BNET Industries

Franklin Covey Co.

(FC) is in the Business Services Industry

Market Cap:$103.4M
Last Fiscal Year Sales:$260.0M
  • Public
  • US
Dow Jones Description

Our financial results for the quarter and three quarters ended May 30, 2009 are difficult to compare to the corresponding periods of the prior fiscal year primarily due to the sale of substantially all of the assets of our Consumer Solutions Business Unit (CSBU) to Franklin Covey Products, LLC, during the fourth quarter of fiscal 2008. The CSBU was primarily responsible for sales of the Company's consumer products, including the popular FranklinCovey Planner, binders, and related accessories, to consumers and small businesses through retail, wholesale, Internet, and call center channels. Due to our ownership interest in and continuing involvement with Franklin Covey Products, LLC, we were unable to present the financial operations of the CSBU in a discontinued operations format for the quarter and three quarters ended May 31, 2008.

Chairman & Chief Executive Officer
Robert A. Whitman
Number of Employees 600
Contact Information

2200 Parkway Blvd

Salt Lake City, Utah 84119-2099

franklincovey.c...

(801) 975-1776

NAICS Code Administrative Management and General Management Consulting Services: 541611

Recent Events

  • Franklin Covey FC Swings to Q4 Loss

    11/16/09 - Financial Announcement - View Story

  • FranklinCovey Posts Fiscal 2009 3Q Results

    7/13/09 - Financial Announcement - View Story

News & Analysis

earnings and franklin covey co. - All News and Analysis

Decision Makers

Name (plus bio) Position
Brian Martini President and General Manager, Franklin Covey Japan
Kevin Vaughan-Smith President and General Manager, Franklincovey United Kingdom
Robert William Bennett Jr. President, Organizational Strategic Business Unit
Sarah Merz President, General Manager, Consumer & Small Business Unit
Scott Sumsion Chief Financial Officer, Organizational Solutions Business Unit
Sean Covey Senior Vice President and Chief Architect of Innovation and Products
David Covey Senior Vice President, Domestic Sales
Gordon Wilson Senior Vice President
Jeff Anderson Senior Vice President of Product Management
Stephan Mardyks Senior Vice President, International
Colleen Dom Vice President, Domestic Operations
Jennifer Colosimo Vice President
Kent Frogley Vice President
Lynne Snead Vice President
Todd Davis Vice President of Talent and Development
Josh Farrell General Manager, Franklin Covey Australia and New Zealand
Marianne Phillips General Manager, Western Region
Scott Miller General Manager, Global Client Facilitator Services
Shawn Moon General Manager, Government Services and Education
Paul Walker Managing Director, Central Region
Sandy Rogers Managing Director and Practice Leader of Franklincovey's Customer Loyalty Practice
Stephen R. Covey Cofounder
Agilix Labs The Company's Development Partner
Clint Stallings Sales Partner
Jeff Carney Denver Franklincovey Client Partner
C Todd Davis Director of Innovation and Product Development
Debra Lund Director, Public Relations
Kent Broadway Director, Marketing
Matt Murdoch Director, Marketing
Michael Bettin Director of Legal Services
Tami Donavon Director, Services
Travis Peters It Director
Grace Lack Contracts Manager
Nick Paulenich Manager, Public Relations
Romi Mahajan Business Development Manager, Marketing
Derek Hatch Corporate Controller, Central Services, Finance
Bryan Siever Facilitator
Chris Miller Law Enforcement Coordinator
Dave Winslow
DAVID E GREEN Consultant
David Strickland
Douglas M Wood Managing Consultant
Guy Rehmann Consultant
James Cathcart Consultant
Karen Fox
Kenneth R Conklin Facilitator
Kim Yeong Consultant
Kory Kogon Training Consultant
Mark L McConkie Part Time Associate
MeriAnn Freestone Webmaster
Michael Nila Senior Consultant
Morgan Raj David Consultant
Puan Norrizah Mohd Ismail Consultant
Ralph Pulman
Robert Happy Senior Level II Consultant
Tim Threipland
Dennis G. Heiner Director
Donald J. McNamara Director
E. Kay Stepp Director
John M. R. Covey Director
Neal Moszkowski Director
Robert H. Daines Director

Board of Directors

Name (plus bio) Position
Robert A. Whitman Chairman & Chief Executive Officer
Boyd Craig Board of Directors
Clayton M Christensen Board of Directors
E. J. Garn Board of Directors
E.J. Garn Board of Directors
Grant Heiner Dennis Board of Directors
Jake Garn Ej Board of Directors
Joel C. Peterson Board of Directors
Steven C. Wheelwright Board of Directors

Organization Position Status
Victorantos Ltd Chairman & Chief Executive Officer Current
Agilix Labs, Inc. Chief Executive Officer Current
Franklin Covey Company Chairman & Chief Executive Officer Current
Agilix Labs, Inc. Chairman of the Board of Directors Current
The Hampstead Group Co-Chief Executive Officer Former
The Hampstead Group President Former
Franklin Planner.com, Inc. President & CEO Former
Agilix Labs, Inc. Director of Franklincovey Former
Franklin Covey Company Director Former
Harvard University Masters of Business Administration Former
Harvard Business School Mba Former
University of Utah Bachelor of Arts Degree In Finance Former

Brian was appointed Genera Manager of FranklinCovey Japan in June 2008. He has worked for Japanese companies since 1994 and has lived in Japan for the past 10 years working in the fields of sales and marketing in communications and IT industries. Most recently, he worked as Regional Director of Human Resources and Sales Training for NCH, a specialty chemical company with 5,000 salespeople. Brian was in charge of sales and management development in 10 countries in Asia Pacific, affecting a sales force of 600. Brian developed the advanced sales training and development programs, recruited top managers, and assisted the CEO with developing business strategies for Japan and Korea. The programs he developed were used in Japan, China, and Korea, and are now being implemented worldwide. Through Brian's leadership, the Asia Pacific region of NCH grew sales by over 15%. Prior to NCH, Brian was a consultant at Mercuri International where he specialized in sales training and sales management programs. His role involved designing customized sales programs for clients, maintaining client relationships, and working with salespeople in the field.

Organization Position Status
Franklin Covey Company President and General Manager, Franklin Covey Japan Current

Kevin Vaughan-Smith has a high-level understanding of strategic business issues, gained through a successful career in sales, marketing and business development, primarily in the IT industry. His track record includes experience with major companies such as IBM and Digital, and he has held board-level roles as Sales and Marketing Director of productivity hardware company Psion and Managing Director of Corporate Software Ltd. Kevin began his relationship with FranklinCovey as a facilitator but was soon recognized as a key part of the team in moving the organization forward at a strategic level. Kevin is now the Managing Director for FranklinCovey and is transforming its level of growth and team spirit. Kevin's key strengths include creating and managing relationships, developing value propositions and team building, as well as an in-depth understanding of business. These strengths are being clearly demonstrated through FranklinCovey's continuing and rapid development. His primary objective as Managing Director is to use his leadership skills and experience within FranklinCovey to build a company that can help others, to develop their organizations and their people skills to make them more effective – whatever their competitive environment. Kevin lives in Buckinghamshire with his wife and three daughters. Kevin is the Chairman of a local charity, and lists among his other interests' amateur theatre and gliding, in which he is a qualified instructor.

