owned company. She recently returned to DC and currently serves as a Director in the West Africa and Haiti Regional Business Unit, focused on Economic Growth and Trade programs. Most recently, she served as Chief of Party (or development speak for Managing Director) of an Investment Climate Improvement program in the West Bank. Prior to her recent year in the West Bank, most of her energy during the past four years focused on serving as the Senior Vice President for the Afghanistan/Pakistan regional business unit, one of the most complicated and scrutinized work environments for the company, and the US government Agency for International Development (USAID). In her first long-term overseas posting in 2003, she simultaneously managed a municipal finance and a business promotion project in Paraguay. Ms. Shanks then led a business promotion and support project in Azerbaijan from 2005-2007, and returned to Paraguay to lead a business climate reform and anti-corruption or government enhancement program from 2007-2008. Over the last decade she has identified, hired, and trained hundreds of employees in Washington, DC, Latin America, the Caucuses, and Southeast Asia. Tracy holds an MBA in International Business from Thunderbird, and BA in International Relations from The George Washington University.
  • 3. Sonia Patterson, Thunderbird alumna, CEO and President of Five Talents Five Talents President and CEO Sonia Patterson has 20 years of entrepreneurial experience in developing business, non-governmental and community relations in the United States, Latin America, the Middle East, Africa and Asia. Fluent in English and Spanish, Patterson holds a B.A. from Wittenberg University. Sonia graduated from Thunderbird School of Global Management in 1998 with a MIM/Global MBA and a concentration in global entrepreneurship. Sonia has held leadership positions in both for-profit companies and non-profit organizations, mostly as Financial Services Director for World Vision United States. She has been leading Five Talents USA since 2012. Sonia encourages local philanthropy, mentors up-and-coming leaders and is an active member of a number of community organizations, including Rotary International and Toastmasters. Sonia was awarded Smart CEO Magazine's Brava! Award in August 2014. This award celebrates female CEO's who combine their irrepressible entrepreneurial spirit with a passion for giving back to the community. Five Talents fights poverty, creates jobs, and transforms lives by empowering the poor in developing countries through innovative savings and micro-enterprise development programs and business skills training in 19 countries in Latin America, Africa and Asia. Five Talents has impacted individuals in 20 countries, building the capacity of women and men in the areas of budgeting, saving and borrowing through micro-loan and micro-savings programs. Participants are empowered to establish their own community owned and managed savings and lending organizations. More information on this remarkable organization is available at their website at www.fivetalents.org. Ambassador (retired) Charles A. Ray Charles A. Ray is a retired Foreign Service Officer who served 30 years in the US Foreign Service, and before that, 20 years in the US Army. During his army service, including two tours in Vietnam, he served in Military Intelligence, Special Operations, and Public Affairs, with tours of duty in Germany, Korea, Vietnam, and Panama, as well as posts throughout the U.S., and retired in 1982 with the rank of Major. During 30 years in the Foreign Service, he was posted to China, Thailand, Sierra Leone, Vietnam, Cambodia, and Zimbabwe. His overseas assignments included service as Deputy Chief of Mission in Sierra Leone during that country’s transition to democratic rule, he was the first US Consul General in Ho Chi Minh City, Vietnam, and was ambassador to Cambodia and Zimbabwe. From 2006 to 2009, he was Deputy Assistant Secretary of Defense for POW/Missing Personnel Affairs and Director of the Defense POW/Missing Personnel Office. Since retirement from public service, he has been a full time freelance writer and consultant, and is the author of more than 50 books of fiction and non-fiction, including three books on leadership. He is a frequent blogger and contributor to several Internet news and content sites. Ray is also a photographer and artist, and has worked as a journalist and artist for a number of publications in the US and abroad. During the late 1970s he was editorial cartoonist for the Spring Lake (NC) News, a weekly newspaper near Fort Bragg, NC. He was the first chairman of the American Foreign Service Association’s Professionalism and Ethics Committee. He runs a workshop on professional writing for Rangel Scholars at Howard University each summer, and is a lecturer at the Osher Lifelong Learning Institute of Johns Hopkins University, speaking on global hotspots and the History of American Diplomacy. He has also done consulting work for the Department of Defense on personnel recovery (working with the Angel Thunder PR exercise) and as an interagency subject matter expert during army unit pre-deployment training. Ray is a member of the American Foreign Service Association (AFSA), the Association of Black American Ambassadors, and the American Academy of Diplomacy. A native of Texas, Ray now makes his home in North Potomac, MD.
