Tim Armour Managing Director Morningstar Tim Armour is a managing director of Morningstar, Inc., responsible for strategic relationships and business development. Before joining Morningstar in 1998, Armour was president of Stein Roe Mutual Funds, a division of Stein Roe & Farnham, where he also was president of fund trusts and a member of the board of directors. Prior to Stein Roe, Armour served as senior vice president and director of marketing for Citibank in Chicago, where he was responsible for marketing and public relations. Armour worked for more than 10 years in a variety of marketing and strategic planning positions. He also served three years as a lieutenant in the Supply Corps of the U.S. Navy. Armour holds a bachelor’s degree in business administration from Gettysburg College and a master’s degree in business administration from Columbia Business School.
	Brent Klassen Blue North Strategies Brent Klassen has been working with personalized communications programs for over a decade. In the early 90s with Cam at Information DesignWorks, he recognized that certain technologies that were critical to the execution and deployment of personalized communications had not yet sufficiently matured. So he spearheaded IDW’s efforts to build a technology framework for personalized communications that subsequently became the basis for much of that company’s work. With some of the technology issues resolved, Brent turned his analytical skills to focus on the techniques of dynamic communication, embracing the challenges both in designing for dynamic content, as well as writing dynamic content. He has written and spoken on these techniques as they play an important role in bringing personalization into the mainstream. In the late 90s, with wheresfrankie.com, Mspect Canada, and Bell Globemedia Interactive, he expanded his interest in dynamic content to other media – namely, the Internet, and various wireless technologies, each of which brings a unique set of challenges to bear on the publication and comprehension of dynamic content. Starting Blue North Strategies with Cam in 2002 represented a return to corporate communications, but with an enriched background in managing content across various media. As personalization technology continues to mature, Brent continues to focus on the disciplines of design and content creation as they apply to personalized communications, and is able to use his experience to unlock strategic communications opportunities for Blue North’s customers. Brent lives in Toronto with his wife, Val, and three sons: Kieran (wants to be a hockey player), Nathan (wants to be a rock star), and Joel (wants to have his diaper changed). He plays music in his spare time (such as it is with three young kids), and enjoys writing short fiction almost as much as marketing copy.
	Pat McAnally SunGard A veteran of the business continuity industry for over a decade, Pat McAnally has been a key player in marketing and consulting outreach strategy for SunGard Availability Services, as the company grew from $150M in North American business, to a $1.2 billion global organization with operations in 14 countries. As a published author, speaker and subject matter expert on Information Technology and the impact of new regulations, McAnally currently heads SunGard’s Thought Leadership program, focused on bringing the intellectual capital and experience of SunGard’s team of 2,000 global experts to the IT community.
	Phil Edwards Standard & Poor’s Phil Edwards is Managing Director of funds research in Standard & Poor’s Investment Services business unit. Mr. Edwards leads a research team of over 65 fund analysts located in nine countries around the world. A long time advocate of increased disclosure and transparency of mutual funds, Mr. Edwards is seen by the media, investors and fund sponsors as an important, third party source of information in the fund industry. Mr. Edwards has been with Standard & Poor’s since 1983, holding various analytic, business development, management and planning positions. From 1983 to 1994, he worked in the Public Finance department of Standard & Poor’s Credit Market Services, providing ratings to state and local governments. From 1995 to 1997, Mr. Edwards devoted his analytical expertise to the Strategic Planning Group also of Credit Market Services. In 1998, he was appointed Managing Director of Standard & Poor’s funds research. Prior to joining Standard & Poor’s Mr. Edwards worked at EBASCO Services, Inc - a major design, engineering, & construction firm - in a planning capacity. Mr. Edwards has received both an MBA (1980) and BSBA (1978) from the University of Florida. Phil Edward’s areas of expertise include: Mutual Fund Research, Selection, & Analysis Mutual Fund Regulatory Issues & Developments Separate Account Manager Evaluation Mutual Fund Trend & Performance Analysis
	Ray Dieter Regional Vice President INSCI Corp Ray Dieter is the Regional Vice President for INSCI Corp, a leading provider of Web-based document delivery, document archiving, and digital asset management solutions for the financial services market. Ray has a long history of providing solutions that improve customer communications. Prior to INSCI, he had a 14-year career at Xerox Corporation, where he helped thousands of customers incorporate high-speed laser printing and electronic communications using Xerox toolsets.
