The Sherwood
Group staff includes more than 50 full-time professionals.
The Sherwood Group is organized into functional departments; key bios follow.
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Principals/Senior Management
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John R. Waxman
President |
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As President of The Sherwood Group and one of the firm's owners, John
Waxman leads a team of more than 50 professionals providing services to
hundreds of thousands of members, meeting attendees, publication readers
and other constituents of the firm's nonprofit client organizations. He
leads the executive group that manages the firm's corporate operation
with the knowledge that Sherwood's steady, controlled growth and the success
of its clients are predicated on a stable organization, positive environment
and ethos of quality and service.
The Sherwood Group is one of the largest and oldest association management
firms in the country, and Waxman is a leader in the association management
community. He is a frequent panelist and session leader at industry meetings
on association management issues and is currently serving his second term
as a board member for the industry's association, the International Association
of Association Management Companies. He was interviewed for the ASAE-published
book, "Association Turnarounds."
Waxman began his career in association management with the American Planning
Association, where he served as assistant member services director and
later as director of conference and education. He then moved to the National
Sporting Goods Association, where as manager of trade shows he produced
the association's three exhibitions each year. The shows featured nearly
a million square feet of exhibit space and attracted more than 100,000
buyers.
After 13 years with "captive" organizations, Waxman decided
the time was right to step up to fresh challenges and a faster pace with
a professional management firm. He joined The Sherwood Group as an account
executive in 1986, and immediately become the firm's rising star. He produced
results for client organizations and participated in corporate marketing
and management, quickly earning more responsibility.
One year after joining the firm he was named general manager, and a year
later, in 1988, he was promoted to vice president. Waxman's integrity
and success allowed the company's president to withdraw from active participation
and pursue other interests, and in 1990 Waxman was named Sherwood's second
president. In 1992, Waxman successfully led the effort to purchase the
firm from its founder.
Sherwood's president manages the firm's client relationships, supports
account executives and provides strategic support and consulting to associations.
Waxman earned his B.A. in political science from the University of Illinois
and M.A. in public administration from Roosevelt University. In addition
to his service with the International Association of Association Management
Companies, he is a member of the American Society of Association Executives
and the National Association of Exposition Managers.
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Greg Schultz
Vice President |
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Late in 1984, Greg Schultz' journalism school dean recommended him to
the editor of a trade magazine looking for help. Two weeks later Schultz
left his job as manager with a national book store chain and joined the
staff of the trade journal as its advertising manager. The organization
publishing the journal hired a new management firm barely a year later,
and Schultz was hired by the firm, thus launching the Sherwood Group's
communications department.
Over the next six years, he would hold a variety of positions within
the firm, including writer, editor, designer, director of communications,
computer systems analyst and account executive. In 1990 he was named vice
president and in 1991 became a partner in the firm. His marketing and
communications work has resulted in dozens of awards for the firm and
its clients, and his writing for clients has been widely published, from
magazines and journals to a college textbook. Schultz' corporate and client
work has helped The Sherwood Group to grow from a staff of 12 into a respected
organization that is also one of the largest in the field.
Schultz continues to provide The Sherwood Group and its clients with
marketing, technology, strategy and program integration "consulting".
In the mid-80s, for example, he helped the Institute for Nuclear Materials
Management become one of the first international societies to accept meeting
presentation abstracts in a variety of electronic formats. This reduced
costs and improved the quality and timeliness of the organization's abstract
book, then more than 1,000 pages. (Today the book is published on CD-ROM.)
Schultz serves as Executive Director the Society for Vertebrate Paleontology
and is directing the startup of the International Society for Stem Cell
Research. He has helped his clients achieve significant growth in international
representation, membership, member services and financial reserves, and
is called upon to serve as a member of their boards and committees.
Schultz is a leader in the association management community, serving
as a board member on the American Society of Association Executives Association
Management Council and as a frequent speaker on editorial management,
marketing and technology issues for nonprofit and for-profit organizations.
In addition to his ASAE membership, he is a member of the Association
Forum of Chicagoland's Association Management Company Interest Group.
Schultz earned his journalism degree (with honors) from Roosevelt University
in Chicago.
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Liz Freyn
Vice President, Meeting & Convention Services |
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As Sherwood's Vice President of meeting & convention services, Liz
Freyn guides a team of meeting planning and support specialists responsible
for dozens of successful meetings and trade shows each year. The department
manages meetings for organizations of all sizes in locations throughout
the world. Freyn provides fresh ideas for client programs and events to
fit each organization's unique objectives and personality, from bankers
to paleontologists. Freyn's creativity, experience, grace under pressure
and legendary energy make her a meeting planner's meeting planner - a
compassionate field general with the ability to inspire staff and address
the myriad details and issues that arise on site.
