Chair | CIO, Transnetyx
Joel Schwalbe is the Chief Information Officer for Transnetyx in Memphis, TN. Transnetyx is the trusted source for automated genotyping on behalf of thousands of researchers in universities, hospitals and bioscience companies around the world. Mr. Schwalbe joined Transnetyx in August of 2020 and brings nearly 16 years of CIO experience. He is responsible for strategic planning, software development, network and data center operations, telecommunications and cybersecurity.
Before joining Transnetyx, Mr. Schwalbe was the executive vice president of business services for the Dr. Phillips Center in Orlando FL. In this position, he provided oversight for the box office team, sales team, events team and the technology team including strategic planning, e-Commerce, business application systems, Front of House (FOH) technology, cyber security, telecommunications and data center operations.
Prior to joining the Dr. Phillips Center, Mr. Schwalbe was the senior vice president and chief information officer for CNL Financial Group. In this role, he provided oversight of technical strategic planning and architecture, application development, information security, telecommunications and computing and network operations. Mr. Schwalbe joined CNL in 2005 as the vice president of technical services. He was named CIO in February of 2006.
Prior to his role with CNL, Mr. Schwalbe was the vice president of technology for ClearSky Mobile Media. In this role, he was responsible for all aspects technology including application development, systems engineering and network and data center operations. Prior to joining ClearSky, Mr. Schwalbe served as the vice president of network services for the Global Corporate Investment Bank of Bank of America.
Mr. Schwalbe has a bachelor’s degree in electrical engineering from the University of Central Florida. He serves on the industry advisory councils for the UCF College of Electrical Engineering and Computer Science, Valencia State and for the Crummer Business School at Rollins College.
He is a member of the SIM Central Florida Chapter.
Vice-Chair | CIO, United Way of CT
Leo is currently the CIO of the United Way of CT, an organization that provides several state funded services that require four diverse call centers. This includes the State of Connecticut’s 2-1-1 call center which is a 24 hour multilingual referral service providing help for those in crisis and in need. 2-1-1 Connecticut is also relied upon by the state as a first responder during disasters which required Leo to develop a strategy to scale up in the event of a natural disaster.
During Leo’s 25 year career in IT, Leo has a long list of experience across the entire IT domain but he specializes in Call Center Implementations, Cybersecurity, Disaster Response, High Availability System Design, Web UI/UX Design, Hybrid Cloud Computing and SAAS Migrations.
Leo was also the past president for the Central CT chapter of SIM and resides on the Pathways to Technology Industry Advisory Board and the State of CT Cyber Security Committee. Leo holds a BS in Computer Engineering from the University of Connecticut where he is still actively involved in the basketball and football programs.
CGEIT, CEDS | Chair Emeritus | EVP & Chief Information Officer, TMST, Inc.
Caren Shiozaki is the Executive Vice President and Chief Information Officer for TMST, Inc., a mortgage company based in Santa Fe, NM. Ms. Shiozaki earned her degree in genetics from the University of California at Berkeley. She is also certified as an e-discovery specialist.
Ms. Shiozaki has extensive experience in the financial services industry. At Bank of America, she led business and systems integration efforts living and working throughout Asia. She was responsible for Central Bank compliance of reporting systems within all the Asian countries in which the Bank had a presence. She went on to serve as vice president and principal consultant for their International Advisory Group in San Francisco. She was responsible for leading the consulting practices in data warehousing, business intelligence/analytics and program management to the Bank’s clients in Asia and Europe. She joined American Express as Vice President of Enterprise Architecture. She created and administered American Express’s enterprise governance program that provided oversight for a multi-billion dollar technology investment portfolio. In her last position, she led the team that was responsible for the “Manage Your Card Account” web interface that serviced over 10mm American Express cardholders worldwide. She joined Belo Corp as Vice President and Chief Information Officer. Belo was one of the nation’s largest media companies with a diversified group of market-leading television, newspaper, cable and interactive media assets. During her tenure at this Fortune 1000 company, she implemented significant changes in information technology, broadcast engineering and interactive publishing functions to better position Belo as a competitor in digital media.