Organization Position Status
Franklin Covey Company President and General Manager, Franklincovey United Kingdom Current
Franklin Covey Company Managing Director Current

Organization Position Status
Franklin Covey Company President, Organizational Strategic Business Unit Current
Victorantos Ltd President of the Organizational Solutions Business Unit Current
Folio, Inc. President Former
Franklin Covey Company Vice President of Sales Former
Lafayette College Bachelor of Arts In Government and Law Former

Organization Position Status
Franklin Covey Company President, General Manager, Consumer & Small Business Unit Current
Victorantos Ltd President and General Manager of the Consumer and Small Business Unit Current
Revell-Monogram, LLC Vice President of International Sales and Business Development Former
Booz Allen Hamilton, Inc. Partner Former
Kannon Consulting, Inc Partner Former
Kannon Consulting, Inc Co-Owner Former
Booz Allen Hamilton, Inc. Associate Former
University of Chicago BA With Honors In Economics Former

Scott joined FranklinCovey in 2004 as the Controller of the Consumer Solutions Business Unit. Later Scott transferred to the Organizational Solutions Business Unit where he was later appointed to be the Divisional Chief Financial Officer. Prior to joining the Company Scott was an Assurance Manager at KPMG where he specialized in publically traded companies. Scott has over ten years of accounting and management experience. He is a CPA and holds of Bachelor of Science degree from Brigham Young University and has his MBA from the University of Utah.

Organization Position Status
Franklin Covey Company Chief Financial Officer, Organizational Solutions Business Unit Current
University of Utah MBA Former

Sean Covey is Senior VP of Innovations and Product Development at FranklinCovey and has led the development of most of FranklinCovey's current organizational offerings, including: Focus; The 7 Habits curriculum; xQ; The 4 Disciplines of Execution; and Leadership. Sean is also the author of several books, including The 6 Most Important Decisions You'll Ever Make, The 7 Habits of Happy Kids, and the international bestseller The 7 Habits of Highly Effective Teens, which has been translated into 20 languages and has sold over 4 million copies. Sean graduated with honors from BYU with a Bachelor's degree in English and later earned his MBA from Harvard Business School. As the starting quarterback for BYU, he led his team to two bowl games, was named honorable mention All WAC, and was twice selected the ESPN Most Valuable Player of the Game. Sean's favorite activities include going to movies, working out, riding his dirt bike, and writing poor poetry. Sean and his wife Rebecca live with their children in Alpine, Utah.

Organization Position Status
Franklin Covey Company Senior Vice President and Chief Architect of Innovation and Products Current
Happy Kids Inc. Current

David M.R. Covey is Senior Vice President of US Sales, an $82 million dollar business. In this capacity, David is responsible for the success of five regional sales offices and 100 sales people located throughout the United States. He has been in this role since September 2004. In the last four years, David has grown revenue from $45 million to $82 million and profits from $13.5 million to $25 million. David was the President and General Manager of International, a $60 million dollar business, for three years—September 01-August 04. In this role, David led six direct Offices (company-owned operations) in Japan, Australia, UK, Canada, Mexico, and Brazil and 40 licensees (franchise-owned operations) who conduct business in 119 countries and 50 offices worldwide. During his tenure in this role, David expanded the company operations throughout central and Eastern Europe, Latin America, the Middle East, and India. Previously David was Area Vice President (AVP) for Asia-Pacific and General Manager of licensees worldwide for three-and-a-half years. In this role, David oversaw the turn-around of the Japan office as the President of FranklinCovey Japan while leading the expansion of the business into Latin America and Asia. Prior to this, David was the Managing Director for FranklinCovey Australia, a company-owned operation located in Brisbane, Australia. David lived and worked extensively throughout Australia for 30 months. During his tenure as MD, David more than doubled the overall business, added sales offices in Sydney and Melbourne, and personally managed many of the largest client accounts. Prior to this, David began his career with FranklinCovey as a Client Partner for two-and-a-half years. David earned his MBA from Harvard University. Prior to receiving his MBA, David worked for two years for Procter & Gamble in Phoenix, Arizona as a Sales Representative.

Organization Position Status
Franklin Covey Company Senior Vice President, Domestic Sales Current
Franklin Covey Company President Former
Franklin Covey Company Managing Director Former
Franklin Covey Company Client Partner Former
Procter & Gamble Sales Representative Former
Harvard University MBA Former

Organization Position Status
Franklin Covey Company Senior Vice President Current

Organization Position Status
Franklin Covey Company Senior Vice President of Product Management Current
Franklin Covey Company Vice President, Technology Former

Stephan Mardyks, President of FranklinCovey International, leads the global strategy, sales, delivery and operations for FranklinCovey in 128 countries. With a rich background in international business, and training and sales, Stephan's passion is partnering with talented global partners to fulfill FranklinCovey's mission to enable greatness in people and organizations everywhere. Stephan's past experiences include serving as: * Senior Vice President, Global Operations for Frontline Group, a leading private equity investment firm with over $4 billion in capital under management. He was responsible for the company's global strategy and delivery. * Worldwide Managing Director for DOOR Training International, a General Motors/Hughes Aircraft Company acquired by Raytheon Training LLC. At DOOR Training International, led and managed the day-to-day operations of a training network, operating in over 60 countries throughout The Americas, Europe, Middle East, Africa and Asia Pacific. Stephan also engineered the implementation of Training Operation Centers for General Motors in various countries throughout the world. * Vice President of Raytheon Training LLC, where he contributed to forming the global business strategy and management of its Corporate University. Stephan has conducted numerous Leadership Training and Seminars. He is often invited as a guest speaker throughout the world and is an Associate Professor with various institutions. He has written extensively about workforce performance improvement and is recognized for his expertise in global best practices of cross-cultural management, strategic negotiations, and conflict resolution for multinational and government organizations. Stephan's educational and professional credentials include: * Certified as a Mediator by JAMS, Boston, Massachusetts. * Graduate of University of Paris-Nanterre with two postgraduate degrees, one in Law and the other in Educational Science (DEA-DESS-Doctorant). * Member of the Board of Trustees in the International Franchise Association Education Foundation and the ICFE Board of Governors.

Organization Position Status
Franklin Covey Company Senior Vice President, International Current

Colleen Dom started with FranklinCovey in November, 1985. She was originally an assistant to Hyrum Smith and other key Company executives. In assisting Hyrum, she also served as the first “Client Service Coordinator” in the Company, providing service to Hyrum's clients and supporting the seminars he conducted. Since that time, Colleen has been involved in client support and operations in one way or another. Colleen oversees Domestic (U.S.) Operations which includes Client Support, Feedback Operations, and Supply Chain. The Client Support Team is responsible for coordinating the logistics for the products and services the sales force sells. Feedback Operations is responsible for managing our 360 degree assessment and Net Promoter Score (NPS) processes. Supply Chain is responsible for ensuring product availability and quality while keeping our inventory costs low. On a personal note, Colleen loves spending time with her husband and four children.