	Cam Shapansky Blue North Strategies Cam Shapansky, a Blue North Strategies partner, is a personalization pioneer and has been a leading consultant and advocate for the cause since the early 1990s. While working at the prominent Toronto design firm Cooper & Williamson in the early 90s, Cam realized that by harnessing technology rather than resisting it corporate communications could have access to a whole new realm of opportunity. As co-founder of Information DesignWorks, Cam turned this realization into a successful business that worked with the Who’s Who of the Canadian financial sector. In 1998, Information DesignWorks was bought by Optus Corporation. As a member of the Optus senior management team and president of Optus Art & Logic, Cam continued his industry leadership. As big fish continued to get swallowed by bigger ones, Cam found himself on the Symcor senior management team in 2000. Symcor, a $650 million Canadian company, is Canada’s largest producer of transactional documents. Cam and Brent started Blue North Strategies early in 2002. Blue North is a niche provider of corporate communications services, with an emphasis on personalized programs. Blue North works primarily with clients in Canada and the US. Blue North’s success stories with major clients prove clearly and soundly that personalization works! Cam is also a regular speaker/keynote speaker at marketing, design, and industry conferences. Recent events include the Financial Communications Forum in Boston, Xplor events in Mississauga, Toronto and Calgary, the annual CMA conference in Ottawa, and the IIID symposium in Vienna, Austria where he was the keynote speaker. He has published a variety of articles on personalized communications and is often quoted in the media. On the personal side, Cam lives on a farm in the Cambridge, Ontario area with his wife Debbie, children Gabrielle and Reuben, dog (Todd), two cats (Dude and Dell), and a whole bunch of sheep and chickens. Cam is involved in international development work. He has lived and worked in Egypt, and currently serves on the local MEDA (Mennonite Economic Development Associates) board of directors.
	Cheryl Kay Art Plus Technology Cheryl has extensive knowledge of the financial and insurance industries, with special emphasis on retirement plans, mutual funds and variable annuities. She is a key APT resource with expertise in communications project management, business systems analysis, information design, document and forms analysis, and electronic and print-on-demand production and delivery. Cheryl also has held the lead role in managing the design and implementation of APT’s hosted solutions. Before joining APT, Cheryl had thirteen years experience in the Document Management Department of Manulife Financial and ten years as an Account Manager with Moore Business Forms. In her tenure with both companies, she held various project management and senior level business analysis and program development roles. She is a frequent speaker at various industry events, and is a member of the Design Management Institute (DMI), Xplor International, NAVA and SPARK.
	Deborah L. Ryan Director, Project Management WySTAR Global Retirement Solutions Deborah managed a defined contribution statement redesign, which received the DALBAR Communications Seal for excellence in customer communication in both 2002 and 2003. Deborah has over sixteen years of experience in the financial services industry, concentrating in both mutual funds and retirement plans. She has worked for WySTAR Global Retirement Solutions (WySTAR Global) and its predecessors since 1987, during which, she has held various project management and senior management roles. Deborah currently is a Director and Project Manager with WySTAR Global. WySTAR Global is a premier provider of innovative systems and outsourcing services for retirement plans. WySTAR Global has 4,100+ retirement plan clients, 1.3+ million plan participants and pensioners, 50+ years in the retirement plan business and $50 billion in assets under administration.
	Donna Wong Director, e-Business Solutions Manulife Financial Donna has over twelve years experience in the financial services industry with knowledge of the US and Canadian pension markets. She joined Manulife Financial in 1995 and has worked in a variety of marketing positions in product management, inforce marketing, customer technology and currently, as the Director of e-Business Solutions in the Sales & Distribution area for U.S. Group Pensions. Donna is responsible for the promotion and use of web sites by Third Party Administrators and Brokers. Prior to joining Manulife Financial, she was a Marketing Manager in a trust company where her responsibilities included the marketing of mortgages, savings accounts, mutual funds and retirement products.
	Elizabeth Gooding President Art Plus Technology Elizabeth Gooding founded Art Plus Technology, and has established the firm as a premier provider of communication strategy, design and development services. Her experience includes information and process design, RFP development, and technology and outsourcing evaluations. Elizabeth was the editor of e.bill magazine until 2002 and has written for a wide variety of industry publications on process design, cross-channel branding, electronic presentment, content management and technology convergence. Elizabeth has helped CIGNA, Fidelity and T. Rowe Price, among others, to streamline their business process, improve customer retention, and maximizing new opportunities through document design, print and Internet technology. She is a member of the AIIM Conference Planning Committee and the chair of the Financial Communications Forum Advisory Council. She was honored in 2002 by OutputLinks as a Woman of Distinction in the Output Management Industry.
