PHILIP J. ROMERO

3469 River Pointe Drive / Office phone: 541/346-3261
Eugene, OR 97408 / Office fax: 541/346-3341
Home phone: 541/349-1831 / Office e-mail (preferred): promero@.uoregon.edu

SUMMARYDevelop and lead execution of policy/strategy to transform important institutions, including a $25B manufacturer, a major business school, a million-employee U.S. military service, and a $1 trillion nation-state. As Gov. Pete Wilson once put it, “If it’s big and complicated, we give it to Romero and he fixes it.”

Functional expertise: General management,strategy, public policy, economics, education, quality, governance.

Industry knowledge: Education, consulting, automotive, defense/aerospace, HMOs, telecom, utilities.

PROFESSIONAL EXPERIENCE

University of Oregon, Lundquist College of Business(Eugene, OR)Professor, 2004-; Dean, 1999-2004.

Professor: Teach strategy and economics. Conduct research on businesspolicy. Hold tenured full professorship.

Dean: CEO of one of the West Coast’s top business schools, with roughly 3,000 students and 50 full-time faculty, offering undergrad, MBA, and doctoral degrees. Specializing in experiential approaches to learning, the college offers programs ranked between 1st and 15th worldwide. College performance improved significantly, by every measure.

Deanship Internal Accomplishments:

  • Secured reaccreditation, with ten separate commendations.
  • Increased instructional productivity by 20% and research productivity by over 30%. Five of seven departments and programs are in the top ten nationally based on scholarly impact --two are first.
  • Set multiple records for student quality and numbers; current class is largest and best in our history.
  • Led first vigorously executedstrategic plan, emphasizing undergraduate leadership education.
  • Recruited first-choice faculty amid severe shortage; created new concentrations (e.g., Operations/MIS).
  • Revamped named appointments (e.g., endowed chairs) to maximize their recruiting/retention value.
  • Paid off inherited deficit and ran operating surpluses, despite massive retrenchment in state support.
  • Instituted first comprehensive college performance measurement system (balanced scorecard).
  • Expanded very successful student “service learning” teams; client demand exceeds supply by 2:1.
  • Sponsored, and raised funds for, student investment fund that beat the S&P 500 every year.
  • Built largest privately funded academic facility in state ($40 M), under budget and ahead of schedule.

Deanship External Accomplishments:

  • Upgraded external affairs staff, who helped me raise over $50 million, tripling annual fundraising.
  • Increased college’s visibility in national media more than tenfold (to 250 hits in 2003: 6 per faculty FTE).
  • Overhauledboard to refresh membership, improve diversity, and increase support.
  • Helped design priorities for university’s $600+ M fundraising campaign (largest in state history).

ClevelandStateUniversity, Nance School of Business, (Cleveland, OH): Dean, March-May 1999. Initiated strategic planning, reorganization, and reaccreditation. Resigned because I disagreed stronglywith university leadership’s style.

Office of Governor Pete Wilson(State of California; Sacramento, CA), 1991-99: Top policy developer and operations “trouble-shooter” regarding the economy and business climate. Oversaw state agencies with budgets of $5B and 30,000+ personnel (nearly half of government) that promoted or regulated industries with $100+B in sales. My positions included:

  • Chief Economist, 1991 - 99
  • Chief Deputy Cabinet Secretary (oversaw agencies that regulate or promote business), 1995 - 99
  • Executive Director, Managed Health Care Improvement Task Force (bipartisan), 1997-98
  • Chief Deputy Director (COO) andActing Director,Office of Planning and Research, 1991 - 95

At the Governor’s request, I marketed my initiatives in the press, in legislative testimony, and in speeches (100+ per year).

Accomplishments: Led high-stakes projects to expand investment in California, or increase the competitiveness of businesses and government, helping reverse California’s 1990-3 recession and launch its 1995-2000 boom. Each of these passed the Democratic-controlled legislature by decisive majorities.

  • Tax cuts (1992-97): Designed, and led legislative implementation of, billions of dollars in corporate and personal income tax cuts, including $500 M in 1993 that helped reverse California’s recession: hailed by The Economist, among others, as “the most important tax legislation since Prop. 13”.

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  • Dramatically cutting government costs (1992 - 93 and 1995 - 96): Led a government-wide project to identify and rescind 4,000 obsolete regulations. Initiated and ran Governor’s Quality Partnership, a successful program to introduce continuous improvement, that produced results in over 25 state departments, saving $10 M per year. Implemented strategic planning and performance budgeting. Initiated and led California Competes, the Governor’sprogram to improve performance by opening state monopolies to competition. The Sacramento Beesaid,“the recommendations are pro-consumer… and pro-efficiency”.
  • Bringing competition to utility industries (1995 - 98): While overseeing the CPUC, I guided deregulation of local and wireless telephony and the breakup of telecom monopolies, that foreshadowed the 1996 federal Telecommunications Act. The Wall Street Journal described it as “a model for the rest of the country about how to open upthe nation’s $200-billion-plus-a yearindustry to competition.”
  • Infrastructure Bank (1992 - 93): Designed state bond program for local governments’ infrastructure investment, which fueled over $ 10 B in economic development.
  • Reforming HMO regulation (1997 - 98): Ran a nationally-recognized blue ribbon task force jointly appointed by the Republican governor and Democratic legislature to overhaul state oversight of the managed health care industry. The 37-person body chaired by Alain Enthoven produced “a wide range of measures intended to protect consumers and improve care” (New York Times), despite deep ideological rivalries. The LA Times declared that “if state legislators heed the task force’s…sensible solutions…[they will produce] moderate legislation that protects consumers while preserving HMOs’ freedom from governmentmicro-management.” The proposals were widely considered broader and more concrete than those of Pres. Clinton’s equivalent federal commission; and were implemented in landmark state legislation.
  • Other significant projects (1992 - 97): Other studies I conducted included the economic and budget impacts of: Federal deficit reduction (1993); NAFTA (1992-93); the Clinton health care plan (1993-94); “Three strikes and you’re out” criminal sentencing (1994); planned air pollution regulations (1994); illegal immigration (1994); and responses to disasters (1995). Each led to major legislation or executive action.

