Master Level

These individuals have demonstrated through many years of business experience a thorough grasp of the implementation of engagement across the enterprise.

Susan ForgieSusan Forgie, Director, Customer Service,  ASSA ABLOY Hospitality
Susan recently joined this global leader in security technology for the hospitality industry to head up its customer service operation.  Before that, she was with McAfee for 15 years and in the hi-tech industry for over 25. She has been focused on Customer Experience exclusively for the last 12 years. Prior to McAfee, she held various management and technical positions for both the private sector and the U.S. Army. She has a Bachelor of Science degree in Computer Science.

Barbara PorterBarbara Porter, Executive Director, Advisor, Customer Practice, Ernst & Young
Barbara is an ardent believer in the positive impact that employee engagement can have on customer service, as well as the bottom line. She has published several articles for industry publications, including “Employee Engagement: Its Impact on Profitability and the Customer Experience.” Before joining Ernst & Young, she was Vice President, Customer Experience and Business Development for Nicor National. She is a frequent speaker at industry forums across the country.

Melanie LewisMelanie Lewis: Senior Consultant with the Enterprise Engagement Alliance
Melanie has helped implement a new training service on the emerging field of Enterprise Engagement.  Lewis most recently was Director, Commercial Engagement, at AstraZeneca, capping a 27-year career there that began in human resources and culminated with pioneering work in the area of Enterprise Engagement.  She was primarily responsible for leading engagement initiatives within the U.S. Sales Organization. She also helped develop the test for the EEA Certification program.

Rodger StotzRodger Stotz: Chief Research Officer of the Incentive Research Foundation and Principal of Delta Qi Consulting
Rodger founded Delta Qi Consulting following a 30-year career in sales management, human resources and incentive program design. He is also a member of the Board of the Enterprise Engagement Alliance and a faculty member for WorldatWork. He has earned the designation of Certified Performance Technologist with the International Society for Performance Improvement, and holds the designation of Certified Professional in Incentive Management from the Incentive Marketing Association.

Gina ValentiGina Valenti, Vice President, Brand Hospitality – Focused Service Brands, Hilton
Gina is responsible for the owner services infrastructure and support required to build and maintain superior relationships with Hilton Worldwide owners and franchisees around the globe. Gina also spearheads enterprise-wide owner contact, communications, customer relationship management and engagement. In addition, Gina leads owner events and other owner loyalty initiatives.

Advanced Level

These individuals have been involved with the development of multiple Engagement programs as well as this curriculum on a consulting basis.

Allan SchweyerAllan Schweyer: President of, Partner & Principal at the Center for Human Capital Innovation
Allan is head of research for the Enterprise Engagement Alliance and co-developer of the Enterprise Engagement Curriculum and Certification program. He directs research and education efforts and leads the design of new human capital transformation systems and strategies tailored specifically for federal, state and local governments. He is the author of many books and articles on talent management.

Bruce Bolger: Managing Director of the Enterprise Engagement Alliance
Bruce is a co-developer of the EEA Curriculum and Certification program, as well as President of Engagement Media and Marketing. He was formerly Editor and Publisher of Incentive magazine and is the author of two textbooks on incentive program design. He has consulted, written and spoken extensively on business development, engagement and motivation.

Certified Engagement Practitioners

These individuals have demonstrated through completion of an online test a basic knowledge of the Enterprise Engagement framework and implementation process that provides the basis for creating effective Engagement strategies.

Susan AdamsSusan Adams, Director, Special Initiatives, Next Level Performance
As Special Initiatives Director, Susan makes significant contributions to industry thought leadership, speaking and writing on recognition and rewards. She is currently EVP of the Recognition Council, a strategic industry group of the Incentive Marketing Association (IMA).


Stephanie Angle, Account Executive, Performance Solutions, Fusion Marketing
Stephanie was previously Corporate Operations Manager for Norse Networks, Inc. and received her BA from the University of Missouri-St. Louis.