Ms. Shiozaki has served as an advisor to venture capital investment firms for new media startup companies. She was on the board of one of those companies. She is co-founder of a company that was developing a data analytics model to improve diabetic care for patients of the Albuquerque VA.
Having guided a company through bankruptcy, Ms. Shiozaki has an enhanced focus on governance, cybersecurity and risk management, ensuring that all legal requirements for data preservation and protection are met to the satisfaction of the US Bankruptcy court. She's led large scale data management and e-discovery initiatives and performs forensic data analysis.
She holds ISACA’s certification in the governance of enterprise IT, and is a member of ISACA’s CGEIT certification committee which establishes the professional standards for that certification. Her other non-profit affiliations include:
- SIM: Vice Chair on the SIM national board, and the founder of SIM’s national cybersecurity special interest group. She is a member of the Dallas and Arizona chapters.
- Santa Fe Alliance for Science: board member and science fair judge for the Santa Fe school district.
- Santa Fe Animal Shelter: board member.
- Sedona Conference (a nonprofit research and educational institute dedicated to the advanced study of law and policy in complex litigation): member of a team developing paper to provide guidance to corporate Boards on minimizing data security and privacy risks.
- Girls Inc. of Santa Fe: Past Chairman of the board and now serving as technology advisor.
- New Mexico Technology Council: former Vice Chairman of the board.
Treasurer | Chief Information Officer and Senior Vice President for Breakthru Beverage Group
Mr. Bruhin has nearly 30 years as an information technology professional and leader.
Currently he is Chief Information Officer and Senior Vice President for Breakthru Beverage Group, serving on Breakthru’s Executive Leadership Team. Joe is responsible for overseeing the implementation and execution of a holistic IT Strategic Plan, driving Breakthru’s increased focus on digital transformation and developing a world class IT organization.
Prior to this, he was the Chief Information Officer and Senior Vice President of Constellation Brands Inc, responsible for all aspects of people, process, technology and business leadership for Information Technology across the Globe. He directed all aspects of the organization’s information technology activities supporting the organization's overall strategic goals
He is an innovative, top performing Senior Technology Executive with progressive experience identifying and implementing innovative technology to drive growth. His superb academic preparation (MBA), combined with his inherent ability to lead has fostered a reputation as the “go-to” leader for IT strategies, solutions and implementations. Aligning organizations to the right IT strategic imperatives, creating engaged IT teams and empowering both IT and non-IT employees to succeed is a specialty.
He has a passion for new, innovative digital technology solutions. Coupled with his uniquely strong ability to partner with top leaders across global organizations to develop and implement innovative business technology solutions, he has earned the reputation of a truly transformation IT leader who will dependably deliver value to any area of a global business.
Mr. Bruhin has served as Vice President of Information Systems at Diageo, where he developed technology vision, strategy, and business process and systems solutions for the North American business. He served as VP of Global HR Systems where he was responsible for developing and implementing Diageo’s custom Global People Performance Management System, aligning several large global organizations onto a single unified People Performance Management system.
Mr. Bruhin also served the CIO for Diageo’s Australian business in Sydney, Australia, where he created and implemented an IT strategy to transition from legacy applications to state of the art technologies, bringing the technology footprint into alignment with global solutions and creating a high performing IT team.
He serves as Treasurer on the Society for Information Management (SIM) National Board of Directors. SIM is the largest international network of senior IT leaders, consisting of nearly 5,000 members across approximately 40 chapters in the US and Canada. He is a graduate of the SIM Regional Learning Forum (RLF), and a long-standing member of the SIM Advanced Practices Council (APC) which is a CIO think-tank that focuses on research related to emerging and new to world technologies and IT practices.
Mr. Bruhin is a transformational business leader with a track record of creating business value by leading breakthrough performance in IT. He is recognized as a motivational leader and mentor who creates an environment for success, creates high performing teams and inspires technology leadership.
He earned his undergraduate as well as his Master of Business Administration degrees from the University of Connecticut.
