Our Advisory Board
Donald H. Baggett is a serial entrepreneur and technology investor. He is President of Benefit Resources, Inc. a fee-based consulting firm serving corporate, association and municipal clients.
Mr. Baggett was the founding President and CEO of Denarii Payments, Inc. where he created “SizzleMoney” an innovative mobile payments program for the financially underserved. Prior to that he founded Flex-Comp, Inc., a product development and software company that led the health insurance industry into the expanding field of Cafeteria Benefits and defined contribution plans. Mr. Baggett also served as Senior Vice President of First City Bancorp where he led this bank holding company into new markets for financial services. Prior to that, he held the position of Vice President of Bayly, Martin & Fay, Inc. a national insurance brokerage and consulting firm. Mr. Baggett began his carrer with the Hartford Insurance Company as a member of their public relations and advertising department. He is a graduate of the University of Florida, an avid motorsports enthusiast and he enjoys spending time with his five grandsons.
In his most recent position, David was Vice President/General Manager, Global Commercial Services for American Express. He led executive level sales and account management teams that sold cash management and payment tools to C-level executives across multiple industry segments, with both mid-sized and large multinational organizations.
David oversaw a portfolio of clients that delivered over $20B in sales. While in this role, he and his team consistently delivered 150% of their new business targets, producing double digit revenue growth, and over 98% retention of the portfolio. Among his clients were some of the largest partnerships for American Express, including Delta, Verizon, Hilton, Home Depot, CBS, Bloomberg, and the NBA just to name a few. In addition, David led numerous employee development and coaching initiatives for the organization, most recently partnering with Harvard University as an executive cohort sponsor delivering leadership training content to thousands of employees.
Previously, as Regional Vice President, Global Corporate Payments at AMEX, David led teams focused on client management and sales and deployed new electronic payment platforms such as Buyer Initiated Payment, Virtual Payments, and AP Automation – strategic imperatives for the company. Earlier, David was VP Sales and Acquisitions for the AMEX Prepaid Services Group where he led sales and partnership efforts into the retail, mall, and travel channels across U.S. and Canada. David partnered with marketing and product development teams to launch the first-ever Amex Prepaid Card, which was also the first “open system” card in the marketplace. In addition, his team achieved the highest level of Employee Engagement scores across the Amex enterprise. In 2010 he received the Chairman’s Award for Quality, and in 2013 the Chairman’s Award for Innovation. In 2014 David was inducted into American Express Hall of Fame for consistent over-target performance, a history of outstanding employee engagement and development, innovation, and overall impact to the organization.
David has served in board member roles for the Boys and Girls Clubs of America, and as Board Chair for Camp Highland, Additionally, he served on the board for the Woodruff Arts Center Capital Campaign. David is a passionate volunteer in many organizations such as International and Domestic Mission Trips with Global X, Flood Student Missions, and Lighthouse Family Retreats – Serving families with children who are battling cancer. David has a BSBA with a major in Marketing/Management from Appalachian State University. He and his wife Cricket enjoy traveling and spending time with their three children. David also enjoys skiing, mountain biking and a multitude of other adventurous activities.
Mr. Marc Blumenthal has served as President of Human Capital Management at Tribridge, Inc., since 2013. Mr. Blumenthal served as the President and Part Owner of Intelladon Corporation and also served as its Chief Executive Officer from 2003 to 2013, when Intelladon was acquired by Tribridge.
In his 11 years as Chief Executive Officer, he expanded Intelladon’s offerings from a single software application to a broad range of e-learning products and services through partnerships with several leading software vendors, including Cornerstone OnDemand. Mr. Blumenthal started his professional career working for IBM. In 1985, he founded Progressive Business Solutions, which grew to be one of the largest and most respected systems integrators in the Southeast. He later served as the Chief Executive Officer of CXO Technology. Mr. Blumenthal serves as a Director of Northstar Banking Corporation in addition to serving on the boards of numerous business and internet technology companies in the Tampa Bay area. He has served for many years on the board of Metropolitan Ministries, a local charitable organization that serves the poor, hungry and homeless in the Tampa Bay area. Mr. Blumenthal holds a Bachelor of Science degree in Management Information Systems from the University of South Florida.