Organization Position Status
Franklin Covey Company Vice President, Domestic Operations Current

Jennifer Colosimo is the Vice President of Sales and Delivery Effectiveness at FranklinCovey. She brings 17 years of values-based change management, organizational and leadership development, and global sales experience to her consulting work. By concentrating on behavior and results, Jennifer's clients increase their personal and organizational focus and execution. Jennifer has influenced over 20,000 clients, in 48 states and 12 countries, through her teaching, facilitation, and keynotes. She is an active contributor to product innovation at FranklinCovey and partners well with all levels, from front-line to CEO. Previous to joining FranklinCovey in 1996, Jennifer was a Change Management Consultant with Accenture. Jennifer has bachelors and master's degrees in organizational communication and business administration. She co-facilitated FranklinCovey's audio program, The4Disciplines of Execution, with Stephen R. Covey, author of The 7 Habits of Highly Effective People. In 2006, Jennifer co-presented with Jack Welch, the former CEO of GE, at four conferences attended by 4,000+ people. She enjoys outdoor activities in sunny Colorado where she lives with her husband and daughters.

Organization Position Status
Franklin Covey Company Vice President Current

Organization Position Status
Franklin Covey Company Vice President Current

Array

Organization Position Status
Innovationnetwork Current
University of Utah Data Processing Former
Cigna HealthCare Former

Todd Davis has over 25 years of experience in training, training development, executive recruiting, sales, and marketing. He has been with FranklinCovey for the past 12 years and is currently the Vice President of People Services. Prior to this role, Todd was a Director for FranklinCovey's Innovation Group where he led the development of core offerings including The 7 Habits of Highly Effective People – Signature Program and The 4 Disciplines of Execution. He also worked for several years as FranklinCovey's Director of Recruitment—attracting, hiring, and retaining top talent for the organization. Prior to FranklinCovey, Todd worked in the medical industry for 9 years where he recruited physicians and medical executives along with marketing physician services to hospitals and clinics throughout the country. Todd is extremely passionate about teaching and living the principles and concepts contained in FranklinCovey content. He believes strongly that to become a true leader you must first “be the change”. He diligently strives to be a model of what he teaches.

Organization Position Status
Franklin Covey Company Vice President of Talent and Development Current

Organization Position Status
Franklin Covey Company General Manager, Franklin Covey Australia and New Zealand Current

This April marks Marianne's 20th year with FranklinCovey. She first joined the company as the Vice President of Sales for the Western Region through Franklin Quest's acquisition of Time Systems. When FranklinCovey decided to open regional offices throughout the U.S. eight years ago, Marianne resumed a management and leadership role as the Western Region was formed. She now works with eight client partners, serving more than 1100 companies throughout the Western United States, along with consultants, inside sales associates and the Western Region office staff. Prior to becoming the General Manager of the Region Marianne took a sabbatical from her role as a sales leader in order to be face to face with FranklinCovey's clients in the classroom. Having a passion for enabling greatness in people and organizations everywhere she served as a consultant for three years and views the experience as one of the highlight of her career. Prior to her tenure with the company Marianne was a residential and commercial Realtor in Arizona, receiving the award of Central Arizona Realtor of the Year in 1988. For 10 years Marianne served on the Board of Education in Payson, Arizona. She also served on educational boards and committees at the State and Federal level. During her tenure on the Board of Education she had the unique honor of testifying before the House of Representatives and the Senate sub-committees on behalf of children's issues. She was also one of four delegates to the American Council of Young Political Leaders conferences to a Nato Study Tour in Norway. Marianne's educational background is from Biola University, La Mirada, California - in Organizational Leadership. Marianne lives in San Clemente, California and enjoys the ocean, gardening, reading , and playing with any of her 10 grandchildren. Her recent trip to Rwanda has furthered Marianne's passion to work with and support the women and children of Rwanda and Kenya.

Organization Position Status
Franklin Covey Company General Manager, Western Region Current

Entering his tenth year with FranklinCovey, Scott Miller has recently been promoted to General Manager of Global Client Facilitators. This new role for Scott caps his 10 years on the front line working with thousands of client facilitators across many markets and countries. Previous to his promotion, Scott served as the General Manager of our Central Region based in Chicago for the past six years. Prior to the role in Chicago, Scott served as the Director of FranklinCovey's Education Division and the Director of Leadership Integration for the United Kingdom. Scott started his career with Covey Leadership Center as a Client Partner in 1996.

Organization Position Status
Franklin Covey Company General Manager, Global Client Facilitator Services Current

Shawn has been with Franklin Covey for 17 years, and is currently the General Manager of Government Services and Education. Prior to this, he was Vice President of Business Development for the Training Process Outsourcing group, and before this, he presided over nine business units, including Franklin Covey's vertical market sales, targeting Federal Government, Law Enforcement, Healthcare, Automotive, Direct Sales, Education, and Technology. He also had responsibility for Franklin Covey's internal learning university. Prior to this, Shawn was responsible for leading Covey Leadership Center's Eastern Region and Federal Programs business. In addition to his sales and marketing roles, he has conducted numerous training courses and keynote addresses to a broad base of clients across the globe, and has worked with leading organizations across the world, including, British Petroleum, Exxon Corp, Accenture, EDS, the U.S. Army, U.S. Navy. Shawn Moon has also been a Principal with the Mellon Financial Corporation, where he had responsibility for business development of Mellon's comprehensive Human Resources Outsourcing offering. In addition to his business development activities, he coordinated activities within the consulting and advisory community for Mellon Human Resources and Investor Solutions.

Organization Position Status
Education, Inc. General Manager Current
Franklin Covey Company General Manager, Government Services and Education Current

Paul Walker is an eight year veteran of FranklinCovey Co. Today, he serves as one of five general managers in FranklinCovey U.S. operations. He oversees the Central Region, an 11 state area that also includes Ontario, CN, in the capacity of General Manager. As such, he and his team are responsible for the sales, marketing, business development client, relations and financial revenue in the region. Paul began his career with FranklinCovey in 2000 in the role of business developer, and was responsible for creating business with existing clients and new client opportunities in Kansas, Iowa and Nebraska. He exceeded his sales goal by 16% and increased territory lead flow by 20% in his first year. Paul was then hired and served in the position of client partner in Chicago for five years. He consistently exceeded his sales goals each year, growing the business by 216% during this stretch. In 2006, because of his success in building the business, he was promoted to be the area director for the Chicagoland area of the Central Region. He successfully led a five-member team to achieve a 44% increase in revenue over the prior year while managing some of the company's largest corporate clients. Prior to working for FranklinCovey, Paul was a senior sales partner for Alexander's Digital Printing, where he was responsible for the sales and management of the company's two largest accounts. Previous to that position, Paul was a middle-market pilot coordinator with New York Life, where he worked closely with field-based agents between New York and Utah, coordinating the sales effort, managing program lead-flow and outbound prospecting activities. Paul graduated from Brigham Young University with a Bachelor of Arts in Communications. He and his wife, Melissa, have four children and currently reside in the suburbs of Chicago, Illinois.

