1. Career Management “Piecing Together the Puzzle”

2. Career Summary 1975 - BA Economics, Minor Computer Science, Georgetown University 75 – 77 Systems Analyst - Sperry Univac 77 – 78 Consultant Coopers & Lybrand 78 – 79 Technical Sales Consultant GE Information Systems (GEISCO) 1975 - BA Economics, Minor Computer Science, Georgetown University 75 – 77 Systems Analyst - Sperry Univac 77 – 78 Consultant Coopers & Lybrand 78 – 79 Technical Sales Consultant GE Information Systems (GEISCO)

3. Career Summary (cont.) 79 – 84Sr. Vice President Calvert Group Technology & Institutional Sales & Marketing (Mutual Funds) 84 - 91 Chief Technology Officer Dreyfus Corporation 92 – 94 Volunteer work, misc. consulting, music 95 - 06 President/CEO & founder Content Management Associates 99 – 06Holloran Vineyard Wines 79 – 84Sr. Vice President Calvert Group Technology & Institutional Sales & Marketing (Mutual Funds) 84 - 91 Chief Technology Officer Dreyfus Corporation 92 – 94 Volunteer work, misc. consulting, music 95 - 06 President/CEO & founder Content Management Associates 99 – 06Holloran Vineyard Wines

4. Rule #1 Early in Career: Work with Smart People Colleagues Understand who you will be working with & learning from Mentors… Bosses, colleagues, family, friends Listen to everyone Especially … “things you know you don’t do well” Colleagues Understand who you will be working with & learning from Mentors… Bosses, colleagues, family, friends Listen to everyone Especially … “things you know you don’t do well”

5. Failure is an Opportunity How to handle a setback Take your time on big decisions Learn from it Don’t confuse subject matter expertise or technical success with management ability How to handle a setback Take your time on big decisions Learn from it Don’t confuse subject matter expertise or technical success with management ability

6. Large versus Small Employers Important differences, Pro’s & Con’s of each Larger Companies: Training Practice area expertise Opportunities to “move around” within Marketplace Clout Job Stability? Important differences, Pro’s & Con’s of each Larger Companies: Training Practice area expertise Opportunities to “move around” within Marketplace Clout Job Stability?

7. Large versus Small Employers (cont) Small Companies: Broader area of responsibility Opportunity to build/define new areas Fewer ‘rungs to climb’ Access to leadership Job Stability? Small Companies: Broader area of responsibility Opportunity to build/define new areas Fewer ‘rungs to climb’ Access to leadership Job Stability?

8. Moving Up…. Performance Reviews Understand the process & timing What are the criteria? Informal reviews – initiate if necessary Small companies – less formal, different strategies Performance Reviews Understand the process & timing What are the criteria? Informal reviews – initiate if necessary Small companies – less formal, different strategies

9. Interview Skills Be prepared…(tips in articles) Be cautious with recruiters Learn from mistakes Be prepared…(tips in articles) Be cautious with recruiters Learn from mistakes

10. Writing Skills Absolutely Critical Work at it – best-ever tools available The magic TOC Absolutely Critical Work at it – best-ever tools available The magic TOC

11. Learn Facilitation Skills

12. Think more than one round…

13. Career versus life… Always maintain your balance… Do what you want to do Always maintain your balance… Do what you want to do