Joe is the Chapter Representative of the following Chapters: Albany, Central Florida, Detroit, Minnesota, Northeast Ohio, Research Triangle Park, South Florida, Toronto and Western NY.
Secretary | CIO, Clark Hill PLC
Joan Holman is the Chief Information Officer at Clark Hill PLC in Dallas, Texas. Joan joined the firm in 2013 and is responsible for all strategic and operational aspects of Information Technology, Litigation Support, the Legal Library and Technical Training for the firm.
Prior to Clark Hill PLC, Joan spent over 2 years at Sigma-Aldrich, a leading global life sciences company, as the Senior Director of Portfolio Management, Customer Service and eBusiness.
Joan has over 20 years of experience leading Information Technology, Strategy, Development and Operations for several public and private companies in the Environmental Services, Telecommunications and Financial Services industries.
Outside of the workplace, Joan spends her time promoting STEM initiatives and giving back to her industry and community through her efforts on the Boards of Transformance and the Society for Information Management and her role as an Executive Host for the DFW Technology Ball. She is active involvement in the Dallas Executive Women’s Roundtable and previously served in a number of leadership roles in the Dallas chapter of the Association of Women Executives.
Joan holds a Bachelor of Science degree in Applied Mathematics from the University of Texas at Dallas.
In August 2016, Joan was recognized by the Dallas Business Journal as one of its 2016 “Women in Technology.” for her contributions to the technology community both professionally and philanthropically.
Joan is the Chapter Representative of the following Chapters: Chicago, Dallas/Fort Worth, Houston, Indianapolis, Louisville, Memphis, Nashville, St. Louis, Wichita and Wisconsin.
Director | CIO, Computer Aid, Inc. (CAI)
Steve Heilenman is currently VP and CIO for Computer Aid, Inc. (CAI), a global IT services and outsourcing firm that is currently managing active engagements with over 100 fortune 1000 companies and government agencies around the world. CAI has offices and operations in Australia, China, the Philippines, the Middle East, Europe, and North America. Steve has over 27 years of experience as an IT executive and has held previous positions with Ashton Technology Group, Vanguard Investment Company, Price Waterhouse, and EDS.
Steve is a former Philadelphia SIM (Society of Information Management) President and board member and currently a member of SIM’s Advanced Practices Council. He has presented at multiple CIO forums and CIO panels discussing Leadership and Innovation. He has recently Co-authored a book "Inside the Minds: Driving Business Value with Innovative Technology Strategies” 2014 – Thomson Reuters. Steve was a recipient of Smart CEO’s 2015 Executive Management Award. Philadelphia SIM’s 2016 Leadership award. Steve graduated with honors from Widener University.
Steve is the Chapter Representative of the following Chapters: Alabama, Atlanta, Boston, Capital Area, Central CT, Charlotte, Fairfield Westchester, New Jersey, New York Metro and Philadelphia.
Director | CIO, Penske Corporation
Richard A. Hook is the Chief Information Officer for Penske Corporation and Executive Vice President and Chief Information Officer for Penske Automotive Group, Inc. (NYSE: PAG). Penske Corporation is a closely-held, on-highway, diversified transportation services company whose subsidiaries operate in a variety of industry segments, including retail automotive, truck leasing, transportation logistics, transportation component manufacturing and professional motorsports. Penske Corporation manages businesses with revenues of $26 billion, and employing more than 50,000 people worldwide.
Rich has over 20 years’ experience as an information technology professional and business leader. Prior to being named CIO, Rich was the VP of IT Infrastructure for Penske Automotive Group and before joining Penske in 2009, he held various positions at Arthur Andersen LLP, H&R Block Financial Advisors and Federal-Mogul Corporation.
Rich holds a BBA from Western Michigan University and is a Certified Information Systems Security Professional (CISSP) and Certified Information Systems Auditor (CISA). Rich is also a member of the Society for Information Management (SIM) Detroit chapter and SIM Advance Practices Council (APC).