Organization Position Status
Franklin Covey Company Managing Director, Central Region Current
Digital Printing Company Senior Sales Partner Former

Sandy Rogers serves as Managing Director and Practice Leader of FranklinCovey's Customer Loyalty Practice which is focused on helping large multi-unit operators in retail, grocery, food service, lodging, and financial services to accelerate growth through increased customer loyalty. Prior to this he spent 14 years with Enterprise Rent-A-Car, most recently as Senior Vice President of Corporate Strategy. During his time at Enterprise, Sandy led the turn-around of the Enterprise's London, England Operation, and before this he served as Vice President of Marketing and Business Development. He led the teams that developed Enterprise's consumer marketing strategy including the "Pick Enterprise...We'll Pick You Up" television campaign and ESQi, Enterprise's comprehensive system for measuring and improving customer service across their 7,000 branch network. Before Enterprise, Sandy held marketing positions at Apple Computer, and began his career in brand management at Procter & Gamble. Sandy serves as an advisor to the Board of Advance Auto Parts. He is Chairman of the Board of Big Brothers, Big Sisters of Eastern Missouri, and President of the Board of Trustees for Community School. Sandy holds a bachelor's degree from Duke University and an M.B.A. from Harvard Business School.

Organization Position Status
Community School President Current
Franklin Covey Company Managing Director and Practice Leader of Franklincovey's Customer Loyalty Practice Current
Franklin Covey Company Practice Leader Current
Big Brothers, Inc. Chairman of The Board Current
Autotradecenter, Inc. Board of Directors Current
Duke University Bachelor's Degree Former

Stephen R. Covey, 76, has been Vice Chairman of the Board of Directors since June 1999. He served as Co- Chairman of the Board of Directors from May 1997 to June 1999. Dr. Covey founded Covey Leadership Center and served as its Chief Executive Officer and Chairman of the Board from 1980 to 1997. Dr. Covey received his MBA from Harvard Business School and his doctorate from Brigham Young University, where he was a professor of organizational behavior and business management from 1957 to 1983, except for periods in which he was on leave from teaching, and served as Assistant to the President and Director of University Relations. Dr. Covey is the author of several acclaimed books, including The 7 Habits of Highly Effective People, Principle-Centered Leadership, The 7 Habits of Highly Effective Families, Living the 7 Habits: Stories of Courage and Inspiration, The 8th Habit: From Effectiveness to Greatness, The Nature of Leadership, Everyday Greatness and The Leader in Me. Dr. Covey is also the co-author of First Things First.

Organization Position Status
Franklin Covey Company Cofounder Current
Success From Home Current
Victorantos Ltd Vice Chairman Current
Virginia Polytechnic Institute and State University Director Current
Points of Light Director Current
Agilix Labs, Inc. Vice Chairman Current
Harvard Business School Assistant To the President Former
Franklin Covey Company Teacher Former
Agilix Labs, Inc. Co-Chairman Former
Harvard Business School Mba Degree Former

Organization Position Status
Franklin Covey Company The Company's Development Partner Current

Organization Position Status
Franklin Covey Company Sales Partner Current

Organization Position Status
Franklin Covey Company Denver Franklincovey Client Partner Current

Organization Position Status
Pehrtm Technologies, LLC V.P. of Marketing Current
Franklin Covey Company Director of Innovation and Product Development Current
Pehrtm Technologies, LLC Board of Directors Current

Debra Lund is a 17 year veteran of the FranklinCovey Co. She currently serves as the Director of Corporate Public Relations and the Publicist for Stephen R. Covey. She oversees the domestic public relations effort, including the strategy and implementation of all campaigns and media relations. Debra has built lasting relationships with national, regional and local media for nearly 20 years, obtaining interviews and placements with such media outlets as USA Today, The Wall Street Journal, Business Week, Fortune, The Oprah Winfrey Show, The Today Show, Larry King Live, People magazine and Time magazine. Prior to joining FranklinCovey, Debra was a Resident Branch Manager for Kelly Temporary Services in Utah, managing the sales, business development, operations, human resources, marketing and public relations. She managed client relationships with more than 400 companies, and the hiring and placement of more than 600 temporaries. She attended both the University of Utah and Brigham Young University, where she pursued a degree in Communications, with an emphasis in Public Relations. Debra has served on various boards of directors including, The Human Resources Association of Central Utah, The Provo/Orem Chamber of Commerce, The March of Dimes, Operation Smile, The Gathering Place, Women in Business, First Hope and The Gal to Gal Foundation. Debra resides in Utah and enjoys water-skiing, reading, tennis, traveling, current events, community service and spending quality time with family.

Organization Position Status
Franklin Covey Company Director, Public Relations Current
Franklin Covey Company Board of Directors Current
The Dimes Board of Directors Former
The Gathering Place Board of Directors Former
Women and Company Board of Directors Former
Operation Smile Board of Directors Former
University of Utah Former

Organization Position Status
Franklin Covey Company Director, Marketing Current
Franklin Covey Company Director, Marketing Former

Organization Position Status
Franklin Covey Company Director, Marketing Current

Organization Position Status
Franklin Covey Company Director of Legal Services Current

Organization Position Status
Franklin Covey Company Director, Services Current
Franklin Covey Company Director, Services Former

Travis Peters is currently the IT Director at FranklinCovey. He oversees all of FranklinCovey's deployment and support of enterprise applications, infrastructure, telecom and IT outsourcing relationships. Before coming to FranklinCovey in January of 1998, Travis attended Brigham Young University where he received a degree in Business Administration and Information Systems. He also was a Spanish Teacher, Teacher Supervisor and Training Coordinator for The Church of Jesus Christ of Latter-day Saints at The Missionary Training Center in Provo, Utah for three years. He began his career at FranklinCovey as a Technical Writer and Trainer. Before taking his current role as IT Director, he was as a Software Engineer and the International IT Manager. Travis and his wife, Kimberlee, have five wonderful girls and currently reside in South Jordan Utah. His passions include spending time with his family and friends, and participating, attending and observing almost all sports.

Organization Position Status
Franklin Covey Company It Director Current
Franklin Covey Company Trainer Former

Organization Position Status
Franklin Covey Company Contracts Manager Current

Organization Position Status
Franklin Covey Company Manager, Public Relations Current

Organization Position Status
Franklin Covey Company Business Development Manager, Marketing Current

Derek joined Franklin Covey as Assistant Controller in August 1996 and was named Corporate Controller in September 2003. Prior to joining Franklin Covey, he served as Director of Financial Reporting at Marker International and as a Senior Accountant with Deloitte & Touche, LLP in Salt Lake City, Utah. He has over 17 years of experience in accounting and financial reporting. Derek is a licensed CPA in the state of Utah and received his Master of Accountancy and Bachelor of Science (Accounting) Degrees from Brigham Young University in Provo, Utah in 1991.

