Connecting the Dots

Margie is an organizational effectiveness and Lean Thinking / Continuous Improvement teacher and coach. For over thirty years, she has helped executives and senior leaders recognize their changing roles and responsibilities in complex systems. By providing frameworks for thinking and learning, and evidence-based structures for practice, she supports leaders in identifying and developing appropriate behaviors and skills for leading and creating an organization filled with competent, confident problem solvers.

For eighteen years, Margie worked as a global internal consultant for Ford Motor Company at all levels within the organization - from team leaders to the COO - in Product Development, Design and Manufacturing.

Since 2005, Margie has worked in a variety of leading service and manufacturing industries, including healthcare, PreK-12 education, distribution, food service, and transportation/mobility. Her work has included university programs in areas of leadership development, Lean Thinking, and organizational learning. Margie’s ongoing community work focuses on issues of hunger relief and land conservation.

Clients invariably learn to appreciate Margie’s ability to quickly assess leadership qualities, identify issues of misalignment among management, and recognize disconnects between agreed to policies and principles and actual daily behaviors. She embodies the belief that intentional, balanced focus on both the social and technical components in complex systems is essential for long-term effectiveness of any improvement efforts.

Margie holds a Bachelor of Science Degree in Education from Butler University, Indiana (USA), and a Master of Science Degree in Education from Indiana University (USA).

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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DJ Mitsch, CEO, MCC is a pioneering executive coach, healthcare leadership educator, entrepreneur, and thought leader who helped shape the coaching profession over three decades. A former broadcast industry executive and Founder of The Pyramid Resource Group, she was among the early innovators to scale coaching for organizations and served as the sixth president of the International Coach Federation. Founder of Healthcare Coaching Institute, DJ works together with physicians, executives, faculty, and healthcare leaders to develop coaching competencies that transform cultures and strengthen wellbeing. Her work bridges leadership, human development, coaching, and consciousness in times that demand adaptive change leadership from everyone.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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Charles is the Founder & CEO of Ideation, a firm that helps brands scale their vision

through strategic clarity and smart brand execution that produces measurable results.

For years, Charles has worked with clients across industries including technology, legal,

financial services, venture capital, sports and entertainment, healthcare, nonprofit,

academics, and public institutions.

He is a trusted advisor to top executives at leading organizations, guiding them

through the complexities of innovation, brand building, and sustainable impact.

Beyond his advisory work, Charles is passionate about helping others achieve their

dreams while building a life that makes a positive impact in our world.

Charles is also the author of two books with Wiley Publishing: “Design Your Good Life”

and “Good Idea. Now What?”

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

Contact [email protected] if you have any questions about claiming credit.

Colin M. Fisher, Ph.D. is a professor, author, speaker, and occasional jazz trumpet player. He is the author of The Collective Edge: Unlocking the Secret Power of Groups, which has already been translated into eleven languages. His academic research on group dynamics, creativity, improvisation, and leadership has been published in the field’s top academic journals and featured in prominent media outlets, such as BBC, The Conversation UK, The Daily Mail, Financial Times, Forbes, Fortune, Harvard Business Review, MSN, Next Big Idea Club, NPR, Psychology Today, Times Radio, and The Times. He is also a sought-after keynote speaker for businesses, governments, and non-profit organizations around the world.

Colin is an associate professor and Ph.D. Programme Director at University College London's School of Management. He received his Ph.D. in Organizational Behavior from Harvard University. In his prior career as a jazz trumpet player, Colin was a long-time member of the Either/Orchestra, with whom he toured extensively and recorded several critically acclaimed albums. Originally from Redmond, Washington in the USA, he now lives in Northeast London with his wife and two children. He can sometimes be found performing at jazz jams throughout London.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

Contact [email protected] if you have any questions about claiming credit.