Director | Chief Operating Officer at Massaro
James is a highly effective, results oriented executive leading teams to ensure alignment and continuity between business strategy, execution and delivery, and operational / technology support services. Proven track record in collaborating and building relationships, strategic planning, financial management, organizational design, risk management, short- and long-term investment planning, and leading and developing others in a way that they feel valued and empowered to reach their fullest potential. Experienced in delivering board level presentations, corporate messaging, media relations, and public speaking.
Throughout his career, James has served in various leadership roles including; SVP, Global IT Services, Houghton Mifflin Harcourt; Chief Operating Officer, Measured Progress; Vice President, Enterprise Infrastructure & Operations, BJ's Wholesale Club; Sr. Director , Enterprise Infrastructure & Operations, CVS Caremark, plus his current position as Chief Operating Officer at Massaro.
In addition to his professional career, James has held various leadership roles within SIM Boston and SIM National.
Local SIM Boston Positions held:
SIM National Leadership Positions held:
- Sponsorship Co-Chair – 2020/Current
- Board Trustee 2017 – Current
- Co-Chair with Kevin More, Technology Leadership Summit 2018 - 2019
- Chair Nominating Committee 2018
- Chapter President – 2017
- Chapter Vice President – 2016
- Chapter Secretary – 2015
- Co-Chair Sponsorship & Partner Alliances – 2012 - 2015
- Director, National Board – 2020/Current
- Finance Committee
- Chapter Support Committee
- Sponsorship Committee
- Member, National Management Council – 2018 - 2019
- Founder and Chair for National Chapter Advisory Board – 2018 - Current
In his spare time, James enjoys spending time with his son and traveling to new places.
He is an avid golfer and he recently began to learn to ski.
Director | Chief Technology Officer for Profit Enhancement Systems
John Buccola serves as the Chief Technology Officer for Profit Enhancement Systems, the most tenured and respected technology expense management firm in the United States. He is responsible for both client delivery and product enhancement for PES' next generation spend platform. Prior to PES, Buccola was CIO for WASH, North America's premier provider of multifamily housing services, where he was recognized by MIT and Microsoft for his work in advanced analytics. John also held CIO and IT leadership roles at Panavision and Alliance Healthcare. He holds bachelor’s and master’s degrees in business and technology from the University of La Verne.
Mr. Buccola is a past-Chairperson for SIM Southern California and has served on the chapter board since 2003. He is one of the founders of our Enclave® program and its inaugural and current Program Chair. He is also a member of the SIM National Chapter Advisory Council. In addition to SCSIM, he also serves as a board member of several private and non-profit organizations.
Director | Vice President and Chief Information Officer for Loyola University Chicago
Susan Malisch currently serves as Vice President and Chief Information Officer for Loyola University Chicago. In this capacity, Susan leads the development and implementation of the University’s information technology (IT) strategic direction, and delivers IT services that support student learning, faculty research and teaching, administrative processes, and public service. Ms. Malisch frequently contributes in significant roles beyond IT at Loyola. Prior to joining Loyola, Ms. Malisch held technology leadership roles at Novell, Cambridge Technology Partners, UCLA, and ATT (formerly Southwestern Bell Communications). Ms. Malisch is the recipient of several leadership awards, including the 2016 SIM Leader of the Year Award and the 2010 CIO of the Year award from the SIM Chicago Chapter, the Executives Club of Chicago and Association of IT Professionals. Ms. Malisch is a past President and current Trustee for the SIM Chicago Chapter and volunteers with a number of educational and professional organizations. When asked why she would like to serve as a SIM board member, Ms. Malisch shared the following: “SIM is our community – our active engagement and participation is essential to maintain a vibrant, relevant and “connected” experience. As our profession evolves, so too, SIM seeks to evolve services and offerings to ensure we are informed, aware and competitive. Years of experience as a volunteer board member and leader has deepened my understanding of the mission, planning, and operations of a professional association. The competitive landscape for non-profit associations has grown in recent years with many market players offering similar programming in for-profit models. Ours is the only professional association run by an all-volunteer board that promotes and supports our business technology leadership/CIO community, and also gives back, and invests in, the local chapter communities. The combined capabilities and awareness of some of the challenges and opportunities facing professional associations, coupled with my commitment and passion for technology and leadership excellence, service in our community, and lifelong learning demonstrate both my ability and desire to lend these skills to advance the mission of SIM.In addition to volunteer board service for the local Chicago SIM Chapter, I've previously served as a board member and member of the Financial Aid Committee for the Lycee Francais de Chicago, and have also served as Vice President and President for the Association of Jesuit Colleges and Universities -Conference on IT Management (AJCU-CITM). I find the service on these volunteer boards to support the mission and vision of these groups that I so believe in to be very rewarding and one way that I can give back to the communities that have given me so much.”