Andrea Beach is the founder and chief executive officer of Beachfront Technologies. The company connects large-scale consumer destinations across entertainment, sports, and mixed-use retail with smart technologies and marketing solutions to enhance the guest experience and unlock new revenue streams.
Under her direction, Beachfront has built a growing network of smart venues across the U.S., and plans to work with municipalities on equipping underserved communities with the technology and new thinking necessary to boost economic development.
A leading authority on technology and consumer behavior, Ms. Beach has advised Fortune 500 companies, mentored a variety of startups, and created engaging activations for some of the world’s largest brands.
Her track record includes inventing the first global platform capable of programming and sending personalized mobile communications in 147 languages, conceptualizing campaigns to support online voting in real time, consulting on cybersecurity issues, and implementing one of the world’s first examples of dynamic, location-based text messaging.
Previously, Ms. Beach was president and CEO of IntelaText, an early pioneer in digital engagement, where she developed innovations for brands including Coca-Cola, Ford, UPS, and AT&T, and was recognized as Mobile Marketer of the Year as part of TAG’s Tech Marketing Awards.
She studied International Business at the University of Georgia, and went on to receive advanced training in Neuro Linguistic Programming and Design Human Engineering.
Ms. Beach currently serves on the board of directors for the Small Business Council of the Consumer Technology Association (CTA). As a media commentator, keynote speaker and lecturer, she covers the future of consumer engagement through technology.
Marietta Davis is an accomplished technology sales executive and currently serves as IBM’s Vice President and Managing Director for the global Accenture relationship. Ms. Davis leads a worldwide team growing business in IBM Public Cloud, Red Hat Hybrid Cloud and Artificial Intelligence solutions in collaboration with Accenture, IBM’s largest Global Service Integrator.
Prior to IBM, she served as Vice President of U.S. Dynamics at Microsoft. As the highest-ranking African American executive in North America and Latin America, she led an organization of more than 400 sales, marketing and technical experts serving Microsoft’s business customers with Dynamics ERP and CRM Solutions. While at Microsoft, Ms. Davis successfully managed and grew multiple businesses to $1B and triple digit growth milestones. She has held high impact positions at Lotus Development, Ameritech, and Tata Consulting. Her diverse leadership portfolio extends to mentoring strong leaders into key roles and acting in an advisory capacity to incubation and small startups.
Ms. Davis currently sits on the National Board of Youth Villages, a private nonprofit organization dedicated to helping more than 23,000 emotionally and behaviorally troubled children and their families each year across 20 states and Washington, D.C. In July 2017 she was selected as the first female Board Member of SharpSpring, Inc. (NASDAQ: SHSP), a hyper-growth global provider of SaaS marketing automation technologies. Davis was honored as a Spelman College “Game Changer” Hall of Fame inductee in 2015 for her impact as a technology leader. She is a sought after speaker on leadership topics with appearances at leading colleges and universities and professional organizations, including a keynote address at the 2015 Iowa Women Lead Change conference. A graduate of Bradley University, she also holds an MBA from Loyola University and executive certificates from the Harvard Business School. Joining Delta Sigma Theta Sorority Inc., as a legacy member while at Bradley, she continues to support the organization through mentorship and community activism. A published author, Davis has written for the Huffington Post and Thrive Global.
Scott Frey is the original founder of PossibleNOW formed in 2000. Today he serves as the President and Chief Executive Officer for PossibleNOW, Inc. and PossibleNOW’s wholly-owned subsidiary, CompliancePoint.
Scott is responsible for the business growth and acquisition strategy, product development initiatives, and all sales and marketing strategy for both companies. Scott specializes in designing technology and professional services solutions to solve complex business challenges related to marketing and compliance operations.
Scott’s significant insight has been instrumental in the development and delivery of high value technology solutions and services. His energy and vision have contributed to the company’s steady annual growth, profitability and thought leadership.
Under Scott’s tenure as CEO, the company has evolved from a marketing compliance solution provider solving privacy and compliance issues, to a more diverse organization that helps companies leverage PossibleNOW’s Enterprise Preference Management solutions to deliver relevant, targeted, personalized communications to their customers and prospects, increasing profitability and customer loyalty.
Prior to PossibleNOW, Scott served for 12 years as the Executive Vice President of Sales and Marketing for CCS Technology, an Atlanta-based enterprise infrastructure, professional services and technology company.