Jill AnonsonInsights and Strategy Leader, ITA Group
Jill Anonson has over 20 years of experience in event management, incentive travel and sales strategy, and serves as the Insights & Strategy Leader in Marketing Strategy for ITA Group. In her role, she is responsible for market definition, competitive research and business plan development while creating strategies and solutions that help ITA Group customers grow their business. She earned her bachelor’s degree from the University of Northern Iowa and is certified through Pragmatic Marketing.

Andy Bollwerk, Sales and Business Development, Lipic’s Engagement
Andy has a Management Degree from Webster University with 20+ years helping clients engage customers and employees.

Brian CarrBrian Carr, Director, Individual Awards, Next Level Performance
Brian manages both the Customer Care department and the merchandise, gift card, individual travel, and event tickets product lines. In this role, he has been responsible for continuous enhancement and expansion of the company’s product offerings into one of the broadest in the industry.


Akeela Davis, Owner, Courageous Business Culture
A business trainer and coach with an additional specialization in employee engagement and corporate culture, Davis is also the author of the book Your Dollars, Your Divorce, published in 2003. Owner of her own business for 18 years, she has received numerous awards for client service and business excellence. She also established, with a partner, the Academy for Financial Divorce Specialists in Canada.


Sandra DanielSandra Daniel, President & CEO, FIRE Light Group
Sandra Daniel began her career in financial services and marketing with Bank of America and moved to EVP of Lending Marketing Services with CUNA Mutual Group. She left to help revive an event company as CMO.  Her entrepreneurial drive led her to form FIRE Incentives and later merge with The Light Group Inc. to form FIRE Light Group.  Sandra serves as Vice-Chair on the Board of Trustees for the IRF.


Morgan DeBoest, Director of Marketing, EGR International Inc.
DeBoest began her career in publishing but pivoted to marketing and engagement a few years ago. As the Director of Marketing for EGR International, she oversees external marketing for the agency and works with her team to build custom internal marketing and engagement solutions for clients across a variety of industries.


Vince Delle GrottiVince Delle Grotti, Account Executive,
Next Level Performance

Vince helps NLP’s clients discover and implement the best solutions to increase their employee engagement, and to boost their sales incentive programs.


Andrew Devoto, Client Services Associate,
Next Level Performance

Andrew was formerly an Assistant Project Manager at Lanmark360 and graduated from New Jersey City University.


Paul DonehuePaul Donehue, President,
Paul Charles & Associates

Paul consults with business leaders to help establish and implement effective sales management, customer service and engagement strategies.


Mary EnochMary Enoch, Strategic Services, EGR International
Mary Enoch is a Senior Planner in EGR International’s Strategic Services division and is a key member of EGR’s Life Sciences Group.  She devises and implements effective engagement solutions that transform her customers’ interactions with their key constituents into meaningful and profitable relationships.


Monica Finley, VP Merchandising, MTM Recognition
Finley has worked at Oklahoma City-based MTM Recognition since 2001, beginning as Merchandise Manager and promoted to Director of Merchandising in 2009. She was named VP of Merchandising in 2013, leading the development of cost effective systems and processes to support customer order fulfillment, production planning, inventory policies, scheduling, global sourcing strategies, and purchasing activities. .

Charlotte Frederick, Director of Operations, EGR International

Jacqui Gallela, Account Manager, Next Level Performance
Jacqui consults with NLP’s key clients to ensure their recognition, sales incentive and channel programs are exceeding their desired results.

Chris Galloway, Owner and Lead Designer, Animate Growth Partners
Chris was previously SVP, Performance Solutions, for Fusion Marketing and Founder & General Manager of 3Cheers!, as well as having worked at Maritz Motivation Solutions.


Thom Harley, Business Development Manager, Cotton Candy Total Rewards
Thom is manager of all new business development and account management for one of Canada’s largest SaaS rewards and recognition platforms.