Organization Position Status
Franklin Covey Company Corporate Controller, Central Services, Finance Current

Organization Position Status
Performance Development Solutions, LLC West Coast Representative Current
Franklin Covey Company Facilitator Current
Orion West, Inc. Current
Washington State University Undergraduate Degree In Hotel and Restaurant Management Former
Antioch University Masters In Organizational Development Former
Washington State University undergraduate degree in Hotel and Restaurant Management Former

Organization Position Status
Franklin Covey Company Law Enforcement Coordinator Current

Dave brings over 20 years of entrepreneurial and business management experience to Futura. Dave has a primary responsibility for day-to-day operations, contract negotiations, and initial HR responsibilities. Dave has strong hands-on experience in business and marketing communications and has specific experience in developing, negotiating and executing contracts with local, regional and national business and governmental groups. Dave has experience in team and consensus building and is certified as a professional business coach with Coach Labs International and as a trainer by The Franklin Covey Company and Decision Analysis. Dave has a degree in advertising from the University of Missouri , Columbia School of Journalism.

Organization Position Status
Futura Technologies, LLC Chief Operating Officer and Managing Partner Current
Franklin Covey Company Current

Mr. Green joined Hotchkis and Wiley in 1997 as an equity portfolio manager. He served as the Director of Research at Hotchkis and Wiley from 1999 to 2000. Prior to joining the firm, Mr. Green worked as a senior equity analyst with Goldman Sachs Asset Management on the Broad Market Value team. Before joining Goldman Sachs, he worked as an equity analyst with Prudential Investment Corporation where he began his investment career in 1990. Mr. Green's investment experience is focused primarily on analysis of publicly traded equities. Mr. Green, a CFA charterholder, is a member of Phi Beta Kappa. He received his BA in economics with honors from the University of California, Berkeley.

Organization Position Status
Hotchkis and Wiley Capital Management, LLC Director of Research Current
Hotchkis and Wiley Capital Management, LLC Portfolio Manager, Principal Current
Franklin Covey Company Consultant Current
Phi Beta Kappa Board of Directors Current
Phi Beta Kappa Member Current
Goldman, Sachs & Co. Former
University of California, Berkeley BA In Economics Former

Organization Position Status
Retail Allianceo Co Current
Franklin Covey Company Current
Old Dominion University BA In History Former

Doug holds a Bachelor of Arts degree in Economics from Brigham Young University and a Master of Business Administration from the University of Utah. Doug has thirteen years of experience with FranklinCovey as a managing consultant. He has also been instrumental in establishing and servicing many significant client relationships with Fortune 500 companies, including AT&T, Accenture, Citibank, MCI, Shell Oil, Merrill Lynch, and Beverly Enterprises. He has spent much of his time in senior level consulting and executive coaching. In addition to his work in the U.S. and Canada, Doug has conducted numerous training courses and workshops throughout Asia, Australia and Europe. His emphasis is to align vision, mission and core values with short-term strategic goals. In short, he helps organizations and individuals more fully tap their creative energies for increased sales, market position and profits. An intense competitor and sports enthusiast, Doug is an avid skier, golfer and competes regularly at the national level in handball. He and his family currently reside in Utah where he is active in a number of civic and church responsibilities. Doug grew up in California, where he was a member of the varsity football and track teams at Arcadia High School. He was an American Field Service Exchange student to Germany in the summer of 1964, and was elected student body president for his senior year of high school. Doug has also earned the rank of Eagle Scout in the Boy Scouts of America. Doug recieved a BA in Economics from Brigham Young University with minors in both Political Science and German. He recieved an MBA from the University of Utah with an emphasis in finance. Doug also served as a full-time missionary for the Church of Jesus Christ of Latter-Day Saints to both Switzerland and Lebanon. He has been married to his wife Barbara for 34 years, and they are the parents of 5 children and 3 grandchildren. Doug has presented training workshops and done consulting in 24 different countries. He is deeply committed to living the values and principles taught in consulting work.

Organization Position Status
Franklin Covey Company Managing Consultant Current
Acumenlearning Current
University of Utah Master of Business Administration Former

Clients value the unique blend of training and operations experience Senior Consultant, Guy Rehmann, provides. His experience, coupled with his passion about FranklinCovey principles and solutions, makes him effective in relating to people at all levels—from CEO to the front line. Guy has used FranklinCovey principles and tools in his own life to help him achieve his personal and professional goals. He enjoys helping others become greater than their perceived capabilities. Guy’s previous work experience includes 14 years of management in transportation and logistics as well as product environment. As a District Manager for Wal-Mart, Guy was responsible, in today’s dollars for a budget of $395 million. He managed six locations with more than 1300 employees including 42 field managers. He learned first hand the importance of a well-trained and highly motivated workforce to the success of the organization. Guy also headed Corporate Education at Wal-Mart. He trained management personnel in total quality management, leadership skills, empowerment principles, and group dynamics. In 11 years with FranklinCovey, Guy has served a number of clients representing a variety of industries including technology, sales, health care, banking and finance, insurance, and entertainment. He has also worked with governmental agencies including branches of the military. A number of Guy’s clients are identified as Fortune 20, 100, and 500 organizations. Guy holds a B.A. in music education with choral emphasis from Illinois State University. He is also certified in Six Sigma Quality processes (Motorola Corporation), Performance Management (Aubrey Daniels and Associates), Leadership (Dynamic Dimensions International), and Human Relations Principles (Dale Carnegie Training). FranklinCovey has recognized Guy for his high achievement by invitation to its prestigious President’s Club. He has also received the Summit Award for Excellence. Wal-Mart recognized Guy for innovations that saved them over $41 million dollars in one year! Guy and his wife, Lesa, are living their dream in Key Largo, Florida. They have two grown daughters. Guy and Lesa enjoy two dogs, three cats, one bird and listening to Jimmy Buffet. Guy enjoys snorkeling, fishing, and golf. He has competed in amateur auto racing.

Organization Position Status
Franklin Covey Company Consultant Current
Values to Vision, LLC Current

Dynamic, knowledgeable, and energetic are words clients often use to describe James Cathcart. His quick sense of humor and down-to-earth style make him one of FranklinCovey’s most requested consultants. James has embraced a variety of life experiences that enrich his seminars. For example, he has traveled the world extensively and has lived in South Africa. James has also been a stand-up comedian. Prior to his work with FranklinCovey, James was a security supervisor for Utah Transit Authority, an organization designed to meet transportation needs in northern Utah. He has been a high school teacher and an Afrikaans language instructor. James has served clients representing a number of industries including technology and telecommunications. He has also worked successfully with the military and other governmental agencies. James graduated from Brigham Young University with a B.S. in sociology and organizational behavior. His emphasis in business ethics and principle-centered leadership has contributed significantly to his value to clients. James lives in Washington State with his wife, Laura. They are the proud parents of twins born in 2006. James’ interests include computers, military history, and adventure “boldly going where I’ve never gone before—preferably in my Mini Cooper S.”