Jim founded Sales Incubator after 30 years of accelerating revenue growth in both small and large software companies.
His passion is rapidly scaling sales organizations from $10M to $100M+ as he successfully led sales at multiple start-ups resulting in one public offering, three Private Equity acquisitions, and one strategic purchase creating over $2B in company valuation.
Jim’s past experience includes Sales Leadership, Sales Coaching, Sales Operations & Enablement, Strategic Partners and Channels. He now shares his knowledge on how to operationalize and deliver repeatable, predictable sales growth to Private Equity-owned B2B software companies.
Selected Highlights Include:
- Leading a global sales and marketing team for a B2B technology infrastructure software company in which bookings grew 165% in 6 years (27.6% CAGR) while lower S&M expense ratio from 42% to 36% resulting in two acquisitions worth over $400M in valuation.
- Led 140 employees worldwide with a $31M budget responsibility.
- Accelerated channel-related sales from 11% to 34% of total bookings.
- Launched International, Federal, State, and Local Government sales team during tenure.
- Directed North American new sales of a document application B2B software company increasing revenue organically from $20M to $82M in four years resulting in two separate acquisitions worth over $800M in valuation.
He is the President of Kearny Street Consulting that provides contracting strategies and negotiation for hospitals and payors, product design and positioning, network development and M&A advise to providers and provider-owned plans. He was the Founder and CEO of a leading healthcare compliance and accreditation software company. Mr. Smith has held executive management positions with Kaiser Permanente, Healthsource, Blue Care Network of Michigan and Medical Value Plan, and Health Power, Inc., among others. He has been responsible for profitably starting and building HMOs as well as restructuring Health Plans.
Currently, Mr. Smith serves as chairman of the board of Prevent Blindness of Georgia and has served in the past for Coventry Health Plans, Southeast Division, Inner Harbor Behavior Health and the Governors Leadership Group on Healthcare executive committee. He holds a bachelor’s degree in Business Administration from University of Cincinnati and a master’s degree in Business Administration, Finance and Management from Xavier University. He lives with his wife, Sue and a spoiled dog in Alpharetta, Georgia.
Leveraging 48 years Executive Management experience in Healthcare and IT, Mr. Smith has founded “HITvision”, which specializes in Healthcare IT Arbitration as a “Neutral” with the American Arbitration Association, and also Healthcare IT consulting across the United States.
With his extensive CIO experience, Mr. Smith has been named to four Boards of Advisors of nationally focused Technology and Venture Capital firms across America, in the Technology and Healthcare sectors. Further, Mr. Smith is a Board of Advisor Member to the WEDI HIT Strategy Committee, charting the national HIT Strategy input to the Federal Government.
In addition to the referenced Boards of Advisors that Mr. Smith currently is engaged with, the Board of Trustees of the Dr. Louis Sullivan (former Sec. HHS) Institute for Healthcare Innovation approved Mr. Smith accepting a Leadership role of the new “Healthcare Innovations Transfer Network” (HITN); where Centers for Healthcare Innovation across America, will be brought together with Healthcare Industry Investors, seeking to pursue broader deployment of Innovations to the healthcare industry.
Mr. Smith had 41 years health care insurance industry experience in four BCBS organizations in the Midwest, Northeast and Southwest.
His CIO peers selected Mr. Smith in 2011 as one of the Top 8 CIO’s in North America, to receive Information & Technology Magazine’s “Elite 8” Award. On 9/11/2012, Mr. Smith was awarded U.S. Patent No. 8,265,952 for the invention of a business strategy and supporting computer system to navigate and normalize the healthcare industry’s migration from ICD 9 to ICD 10 coding nomenclature.
Recently retired from BCBS, as Senior Vice President and CIO at Arkansas Blue Cross and Blue Shield (the IT Incubator), Mr. Smith was accountable for the overall Enterprise Information Technology direction to support both the internal integrated Enterprise Private Business product portfolio, and the external health care partnership integrated delivery system, both of which are directed at delivering health information to health care professionals at the point of service. In addition, Mr. Smith is accountable for ABCBS’s systems architecture and integration with all BCBS Plans System-wide. During the past several years, Mr. Smith engaged in the deployment of hundreds of EHR’s to Physicians across Arkansas and has been instrumental in launching Strategic “Shareware” strategies among BCBS Plans and organizations beyond. Among the Shareware endeavors, he has founded four major User Groups for shared systems investments, and a statewide administrative and clinical Health Information Exchange (HIE) Network with two hospital systems (AHIN). Likewise, he is the Founder, Chairman and President of Shareware LLC, a shared capabilities company currently owned by 10 BCBS Plans.
