Technology & Marketing Ventures, Inc.

US-UK information integration & enterprise development

 

444 E 82nd ST  NY NY 10028 USA Consulting Education Newsletter

Tel: 203.227.4911 Fax: 203.227.6030 Network Database Television

jklein@electronic-boardroom.com


The Electronic-BoardroomTMVI Architect who formulates and executes

strategies for policy and practice leaders in governance, business, universities and philanthropy. June Klein pioneered global financial information businesses, boardroom consulting services, universal exchange structures and baby boomer lifestyle channels. She is the author of "Evolution of Trading: How Technology and Governance are Changing Finance in the 21st Century."

- Bio . p.2

 

- TV and Video Show Links

        Washington DC Chairman Interviews

        Oxford Baseline Briefing

        International Social Values Conference

        Family Values: Grandma and Babyboomer Channels

- Press

        2005 Presidential Business Commission Appointment in Recognition of Exceptional Service to Congressional Committee's Business Advisory Council............link

        June Klein to Attend Emergency Finance Board Meeting and Join President Bush for Dinner in Washington, D.C. ............link

        Transatlantic Council Member British American Businesses ............p.3

        Investor Confidence- Global Research Consortium ..................p.3

        Oxford Briefings on governance, values and process .. .................p.4-5

        Advisor to Institutional Investors managing $300billion funds .................p.6

        Sunday NYTimes Money & Business Feature .............p.7

        Boardmember of Stock Exchange Firm-BusinesswireExciteYahooFinance..p.8

        Boardroom Insider Technology- Inc. Magazine . ...........p.9

        Managing Change- NYU Stern Women in Finance.. ... ..p.10

        Higher Ed Public Policy-Colleges contribute $30billion economic activities-NYState,JPMorgan,trustees,univ pres......................................................p.11

       Choosing A Second Career- NYU Finance Alumni Asset Planning Forum...p.12

 

 

 
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June R. Klein, picture 7/5/2002 v:shapes="_x0000_s1052">
June R. Klein

 

 

 

 

 

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June R. Klein

June R. Klein is CEO of Technology & Marketing Ventures, Inc., a New York consulting and venture development firm teaming with management-funding and distributor businesses. T&MV Inc. projects include: implementing strategies for service industries, managing pilot tests for venture partners, expanding products via customized applications and distribution systems and evaluating internet companies for investment or turnaround purposes. Ms. Klein helps corporate and university boards plus shareholder groups via Electronic-Boardroom TMVI research, training, advice, TV series, network conferencing and computer database. Clients have included investors, insurance firms, bank consortiums, student loan authorities, hedge funds, exchanges, educational districts, luxury car manufacturers, advertising agencies, mail-order firms, governing associations, software developers, special telephone firms, smart card providers, cable set-top manufacturers, international researchers and electric companies.

Since 1992, Ms. Klein has specialized in advice on boardroom management issues and implementations of electronic business applications. This expertise is grounded by her previous positions of increasing responsibility at information technology firms and global financial institutions. From 1989 to 1991, Klein served as a senior executive for vertical markets, venture managements, and subsidiaries at Wang Labs. She was also Managing Director of Global Electronic and Government Products for Chase Bank from 1986 to 1989 and Vice President of the Information Business and Global Delivery Services for Citicorp from 1983-1986. Klein also served as a manager of Sales, Systems Integration and Development for IBM from 1975 to 1982 after spending the first five years of her career with Merrill Lynch as a telecommunications project leader and a year at the Federal Reserve Bank as a programmer.

Ms. Klein earned a B.S. in Math from Boston University in 1970 and an MBA in Finance from New York University in 1983. She also earned a Certificate of Data Processing Management from the Institute of Computer Professionals in 1981 and Advanced Technology Certification from IBM's Graduate Systems Research Institute in 1977. Her years of CLE credits in governance related matters began in 1981 and continue along with ongoing strategic information sessions either developed or attended.

The Congressional Committee appointed Ms. Klein to the 2005 Presidential Business Commission and as Chair of the Small Business Advisory Council since 2003. She was the 2003 Businesswoman of the year for NY, a 2004 Reagan Entrepreneurial Award Winner and a 2004 National Leadership Award winner.

Ms. Klein is the author of "Evolution of Trading: How Technology and Governance are Changing Finance in the 21st Century."

Ms. Klein s firm is an active member on the Transatlantic Council of British-American Businesses and helps UK businesses grow in NYC. She is one of the information technology advisors who consults to Institutional Fund Managers and Venture Capitalists, representing $300 billion in managed funds. She also does independent research for S&P clients through their Society of Industry Leaders. Ms. Klein is also a NY Festivals Judge for documentary and information news TV programs. Other memberships include the Licensing Executive Society; Financial Womens Group and the Outsourcing Institute. Her role in the Electronic Business Forum focuses on online tools and products for corporate boards and directors.

Directorships included: Hanover Direct Inc.-AMEX; Volunteers of America-9 years; Treasurer-Corporate Directors Association-8 years; NEC/XAP; Visual Technologies; IBM Credit Union; Wang Financial Info Services; Leadership circle-Women's Campaign Fund-5 years. Ms. Klein was the women's nominee for the Supporter of Entrepreneurship, Ernst & Young Award.