Organization Position Status
Franklin Covey Company Consultant Current
Book Speakers Online Current
Kodak Dental Systems Current
Utah Transit Authority Manager Former
Utah Transit Authority Teacher Former

Karen Fox has focused on delivery and facilitation of leadership, management, interpersonal, and presentation skills, as well as trainer development since graduating in 1990 from Georgetown University's training and development program. She is certified in more than 15 nationally recognized programs from companies such as Franklin Covey, Blessing White, Wilson Learning and Dale Carnegie. Karen is also certified in the Myers Briggs Type Indicator. She has earned a reputation as a dynamic training professional, especially in her delivery of presentation skills for the past 12 years. She has extensive international experience, including assignments in France, England, Holland, Hungary, Singapore, Hong Kong, and Australia.

Organization Position Status
Georgetown University Trainer Current
Peck Training Trainer Current
Franklin Covey Company Current
Wilson Learning Corporation Current

Organization Position Status
Meyer Jabara Hotels Senior Vice President of, Experience Marketing Current
Pshrs Senior Vice President Experience Marketing Current
Astoria Member Current
Franklin Covey Company Facilitator Current
Pshrs Board of Directors Current
ITT Sheraton General Manager Former
Boutique Hotels Regional Manager Former
Maryland Hotel & Lodging Association Board of Directors Former
The Johns Hopkins University Masters Certificate Former
The Pennsylvania State University Bachelors Degree in Hotel & Restaurant Management Former
Disney Institute Former

Ms Kim Yeong is a Consultant and Corporate Trainer with FranklinCovey Malaysia. Her expertise as a Consultant and Corporate Trainer is built on a solid foundation of more than 20 years of rich corporate and business exposure. Her passion as a Consultant and Corporate Trainer is in alignment with FranklinCovey’s mission, that is, “To inspire and enable individuals and organizations to effectiveness and greatness….” Areas of special interest include Leadership, Personal Effectiveness, Focus & Execution and Service Quality Excellence. Kim is one of the Master Trainers for FranklinCovey programs including the highly acclaimed “The 7 Habits of Highly Effective People®”, “Leadership - Great Leaders, Great Teams, Great Results®”, “The 4 Disciplines of Execution®” and “Focus - Achieving your highest priorities®. In addition, she is a certified Trainer for “Crucial Conversations®” by Vital Smarts and a certified Trainer with the American Management Association. Some of her clientele include AIA, B. Braun, Citibank, Deutsche Bank, Ericsson, Honeywell, IBM, Johnson & Johnson, Maxis, Maybank, Merck, Motorola, Nestle, Petronas, Shell and Sony to name a few. Kim holds an MBA from the University of Bath, U.K. and is a DIMP Bronze Medalist (MIM). She is also a member of the Chartered Institute of Marketing, U.K. and currently serves on the panel of Adjudicators for the National Annual Corporate Report Awards jointly organized by KLSE, MIA, MACPA and MIM. For leisure, Kim enjoys music, squash, swimming, reading and traveling.

Organization Position Status
Franklin Covey Company Consultant Current
University of Bath Mba Former

owner of Business Elevations LLC has been coaching, training and consulting with business owners, managers and staff for over 11 years as the former Executive Vice President of Worldwide Operations for AlphaGraphics Inc. a printing franchise with over 300 business centers worldwide. She was responsible for helping franchisees start up their business, develop staff, and reach breakeven and profitability in a highly competitive, commodity-driven industry. Kory led training and development in all areas of performance including Quality/ISO 9000, Technology/e-Commerce, HR, Learning/Training Systems, Sales and Marketing, Financial Systems and Operational Performance. Prior to AlphaGraphics, Kory enjoyed many years in the hospitality industry, holding executive positions in sales, sales management and training. Kory is a member of the Professional Business Coaching Alliance and the Worldwide Association of Business Coaches, two consortiums of highly trained and skilled Business Coaches who collaborate and share business and coaching best practices to provide all clients with the best value and highest return on investment. In addition, Kory is a training consultant for the Franklin Covey organization for both their small business and consumer divisions. She is certified to train companies on the "Seven Habits of Highly Effective People", Seven Habits of Highly Effective Managers", and "Focus - Achieving Your Highest Priorities".

Organization Position Status
Business Elevations LLC Owner Current
Franklin Covey Company Training Consultant Current
Professional Business Coaching Alliance Board of Directors Current

Mark L. McConkie is a Professor of Public Management at the Graduate School of Public Affairs (GSPA) at the University of Colorado at Colorado Springs. Formerly the Resident Dean of the Graduate School of Public Affairs, he obtained his Doctors Degree in Public Administration from the University of Georgia. His disciplinary focus has been the study of organization development and change, management development, and leadership. He is also a Part Time Associate of the Franklin Covey Company, with whom he has taught leadership and management skills to Fortune 500 Companies and their clients for over a decade. At the same time he has been active in church and civic service, though his central affections are reserved for his wife, his nine children and their children.

Organization Position Status
Graduate School Prof of Public Management Current
Franklin Covey Company Part Time Associate Current
Lds Travel Study Board of Directors Current
The Children of Israel Foundation Advisory Board Member Current
The University of Georgia Doctorate Former
The University of Georgia Degree In Public Administration Former

Organization Position Status
Franklin Covey Company Webmaster Current

Organization Position Status
Franklin Covey Company Senior Consultant Current

Morgan Raj David holds a Masters degree in Political Science from Universiti Kebangsaan Malaysia and a Bachelors degree in Social Science from University of Malaya. He has more than 15 years of working experience, predominantly in training and development arena. Morgan has developed vast experience in the full spectrum of Human Resources Development. This includes designing, developing, and delivering training programs. He has been in the Human Resources in various industries, ranging from security, retail, foreign bank and multinational insurance company. In addition to training, he was also involved in the recruitment & selection of Management Trainees, monitoring career progression and succession planning. He also lectures and supervises Bachelors and Masters of Business Administration degree programs run by KLC University of Wales. He is a certified trainer for The 7 Habits of Highly Effective program, and obtained certification from Development Dimensions International (DDI) as Skills for an Empowered Instructor, Thomas International DISC Profiling and The 6 Seconds certification for Emotional Intelligence. In addition, Morgan is also certified by Wilson Learning International as an in-house trainer for Social Style Series. For the past ten over years he has been facilitating behavioral, leadership, motivational and managing change. He has delivered training programs for a multinational company’s staff from Indonesia and Hong Kong and also for life insurance agents. Morgan’s forte is in people skills training which include Emotional Intelligence, Interpersonal & Communication, Motivational, Leadership & Teambuilding, Customer Service and Problem Solving & Decision Making.

Organization Position Status
Franklin Covey Company Consultant Current
University of Malaya Bachelors Degree In Social Science Former

Norrizah has served as an Information Technology professional in IBM for close to eleven years. During her tenure, she provided consultancy services to diverse business operations, whilst being entrusted with the stewardship of one of IBM’s top three clients. She took it upon herself to be involved with the clients’ business challenges, to appreciate their concerns and to work with them to formulate strategic I.T. plans. Norrizah has had the privilege of attending numerous “Hundred Percent Clubs”, a prestigious recognition event for qualifiers who over-achieved their performance and evaluation targets. Prior to this, she pursued the academic profession in a leading local university in the faculty of Computer Science. She is currently on the list of course leaders for the Malaysian Institute of Management (MIM). Upon her completion at IBM, she has also been invited back by her clients to lead them in their planning and strategy sessions. Over the last three years, she has also been engaged by a number of multinational companies as an external consultant to assist them in their executive placement strategies. Norrizah has been exposed to Stephen Covey’s Seven Habits of Highly Effective People concepts and implementation strategies since early 1993. She was fundamentally involved in the company-wide transformation which led to IBM being honored with the Malcolm Baldridge award as well as the Prime Minister’s Quality Award. She holds an M.Sc (Statistics) from the University of Kentucky, Lexington (1981). Norrizah is a Certified Licensed Facilitator of FranklinCovey’s Seven Habits™ and What Matters Most® time management programs.