On four occasions, Mr. Smith was selected to represent all the BCBS System of Plans, in formal testimony or presentation of BCBS strategic results on enacted legislation, to Committees of Congress.
Mr. Smith is also the Founder of a new Shared Health Plan Systems LLC, which is directed at establishing the very first vendor supplied multi-tenant Health Plan Operations platform capability in America, built upon the DST AMISYS Advance Platform. This LLC organization will enable Multiple Health Plans to administer all of their respective health products on a single shared operations platform; which will deliver millions of dollars of administrative expense savings to each of the LLC Owners.
As national evidence of accomplishment by Arkansas BCBS, as CIO, Mr. Smith has delivered several national Information Technology awards: Hospital & Health Network’s “Top 10 Most Wired Health Plans in America” in 2000; and CIO Magazine’s Top 100 Most Integrated Organizations in North America” in 2002; CGE&Y’s Top 25% Best Health Plan Web-sites in 2002; Arkansas Business’s Best Insurance Web-Site in 2003; Top Rated Provider Site – NIHCM/Gartner Study in 2004; Information Week 500 “Most Innovative Users of IT” in 2004, ‘05, ’06, ’07, ’08. ’09,’10, ’11 ’12 and ’13 (A consecutive decade of National Innovation recognition) and received the 2010 “Best Practices Award” by the Data Warehousing Institute.
Joseph Smith is very active in several nationally focused Information Technology organizations. He has served as Vice-Chairman of the Board of Directors for Intelimedix, an International Healthcare Informatics company. Mr. Smith also served as a Board Member for Q-Care, a Care Management organization.
Over his career he has served in many leadership positions of national healthcare governance and strategy organizations including: Vice-Chairman of the Business & Technology Executive Committee (BTEC) for the BCBS System of Plans; was Chair of the Inter-Plan Technology Advisory Council (IPTAC) for the BCBS System of Plans. He has served as Chairman of the Blue Cross Blue Shield System-wide EDI Workgroup, Chairman of the Information Systems Caucus of Western Conference of Blue Cross Blue Shield Plans, Co-Chairman of the Arkansas Health Care Partnership Information Technology Advisory Group, and Chairman of the BCBS AMISYS User Group. Mr. Smith has also served in several healthcare leadership roles including: An officer of the IT Roundtable, a member of the BCBS System-wide ITS Senior Technology Group, a member of the National Business Advisory Council (NBAC), a member of the BCBS Health IT Plan Advisory Committee, a member of the original Workgroup for Electronic Data Interchange (WEDI), the American National Standards Institute (ANSI), serves on the EHNAC Board of Advisors, and served as an EHNAC Commissioner who oversees HIPAA accreditation for Clearinghouses and VAN’s. Mr. Smith is a member of the College of Healthcare Information Management Executives (CHIME) and HIMSS organizations. He has also served as a Special Contributor to the development of the Academy for Healthcare Management’s advanced level course, “Medical Management in Managed Care Organizations.”
A native of the Midwest, Mr. Smith holds a Bachelor of Science degree in Industrial Management from the Illinois Institute of Technology and an MBA in Finance from Loyola University. Mr. Smith served in the United States Navy during the Vietnam War.
Mark is a results-driven, people-oriented health care leader with over 30 years of experience. His roles include delivering direct patient care, successfully leading the strategy and execution of complex business issues, and passionately serving the c-suite and entire enterprise of the nation’s largest health care companies.
Known for building and transforming businesses ($100M+) whether by building/growing from scratch and/or by improving results when underperforming, Mark combines a strong passion for health care coupled with the depth and breadth of experience that provides both the insight and foresight necessary to help clients think and plan ahead of the curve.
As a Health Industries Leader at PricewaterhouseCoopers (PwC), Mark significantly grew top line revenue as well as margin, improved service quality and expanded the depth and breadth of service offerings. As a senior Partner, Mark successfully developed and led a new service business within healthcare, set the strategy, including new product development, and was responsible for over 100 staff and partners who provided value added and quality services to premier healthcare organizations.