Klein launched her Corporate Governance research series at the Oxford University International Conference on Social Values. The briefing was filmed by Oxford TV studios, published by Oxford s Centre for Business & Educational Values and can be licensed and customized to further enhance stakeholder value programs. She has presented at the New York State-Chase-Governing Board Forum, New York University's Asset Management Seminar, The Turnaround Manager's Association, and the Venture Group.

CURRICULUM VITAE UNDER SEPARATE COVER

jklein@tmv.com Tel: 212.628.2178 Fax: 212.744.2089 Electronic-BoardroomTMVI Solutions

Technology & Marketing Ventures, Inc. 444 E 82 ST NY NY 10028 USA 2



 

 

 

 

 

9, 2003Jun

 

 

 

 

Technology & Marketing Ventures, Inc.'s Governance Approach Recognized via Membership in Transatlantic Council of British American Businesses and at Global Research Conferences

NY & Florida June 9, 2003. Technology & Marketing Ventures, Inc. was selected as a transatlantic council member of British American Businesses. This is in recognition for their UK-US best practices in integrating governance, values and processes. The firm also led a global research consortium session on analyzing and enhancing investor confidence.

June Klein, CEO, created the boardroom consulting industry in 1992 with the global registration of Electronic-BoardroomTMVI(r) Solutions in consulting, TV, database, network conferencing, newsletter and education. In 1997 at Oxford University's International Conference on Social Values, Ms. Klein launched her baseline approach to managing change, complexity and risk. Recently, she returned to Oxford and updated the improvement roadmap for how corporate boards can maximize stakeholder value. The lectures were published in Oxford's ongoing book series on business, education and values. Technology & Marketing Ventures, Inc. licenses the TV segment briefings.

Also, Ms. Klein, in concert with a consortium of global researchers, led an investor confidence workshop at the SIS International Conference in
Sarasota, Florida.

 

 

 

June Klein, CEO
Technology & Marketing Ventures, Inc.
Visit Web Site
1 (212) 628-2178
E-mail Us Here

 

 

 

 

 

 

 

 

 

 

 

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Electronic-BoardroomTMVI Oxford Initiative Passes Time Test and Offers Strategic Standards -- June Klein Chosen As Oxford University Conference Speaker, Governance Chairperson and Book Contributor.

 

Oxford, UK, July 6, 2002. June R. Klein, CEO of Technology & Marketing Ventures, Inc., has been chosen again as a speaker and chairperson for the Oxford University International Conference. She also continues as a contributor to the book series published by the Oxford Centre of Business and Educational Values. Ms. Klein s approach to blending the electronic-age with traditional governance in the 21rst Century was previously televised by Oxford University, UK. This Best Practices briefing can be licensed in various media formats and customized for an Electronic-Boardroom TMVI TV Segment. The licensing package will also include The Latest Standard for Boardroom Success and Tax Solutions for Technology Transfer.

electronic-boardroom.com/IntellectualCapital2go(tm)15.html

electronic-boardroom.com/news.html

Previously, at the 1997 Oxford sessions, Ms. Klein launched the Electronic-BoardroomTMVI Model for governing change, complexity and risk as a methodology to avoid debacles like Enron and Andersen. In applying her four-pronged analysis to organizational structure and behavior, she identified that employee complaints may be one of several signs of ethical lapses, even when a corporation is socially responsible. Other early warning signs appear by observing various decision tools, such as changes in ratings from electronic-trading bank credit systems. Further, borderless cyberspace changes products, machines, devices and culture. Therefore, boards need to be educated in fundamentally different ways and behaviors and must be more involved in strategy. Moreover, Ms. Klein recommended that every audit committee have an information specialist as either a committee member or an independent advisor. This is because the electronic-age has transformed data gathering, a process that is critical in helping the board monitor social and ethical standards as well as perform fiduciary oversight.

At this year s Oxford workshop, Ms. Klein will collaborate with others from around the world to refine the TMVI survey questions. CEOs and directors can assess their own firms based on this evolving best practices standard which is necessary in order to cope with all the dynamics in the 21rst century.

Another new Electronic-BoardroomTMVI Solution focused toward creating holistic stakeholder wealth will be presented by Ira P. Klein, General Counsel of Technology & Marketing Ventures, Inc. He will discuss How To Maximize Value by Minimizing Taxes on Technology Transfers.

About Technology & Marketing Ventures, Inc.

Technology & Marketing Ventures, Inc. has been serving the financial industry, information vendors and corporate boardrooms worldwide since 1992. T&MV specializes in architecting "killer applications", managing electronic businesses and maximizing shareholder value. Electronic-Boardroom TMVI Solution areas include: education, consulting, network, database, TV and newsletter.    

electronic-boardroom.com/trademarkuses.html     or call 212.628.2178.