	Jeetu Patel Executive Vice President Doculabs Jeetu Patel is the executive vice president of Doculabs, Inc., Patel leads Doculabs' business development initiatives, aligning the companies, research strategy with the need of Fortune 1000 customers. His efforts enable Doculabs client services team to identify the appropriate technology strategies and solutions that best match each client's business requirements. Patel has directed a vast number of customer projects, including identifying customer needs around content management, vendor solution development, and process automation solutions. He frequently interfaces with key executives from both technology user and solution-provider communities to discuss developments in emerging technologies and business strategies. Patel has delivered keynote addresses and is a frequent speaker at industry conferences, including Thomson Media Conferences, CMP Events, NACHA's Payments, and others. Patel is regularly published and quoted in leading industry publications, including CIO, InformationWeek, Transform, USA Today, and AIIM E-DOC Magazine.
	Mark A. DeCollibus Senior Strategist Art Plus Technology, Inc. Mark joined APT in 2004 from Print Mail Consulting Group, LLC. Prior to PMCG, Mark served as Senior Vice President, Marketing Services for Scudder Investments where he was responsible for Creative Development, Investor Information Delivery, and Fulfillment Groups serving 7 distinct lines of business. While at Scudder he implemented a series of projects that reduced annual expense by 14 million dollars. Initiatives included an end-to-end process for Annual Reports and Prospectuses that reduced costs by $3.4 million while reducing time to mail by 7 days and E-delivery of compliance and Proxy voting statements. Mark also managed a variety of outsourcing relationships related to these initiatives. Previously, as Vice President of Publishing at Fidelity Mark established and implemented a standard language library for prospectuses and ran the Document Services operations across 8 sites.
	Nick Romano President and CEO  Prinova Technologies Inc. Nick Romano, P. Eng., is President and CEO of Prinova Technologies Inc. Prinova specializes in designing and implementing state-of-the-art solutions for enterprise document processing systems. Nick has strong operational and financial management skills and is particularly skilled at facilitating Joint Analysis and Design sessions with clients to organize projects and manage scope and requirements in a cost-effective manner. Nick speaks internationally on implementing successful document solutions with topics ranging from design, messaging and personalization through to shop floor automation and advances in document delivery. Nick graduated in 1994 with a Bachelor of Engineering and Management from McMaster University in Hamilton, Ontario. Nick is a Professional Engineer and sits on the Advisory Board of the Electronic Document Systems Foundation and has been recently appointed to the Strategic Planning Committee for Xplor International.
	Kemal Carr Madison Advisors Kemal Carr leads Madison Advisors, an independent analyst firm that provides project-based advisory services designed to assist clients with technology selection and business process decisions. Under his direction, Madison Advisors is establishing its market niche addressing the needs of the electronic and print customer communications marketplace. Carr also is instrumental for the formulating Madison Advisors' strategic partnerships with numerous trade associations and exhibition producers. Kemal is regularly sought out by some of the leading output technology publications to write about or comment on some of the industry’s key issues and topics, including articles on electronic bill presentment and payment (EBPP) in Data Processing Technology, Digital Publishing Solutions, and Mailing Systems Technology. He also is asked to speak at trade events, including sessions at Xplor’s Global conference in 2002. Prior to forming Madison Advisors in 2001, Kemal held various system roles including three years with the industry analyst group at Doculabs and seven years in the systems company of Fidelity Investments. B.B.A., Management Information Systems, University of Wisconsin, Madison, Wisconsin M.B.A. Candidate, Management, Texas Christian University, Fort Worth, Texas
	Priscilla Emery President e-Nterprise Advisors Priscilla Emery is President and founder of e-Nterprise Advisors. e-Nterprise Advisors provides market research, strategic planning and advisory services in Enterprise Content Management to both vendor and user organizations. Prior to establishing e-Nterprise Advisors, she was Senior VP of Information Products and Services for AIIM International where she was responsible for the development and delivery of publications and other information-oriented products and services to AIIM members and associates. Prior to her position at AIIM, Ms. Emery was VP and Director of Gartner’s Electronic Workplace Technologies research center and New Science’s Intelligent Document Management service. She has provided many Fortune 500 user and vendor organizations with strategic planning advice in the areas of document management and the assimilation of new and emerging technologies. Ms. Emery has also worked at Blue Cross & Blue Shield of Connecticut, Combustion Engineering (now ABB), Primerica