Our Team

Joe Perfetti

Joe Perfetti

Founder and Partner

Mr. Perfetti is an executive speaker, consultant and subject matter expert in corporate finance and strategy who has delivered over 2000 executive education teaching days over the past 25 years. He delivers 80 days of executive education annually for leading corporations and consulting firms including McKinsey & Co, Google (Alphabet), Heidrick Consulting, UnitedHealth Group, CVS, Anheuser-Busch InBev, Aramark, Santander, Bank of America Merrill Lynch, Standard Chartered, Merck, AbbVie, Genentech, Lockheed Martin, Comcast, PVH, SAS, Minsheng, CSX and Nokia.

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Mr. Perfetti is an Innovation Fellow with Duke CE and has also served as a Program Integrator for Executive Education at the Wharton School of Business. Mr. Perfetti currently serves as a Lecturer at the RH Smith School of Business at the University of Maryland, College Park and teaches Equity Analysis at the Masters, MBA and undergraduate level. He won teaching excellence awards for four consecutive years including two consecutive Faculty Member of Distinction awards as voted by the students for best teaching faculty. He has been an Adjunct Professor of Law at Georgetown Law School where he taught corporate finance for Law Students.

Using his algorithm for Financial Cycle TimeTM, Mr. Perfetti has created the Global Productivity awards which are announced each April in partnership with Duke.

Mr. Perfetti has launched the online course called Demystifying Finance in partnership with Duke CE and will be launching a second online course on Strategic Agility in early 2019.

A serial entrepreneur, he started Intelliworks Inc., a venture-backed CRM company focused on higher education and an online knowledge sharing company. Intelliworks was acquired in 2011 by Hobsons.

Mr. Perfetti is a graduate of the Wharton School of the University of Pennsylvania where he was a teaching assistant in both the MBA and Executive MBA programs for a capstone business policy course.

Scott Koerwer

Scott Koerwer

Partner and Engagement Leader

Scott Koerwer is an entrepreneurial leader in education and business with more than 30 years of experience. In addition to working at world-class institutions of higher education, he has been a leader in five entrepreneurial startups and dozens of executive education program initiatives and consulting engagements around the world. Currently he serves as the Vice President for Strategy and Planning at the Geisinger Commonwealth School of Medicine where he is also the founding dean of the graduate school, Vice Dean for Graduate Education and Professor of Organizational Systems and Innovation.

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Dr. Koerwer is a subject matter expert and sought out advisor to organizations on topics including – institutional growth, strategy development and implementation, management and leadership development, executive education, marketing, higher education enrollment, fundraising and entrepreneurial programs & partnerships. He has worked with world-class organizations, executives, faculty, staff and students to develop and implement programs, consulting engagements and educational partnerships in Africa, Asia, Europe, the Middle East, the United Kingdom and the United States. His teaching and research are focused on social systems science, leadership and teams, change and innovative ecosystems.

Previously he served as: the twenty-first president of Newberry College and a faculty member of the business department; deputy dean and clinical professor of management at The Darla Moore School of Business, University of South Carolina; associate dean of graduate and executive programs and services at the Robert H. Smith School of Business, University of Maryland; and as a director in the Executive Education Division of the Wharton School of the University of Pennsylvania where he worked in a consultative educational manner with organizations around the globe. Scott has served in leadership and/or partner roles at startup and early stage companies including: Redhead Companies, Continuum Consulting, Intelliworks, Syllutions, Percipient Partners and Learning Communities.

Active in the community, Scott is or has served on boards or organizations including: the Sidhu School of Business and Leadership Advisory Board at Wilkes University, the Keystone College Board of Trustees, the Muhlenberg College class fund chair, the Abington YMCA Advisory Board, the Columbia, South Carolina Red Cross Advisory Board, and multiple chambers of commerce boards.

Scott has a bachelor’s degree from Muhlenberg College. He earned a master’s degree in government from Lehigh University, and doctoral degrees in education from the University of Pennsylvania and philosophy from Thomas Jefferson University. He is an alumnus of the Kellogg School of Management Advanced Executive Program, the Harvard Graduate School of Education Institute for Education Management (IEM), the Arizona State/Georgetown University Academy for Innovative Higher Education Leadershipand the Population Health Academy at Jefferson’s School of Population Health

Scott and his wife Christine reside in Dallas, Pennsylvania and have two daughters.