Organization Position Status
Franklin Covey Company Consultant Current

Prior to working with FranklinCovey Ralph worked for ten years in private legal practice, as an experienced commercial lawyer specialising in litigation and dispute resolution. He has detailed knowledge of many business challenges having worked closely with a variety of organisations including banks, contractors, limited companies and professional partnerships. Ralph's facilitation is informative, energetic, practical and fun. He has the ability to inspire and challenge delegates to improve personal capacity and professional performance through the application of fundamental principles. Ralph provides a flexible, enthusiastic and engaging learning environment that encourages confidence as well as the courage and commitment to contribute more effectively. Ralph is a director of a virtual building materials supply company and works as an executive secretary to the board of an international voluntary group. He lives in South Wales with his wife and four children.

Organization Position Status
Franklin Covey Company Current
Champions Club Current

Organization Position Status
Franklin Covey Company Senior Level II Consultant Current
Project Management Practice, Inc. Executive Current
Projectconsultinggroup.Com President Former
Projectconsultinggroup.Com Founder Former
Pmpi Former
Carleton University Former

Tim is a skilled facilitator and performance consultant with more than 17 years experience in general management and training and development on projects involving a diverse client base across all sectors. Prior to working with FranklinCovey he was a Business Development Manager, initiating and managing strategic alliances and partnerships within the UK. Among the projects he worked on were the BT Global Challenge Sailing Race with The Challenge Business and Sir Chay Blyth, an Emotional Intelligence Validation Project and Business Forums with Henley Management College, a project with Clive Woodward and the England Rugby Squad, and global relationship marketing with BT. Since 1999 Tim has worked with FranklinCovey's curricula both in the UK and overseas. He is experienced across all of FranklinCovey solutions, and works with clients to diagnose performance needs (both individual and organisational) and to establish impact measures. Thus, both in the formal learning environment and subsequently, Tim's approach brings the principles to life within the relevant context for the participants.

Organization Position Status
Franklin Covey Company Current
Champions Club Current

Boyd Craig is executive director of FranklinCovey's Stephen R. Covey Group and a senior consultant. For nearly two decades, he has been Stephen R. Covey's partner in spreading the influence of principle-centered leadership throughout the world. Boyd assisted Dr. Covey in the research, development, writing, and/or editing of his bestselling books Principle-Centered Leadership, First Things First, The 7 Habits of Highly Effective Families, Living the 7 Habits, The 8th Habit: From Effectiveness to Greatness, and Everyday Greatness. Boyd graduated with distinction from Brigham Young University with a Masters of Business Administration degree and a Bachelor of Arts degree in philosophy. He is very involved in community service and youth leadership development and serves on the executive board of America's Freedom Foundation. He enjoys reading great literature (classics, historical biographies, political philosophy, business/leadership), singing, playing tennis, skiing, hiking, and most of all, being with his family. He and his wife, Michelle Daines Craig, have three children and live at the foot of the Rocky Mountains of Utah.

Organization Position Status
Franklin Covey Company Board of Directors Current
Americas Freedom Foundation Board of Directors Current

Organization Position Status
Innosight Asia Co-Founder Current
Innosight LLC Co-Founder Current
The Digiticians, LLC Prof of Business Administration At The Harvard Business School Current
Fusion Optix, Inc. Professor Current
Harvard Business School Professor Current
Eureka Medical, Inc. Professor Current
Clayton Christensen Current
Innovation Corp Current
Strategyn, Inc. Current
Clean Energy Systems, Inc. Current
Philips Solid-State Lighting Solutions Current
Fletcher Spaght Ventures, L.P. Advisory Board Member Current
Franklin Covey Company Board of Directors Current
The Digiticians, LLC Board of Directors Current
Tata Consultancy Services Director Current
WR Hambrecht & Co. LLC Director Current
Victorantos Ltd Director Current
Vanu, Inc. Director Current
Myzenu Board of Directors Current
Fusion Optix, Inc. Board of Directors Current
Changetools, Inc Board of Directors Current
The Boston Consulting Group, Inc. Project Manager Former
The Boston Consulting Group, Inc. Consultant Former
Hbs, Inc. Former
University of Oxford M.Phil. in applied econometrics Former
Harvard Business School MBA with High Distinction Former
Brigham Young University B.A. with highest honors in economics Former
University of Oxford B.A. Former
Mphil B.A. In Economics Former
Brigham Young University B.A. with highest honors in economics Former
Harvard Business School Business Administration Former

Organization Position Status
Victorantos Ltd Director Current
Franklin Covey Company Director Current
Agilix Labs, Inc. Director Current
Werner Co., Inc. Chief Executive Officer Former
Werner Holding Co. Chief Executive Officer Former
Werner Co., Inc. President Former
Werner Holding Co. President Former
Franklin Covey Company Lead Independent Director Former
Conroy and Company Former
The Black & Decker Corporation Former
Weber State University Bachelor of Arts Degree Former

Mr. McNamara is the founder and chairman of the Hampstead Group, a real estate-oriented private equity firm. Earlier he was a senior executive with the Bass family of Forth Worth, Texas. He is board chairman of the FelCor Lodging Trust, one of the nation's largest hotel real estate investment trusts, and also serves on the boards of Omega Healthcare Investors and Fanklin Covey. He is a trustee of the Virginia Tech Foundation and the St. Mark's School of Texas.

Organization Position Status
The Hampstead Group Founder Current
The Hampstead Group Chairman Current
FelCor Lodging Trust Incorporated Chairman Current
Victorantos Ltd Director Current
Omega Healthcare Investors, Inc. Board of Directors Current
Doonbeg Golf Club, Ltd. Board of Directors Current
Franklin Covey Company Director Current
Agilix Labs, Inc. Director Current
Harvard University Mba In 1978 Former
Virginia Polytechnic Institute and State University Undergraduate Degree Former

Organization Position Status
Escrow Bank USA Board Director Current
Nu Skin Enterprises, Inc. Board of Directors Current
United Space Alliance LLC Board Director Current
Franklin Covey Company Board of Directors Current
Summit Ventures International, LLC Managing Director Former
United States Senate member Former
Salt Lake City Corp Mayor Former
United States Senate member Former
Headwaters Incorporated Board of Directors Former
Huntsman Corporation Vice Chairman Former
University of Utah B.S. Degree Former

From 1994 to 2002, Ms. Stepp was principal and owner of Executive Solutions, a management consulting firm in Portland, Oregon. From 1989 to 1992, Ms. Stepp was President and Chief Operating Officer of Portland General Electric, an electric utility. Ms. Stepp is Chair of the Corporate Board of Providence Health System and also serves as a director of Planar Systems, Inc. and Franklin Covey Co. Ms. Stepp is Chair of the Organization & Compensation Committee and serves on the Finance & Operations Committee.