Corp. (now Citicorp) and Bell Telephone Laboratories. Ms. Emery has over 25 years experience in the information systems industry, has been a featured speaker at international industry events, has been quoted in business and industry publications such as The Wall Street Journal, The Washington Post, Computerworld, InformationWeek, Software Magazine and PCWeek, and has written numerous articles for publications, such as Imaging and Document Solutions, e-doc, KMWorld, and DB2 Magazine. She has also written Knowledge Management: The Essentials, an AIIM International publication, and E-Mail Management Tools: Sorting Through the Options. She has a B.A. in Mathematics from Lehman College (part of the City University of New York). Ms. Emery is an Advisory Board Member of the Electronic Document Systems Foundation (EDSF) and was also listed as one of the top 50 influencers of the document management industry in KMWorld magazine. She has recently been named conference chair for the 2004 AIIM Conference Program committee and one of the 20 Leaders to See in 2003 by CMSWatch. Ms Emery also holds the Masters of Information Technology and Laureate of Information Technology for Electronic Imaging designations from AIIM International and is a member of both ARMA International and Xplor International.
	Carolyn Valiquette Ms. Valiquette has a strong background in marketing and management in the technology industry. She serves as the Director of Services at Caslon & Company (www.caslon.net), a consulting and research firm which helps senior managers understand key technical issues and market dynamics in the digital printing and publishing arena. Ms. Valiquette also serves as the General Manager of PODi (www.podi.org), the Digital Printing Initiative, a not-for-profit industry consortium managed by Caslon. From the PODi charter to promote the industry and the standards within it, comes unique access to vendors and service providers throughout the digital printing ecosystem. This broad view of the industry allows Caslon to offer highly targeted services to senior marketing managers at Global 2000 companies. Caslon services enables major corporations to benchmark their processes, select the right tools, and ultimately implement winning, best in class digital print strategies. In previous roles, Ms. Valiquette developed marketing campaigns and campaign management software for companies such as Kodak, Sun Microsystems, and Microsoft. She has managed large-scale enterprise integration projects for clients such as Lowe’s Home Improvement, Prudential Insurance, and AXA/Equitable.
	Michael Fee Michael Fee is director of banking and financial services solutions for Mobius, the leading provider of integrated software for total content management (TCM). He is responsible for the company's direction in the development of sales strategies, business relationships, alliances and products for the banking and financial services industry, including archiving, image, check image, and e-statement delivery. Fee came to Mobius with 15 years of experience in the banking industry focused on payment systems strategies and operations.
	Richard Medina Principal Analyst Richard Medina is a principal analyst at Doculabs, Inc., a technology consulting firm that lowers the business risk of technology decisions through client specific recommendations, objective analysis, and in-depth research. Medina works with Fortune 1000 customers to identify the most appropriate technology solutions for their business requirements. He also provides executive-level consulting for technology vendors. Medina has performed hands-on evaluations of a vast number of products, including solutions for records management, content management, and infrastructure. He frequently communicates with key executives of both the corporate and vendor communities to discuss strategic developments in the technology landscape. Medina is a frequent speaker at industry conferences, including AIIM, Momentum, and Call Center Demo. He has also become a sought-after host and presenter for many online seminars. Medina is regularly published and quoted in leading industry publications, including InformationWeek, Transform, Call Center Magazine, and AIIM E-DOC Magazine. B.A., Philosophy, Loyola University of Chicago
	Sherri Neasham Sherri Neasham is the founder and CEO of FinanCenter, a software firm which provides online marketing tools to capture and cultivate online leads for the financial services industry. As a financial marketing expert, Ms. Neasham's articles on affinity marketing, cross-selling, and asset liquidation strategies have been published in financial journals such as the ABA Journal and American Banker. She has spoken at national and international conferences on topics such as Web site usability, online selling of consumer lending products, online lead generation, and online marketing of financial services. Ranking in the top 10% of Internet World Speakers, she established and moderated Internet World's Financial Services Summit, which featured major financial institutions as well as AOL, Microsoft, Intuit, Reuters, and Bloomberg. Ms. Neasham's online marketing expertise is drawn from the hands-on experience of founding FinanCenter.com in 1995, a consumer Web site which became profitable within nine months from selling leads to financial institutions such as Household Finance, Chase, and Countrywide.