  • 4. Dr. Allen J. Morrison CEO and Director General, Thunderbird School of Global Management Dr. Allen J. Morrison became Chief Executive Officer and Director General of the Thunderbird School of Global Management in 2014. Dr. Morrison previously served as a senior advisor for global management education and executive education initiatives at Arizona State University. Before joining ASU in 2014, Morrison was Professor of Global Management and the holder of the Kristian Gerhard Jebsen Chair for Responsible Leadership in the Maritime Industry at IMD. Professor Morrison is also Director of the IMD Global CEO Center, which focuses on the challenges CEOs face while leading their companies in the global economy. Professor Morrison has authored or co-authored over 60 articles and case studies, and eight books including Sunset in the Land of the Rising Sun, Global Explorers: The Next Generation of Leaders, Competition in Global Industries, and International Management, currently in its 5th edition (Irwin McGraw-Hill). His research has been published in a range of journals including Harvard Business Review, Strategic Management Journal, Sloan Management Review, Journal of Management, and the Journal of International Business Studies. Professor Morrison has also served as Editor of the Journal of International Management and on the Editorial Review Board of the Journal of International Business Studies. His research has won awards from the Academy of Management, the Academy of International Business, the Administrative Sciences Association of Canada and the Strategic Management Society. Professor Morrison conducts executive seminars and consults with a wide range of companies around the world. Some of these companies have included Shell, Toshiba, The World Bank/IFC, NYSE Euronext, IBM, E&Y, Rio Tinto, Skanska, Takeda Pharmaceuticals, Novartis, HSBC, Accenture Consulting, ExxonMobil, KPMG, The Limited Brands, ING Bank, Nissan, IFF, Hutchison Port Holdings, Dow Chemical, General Motors, DSM, Mubadala, Brunswick, Manulife, AT&T, TRW, Maple Leaf Foods, Mattel, ARCO/BP, Bata Shoe, Amcor, Dofasco, the Kellogg Company, and PCCW. Prior to joining IMD, Professor Morrison taught on the faculty at INSEAD where he directed numerous custom and public executive programs. He was also J. Armand Bombardier Chair of Global Management and Associate Dean-Executive Development at the Ivey School of Business in Canada. Professor Morrison has been a visiting professor at the Anderson School at UCLA and a professor at The American Graduate School of International Management-Thunderbird. He has taught on executive programs at Harvard Business School, the University of Michigan and at leading business schools in Australia and China. Adam Falkoff President and a Principal of CapitalKeys Mr. Falkoff provides strategic and legislative counsel to Presidents and Prime Ministers, Cabinet Ministers, Ambassadors, non-governmental organizations, multi-national corporations, venture funded companies, foundations, and individuals. His expertise is to successfully help clientele understand, anticipate and navigate the complex public policy environment. Mr. Falkoff has worked on a variety of domestic and international issues involving telecommunications, technology, transportation, defense, educational institutions, traditional and alternative energy, financial services, health care, insurance, and the environment for clients including several Fortune 100 companies. Prior to founding CapitalKeys, Mr. Falkoff was the co-founder of the Quinn Gillespie & Associates (QGA) International Practice. Prior to joining QGA, Mr. Falkoff served as the Vice President of Government Affairs for The Gilman Group. Before joining The Gilman Group, Mr. Falkoff served as the Senior Director of Government Affairs for the Consumer Electronics Association (CEA), lobbying the Congress and the Administration on behalf of over 2,000 corporations. Prior to CEA, he worked with American Express, and at McKinsey & Co. He served U.S. Senator Alfonse D'Amato, U.S. Senator Bob Dole and the U.S. Senate Committee on Commerce, Science and Transportation as professional staff. Mr. Falkoff has been an invited guest speaker, panelist, and moderator on a wide range of public policy related topics. He has been interviewed in The Wall Street Journal, The Palm Beach Post, Politico, Roll Call, The Hill, The Washington Diplomat, Jack O'Dwyer's Newsletter, Capitol File, Washington Life, National Journal, Technology Law Journal, Appliance Magazine, and The Opportunist Magazine. Mr. Falkoff received a B.A. from Duke University and both an M.B.A. and M.I.M. (Master of International Management) from the Thunderbird School of Global Management. During his graduate studies, he served as an assistant to former Vice President Dan Quayle. Mr. Falloff also holds a Certificate in International Law from the University of Salzburg, Institute on International Legal Studies in Salzburg, Austria.