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Case Study: Mastering a Master Class

Updated: Sep 2, 2022



A. Five live in-class guest speakers; remote and interactive

B. Harvard Business Review | HBR's Top 10 Communication articles Vol. 1/2, HBR's Top 10 Public Speaking + LinkedIn Authors, during their 100th-anniversary kick-off. (1922-2022)

C. Three faculty, from three different colleges, leading on course with sessions based on their experience and expertise:

​Prof. Mehl | College of Liberal Arts & Scholar-in-Residence

Strategic & Business Communication, Leadership, Mentorship, Digital & Neuro-Literacy

Prof. Slayter | College of Agriculture, Food & Environmental Sciences

Data Visualization

Prof. Mock | Orfalea College of Business Graduate Program Tax Law, Technical Writing


• Tableau training through corporate liaisons from Ernst Young | EY Screencast-o-Matic, ScreenPal training/resources from Mentorship Academy, LLC

Mehl Mentorship Matrix in action in the #1 ranked Master Tax program for value in the nation. ValueColleges ranked the MS Taxation program No. 1 for value out of all national graduate tax programs. 


Orfalea College of Business, Graduate Program, Master of Tax


DAY 1 KELLY JURA | VP, Brand & User Experience, Screencast-O-Matic

FOCUS: Analytics, Story Telling, Visualization | Project: "PERSONA"

GUEST SPEAKER BIO: A design pioneer whose career has already included influential contributions in business, design,

marketing, software and user experience, Kelly Jura is driven by the way that people experience ideas. With an early career focus on design and marketing, and through her innate understanding of strategy and design-thinking, Kelly naturally gravitated towards healthtech and edtech roles in UX/UI design. Her empathetic approach to problem-solving combined with her strategic mindset on how consumer behaviors, assumptions and user interaction with technology affect design, are exemplary. Her work in healthtech has manifested in several patents for proprietary design processes. She is one of a handful of women who is MIT-certified in human-computer interaction for UX design. As Vice-President of Brand and User Experience for Screencast-O-Matic, Kelly maximizes her combined experiences facilitating asynchronous video communication for educators and students, with the voice of the user/consumer at the center of everything. She drives research efforts including usability studies, prototype testing, benchmarking, and competitive studies to optimize existing products and create new avenues to facilitate learning. Under her leadership, she redesigned Screencast-O-Matic’s hosting platform as a standalone product and her empathetic approach to problem-solving led to the creation of Screencast-O-Matic’s first mobile apps, as well as a Chrome extension, ScreenPal.

Prior to her role at Screencast-O-Matic, Kelly was Creative Director of Brand and User Experience at Zillion Group, Inc., a health technology company, where she led the company’s rebranding and

spearheaded its SaaS applications, shaping the complex permissions-based products by applying a holistic, user-centric design process. In her roles at Daymon Worldwide, a global firm focused on private brand marketing, she focused on the firm’s rebranding as well as packaging and marketing strategy for retailers including Raley’s and Walmart. Kelly has been featured in industry publications and podcasts such as EdUP’s EdTech and Package Design Magazine. She is involved in the design, UX and technology sectors as a member of The Design Management Institute (DMI), Interaction Design Foundation (IDF), User Experience Professional Association (UXPA) and is a Founding Member of the WomenTech Network.

Kelly is certified by MIT in Human-Computer Interaction (HCI) for User Experience and holds a

bachelor’s degree from the University of Bridgeport. She lives and works in the New York Metro area with her creative director husband and her twin sons.

RESEARCH 1. "What's your Story" Herminia Ibarra and Kent Lineback p. 111

2. "Visualization that really work" Scott Berinato p. 127

3. "Structure Your Presentation Like a Story" Nancy Duarte p. 143


1. Herminia Ibarra is the Charles Handy Professor of Organizational Behavior at London Business School, an award-winning author and renowned expert and speaker on leadership and organizational transformation. Herminia authored ‘Act Like a Leader, Think Like a Leader’ (2015), which has received widespread critical praise and received the 2016 Axiom Business Book Silver Award in ‘Leadership’. She also wrote ‘Working Identity: Unconventional Strategies for Reinventing Your Career’ (2004).

1. Kent Lineback has spent more than twenty-five years as a manager and executive and, before that, several years as a consultant and a creator of management development programs. He has collaborated on several books, including Being the Boss.

2. Scott Berinato, is the senior editor at Harvard Business Review, is an award-winning writer, editor, content architect, and self-described “dataviz geek” who relishes the challenge of finding visual solutions to communication problems. At HBR he has championed the use of visual communication and storytelling and has launched successful visual formats, including popular narrated infographics, on In addition to his work on visualization, he also writes about technology, business, science, and the future of publishing. He has a master’s degree in journalism from the Medill School at Northwestern University.