	Max Dietshe Senior Strategist Addison Max Dietshe is a senior marketing communications strategist who conceives and implements a broad range of simplified communications and business literature projects, primarily in the financial services industry. His clients include Merrill Lynch, T. Rowe Price, Guardian and other top-tier firms. Max joined Addison from OppenheimerFunds, where he served as Director of Marketing Communications, overseeing a 40-person department of designers, writers, print buyers and account executives. He previously spent 12 years at Deloitte & Touche. There, he held a variety of writing and marketing communications roles in the firm’s international organization. Max also served as a proposal writer for the Tri-State (New York, New Jersey and Connecticut) region, and built and managed the region’s Proposals and Sales Support Group. In his last position at Deloitte, Max served as Director of Marketing Communications for the Tri-State Region, leading a 30-person team responsible for internal and external communications, proposals and sales support, PR and advertising, and new media. Max started his career in the non-profit arena, where he managed the publications program for the British-American Chamber of Commerce. In that role, he created and marketed the Directory of U.S. Subsidiaries of British Companies. Married with one child, Max plays guitar, banjo and mandolin in a variety of musical genres and settings. He is an avid reader who also enjoys skiing, wilderness canoeing, distance running and yoga. Max earned a BA and an MA from Columbia University.
	Ron Radojkovic Senior Director of DOC1’s Electronic Document Management (EDM) Group 1 Software Ron Radojkovic is currently the Senior Director of DOC1’s Electronic Document Management (EDM) product suite at Group 1 Software. He is responsible for managing the various development teams and development strategies for the EDM products. Mr. Radojkovic is also involved in the product support of international sales activities including EMEA and the Far East. Ron has been working in the EDM market space since 1994 and joined Group 1 in 2001 when the company acquired Vision-R eTechnologies, Inc., where he was responsible for the overall development of the product as well as managing key relationships with strategic business partners. His professional experience includes various senior IT/IS positions in the telecommunications and financial services industries.
	Madeleine Yates Madeleine Yates is Director, Total Merrill Marketing for Merrill Lynch’s Global Private Client Group. She directs the alignment of all aspects of client communications with Total Merrill for notifications, financial statements, and product offers. She recently led a team to develop and implement the Owner’s Manual – a new method of consolidating communications with clients when they open a new account with Merrill Lynch. Through her career at Merrill Lynch, Madeleine has worked within several of the Firms business groups and driven many strategic initiatives. Prior to her current role, she was Director of Six Sigma for Marketing. Preceding this, Madeleine managed Business Planning for Marketing, Market Research, the New Product Review Committee and Strategic Planning. She was instrumental in helping Merrill Lynch’s Credit Corporation win the Malcolm Baldrige National Quality Award in 1997 and U.S. Private Client win the NJ Quality Achievement Award in 1995. Madeleine joined Merrill Lynch in 1991 as a Quality Professional. Prior to joining Merrill Lynch, Madeleine was employed in the Solar Energy industry as a Product Reliability expert. She traveled extensively to other countries as a US representative to foster global quality standards for the industry. Madeleine holds an MBA from St. John University and a B.S. from Thomas Edison State College. She is a Six Sigma Black Belt, a Certified Quality Engineer and is Series 7 registered.
	Milind Agtey Chief Operating Officer Milind has over 25 years of experience in business operations and technology. He received his MBA from the University of Notre Dame and then joined a regional accounting and consulting firm. There he was the partner on many engagements involving the management of large projects. After leaving the consulting firm he was involved in a leadership role with a company that offered business services including payroll, insurance and call center support to clients, on a national basis.
	Curtis Thompson National Vice President Data Impact Curtis Thompson is a National Vice President at Data Impact, the leading provider of integrated document archiving services. His responsibilities include establishing strategic relationships and national business development. He is actively involved in product and service definitions, marketing, and sales. Prior to joining Data Impact in 2002, Curtis spent two years as Vice President of Sales at a data warehousing consulting group in Austin. He also played a key role in the startup of a software development firm in Austin. Curtis spent six years with Epsiia Corporation where he managed multiple national and international partner relationships. Curtis has been a frequent speaker at industry conferences discussing best practices in electronic archiving and integration schemas.