Freyn joined The Sherwood Group in 1988 as an account executive. The
firm had not yet centralized its meeting management functions, and Freyn
achieved her greatest success and satisfaction managing her clients' meetings.
She was soon responsible for managing large conventions outsourced to
the firm by organizations with independent headquarters operations. With
Freyn's guidance, the meetings blossomed.
In 1993 the firm's meeting operations were consolidated under Freyn,
and she was named director of the new department. The concentration of
expertise resulted in continued innovation and improvement for Sherwood
client events. The departments combined purchasing and coordinated contract
negotiation provide clients with unprecedented leverage and value. Meetings
produced by the department continue to break client records for participation
and revenue.
Freyn's successes led to her becoming a partner in the firm and its Vice
President, Meeting & Convention Services, in 1996. She is a member
of Sherwood's executive management team.
Prior to joining Sherwood, Freyn served as Assistant Executive Director
for the Automobile Dealers Association of Indiana, Inc., where she developed
a successful marketing program for the association's services corporation.
Freyn's roots are in Evansville, Indiana. She earned her B.S. degree
in business from Indiana University. She is a member of the American Society
of Association Executives, International Association of Exposition Managers
and Meeting Planners International. She has served on the Board of Governors
of the Indiana Society of Association Executives and as an officer of
the Indiana Press Club.
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Accounting/Financial Services
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Scott M. Freeman, CPA
Chief Financial Officer and Chief Operating Officer |
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Scott M. Freeman, CPA, joined The Sherwood Group Inc.
as the company's chief financial officer and chief operating officer
in June 2005.
A seasoned accounting and finance executive with more than 20 years
of experience, Scott served for the past six years as CFO and treasurer
for Lamb's Farm, a not-for-profit organization providing residential,
vocational, social and recreational services to developmentally disabled
adults.
Scott brings highly regarded skills in budget and audit preparation,
efficiency and process improvement, and a technology-savvy outlook to
all of his projects. His tenure at Lamb's proved his commitment to efficient
and thorough accounting procedures. He redesigned the financial statements
to allow for better understanding of the organization by management and
the board of directors, uncovered significant under-funding and was instrumental
in negotiations with the State of Illinois to increase funding. His detailed
analysis of business operations and vendor relations resulted in reduced
costs in several areas.
Prior to his work at Lamb's Farm, Scott spent more than 5 years as
senior vice president and controller at Dovenmuehle Mortgage, Inc., one
of the
largest privately held residential mortgage servicers in the country.
There he managed an accounting staff of 11, supervised the internal auditor
and provided financial reporting, analysis, and forecasting for the company
and its related entities. He worked for three years as internal auditor
and acquisitions manager at Dovenmuehle before being promoted to controller.
Scott also worked as director of accounting for Cohen Financial Corporation,
as a commercial banking officer at the American National Bank and Trust
Company of Chicago, and held the position of staff accountant and tax
specialist at Altschuler, Melvoin and Glasser, Chicago’s largest
local accounting firm at that time.
He earned a BBA with a concentration in accounting from Emory University
and an MBA with a concentration in marketing from DePaul University.
He has been a certified public accountant in Illinois since 1984.
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Communications
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Jill Hronek
Director, Communications |
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Hronek's talent, organizational skills were evident when
she first joined Sherwood as an editor in 1988. She consistently produced
work of high quality within budget constraints. After two years as an
editor and production artist for brochures, magazines, newsletters and
other publications for Sherwood's client organizations, Hronek left the
firm in search of new professional challenges.
Hronek rejoined the firm in 1999, bringing the insight and expertise
gained from nearly a decade of professional work in publishing and communications
management and practice - the ideal candidate to lead Sherwood's communications
department.
As director, communications, Hronek manages a team of editors, designers,
and marketing specialists. The department's work reflects an emphasis
on the transition to electronic communications. Web teams support a dozen
client web sites; additionally hundreds of magazines,
newsletters, directories, brochures and other publications are produced in print or as electronic documents for distribution via e-mail, on CD-ROM or online.
During her hiatus from Sherwood, Hronek first served as production manager
for a publishing company specializing in healthcare publications. There
she edited, designed and scheduled quarterly journals for Marion Merrell
Dow pharmaceutical company, and monthly newsletters for Clintec Corp.
and GBC Corp. among others. She managed and designed advertising for Telocator,
a telecommunications-advocacy association in Washington, D.C., and provided
marketing support for the company.