Organization Position Status
Providence Health System Chairperson of the Board of Directors Current
Insurance Asset Manager LLC Chair of the Corporate Board, Providence Health System Current
Victorantos Ltd Director Current
Franklin Covey Company Director Current
Planar Systems, Inc. Board of Directors Current
StanCorp Financial Group, Inc. Board of Directors Current
Executive Solutions, Inc. Owner Former
Executive Solutions, Inc. Principal Former
University of Portland Master of Arts In Management Former
University of Portland MA Former
Stanford University Bachelor of Arts Degree Former

Organization Position Status
Franklin Covey Company Board of Directors Current

Organization Position Status
Franklin Covey Company Board of Directors Current

Organization Position Status
Franklin Covey Company Board of Directors Current

Mr. Peterson has been a Director of the company since its founding. Mr. Peterson is currently on the Board of well-known companies such as JetBlue and Franklin Covey. He is Managing Partner of Peterson Ventures, Inc. and a lecturer at the Graduate School of Business at Stanford University. He is the former National Managing Partner of Trammell Crow Company, a position he held from 1988 to 1991. Between 1973 and 1988, he held a variety of other management positions with Trammell Crow. Mr. Peterson serves on the boards of numerous companies, foundations, organizations and schools. He holds an MBA from the Harvard Graduate School of Business Administration and a Bachelor of Science (summa cum laude) from Brigham Young University.

Organization Position Status
Trammell Crow Company Managing Partner Current
Stanford Graduate School of Business Faculty Current
Sverica International Current
JetBlue Airways Corporation Chairman of The Board Current
The Overseer Chairman of The Board Current
Victorantos Ltd Director Current
Franklin Covey Company Board of Directors Current
Campus Villages, LLC Board of Directors Current
Agilix Labs, Inc. Director Current
Asurion Inc. Board of Directors Current
Peterson Partners LLC Founder Former
Rentwise Board of Directors Former
Urban Land Institute Board of Directors Former
Dallas Market Center Company Board of Directors Former
Road Rescue Board of Directors Former
Accudocs, LLC Board of Directors Former
Agilix Labs, Inc. Vice Chairman Former
Harvard University MBA Former
Harvard Business School Mba Former
Stanford Graduate School of Business Mba Courses Former
Brigham Young University Bachelor of Science (summa cum laude) Former
Brigham Young University Bachelor of Science (summa cum laude) Former
Stanford University lecturer at the Graduate School of Business Former
Urban Land Institute Member Former

Organization Position Status
21st Century Speakers, Inc. Director of the Home and Family Division at Franklin Covey Co Current
Conoco, Inc. Senior Consultant Current
Franklin Covey Company Director Current
Franklin Covey Company Manager and Director of Planning Former

Neal Moszkowski has been a director of the Company since 2006. He previously served as a director of the Company from March 1999 to May 2005. He has been the Co-Chief Executive Officer of TowerBrook Capital Partners, LP, a private equity investment firm, since 2005. Prior to joining TowerBrook, Mr. Moszkowski was Managing Director and Co-Head of Soros Private Equity, the private equity investment business of Soros Fund Management LLC, where he served since August 1998. From August 1993 to August 1998, Mr. Moszkowski worked for Goldman, Sachs & Co. and affiliates, where he served as Vice President and Executive Director in the Principal Investment Area. Mr. Moszkowski also currently serves as a director of Wellcare Health Plans, Inc., Bluefly, Inc. and Spheris, Inc. as well as several privately-owned companies.

Organization Position Status
Integra LifeSciences Holdings Corporation Retailer Current
Day International Group, Inc. Retailer Current
WellCare Enterprises, Inc. Chairman Current
JetBlue Airways Corporation Director Current
WellCare Health Plans, Inc. Board of Directors Current
Integra LifeSciences Holdings Corporation Board of Directors Current
Curran & Connors Inc. Board of Directors Current
CSG Systems International, Inc. Director Current
Bluefly, Inc. Director Current
Franklin Covey Company Director Current
Harmony Behavioral Health, Inc. Director Current
Day International Group, Inc. Board Director Current
WellCare Enterprises, Inc. Member Current
Curran & Connors Inc. Executive Vice President Former
Robert Half Legal Vice President Former
Goldman, Sachs & Co. Vice President Former
Goldman, Sachs & Co. Executive Director Former
Robert Half Legal Executive Director Former
Soros Fund Management Managing Director Former
Soros Private Equity Managing Director Former
JetBlue Airways Corporation Distributor Former
Soros Fund Management Co-Head of Soros Private Equity Former
Soros Private Equity Co-Head Former
Trammell Crow Company Former
Morgan Stanley Venture Partners Former
WellCare Health Plans, Inc. Board Chairman Former
WellCare Enterprises, Inc. Director Former
Stanford Graduate School of Business M.B.A. Former
Stanford University MBA Former
Amherst College B.A. Former

Organization Position Status
Victorantos Ltd Director Current
Agilix Labs, Inc. Director Current
Franklin Covey Company Director Current
Stanford University MBA Former
Indiana University Mba Former

Mr. Wheelwright recently retired from his position as the Edsel Bryant Ford Professor of Business Administration at Harvard Business School. Professor Wheelwright first taught at Harvard from 1971-79 and was the Thomas Henry Carroll-Ford Foundation Visiting Professor from 1985-86. He rejoined the Harvard faculty in 1988. In his years away from Harvard, he was the Kleiner, Perkins, Caufield and Byers Professor of Management at Stanford University Graduate School of Business. Professor Wheelwright has a B.S. degree in Mathematics from the University of Utah and an M.B.A. and Ph.D. from Stanford University's Graduate School of Business. In addition to his Harvard and Stanford positions, Professor Wheelwright served on the faculty of INSEAD (European Institute of Management) in Fontainebleau, France. He was Vice President of Sales in a family-owned printing company and has consulted in the areas of business/operations strategy and improving product development capabilities. Professor Wheelwright currently serves as Chairman of the Board of HBS Publishing, and as a Board member at O.C. Tanner Company (service awards) Quantum Corporation (data storage), at Zions Bank (banking), and at CheckSum (circuit board testing equipment).

Organization Position Status
J. Devien Capital, LLC Limited Partner Current
Millennium Pharmaceuticals, Inc. Board of Directors Current
Franklin Covey Company Board of Directors Current
Heartport, Inc. Board of Directors Current
Merrimack Pharmaceuticals, Inc. Board of Directors Current
Planning Ltd. Senior Associate Dean Former
Planning Ltd. Director Former
University of Utah B.S. Degree In Mathematics Former

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     FC $6.10 +0.34 (5.90% )
Average Volume 40,940
Shares Outstanding 16.96M
Market Cap 103.5M
Year High 7.24
Year Low 3.2
Earnings Per Share -0.81
P/E Ratio -7.53
Dividend N/A
Yield N/A
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