	Andrew Seibert Vice President, General Manager and Editorial Director SmartMoney Custom Solutions SmartMoney Custom Solutions is a joint publishing venture between Hearst Communications, Inc, and Dow Jones & Co, Inc. Custom Solutions creates private-label content for clients, but is also the custom publishing arm of SmartMoney, Barron’s and The Wall Street Journal, and so can tap into those brands when strategically appropriate. Andrew oversees all business and editorial operations for SmartMoney Custom Solutions, and reports directly to the Chairman and Editor in Chief of SmartMoney and Barron’s. Also, Andrew personally reviews all editorial content and design created by SmartMoney Custom Solutions. Andrew Seibert joined SmartMoney in February 1999 as creator and leader of the Custom Solutions division. He brings 18 years experience in financial management and marketing experience to his position. Before coming to SmartMoney, Mr. Seibert was general manager of Money magazine’s Education Services, a division of Time, Inc., which focused on retirement and investment-education products. He has served as vice president of marketing at a division of GE Capital, and as a marketer at American Express Travel Related Services. Mr. Seibert earned his undergraduate degree at Wesleyan University and his MBA at Columbia University.
	Lou Carbone Founder, President and Chief Experience Officer ExperienceEngineering, Inc. Lou Carbone is the Founder, President and Chief Experience Officer of Minneapolis based experience management firm, ExperienceEngineering® Inc. He is also the author of Clued In – How to Keep Customers Coming Back Again and Again (Prentice-Hall, 2004). He has spent more than two decades in a broad range of industries; travel, healthcare, retail, technology, financial services, manufacturing, education and distribution, leading the world in the development of applicable experience value management theory and practice. Widely recognized as a thought leader in academic and business circles in the field of experience value creation, and the originator of the first and only method for experience value management optimization, he has lectured and his theories have been taught at leading institutions like the Harvard Business School, Columbia Business School, Texas A&M, University of Texas, Carlson School of Business at the University of Minnesota and the Parsons School of Design among others. He is an internationally recognized author of numerous published articles, a business speaker, member of the National Speaker’s Association, an adjunct faculty member at the IBM Advanced Business Institute, sits on the American Management Association Sales and Marketing Council, Co-Chairman of the Board of Directors of Health Quality Partners, Inc., a member of the Board of Trustees at Brown College, serves on the editorial board of Healthcare Design Magazine and the nominating board for Fast Company magazine’s "Customer First" Awards. He’s worked with companies like Royal Bank of Canada, Avis, General Motors, IBM, Taco Bell, H&R Block, Deluxe Financial Services, Office Depot, Audi of America, North Central Technical College, University Hospital, Augusta, GA., The Health and Wellness Center, by Doylestown Hospital, Best Buy. Prior to founding Experience Engineering he was an advertising executive having worked for major agencies in New York, Detroit and Minneapolis including Campbell-Ewald Advertising, Grey Advertising, Manoff Geers Gross and worked with companies ranging from American Tourister Luggage, National Car Rental, Walt Disney World to Eastern Airlines and Howard Johnson.
