Dr. Jack J. Phillips
Dr. Jack J. Phillips is a world-renowned expert on accountability, measurement, and evaluation. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than fifty books, he conducts workshops and presents at conferences throughout the world.
Phillips has received several awards for his books and work. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work on ROI. The Society for Human Resource Management presented him an award for one of his books and honored a Phillips ROI study with its highest award for creativity. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI.
His expertise in measurement and evaluation is based on more than 27 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Dr. Phillips has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, as president of a regional bank, and as management professor at a major state university.
This background led Dr. Phillips to develop the ROI Methodology - a revolutionary process that provides bottom-line figures and accountability for all types of learning, performance improvement, human resource, technology, and public policy programs.
Dr. Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia.
Phillips and his wife, Dr. Patti P. Phillips, recently served as authors and series editors for the Measurement and Evaluation Series published by Pfeiffer (2008), which includes a six-book series on the ROI Methodology and a companion book of 14 best-practice case studies. Other books recently authored by Phillips include ROI for Technology Projects: Measuring and Delivering Value (Butterworth-Heinemann, 2008); Return on Investment in Meetings and Events: Tools and Techniques to Measure the Success of all Types of Meetings and Events (Butterworth-Heinemann, 2008); Show Me the Money: How to Determine ROI in People, Projects, and Programs (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); How to Build a Successful Consulting Practice (McGraw-Hill, 2006); Investing in Your Company’s Human Capital: Strategies to Avoid Spending Too Much or Too Little (Amacom, 2005); Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005); The Leadership Scorecard (Elsevier Butterworth-Heinemann, 2004); Managing Employee Retention (Elsevier Butterworth-Heinemann, 2003); Return on Investment in Training and Performance Improvement Programs, 2nd ed. (Elsevier Butterworth-Heinemann, 2003); The Project Management Scorecard, (Elsevier Butterworth-Heinemann, 2002); How to Measure Training Results (McGraw-Hill, 2002); The Human Resources Scorecard: Measuring the Return on Investment (Elsevier Butterworth-Heinemann, 2001); The Consultant’s Scorecard (McGraw-Hill, 2000); and Performance Analysis and Consulting (ASTD, 2000). Phillips served as series editor for ASTD’s In Action casebook series, an ambitious publishing project featuring 30 titles. He currently serves as series editor for Elsevier Butterworth-Heinemann’s Improving Human Performance series.
Dr. Phillips has undergraduate degrees in electrical engineering, physics, and mathematics; a master’s degree in Decision Sciences from Georgia State University; and a Ph.D. in Human Resource Management from the University of Alabama. He has served on the boards of several private businesses—including two NASDAQ companies—and several nonprofits and associations, including the American Society for Training and Development and the National Management Association. He is chairman of the ROI Institute, Inc., and can be reached at (205) 678-8101, or by e-mail at jack@roiinstitute.net.
Lisa Ann Edwards, M.S., ACC
Lisa Ann Edwards is the Founder and CEO of Bloom Consulting Inc., a talent engagement and retention firm providing talent solutions for organizations who desire to remain, or become, a great place to work. Her expertise in talent engagement and retention is based on more than 20-years of experience in the printing and publishing, media and technology industries. Edwards has co-authored Measuring ROI in Coaching for New Hire Employee Retention: A Global Media Company published in ROI in Action Casebook (Pfeiffer, 2008) and Managing Talent Retention: An ROI Approach (Pfeiffer, 2009). She is working on her third publication, a research-based approach to personal engagement.
Edwards regularly speaks at conferences and works with audiences across the world covering Asia-Pacific, Europe and North America. In her consulting work, she has worked with Fortune 500 organizations ranging from technology to heath care to media to the public sector on talent engagement and retention and has shared her message with individuals from around the globe.
Edwards pioneered her talent engagement method in 2001. In her role as head of Talent Management for Corbis, a Bill Gate's-owned global media company, Edwards is responsible for designing and implementing effective talent development solutions that ensure talent engagement, improve talent retention and serve to feed the talent pipeline.
A former business owner and publishing entrepreneur, Edwards truly understands the business value of talent engagement and retention. Prior to her work at Corbis, Edwards successfully repositioned her family’s printing firm where she had worked in various positions including: sales and human resources. She effectively created strategic alliances across the world and facilitated the development of the business to a position of stability and growth.
Edwards volunteers on the Cedar Rapids Reports committee, a group of volunteers who lead the re-creation of Cedar Rapids, Iowa, a city impacted by the Flood of 2008, resulting in more than $1 billion in assessed property damage. She is a current board member of the Pacific Northwest Human Resources Strategic Forum and a Past-President of the American Society for Training & Development – Puget Sound Chapter. Edwards is a certified coach from the International Coaching Federation and her formal education includes a bachelor's degree in Psychology from St. Mary's College in Notre Dame, Indiana and a Master of Science degree in Psychology from Southern Methodist University. She may be contacted by email at: Lisa@BloomWhereYouArePlanted.com.