3. Nancy Duarte is author of six best-selling books and CEO of Duarte, Inc. For over 30 years, Duarte, Inc. has consulted and trained the highest performing brands and executives in the world. Duarte is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, Cosmopolitan, LA Times, and on CNN. Her TED talk has had over 3 million views. She has won several awards for communications, entrepreneurship, and her success as a female executive. She’s ranked #67 on the list of top 250 Women in Leadership and is the #1 Global Communication Guru. She lectures at Stanford University and her course Resonate is taught in the Stanford School of Business. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. Her favorite role is “Grandma” to two grandsons and grand-dogger.

DAY 2 AMY HERMAN | Head, Customer Onboarding & Training, Toro TMS

FOCUS: Leadership, Change Management, Digital Literacy | Project: "COMS/LEADERSHIP STYLE"

She is the Head of Customer Onboarding & Training at Toro TMS, a venture-backed vertical SaaS company in the trucking industry. She focuses on managing the operations of programs that make customers more successful.

As the tenth employee at ServiceTitan, she helped scale customer education from seed stage to series G. She’s most proud of the community-based educational programs she created and grew, including a network of over 800 women in the trades. Other past experience includes experiential education work in the US and Israel.

Amy holds a B.S. in Liberal Studies from Cal Poly SLO and a Master of Communication Management from the University of Southern California. Outside of work, she enjoys figure skating and exploring new cities.


1. "The Art of Giving and receiving advice," David A Garvin and Joshua D. Margolis p. 39

2. "Find the Coaching in Criticism,” Sheila Heen and Douglas Stone p. 61

3. ”Be Yourself, But Carefully,” Lisa Rosh and Lynn Offerman p. 99

4. ”How to Preempt Team Conflict” Ginga Toegal and Jean-Louis Barsoux p. 109


1. David A. Garvin, was Harvard Business School’s C. Roland Christensen Professor of Business Administration. He was an influential and prolific scholar, during a distinguished career that spanned almost four decades, Garvin studied business and management processes; the principles of organizational learning; the design and leadership of large, complex organizations; graduate management education; and case method pedagogy. He authored or coauthored 10 books and 37 articles. (He died in May 2017) 1. Joshua Margolis is James Dinan and Elizabeth Miller Professor of Business Administration and the Unit Head for the Organizational Behavior unit at Harvard Business School. He is also Faculty Chair of the Program for Leadership Development and Faculty Chair of the Christensen Center for Teaching and Learning. His research and teaching revolve around leadership and ethics. He has taught courses on Leadership and Organizational Behavior, Leadership and Corporate Accountability, Authentic Leadership Development, and Field Immersion Experiences for Leadership Development (FIELD).

2. Sheila Heen is the Thaddeus R. Beal Professor of Practice and serves as a Deputy Director of the Harvard Negotiation Project, where she has been developing negotiation theory and practice since 1995. Heen also teaches in the executive education programs, including the Harvard Negotiation Institute’s Advanced Negotiation course, and the PON Master Class. Heen and her co-authors are currently working on the 3rd edition of Difficult Conversations, revising and updating the content with what they have learned since (for release in 2022)Heen is a graduate of Occidental College and Harvard Law School. She is schooled in negotiation daily by her three children.

2. Douglas Stone is a lecturer on Law at Harvard Law School. With Sheila Heen and Bruce Patton of the Harvard Negotiation Project, he wrote the international bestseller Difficult Conversations. He is also a co-author of the New York Times bestseller Thanks for the Feedback (written with Sheila Heen).

3. Lisa Rosh is an assistant professor of management at the Sy Syms School of Business at Yeshiva University.

3. Lynn R. Offermann is a Professor of Industrial and Organizational Psychology in the Department of Organizational Sciences and Communication (OSC) and the Department of Management, George Washington University. She was Department Chair of OSC from 2016-2019. Her research focuses on leadership and fellowship, teams, and diversity.

4. Ginka Toegel is a professor of organizational behavior and leadership at the IMD in Lausanne, Switzerland. 4. Jean-Louis Barsoux is a senior research fellow at the International Institute for Management Development (IMD.)

Prof. Slayter, Amy Herman, Prof. Mehl, The EY Tech Training Team.

DAY 3 SHARON CLAFFEY KALIOUBY | VP Strategic Alliances , Learning Pool Ltd.

FOCUS: Collaboration, Community, Networking | Project: “ELEVATOR PITCH”


She is an advocate for analytics-led, personalized workflow learning in collaboration with customers. She plays a leading role in delivering Learning Pool’s unique value proposition in a crowded learning technologies market, to make a significant contribution to the industry, as well as build a global brand and achieve ambitious growth.