	Bill Wreaks President & CEO The Wreaks Media Corporation Bill Wreaks is President & CEO of The Wreaks Media Corporation, a publishing and consulting company with specific focus in financial and business advertising. In 2004, the company will launch a professional quarterly, The Journal of Financial Advertising & Marketing along with a companion website, financialadvertising.com. WMC also publishes mediaPOV (www.mediapov.com), an online strategy-centric magazine for the media industry. The Wreaks Media Corporation maintains offices in New York City and a support office in London.Mr. Wreaks is also the President of The Financial Communications Society. The FCS is a non-profit, 225-member organization based in New York and is the world’s leading hub for financial marketing and communications professionals. The FCS was founded in 1967. In 1994, it established The FCS Portfolio Awards, to recognize creative excellence in financial advertising. Now in its tenth year, The FCS Portfolio Awards brings together financial advertising’s leading creative minds and over 550 financial advertising professionals. Wreaks co-chaired the event in 2000 and, as president, delivered his State-of-the-Industry address last May.Under his tenure as FCS President, Wreaks has focused the Board of Directors’ efforts around delivering “value, to our membership, our industry and society” and has added committees in the areas of education, thought leadership, and outreach. In partnership with New York University, Wreaks lead the FCS to establish a joint-venture course offering in financial services marketing to “further raise the bar of excellence” in financial advertising today. Moreover, Wreaks has focused the efforts of The FCS to assist charitable organizations. With The FCS Board, he is overseeing several major fundraising activities, including The FCS Race for Kids, in Stowe, Vermont (www.fcsraceforkids.org) in January of 2004.Prior to the formation of WMC, Wreaks served as Managing Director of Doremus Media Group, the global media arm of Doremus Advertising. Under Wreaks’ leadership, DMG tied together the media resources of six global Doremus offices. Doremus is the largest financial advertising agency in the world and is owned by Omnicom (NYSE: OMC). Doremus clients include over 65 banking institutions worldwide and was founded in 1903.Wreaks joined Doremus in 1998. During his tenure, he also served as the company’s leading resource for e-business and interactive strategies, and spearheaded the formation of The Wall Street Network an online network serving financial notice advertising to The Wall Street Journal Online, The New York Times Digital, FT.com and others. In 2002, Wreaks took on the challenge of reforming Doremus’ media-only unit, and was named Managing Director of Doremus Media Group.Wreaks began his media career in publishing with Playboy Magazine. He then went on to launch his own magazine publishing company in the early 1990’s. Here, he published two lifestyle magazines and was a pioneer in online publishing.Mr. Wreaks has presented to numerous professional groups regarding advertising, agency relations, interactive media, convergence and ebusiness subjects. Most recently, Wreaks spoke at “AD:TECH,” the premier electronic advertising conference in New York. Wreaks has toured the United States on the Advanced Marketing Faculty for a network of over 1100 advertising agencies, speaking on new media and emarketing topics. His advertising opinions have frequently appeared in the business press. He has also written and has published several in-depth business plans for the advertising industry such as nubiz.com, @gency and POVportal.Wreaks earned an MBA in International Business from the Katz Graduate School of Business at the University of Pittsburgh. This full-time program was conducted in the United States, Prague, Milan, and Paris. He earned his undergraduate degree from The School of Commerce, Economics and Politics at Washington & Lee University. He is a graduate of South Kent School.In his spare time, Wreaks has applied his knowledge of media and publishing to a passion for his home state of Vermont as he is the founder and publisher of The Vermont Planet (www.vermontplanet.com), an online consumer magazine delivering “the Vermont experience to Vermont enthusiasts around the world.”Though his roots are in Vermont, Mr. Wreaks resides on mid-town Manhattan's East Side with his wife, Samantha and daughter Chloé.
	Pat McGrew Director of Document Solutions Pitney Bowes Management Services P.C. (Pat) McGrew is currently the Director of Document Solutions for Pitney Bowes Management Services, working in the Strategic Technology Group. She brings a diverse background to the job, which includes providing expertise in all facets of document creation, management, and distribution to PBMS and other Pitney Bowes business units. She began her professional career as a reporter, editor, and writer for TV news organizations, archeological consulting groups, the music industry, and car racing magazines. In 1980 she changed direction and moved into Technical Writing and end-user documentation design and implementation for software products. After completing assignments to create documentation for accounting systems, MRP and Order Entry systems, backup and disaster recovery test plans, and computer center operations manuals, she took a position working for an insurance application developer. From 1984 to 1989 she served as Manager of Documentation, responsible for the creation and implementation of the end user documentation for all products created by the leading vendor of merging applications in the insurance industry. She also developed training and worked as a consultant to the Product Development organization on user interface, application design, and on special projects. In 1989 she left and, with Bill McDaniel, formed GenText, inc. where she was the company president and chief evangelist until its sale in 1998. In her role at GenText McGrew was responsible for all financial operations, the management of the Marketing, Professional Services, Technical Support, and Documentation areas. She also developed and taught the first classes in All Point Addressable architectures, type and document design, and migration plan development for GenText customers and OEMs. In consulting engagements she worked with client companies in solution design and helped to develop migration plans. She is author of several books, and the co-author of many books with Bill McDaniel, including the first book published that covered mainframe-based publishing. In House Publishing in a Mainframe Environment (2 editions) and Online Text Management: Hypertext and other techniques, were published by McGraw-Hill. In 1998 they formed a business press, MC2 Books, and now publish business titles, including their own Wrestling Legacy Data to the Web and Beyond, Critical Mass: A Primer for Living with the Future, and Faking It: Wireless Networking, as well as Kevin Craine’s Designing a Document Strategy. McGrew is also the editor of Xplor International’s Xploration Journal and the monthly online newsletter, The Xplorer, for Xplor International. She is the author of many articles in the trade press for publications including Document magazine, PrintWriter, WhatTheyThink.com, and has been a regular contributor to OutputlLinks.com. She is a regular speaker at Xplor, Seybold, Comdex, OnDemand, and other industry trade shows and conferences.