Paul Hebert, Senior Director, Solutions Architecture at Creative Group, Inc.
Hebert is a speaker, contributing author, writer and self-appointed pundit on recognition, incentives and engagement, and is co-founder of the hugely popular HRPositive LinkedIn Group. At Creative Group, he is responsible for helping clients thrive – both as businesses and individuals – designing the initiatives clients use to engage and connect to the people who help them be successful.

Ronda HensonCEO, Olympic Level Coaching
Henson identifies, develops and manages effective leadership (ISO 10018) and project programs to meet the current needs and future challenges of organizational leadership teams. She has more than a dozen years of personal and professional development experience in leadership analysis, temperament/management assessment and emotional intelligence strategy.


Colin J. HigginsColin J. Higgins, President, Performance Enhancement Incentives
Colin brings a unique perspective to performance improvement and business engagement. With a degree in Physics and experience working on classified, high-acuity spy satellites, he understands the need for precision and discipline in every endeavor. He made the transition to the incentive and motivational event field in the 1980s, founding Performance Enhancement Incentives in 1995 to address what he perceived as an inadequate level of service offered to elite-level incentive client companies seeking to build close relationships with top-performing salespeople, employees and customers.

Carolyn E. HoffmanCarolyn E. Hoffman, Co-Principal, Performance Enhancement Incentives
Born in England, Carolyn is a specialist in helping organizations create and deploy inspirational and effective business events almost anywhere in the world. As Director of Operations and co-owner of Performance Enhancement Incentives, Carolyn is responsible for researching award destinations to find the best fit for a business considering any type of business Engagement experience. She excels in discovering unique locations that will ensure a memorable experience for clients and takes great pride in her reputation for putting together the right accommodations, meals and activities for groups of any size and budget.

Michelle Holmes, General Manager, Travel and Transport
Michelle has over 24 years of progressive accomplishments managing leisure travel and loyalty programs, with a special focus on client service and operations.

Paige Johnson, Client Experience and Branding Specialist, Cotton Candy Total Rewards
Paige joined Cotton Candy in April of 2016, where she manages the customer service team to ensure client expectations are exceeded and develops effective social media and brand awareness strategies, among other key tasks. She was previously Marketing Director with Flight Centre Travel Group.

Laura Koumas, Key Account Manager, Enterprise Gift Services, for Business
Koumas is a Customer and Employee Engagement Specialist who works in Partnership Marketing and Corporate Sales for the 1-800-Flowers Family of Brands: Harry&David, The Popcorn Factory, Cheryl’s, Harry London, Fannie May, Wolferman’s, fruitbouquets, and 1-800baskets. She Advises on and implements Corporate Gifting Programs that involve Customer/Employee Recognition, Client Acquisition/Retention, New Product Launches, Holiday Programs, Gift with Purchase and Conventions/Meetings.

Steve Lipic, President, Lipic’s Engagement
Steve has been growing and leading Lipic’s Engagement for over 18 years utilizing engagement principles. Lipic’s Engagement has a rich 150-year history of helping clients ignite passion in their employees and clients.

Sara McKinney, Account Executive, Next Level Performance
Sara works with HR and Sales executives who manage recognition and incentives programs, to ensure they are applying the latest engagement tools within their organizations.

Ira Ozer, President, Engagement Partners
Ira Ozer works with companies to motivate and engage people to improve business results using a variety of strategies, solutions, services and specialized suppliers. He helps organizations create cultures of innovation, recognition, dynamic sales, wellness, customer loyalty and referrals. Our two divisions are Engagement Partners and Innovation Meetings. Ira Ozer is also a start-up business advisor for Ultra Light Start Ups and Card For Good. He also has a Certified Practitioner of Incentive Management.