Hronek then went on to establish and develop Jade Publishing, a design
and publishing division of a 150-year-old printing company. Within a short
period of time, the firm built a stable client base of more than 40 corporate
customers, including Midas International, Rush-Presbyterian Hospital,
DePaul University and numerous trade associations and societies. Hronek
was responsible for overseeing all aspects of the operation, including
business and program development, editing, art direction and production,
management and operations, technology and accounting. She produced award-winning
design work for the American Library Association and others.
Hronek is a member of the American Society of Association Executives and
the Society of National Association Publications. Originally from Manitowoc,
Wisconsin, she earned a B.A. in journalism with an emphasis in public
relations and writing from the University of Wisconsin-Madison.
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IT/Web Services |
Skip MacWilliam
Director, Information Systems |
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Skip MacWilliam joined Sherwood in 2006 as the firm’s Director, Information Services, ready to lend his expertise in providing valuable IT offerings for organizations of all types and sizes.
He has been working with the Internet from its infancy in 1983 by starting his own internet service provider business before ISPs were common knowledge. After selling his own ISP, he served as operations manager for a similar company, expanded its service coverage from the local area into four states, increased its customer base from 1,000 to 15,000 and grew the company’s service offerings.
Skip has also worked with the world’s largest health care association as a programmer and systems analyst and was instrumental in launching the organization’s members-only Web site seamlessly integrating multiple technologies and platforms. More recently, he worked as a systems administrator for the association management firm Smith, Bucklin & Associates, implementing a stable multiple-server hosting environment.
He has more than a decade of experience with programming in all versions of Visual Basic from version 3 thru .NET, Cold Fusion, and is experienced in PHP, ASP, PERL and SQL Server.
Skip is a skilled project manager and no-nonsense team builder who is happiest when there’s a challenge set in front of him.
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Member Services/Administration
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Lee Ann Clark
Account Executive |
Lee Ann Clark joined The Sherwood Group Inc. in September 2007 and serves as the executive director of the American Pediatric Surgical Association.
She was formerly employed by the National Congress of Parents and Teachers, where she held a number of management positions in the areas of member education and development, meeting planning and training. She was responsible for growing the organization’s member management services from a department of one professional to multiple departments focusing on membership growth, field service, training and member services.
As a member of senior management, she led her team in developing a nationwide training program for parent involvement; working with staff and volunteer leadership, she revamped the organization’s management development instruction, resulting in a consistent, annual training agenda for all state leaders. As a field service professional, she worked with state leaders to develop their skills in management and membership services.
Lee Ann worked for the U.S. Junior Chamber of Commerce for eight years, serving in a variety of capacities including leading community development programs and guiding local leaders in chapter management. She began her career as a middle school, junior, and senior high school teacher.
Lee Ann earned a bachelor of fine arts in music education from Arkansas Tech University. She is a member of the Association Forum of Chicagoland and the American Society of Training and Development.
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Sally Finney, CAE
Account Executive
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Sally Finney, CAE, relocated from Olathe, Kansas, to Northbrook, Illinois, in May 2005.
Sally’s most recent position was as the president and CEO of Sunflower House Inc., a charitable not-for-profit organization dedicated to the prevention of child abuse and neglect.
Prior to that, Sally spent seven years as executive director of the Kansas Public Health Association in Topeka, where one of her main responsibilities was promoting the organization’s mission through government affairs and grassroots activities, and public speaking engagements.
Sally also spent six years as the director of the State AIDS Program for the Kansas Department of Health and Environment. Managing the statewide public health program’s multi-million dollar and multi-source budget was her main task. She also was successful builder of volunteer coalitions of public health care program managers.
Sally has proven team-building and management skills and brings a unique perspective to her supervisory duties. She is a successful strategic planner and has a strong background in fundraising from corporate, foundation and government sources.
Sally earned a bachelor’s degree in biology and a master’s degree in secondary education from the University of Arizona at Tucson. She earned her Certified Association Executive (CAE) designation from the American Society of Association Executives in 2003. She will manage the American Society for Tropical Medicine and Hygiene and the Academy for Eating Disorders.
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Richard Koepke
Account Executive |
Rick Koepke joined The Sherwood Group Inc. in April 1998. Since then he has served as executive director of two health-industry educational nonprofits and one scientific professional society.
Prior to joining The Sherwood Group, Rick served as executive director for two specialty societies managed by the American Hospital Association in the area of health care consumer advocacy and social work administration. He helped both organizations achieve impressive results in improved member services, strategic planning, public policy initiatives, cost reduction and revenue generation.