Anna Pessah leads The North Valley Way, the operating system at Kaiser Permanente in the North Valley Service Area. Anna is an industrial engineer from the University of Michigan and she is an ICF-certified coach. She brings a blend of systems thinking, operational improvement, and leadership development to her work. She is known for keeping things clear and practical, helping leaders generate insight, turn goals into action, and build habits that stick.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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Rebecca Hinds is the bestselling author of Your Best Meeting Ever and a leading expert on work transformation and the future of work. Rebecca earned a B.S., M.S., and Ph.D. from Stanford University. In 2022, she founded the Work Innovation Lab at Asana, a first-of-its-kind think tank that conducts actionable research to help leaders and organizations navigate the growing challenges and changes of work. In 2025, she founded the Work AI Institute at Glean, where she leads cutting-edge research on how AI is reshaping work. Rebecca's award-winning research and insights are consistently featured in places like Harvard Business Review, The New York Times, The Wall Street Journal, Forbes, Inc., and Time. Rebecca is a co-instructor for the CNBC Make It course, How to Use AI to Be More Successful at Work, and a columnist at Inc. and Reworked.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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Craig Earley serves as the COO at Baptist Memorial Hospital - Memphis. In this role, Craig provided strategic leadership across numerous ancillary and clinical service lines, driving improvements in coordination, efficiency, patient experience, and employee engagement. His leadership contributed to meaningful reductions in test turnaround times and length of stay, as well as record-high outpatient satisfaction scores.

In May, Craig will become the CEO and Administrator of NEA Baptist Hospital in Jonesboro, AR.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

Contact [email protected] if you have any questions about claiming credit.

Fabrice Bernhard is the co‑founder and Chief Technology Officer of Theodo Group, a global technology consulting firm he co‑founded in Paris in 2009. Under his technical leadership, Theodo has grown rapidly by combining Lean principles with modern software engineering to help organizations build scalable, resilient digital capabilities. Fabrice is a recognized thought leader in Lean Tech, advocating for the application of Toyota Production System principles to software development and technology organizations. He is a frequent speaker and writer on continuous improvement, learning cultures, and human‑centered technology, and is a co‑author of The Lean Tech Manifesto. His work focuses on enabling teams to deliver value faster while empowering people through better systems and smarter use of technology.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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Graham Allcott is an author, speaker, and entrepreneur. He is the author of multiple books, including the global bestseller How to Be a Productivity Ninja, How to Have the Energy, and How to Fix Meetings. His latest book, KIND: The Quiet Power of Kindness at Work, focuses on why organisations with kinder, more human-centred cultures are ultimately more successful.

He is the founder of Think Productive, which since 2009 has been a professional development go-to for a variety of companies, including Amazon, British Airways, Disney, eBay, the British Red Cross and many more – and with offices in the UK, USA, Canada, Australia, New Zealand, the UAE and the Netherlands.

Earlier in his career, Graham was the co-founder of Intervol (an international student volunteering charity), the Chief Executive of Student Volunteering England, the Head of Volunteering at the University of Birmingham, and an advisor to the UK Government on youth volunteering policy.

In his spare time, Graham is a DJ, with a leaning towards jazz, rare groove, and electronic music. Despite an intolerance of failure elsewhere in his life, he is an Aston Villa season ticket holder and an avid follower of the Toronto Blue Jays baseball team.

Sign up for Graham's weekly email, "Rev Up for the Week" by visiting his website www.grahamallcott.com.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

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Lavon Medlock has spent over two decades enhancing leaders’ skills in problem-solving and coaching. Skilled in a variety of continuous improvement methods, she has trained leaders in creating effective daily management systems, deployed an integrated facility design approach to new construction projects like a 90,000-square-foot patient tower, and enhanced operations across different sectors.

With a primary focus on the healthcare industry, Lavon has worked with clinical leaders to combine the Institute of Healthcare Improvement’s teachings on quality with A3 thinking and key project management principles. She’s a practitioner, teacher, and coach in the field of A3 thinking and holds certifications in both Project Management (PMI-PMP) and Six Sigma Green Belt.

In addition to instructing and coaching for the Lean Enterprise Institute, she teaches graduate coursework at The Ohio State University. Her educational background includes a Bachelor of Science in Public Health from the University of North Carolina at Chapel Hill and a Master of Science in Healthcare Administration from Oregon Health & Science University.

• Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3
• CME credit is available for up to 3 years after the stated release date

Contact [email protected] if you have any questions about claiming credit.