Cyndi PereiraCyndi Pereira, Sales Manager, Travel and Transport, Inc.
Cyndi has extensive experience in relationship management and business development and works closely with clients to increase the effectiveness of loyalty programs. She has been in the travel industry for over 30 years and has over 13 years with Travel and Transport.


Shannon Prekop, Marketing Associate, Next Level Performance
Shannon graduated from Syracuse University in 2012 with a Bachelor of Science degree and previously worked as a Sales Representative for Next Level Performance.


Neil Rogers, VP Sales & Marketing, Rogers Marketing
Neil has been Owner and VP of Marketing & Sales at Rogers Marketing for nearly 20 years. He serves as lead marketing consultant, business development manager and trainer & coach on the Guerilla Marketing 11-Step Process.


Ramandeep Singh, Owner & COO, My Virtual Partner
Ramandeep is an expert in Web development, workforce and talent management. He was previously the Regional Research Manager, Asia-Pacific, for the Human Capital Institute.


Stephen VermanStephen Verman, Client Services Coordinator, EGR International
As a leading member of the Client Services team at EGR International, Stephen works directly with engagement program participants to ensure strategies are successful at every level. He lives in New York City and graduated from Connecticut College with a degree in Writing Fiction for Social Change.

Richard Warwick, Business Development Executive, Lipic’s Engagement
At Lipic’s Engagement, Richard is responsible for developing and implementing the company’s business plan for bringing employee engagement solutions to companies in St. Louis and surrounding regions.  Prior to joining Lipic’s, he worked for 10 years in at DuPont Nutrition & Health, most recently as Service Excellence Manager in the Global Strategic Development Team. Richard is a graduate of Webster University, with a bachelor’s degree in Business Management.

Maggie Wenthe, Leader, Marketing Strategy at ITA Group, Inc.
Maggie has spent more than 18 years in incentives, recognition, marketing and merchandising. As the leader of Marketing Strategy at ITA Group, she analyzes market trends to develop world-class solutions that help Fortune 1000 companies motivate and engage their employees and channel partners. In addition to having achieved the Certified Engagement Practitioner designation from the Enterprise Engagement Alliance and the Incentive Professional designation from the Incentive Marketing Association, she has designed high-performing incentive and recognition program strategies for multiple ITA Group clients.

Christina Zurek, Insights and Strategy Leader, ITA Group
Zurek directs the vision, position and evolution of the employee experience and incentive solution portfolios. In this role, she leverages her passion for motivating and engaging people alongside more than 10 years of consultative solution visioning and development experience to craft compelling strategies for clients in all industry verticals. She holds an M.B.A. in Marketing Management from Benedictine University and holds the SHRM-CP designation.



These companies at least two people with certifications.

Next Level Performance
The company produces award-winning programs that increase employee engagement, drive behaviors aligned with core values, and motivate sales teams and channel partners to exceed their goals.

EGR International
EGR International is a nationally recognized engagement agency, providing Dow 500 companies expertise in the areas of performance improvement/motivation, channel marketing, meeting management and employee and customer-centric programming.

FIRE Light Group
FIRE Light Group helps organizations recognize, reward, and engage their employees, partners, and customers with strategies and programs that motivate and inspire them to higher levels of performance.

ITA Group
ITA Group designs and delivers strategic engagement solutions that inspire loyalty, fuel advocacy and drive business results. We’re transforming employees, channel partners and customers into advocates of your brand by creating authentic, lasting emotional connections. For more than 50 years, we’ve served as a proven, trusted partner for some of the world’s biggest brands, and helped countless organizations find purpose and potential in their most important asset—their people.

Lipic’s Engagement
Lipic’s Engagement provides solutions to ignite passion in your employees and customers. We pride ourselves on digging into the heart of the problem and providing custom solutions for each and every client. Instead of throwing dozens of products at you, we take the time to listen to your needs.

Performance Enhancement Incentives
PEI develops customized meeting and incentive programs to motivate employees and drive customer loyalty. Its goal is your business success and an exceptional experience for your team.