Director | Past-President of the Charlotte Region SIM Chapter
Jeff Stovall is a past-President of the Charlotte Region SIM Chapter and was host co-chair of the 2015 SIMposium. Jeff is a founding member of the Charlotte SIM Chapter and initiated the chapter’s Member-In-Transition program in 2016. In 2015, Jeff was named a SIM Leader of the Year. Jeff served as Chief Information Officer for the City of Charlotte, NC from 2008 to 2018. Under his leadership, the City of Charlotte achieved five consecutive “Top Ten Digital City” awards and managed the technology preparations for the successful 2012 Democratic National Convention. Jeff was recognized as one of Government Technology Magazine’s 2018 “Top 25 Doers, Dreamers & Drivers”, the NCTA Public Sector CIO of the Year in 2017 and 2014, and 2017 InspireCIO (“Orbie”) Charlotte Nonprofit/Public Sector CIO of the Year. Jeff was cited as one of the “50 Most Important African Americans in Technology” from 2009 to 2012 by eAccess Corporation and is a member of the IT Senior Management Forum, having been on its membership committee since 2010. He is also the Chairman of the Board of Advisors for the UNC Charlotte College of Computing and Informatics, a position he has held since 2016. Currently, Jeff works with the Oracle State/Local Government Applications Strategy & Development team where he has responsibility for business development and go-to-market solutions for the CX SaaS applications team. Prior to the City of Charlotte, Jeff worked within the manufacturing and telecommunications industries in multiple executive and management functions. Jeff received his MBA from the Darden School at the University of Virginia, and his Bachelor of Science in Mechanical Engineering from the Massachusetts Institute of Technology. He is an alumnus of the Senior Executive Institute at the Weldon Cooper Center for Public Service, University of Virginia.
CEO | SIM National
Mark Taylor is the Chief Executive Officer of the Society for Information Management.
As the chief visionary of SIM, Mark serves a team of 5000+ IT Leaders from Large Cap and Mid-Market companies and Non-Profits organizations from across the country.
Mark is an experienced business executive, leader & strategist. Expert in business operations, sales & marketing, technology, & finance.
Mark’s unique ability to build bridges between executives, chapters, members, & partners - builds a platform of trust that is leading SIM forward as a key influencer in the development of the next generation of IT leaders.
Before devoting his work fulltime at SIM, Mark was the Chief Operating Officer of CMP Management, an Association Management Company, and led the team that developed & executed a strategy that doubled the revenue & profit of the company in 5 years.
As CEO & VP of Sales of ClearCube Technology, Mark led the company which focused on Virtual Desktop Technology in High Security/High Performance environments. With clients in the US Department of Defense, International Governments and Financial Serivces, his teams delivered the largest deals in company history.
With 15 years as a Sales Leader in the networking VAR market, Mark lead the top performing sales teams serving Commercial, State and Local Government and Education segments.
Mark is a specialist in navigating complex environments – a skill he learned from his boyhood. As the youngest of 11, Mark learned quickly how to “calm the chaos” and keep a group of diverse personalities on the same page and moving forward.
Mark’s commitment to developing leaders grew from a recognition that the effect of a leader's decisions cascade to the lives of their teams, investors, clients and communities.
Mark lives in Austin, Texas with his lovely wife, Darla, and enjoys spending time with (spoiling) his five spunky granddaughters.