Prior to working at AHA, Rick managed a long-term care facility for adults with mental illness. His responsibilities included financial management, marketing and operations. He also spent eight years at the YMCA of Metropolitan Chicago, where he provided direction is the areas of member services, research, planning and evaluation, and information systems.
Rick earned a bachelor of arts degree in theater from Knox College, Galesburg, Illinois, and a master of social work degree from Jane Addams College of Social Work at the University of Illinois at Chicago. He then earned a master of science degree in information systems from the business school of Roosevelt University in Chicago.
Rick is a member of the American Society of Association Executives and the Association Forum of Chicago.
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Vicki Loise, CAE, CMP
Account Executive
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Vicki Loise, CAE, joined Sherwood in April 2005 as the administrative director for the Association of University Technology Managers, a dynamic and growing association serving one of the most active growth sectors of the U.S. economy.
Vicki spent the past 12 years in various management positions at the National PTA, a 6-million volunteer member organization serving as the oldest and largest child advocacy group in the country, most recently as development director. She worked closely with the executive team to implement the strategic direction of the organization and was instrumental in identifying, researching and cultivating potential sources of funding from corporate, foundation and individual donors, which resulted in a 63% increase in donation revenue in 2004.
She is a savvy team leader who also excels at events management and marketing.
Prior to the PTA, Vicki spent two years as the Administrative Associate for Meetings and Conferences at the American Association of Oral and Maxillofacial Surgeons in Rosemont, Illinois. There her proven skills as a coordinator, negotiator and exhibits manager came into play.
Vicki earned a bachelor’s degree in interpersonal and public communication from Central Michigan University and has been a certified meeting professional since 1995. She was awarded the certified account executive (CAE) designation in 2005 from the American Society of Association Executives (ASAE). She is a member of ASAE, the Association Forum of Chicagoland and the Association of Fundraising Professionals.
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Brian Pugliese, CAE
Account Executive |
| Brian Pugliese joined Sherwood
in January 2004 as the account executive for the Automatic Meter Reading
Association, an association of individuals and companies dedicated to promoting
automatic meter reading, distribution automation and demand-side management.
Brian is an association executive with 20 years of strong service and
account management experience with a variety of nonprofits, including
those in manufacturing, distribution and service. Prior to joining The
Sherwood Group, he developed the market and grew the sales of food safety
auditing, certification and consulting services at NSF International,
an international nonprofit public health and safety company based in Ann
Arbor, Michigan.
From 1991 to 1997, Brian was the managing director of the Plastic Pipe
and Fittings Association (PPFA), where among other duties, he improved
business processes and implemented the association's national lobbying
strategy. Before PPFA, Brian worked eight years at association management
firm Smith, Bucklin & Associates holding dual roles as both public
relations account supervisor and association account executive, serving
a variety of clients.
Brian earned a Bachelor of Arts degree in journalism/public relations
from Northern Illinois University, and is pursuing an MBA in marketing
from Benedictine University, Lisle, Illinois. Brian earned the certified account executive (CAE) designation in 2007 from the American Society of Association Executives (ASAE). He is also a member of the American
Marketing Association.
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Nancy Witty
Account Executive
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Nancy Witty joined the Sherwood Group in May 2005.
She serves as the executive director of the International Society for Stem Cell Research, a three-year-old start-up organization that is growing exponentially in number of members, event attendees and supporters. She also serves as executive director for the Society of Vertebrate Paleontology, a 2,000-member educational and scientific organization serving paleontologists and those interested in vertebrate paleontology.
Nancy spent a year commuting between her home in Chicago to her position as the associate director of research administration at the New York University Child Study Center. There she successfully established an internal research council and an external scientific advisory board that generated a long-range strategic plan and implemented practical steps for expanding research programs. Nancy coordinated the development of a grant-writing and tracking process for the center’s $11 million grant portfolio, which included the establishment of independent review board protocols for dispersing grant monies.
Nancy also has worked as a consultant and director of planning for the American Board of Psychiatry and Neurology, where she was responsible for strategic planning, policy development and overall functions of the board of directors. An adept communicator, Nancy is at ease in all situations with all types of people.
Past administrative and management positions include those at Northwestern University Medical School, the Accreditation Council for Graduate Medical Education, American Academy of Pediatrics and the Portland, Oregon Public Schools. In each of these settings, Nancy demonstrated her competence and flair as a supervisor, coordinator and thorough policy analyst.
Nancy earned a bachelor’s and master’s degree from the department of behavioral disabilities at the University of Wisconsin-Madison. She continued her education in a post-master’s program in the department of special education at the University of Oregon in Eugene.
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