Most recently she was a Learning Fellow & Advisor for Elliott Masie Productions and previously held

roles including Head of Global Learning & Development for State Street Global Advisors and at

Thomson Reuters, Head of the Sales Academy Learning Partners ensuring consistent learning and sales enablement, globally. As well as working with Learning Pool, Sharon is co-founder of the #WomenInLearning initiative, she was one of the 2019 Top 50 Leaders in Learning & Development – in the Americas, the 2018 Learning Professional of the Year from the Global Learning & Performance Institute and a two-time member (1993 & 1994) of the USFA’s Nationals gold medal women’s sabre fencing team.


1. "The Surprising Power of Questions,” Alison Wood Brooks and Leslie K. John p.15

2. “A Second Chance to Make the Right Impression,” Heidi Grant p. 29

3. ”How to Pitch a brilliant idea," Kimberly D. Eisbach p.131

4. ”Get the Boss to Buy In,” Susan J. Ashford and James R. Detert p. 79


1. Alison Wood Brooks is the O'Brien Associate Professor of Business Administration and Hellman Faculty Fellow in the Negotiation, Organizations & Markets Unit at Harvard Business School. She teaches a cutting-edge course in the MBA elective curriculum called "How to talk gooder in business and life," an experiential course designed to help students hone four core conversational skills through practice (TALK): Topic selection, Asking questions, Levity, and Kindness. She has also taught FIELD Foundations in the MBA required curriculum (RC), Negotiation in the MBA elective curriculum (EC), Micro Topics in Organizational Behavior in the Ph.D. curriculum, and is affiliated with the Behavioral Insights Group at the Harvard Kennedy School’s Center for Public Leadership. 1. Leslie K. John is a Professor of Business Administration at Harvard Business School. Currently, she teaches the topics of Negotiation, Marketing, and Behavioral Economics in various Executive Education courses, including in the Program for Leadership Development. She has also taught extensively in both the required and elective MBA curricula

2. Heidi Grant is a social psychologist who researches, writes, and speaks about the science of motivation. She is the Director of Research & Development for Learning, EY Americas, and Associate Director of the Motivation Science Center at the Columbia University. She is also the author of the best-selling books: Reinforcements: How to Get People to Help You, No One Understands You and What To Do About It, Succeed: How We Can Reach Our Goals, Nine Things Successful People Do Differently, Focus: Use Different Ways of Seeing The World for Success and Influence (co-written with E. Tory Higgins), and The 8 Motivational Challenges. Heidi has worked with and delivered keynotes for Microsoft, HP, IBM, Kaiser Permanente, Medtronic, CVS, Adobe, Blackrock and more. Her TED talk from June 2019 on getting the support you need has over three million views.

3. Kimberly D. Elsbach (Ph.D. Stanford University) is a Professor of Management and previously held the Stephen G. Newberry Chair in Leadership (2005-2021) at the Graduate School of Management, University of California, Davis. She is also an International Research Fellow at the Center for Corporate Reputation, Oxford University, Editor-in-Chief for Academy of Management Annals, and co-founder and organizer of the Davis Conference on Qualitative Research. Kim's research focuses on perception – specifically how people perceive each other and their organizations. 4. Susan (Sue) Ashford holds the Michael and Susan Jandernoa Professorship in Management and Organization at the Ross School of Business, University of Michigan. She was previously on the faculty of the Tuck School of Business at Dartmouth College and received her MS and Ph.D. degrees from Northwestern University. She is the author of "The Power of Flexing: How to Use Small Daily Experiments to Create Big Life-Changing Growth," and "Proactive Feedback Seeking: The Power of Seeing Yourself as Others See you." 4. Jim Detert is the John L. Colley Professor of Business Administration in the Leadership and Organizational Behavior area at the University of Virginia's Darden Graduate School of Business Administration and a Professor of Public Policy at the Batten School of Leadership and Public Policy. Jim received his M.A. in sociology and Ph.D. in organizational behavior from Harvard University. He also holds an MBA from the University of Minnesota and a BBA from the University of Wisconsin.

DAY 4 Isabella Peek | Associate Attorney, Business and Finance, Fennemore Craig, PC

FOCUS: "Learn by doing," "Always be prepared/ready." | Project: “Functional Lead"

Bella started her college career at Cal Poly where she became acquainted with professor Mehl in her first quarter basic Comms class. She went on to graduate from Savannah College of Art and Design with a B.A. in Equestrian Studies. Directly after graduating college she did a career 180 and went on to study law at Georgetown University College of Law, graduating with her J.D. in 2021.

Directly after law school Bella work in international trade law with a focus on export compliance. Bring early in her career she decided she wanted to broaden her focus to general transactional law with a focus on mergers and acquisitions.

Bella now works as an associate attorney at Fennemore Craig in their Reno office, with a focus on general corporate transactional work. She hopes to continue working some in the international trade law space going forward.