Lori Minnick

Lori Minnick

Director of Operations

Lori Minnick is Director of Operations for Percipient Partners. She graduated from University of Baltimore with a Bachelors Degree in Accounting and a minor in Finance in December 1991. She started her career in public accounting as the senior accountant for Donohue & Associates, PA. She left the private sector after 8 years to build a career in corporate accounting and went on to study Cost and Managerial Accounting at Loyola College.

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Before accepting the contractor position at Redhead she incorporated her knowledge and training in various corporations as a contractor. In managing the day-to-day functions of current projects, Lori has developed procedures to ensure that Minnick and Associates runs smoothly from inception to completion and maintains project status so that deadlines are never missed.

Affiliated Faculty

Ronni Burns

A former corporate executive, a balanced consultant, a spirited coach, engaged professor, perpetual student of life and award-winning speaker, Ronni Burns understands the need for persuasive communication in achieving success.

Ronni spent 17 years at Citigroup as a Senior Vice President serving in a variety of roles, including Director of Business Practices, Global Spokesperson and National Sales Manager for Citicorp Investment

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Services. Today, she is delighted to do the kind of work she loves most; teaching, consulting, and coaching.

An Adjunct Professor of Communications since 2002 at the Smith School of Business, UMD, since 2010, Ronni is also a Professor of Management Communications at the Stern School of Business at NYU. Previously, she taught communication courses at the Wharton Business School.

Ronni has delivered workshops and seminars to thousands of executives in the U.S., Europe, Asia and Latin America on presentation skills, consultative selling and management communications. Her talent is helping others make complex concepts easy to communicate and implement.







Consistently rated as a top speaker at industry and leadership conferences, Ronni has worked in a variety of industries including bio-tech, film, plastics, technology, energy, and government contracting. Her clients included GE, Corning Glass, Houston Biotech, Schlumberger, Hewlett Packard, SAIC, Entergy, United Technologies and Marriott, as well as many leading financial services companies.

Ronni Burns holds undergraduate and graduate degrees from the University of Pennsylvania and a Master of Arts in Communication Science from the University of Connecticut. Ronni is a Certified Professional Coach (CPC). She has held NASD licenses 7, 22, 24 and 63. In her book, Communication Essentials: A Sell-abration, she shares her insights into the complicated business of building relationships.

Kathy Pearson

Kathy Pearson, Ph.D. is a strategist, Systems Thinking expert, and authority in decision making. She is President and Founder of Enterprise Learning Solutions, a firm focused on executive development and learning across industries. Kathy is also a Senior Fellow at the Leonard Davis Institute of Health Economics at The Wharton School of the University of Pennsylvania.

An award-winning educator, Kathy works extensively with mid- to

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senior level executives, including high potentials and executive teams. She works closely with Executive Education groups as well as directly with global organizations. Kathy teaches on a variety of topics including Critical Thinking, Strategic Agility, Change Management and Strategic Execution. As Lead Faculty for many programs, she is responsible for overarching curriculum design, integration of the material, and the overall educational quality of the engagement. Kathy specifically likes to focus on application of the concepts covered in her content.

Kathy’s work with executives spans a wide variety of industries and geographies, including health care and life sciences, financial and professional services, technology, consumer products, energy, aerospace and defense, and manufacturing. Her client list includes Bank of America, Cardinal Health, Children’s Miracle Network, Chubb Group of Insurance Companies, Cisco, Coca-Cola, Comcast, Digicel, The Estee Lauder Companies, FINRA, GlaxoSmithKline, India Ministry of Finance, Itua Unibanco, McKesson, Merck, Novartis, Novo Nordisk, Organization for Economic Co-operation and Development (OECD), Royal Bank of Scotland, Royal DSM, Schneider Electric, Siam Commercial Bank, Temasek Management Academy, UnitedHealth Group, Westpac Bank Australia, and the World Bank.


In addition to her executive development work, Kathy’s industrial and consulting experience includes advising senior leadership teams in the areas of strategic formulation, leading under uncertainty, and bridging the gap between strategy and execution.

Kathy received her B.S. degree in theoretical mathematics from Auburn University, her M.S. degree in Decision Sciences from Georgia State University, and her Ph.D. in Industrial Engineering (concentration in statistics) from Northwestern University.