As a member of the PwC health services leadership team, Mark led the channel management of the Blue Cross Blue Shield system consisting of over 41 companies and revenue in the hundreds of millions of dollars.
As Global Relationship Partner for top five US payer client, he was responsible for generating revenue of +70M annually, built trusted relationships at the C-suite, and successfully created the face of the firm/brand to this top 10 PwC client.
Mark also served as the engagement Partner/director for a variety of premier healthcare clients focused on consulting services, where he grew numerous clients into multi-million-dollar firm- wide accounts through cultivating strong, long-term relationships at the c-level and exceeding client expectations.
Prior to that, in his role as a Client Service Director at KPMG, Mark created success in growing a new business in healthcare consulting, serving as a member of a leadership team that built a risk, regulatory and litigation support services practice, rapidly growing it to an annual run rate in the millions of dollars. In this role he was accountable for product development, services delivery, team building and personnel management, relationship development, marketing, sales, and finance management.
While serving as Executive Director at the nation’s largest Blue Cross Blue Shield Plan, Mark successfully managed the contracting and performance of a provider delivery system for one of its largest Midwest managed care markets. His many accomplishments include:
- Effectively leading an acquisition from deal planning through full execution of integration.
- Profitably managing plan’s tri-state senior products (Medicare Supplement and Medicare Advantage) in the Midwest market from a turnaround situation.
- Spearheading the development of the government products risk management/compliance program, significantly reducing the company’s financial risk.
- Was accountable for oversight and audit responsibilities of medical and case management, claims, enrollment, billing, customer service, marketing, sales, benefit design, legal, legislative affairs, financial reporting and risk management in government programs.
- Serving in roles requiring managing financial performance, government relations, provider networks, medical management call center, quality improvement, high-risk assessment, market expansions, and strategic planning.
Mark holds a Master of Business Administration from Xavier University and a Bachelor of Accounting from Youngstown State University. He has been married for 30+ years to Tina and has three sons.
Dottie Frazier Yates
Dottie Yates is a senior executive specializing in the transformation of business models for the new digital economy. Dottie’s expertise is in digital transformation, with demonstrated success in identifying, launching and managing innovative information technology strategies that drive revenue growth, increase efficiency and improve customer satisfaction.
Technology impacts every aspect of business and understanding how to leverage it to benefit the bottom line is critical. As a valued member of senior executive teams, Dottie has created pragmatic IT strategies that improve time to market and lower costs. She is effective cross-functionally, easily bridging the gap between technical and business audiences to deliver exceptional results. She is known as a customer experience visionary with repeated success in launching multi-channel e-Commerce products.
In her current role as SVP of Product Management at Conservice, Dottie leads a team responsible for the complete digital transformation of its market leading utilities billing operations and tooling. As an SVP at Bank of America, Dottie established the strategy and led a complete strategic pivot for Bank of America, streamlining consumer technology operations and saving the company over $34M per year. As their Online and Mobile Banking Channels Executive, she lowered technology costs, increased speed to market and grew customer usage by executing a multi-year online banking platform transformation strategy that migrated multiple online banking systems to a single foundational platform. As an example of the impact of this transformation, this project replaced 461 bankofamerica.com home pages with a single content managed page with no disruption to over 29 million banking customers.
Her leadership transformed the Bank of America consumer channels business, creating an award-winning digital customer experience that is still leveraged today. She also led the deployment of text banking and the re-platforming of Bank of America’s original mobile banking application to native applications for top operating systems. Dottie also developed the Consumer Bank’s CRM technology strategy, driving increased sales by providing banking center associates a complete view of a customer’s banking relationship.
Since her early career, Dottie has taken on progressively more senior leadership roles in product management for Fintech giants like FIS and Fiserv, steering product strategy and investment in order to consistently net bottom line results. Dottie earned a Bachelor of Science in Computer Information Systems with a concentration in Software Engineering from Athens State University. She received Pragmatic Marketing® Product Management Certification (PMC) in 2006 and was honored by Georgia Women in Technology as one of their WIT Women of the Year in 2009 in recognition of her expertise in product management and financial services technology. She has been a sought after speaker on digital/mobile banking and bill payment, serving on expert panels and speaking on emerging technologies in financial services.