CATHERINE DICKSTEIN | SR Attorney, Commercial Transactions, LinkedIn

FOCUS: Accountability, Clarity, Policy | Project: “Strategic Communication Plan | Rules"


Catherine graduated from Cal Poly with a B.A. in History and a minor in International Relations in 2007. She later went on to study law at Golden Gate University School of Law, earning her J.D. in 2013. After graduation, she spent some time volunteering at the California Energy Commission before moving into the procurement space and working as a Contract Manager. From there she worked her way to LinkedIn and then formally into the Legal department.

Catherine is now a Senior Commercial Transaction Attorney at LinkedIn, where she works primarily on procurement contracts to buy whatever the corporation needs across all lines of business and

commodities. Catherine is also a process and efficiency enthusiast and big San Francisco 49ers and Giants fan.


1. "The Organizational Apology” Maurice E. Schweizer, Alison Wood Brooks, Adam D. Galinsky p.95

2. “How to Become an Authentic Speaker,”

Nick Morgan p.15

3. ”Is Silence Killing Your Company,”

Leslie Perlow and Stephanie Williams p.91


1. Maurice Schweitzer is the Cecilia Yen Koo Professor at the Wharton School at the University of Pennsylvania. His research focuses on emotions and the negotiation process. He has published over 70 articles in Management, Psychology, and Economics journals and recently co-authored Friend & Foe. Maurice is the academic director of Wharton’s Strategic Decision Making Mindset program and he teaches Advanced Negotiations in Wharton’s executive education, MBA, and undergraduate programs. Maurice has won several teaching and research awards, and he is the incoming president of the International Association for Conflict Management.

1. Alison Wood Brooks is the O'Brien Associate Professor of Business Administration and Hellman Faculty Fellow in the Negotiation, Organizations & Markets Unit at Harvard Business School. She teaches a cutting-edge course in the MBA elective curriculum called "How to talk gooder in business and life," an experiential course designed to help students hone four core conversational skills through practice (TALK): Topic selection, Asking questions, Levity, and Kindness. She has also taught FIELD Foundations in the MBA required curriculum (RC), Negotiation in the MBA elective curriculum (EC), Micro Topics in Organizational Behavior in the Ph.D. curriculum, and is affiliated with the Behavioral Insights Group at the Harvard Kennedy School’s Center for Public Leadership. 1. Adam Galinsky is the Paul Calello Professor of Leadership and Ethics and the Vice Dean for Diversity, Equity, and Inclusion at the Columbia Business School. Professor Galinsky co-authored the best-selling book, Friend & Foe. The book offers a radically new perspective on conflict and cooperation and has received uniformly positive reviews from the New York Times, Financial Times, and The Economist. His Ted talk, How to Speak Up for Yourself, is one of the most popular of all time with over 5.9 million views.

2. Nick Morgan, Ph.D., is president of Public Words Inc., a communications consulting company, and the author of books including Can You Hear Me?: How to Connect with People in a Virtual World. Morgan’s books include Give Your Speech, Change the World, published by Harvard in 2005; Power Cues: The Subtle Science of Leading Groups, Persuading Others, and Maximizing Your Personal Impact, published by Harvard in 2014; and Can You Hear Me?, on the perils of virtual communication, published by Harvard in 2018. He is a former Fellow at the Center for Public Leadership at Harvard’s Kennedy School of Government and served as editor of the Harvard Management Communication Letter from 1998-2003. 3. Leslie A. Perlow is the Konosuke Matsushita Professor of Leadership in the Organizational Behavior Unit at Harvard Business School. She has recently launched a second-year elective, Crafting Your Life: The Tactics and Practices of The First 10 Years Post MBA. This course encourages students to be more intentional about their choices and provides guidance to help them in terms of managing their careers, relationships, and lives.

3. Stephanie Williams, is a consultant and director of consulting services at hrQ, with more than 20 years of experience, Stephanie partners with leaders to achieve results through people and to embrace and cultivate transformation for themselves, their teams, and the organization. Stephanie's consulting focuses on four service areas: leadership development, team, and organizational dynamics navigating change, and talent management. Stephanie draws on career experience as a consultant in two large consulting firms, Booz Allen & Hamilton and Watson Wyatt Worldwide (now Willis Towers Watson). She has also held leadership roles in the Learning & Organization Development groups at Chase Manhattan Bank and CH2M HILL (now Jacobs).


COMMUNICATION SEGMENT | Leadership announcements after 5 days

FINAL PRESENTATIONS with real clients

ESPIE the overall account winning team

Take Away: Bringing Analytical, Critical Thinking, Digital & Neuro Literacy (always be prepared), Media Awareness, Mentorship Communication and Data Visualization into the workforce ready Manager Training - mission accomplished.

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Feb 11, 2023
Rated 5 out of 5 stars.

You are correct, project management and change management are super useful skills for data analysts and future accountants.

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