	Neil Bathon President Financial Research Corporation Neil Bathon founded FRC in 1987 in order to assist investment managers with industry trends analysis and competitor research. Now in its 16th year, FRC is one of the premier research and consulting firms serving the financial services industry. FRC's focus on the marketing and distribution of investment products has enabled the firm to grow to serve more than 200 clients last year. These clients represent over 95% of the assets under management in packaged investment products. Today, Mr. Bathon oversees the activities of a Boston-based staff of 25 professionals, who support a broad array of clients including traditional Mutual Fund Groups, Banks, Insurance Companies, Brokerage Firms, Accounting Firms, Law Firms and Institutional Money Managers. Under his guidance, FRC has been an innovative leader in developing new research services and analytical methods while expanding beyond mutual funds to cover ETF's, VAs, Separate Accounts, Retirement, Hedge Funds and 529 Plans. Under Mr. Bathon's guidance, FRC has become a heavily relied upon source of data and insight for leading U.S. business publications including The Wall Street Journal, The New York Times, Barron's, Investors Daily, USA Today, Money, Fortune, Business Week, and InvestmentNews. Mr. Bathon has also appeared on CNBC, CNNfn, and Bloomberg.
	Robert Reeder CIO/CTO W. A. Wilde Robert Reeder joined W. A. Wilde as CIO/CTO in 2000 with 25 years of Information Systems experience. He is responsible for providing the technology leadership and direction in support of Wilde's strategic plan and delivery of solutions to clients. Robert brings to Wilde an extensive knowledge of database systems and integrated Internet-based solutions. Prior to joining Wilde, Robert served as Chief Technical Officer for Workmode, Inc. and MediQual Systems, Inc. Before that he was Technical Director for Geographic Data Technology, Inc. Robert has a dual degree in Computer Science and Cognitive Psychology from Dartmouth College.
	David Maher Vice President of Corporate Marketing Services Fidelity Investments Dave is Vice President of Corporate Marketing Services at Fidelity Investments. He is responsible for developing and managing print and electronic fulfillment, email, and financial publishing for a number of Fidelity’s operating companies. In this position, Dave led the development of Fidelity’s first print-on-demand fulfillment applications and drove the creation of an industry-first eFulfillment capability. Dave has worked at Fidelity for over 17 years, and has held a variety of positions in product marketing, marketing communications, competitive research, and business analysis. Dave is also Chairman of the Investment Company Institute’s Shareholder Communications Committee Dave earned a Bachelor of Arts degree from Miami University in 1985, graduating with a double major in Economics and Political Science. He also received a Masters of Arts degree from Miami University in 1986, in Economics
	Mike Ellison Vice President Corporate Insight, Inc. Mike Ellison is Vice President of Corporate Insight, Inc., which specializes in market research and competitive analysis for the financial services industry. The firm was founded in the early '90s to address the competitive research needs of marketing executives in the financial services space, developing the first Broker Monitor Report in 1995. In 1996, when financial services firms began to adopt and leverage the Internet as a sales and service channel, Mike joined Corporate Insight to launch e-Monitor, which focuses on the brokerage industry's use of the Internet as a primary communications vehicle to interact with their clients. Following the success of e-Monitor, the firm began covering the mutual fund, banking, and card industries and is now the recognized leader in competitive research for the financial services industry. Prior to joining Corporate Insight, Mike was an associate at CommScan (now Dealogic), which provides investment banks, asset managers and corporations with in-depth transaction information and analysis on the equity and fixed income capital markets, credit markets and the mergers and acquisitions market. Before CommScan, Mike was a performance measurement analyst at Effron Enterprises, which provides portfolio accounting services to pension funds and the brokerage industry. Mike holds a bachelor's degree in Marketing and Finance from Syracuse University.