Jenna Streeter

Learning to action, action to results is Jenna Streeter’s motto. As both a transformation and leadership team coach, Jenna develops partnerships with her clients through dialogue, interaction and reflection – always with an emphasis on both results and learning. Jenna leverages client’s individual and team exploration to help open up new ways of thinking, close learning gaps, overcome persistent obstacles and performance challenges all to allow positive movement that bring results. Jenna uses models grounded in Action Learning, Action Research and transformative learning to ensure positive growth.

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Jenna’s professional career, spanning 20 years, began with a focus on the design, development and implementation of educational programs within leadership ranks. In her years at PwC, Jenna worked, in collaboration with the Hudson Institute, to establish a sales coaching program and coached cross-functional sales teams. Jenna furthered her career as an affinity and Lean Six Sigma coach as well as a designer of blended learning programs for Executives. Results include increase in revenue stream, decrease in cost, new innovative solutions, and over 15 individual promotions.  In addition, Jenna has consulted with the Chicago Bar Association to create a women’s coaching circle and is the developer of CollegeLaunch™. Currently running her own company, Jenna coaches action learning teams, is a coach observer in Wharton’s Executive Development Program and designs executive level educational programs for multiple clients.  Jenna’s clients have include those in the aerospace, financial services, telecom, manufacturing, technology, consumer goods, retail (B2B and B2C), advertising, higher educational institutes.

Jenna is a graduate of Hudson Institute of Santa Barbara Coaching Program (ICF certified), a certified Action Learning Coach with the World Institute of Action Learning and a certified health and wellness coach. She is worked with numerous psychometrics including Korn Ferry’s 360, Hogan, Birkman and DISC. Her Master’s Degree in Adult Learning and Instructional Design is from the Philadelphia University and she holds a Bachelor of Arts Degree in International Relations from Lynchburg College.

Lauren Hirshon

Lauren Hirshon has a passion for designing innovative strategies to address complex organizational and community-wide challenges. This has led her to creating customized leadership and management training programs, coaching high-performing teams, and consulting with businesses, governments, and non-profits. Curious by nature, she has a broad set of interests and areas of expertise, including: organizational development, change management, group and team dynamics, and working across organizational boundaries.

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In addition to her coaching and consulting work, she is currently the Director of Operations and Development for Leadership for a Networked World an applied research and advisory program at the Technology and Entrepreneurship Center at Harvard. In this capacity she has conducted research and developed programs focused on cross-boundary collaborations and new public-private partnerships, working with state chief administrators, chief procurement officials, state chief information officers, and other c-suite government leaders and their private sector partners.

Lauren is also a Lecturer and Consultant at the Wharton School of the University of Pennsylvania. In addition, to teaching an undergraduate course on management, leadership, and communication, several times a year she consults at Wharton’s Executive Education Program and coaches senior executives from global organizations to hone their leadership skills.

Previously, Lauren served as the Director of Consulting at the University of Pennsylvania’s Fels Institute of Government. Prior to that, she spent six years engaged in workforce development issues for the city of Philadelphia, and worked on a presidential campaign and for several nonprofits.

Lauren has been identified as one of Philadelphia’s Emerging Connectors by Leadership Philadelphia. She received her B.A. from Harvard College in Psychology with a minor in French, and her Master’s Degree in Organizational Dynamics from the University of Pennsylvania with certificates in Leadership and Management, Global Studies, Practitioner of Change, and Sustainable Development. Outside of the office, Lauren serves as the Secretary for the Harvard Club of Philadelphia and plays on touch-football, basketball and softball teams.

Contact: hirshon@post.harvard.edu and 617-218-7060

Trusted Partners

Tott Labs

We work with our clients to create and offer branded training initiatives that help our clients win new business, discover, identify and recruit top talent, and teach customers about their products/services through online training.

We see technology as enabling a new paradigm for online training by combining online courseware with the power of participative social networking. Tott Labs has created a format which builds and engages a community while creating opportunity and enabling success for individuals and employers.

Tott Labs is the first to provide corporations with tools for harnessing the power of the MOOC model to directly bridge their skills gap. Tott has a unique business model that combines these technological and behavioral enablers to give businesses what they need when they need it—with a benefit to society.