About June R. Klein, Ira P. Klein

June Klein advises on boardroom management issues and implementations of electronic business applications. She has also served as an independent director for several publicly traded firms and is tech advisor to institutional investors managing $300billion. Her expertise is grounded in her previous executive positions at Wang, IBM, JPMorgan Chase, Citigroup and Merrill Lynch. She has an MBA in finance and marketing from NYU, a DP Management Certificate and Systems Research Institute Degree. JuneKlein.com


Ira Klein advises on venture structuring, tax minimization and technology transfer. Prior to being General Counsel of Technology & Marketing Ventures, Inc., Mr. Klein was a Dow Chemical executive who was one of 8 people on the Union Carbide merger team. He started his career at a Wall Street law firm and holds an LLM in Tax from NYU Law School.

Contact Information

June R. Klein, CEO
Technology & Marketing Ventures, Inc.
http://www.electronic-boardroom.com
203/227-4911

 

 

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NEWS ABOUT:  

 

 

 

 

FOR IMMEDIATE RELEASE

CONTACT: Technology & Marketing Ventures, Inc.

June R. Klein, CEO

444 East 82 St NY NY 10028-5922

Tel (203) 227-4911 or (212) 628-2178

Fax (203) 227-6030 jklein@tmv.com

www.electronic-boardroom.com

 

JUNE KLEIN CHOSEN AS TECHNOLOGY ADVISOR TO INSTITUTIONAL INVESTORS MANAGING $300 BILLION

 

NEW YORK, NY June R. Klein, CEO of Technology & Marketing Ventures, Inc. has been appointed to the Council of Communications Advisors. She will serve as consultant for institutional fund managers and venture capitalists that collectively represent $300 billion in managed funds. Ms. Klein has been invited to take part in confidential telephone, email and in-person consultations regarding technology areas, company products and survey results.

 

The Council was founded by Gerson Lehrman, the coordinator of primary research efforts for 120 clients including Morgan Stanley Dean Witter, Salomon Smith Barney, Fidelity Fund Management, CIBC Oppenheimer, Viking Global Investors, and Gilder Gagnon Howe. The Council s purpose is to promote business innovation and continuing education by facilitating the flow of relevant technical knowledge to institutional investors.

About June R. Klein

June R. Klein advises on boardroom management issues and implementations of electronic business applications. She has also served as independent director for several publicly traded firms. Her expertise is grounded in her previous executive positions at Wang, IBM, JPMorgan Chase, Citigroup and Merrill Lynch. She has an MBA in finance from NYU, DP Management Certificate and Systems Research Institute Degree. electronic-boardroom.com/aboutjk.html

Oxford Press published Ms. Klein s Model for 21st century Governance and Values. Her lecture on blending the electronic-age with traditional governance was televised by Oxford University, UK. This Best Practices briefing can be licensed in various media formats and customized for an Electronic-Boardroom TMVI TV Segment. electronic-boardroom/news.html electronic-boardroom.com/IntellectualCapital2go(tm)

About Technology & Marketing Ventures, Inc.

Technology & Marketing Ventures, Inc. has been serving the financial industry, information vendors and corporate boardrooms worldwide since 1992. T&MV specializes in architecting "killer applications", managing electronic businesses and maximizing shareholder value. Electronic-Boardroom TMVI Solution areas include: education, consulting, network, database, TV and newsletter. electronic-boardroom.com/trademarkuses.html or call 212.628.2178

 

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NYTimes Feature

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Inc. logo

Five Tips for Putting Your Board Online

Author: Ralph Ward

Using Communications Technology for Better Board Results

June Klein, president of Technology & Marketing Ventures in New York City, specializes in bringing technology into the boardroom. Here are a few of her ideas.

1. "Smaller companies, particularly those in high tech, are making the most use of their boards with technology. Secure online chat sessions let them use directors' expertise from around the world, and they use more electronic mail and host more remote committee meetings. These companies actually build technology into their boards."

2. "It's very important for the board to have its own technology adviser, someone who can talk about things like the year 2000 issue, other tech trends, and how they'll affect the company." Klein urges boards to actively search a variety of sources for a tech adviser and not just fall back on the corporate chief information officer, if one exists. "There's a saying that CIO stands for 'career is over.' You're going to be on that board a lot longer than the CIO will be there, so talk to the people responsible for technology in each business unit."

3. Speaking of monitoring technology issues, remember that some will have a direct impact on results. (The Securities and Exchange Commission is now mandating that corporations monitor and report their exposures to year 2000 problems). "You have to put together a team of contacts on legal, audit, and tech issues to know the effect of these matters on the bottom line. This is part of the board's fiduciary duty, and there can be liability exposures."

4. When remodeling company headquarters, build strong communications tech capability into the new boardroom. "It's not just a mahogany table anymore. It's very important when setting up the boardroom to coordinate the architecture, design, and technical specifications up front."

5. Liability Note: Remember that greater use of online technology for board discussion opens new exposure to liability and breaches of privilege. Klein's advice: "Monitor your e-mail, dispose of everything at the end of 30 days, build in encryption, and make sure that directors wipe clean their hard drives at remote locations too."

Copyright 1999 Ralph Ward's BoardroomINSIDER

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Oxford University Baseline Briefing on Governance, Values and Technology