United Technologies Corporation (UTC)/Carrier ($4 B div. of $25 B manufacturer), Director, Corporate Strategy, 1990-91 (Hartford, CT) Analyst for the President (now Chairman) of UTC. Advised on the impact of competitors’ strategies, and conducted special studies at his personal request, including:

  • Expansion into “intelligent building” and electronic controls markets: Led a 20-person, multidivisional analysis that established a $500 million joint venture (and cancelled a planned $2-3 B acquisition).
  • Global, 60-country long-term market forecast to guide Carrier's international acquisitions: Results convinced UTC's board to continue investing in Carrier despite a major retrenchment, converting UTC’s worst division into its 2nd most profitable. Carrier CEO (later UTC President) "quote(d) it all the time".

RAND Corporation($100 M think tank), Associate Economist, 1988-90; Graduate Fellow, 1983-88. (Santa Monica, CA) While a grad student at the world’s premier think tank, directed and performed policy analysis projects, directing senior researchers, all much more experienced than me. (I was one of the youngest project leaders in RAND’s history.) Topics:

- Redesigning Army doctrine for the 21st century- Soviet responses to U.S. arms control proposals

- Evaluating U.S. interventions in third-world internal conflicts- Investment options for spacebased intelligence

My work helped influence the U.S. Army to change its combat doctrine. The new doctrine was first tested in Desert Storm (1991 Gulf War), with tremendous success (complete victory in a few days, with negligible friendly casualties).

My analytic models were credited with advancing the state of the art: One was the subject of three technical Master's theses.

Science Applications International Corporation ($2 B consulting firm), Policy Analyst, 1980-83. (McLean, VA) Led small teams to design a Presidential crisis decision support system, to evaluate alternative strategic aircraft, and to mitigate the impacts of a $15B missile construction program on a fragile economy and ecosystem. Increased project revenue by 300%.

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EDUCATIONPh.D. (with Distinction) in Policy Analysis, RANDGraduateSchool, 1988; M.A., 1985

World’s oldest and largest public policy PhD program, housed inside the premier policy research

organization (“think tank”). Concentrations in Economics and Operations Research/Applied Math.

B.A. in Economics and Government (dual majors), CornellUniversity, 1983.

HONORS/AWARDSListed in Marquis’ Who's Who in America, Who’s Who in the World, Who’s Who in the West, and

Who’s Who in Finance and Business, 1993 –; Who’s Who Among America’s Teachers, 2005--

CornellUniversity’s “25 Distinguished Classmates”, 2004

Oye Tu’Leadership award, 2003; Federal Outstanding Leadership by a Latino award, 1995

BOARDLithia Motors (Fortune 500 auto retailer; NYSE: LAD), Board of Directors, 2003-05, Chair,

MEMBERSHIPS Corp. Governance committee; Mmbr, Compensation comm. Promulgated first C.G. guidelines.

Chair, Oregon Exec.MBA board (OEMBA, run by consortium of three Oregon schools), 2001-4

Brainstorm magazine editorial board, 2002 - ; Columnist/contributing editor, 2005 -

Oregon Governor’s Council of Econ. Advisers, 2000- (Appointed by two Democratic governors.)

California Governor’s Council of Economic Policy Advisers (chaired by George Shultz), 1994-98

BipartisanCenter for Research on Policy (California legislature), founding board member, 2006-

Advisory Bds, RAND Ctr for Research on Immigration, 1994-96; Pacific Research Institute, 2003-;

GLG hedge fund group Council of Policy Advisers, 2004 -.

California Policy Seminar (University of California research grantmaker), steering group, 1992- 99

OTHERDistinguished Visiting Fellow, Hoover Institution, StanfordUniversity, 2004 –

AFFILIATIONSSenior Fellow in Business and Economic Studies, Pacific Research Institute, 2003 –

Oregon Business magazine “Best 100 Companies to Work For” judge, 2001 - Accreditation reviewer for University of Montana, 2000; So. UtahUniversity, 2002

Economic Advisory Council to California Congressional delegation, member, 1993 - 99

Council on Foreign Relations (CFR): Member, 1994 - ; International Affairs Fellowship, 1989-90

Pacific Council on International Policy (PCIP): Founding Member; Studies Committee, 1994 –

TEACHING &Full professor at U. of Oregon: Teach courses in strategy, economics, and finance, 2004 -

CONSULTINGAdjunct Professor at UCLA, USC, Pepperdine, and CSU/S schools of Public Policy, 1995 – 99 Guest lecturer at Stanford, UCLA, UC/Irvine, and UC/Berkeley Business Schools, 1994 - 99.

Guest lecturer at UCLA, UC/Berkeley, and Pepperdine Grad. Schools of Public Policy, 1994 –

Founding Principal, Forward Observer, 2004-:Consult for business-based coalitions and Gov. Schwarzenegger on economic impact of public policy decisions. (See consulting addendum to this resume).

Senior Fellow, UCLASchool of Public Policy and Social Research, 1998-00

Participating faculty, U of Oregon’s Planning, Public Policy, & Management dept., 2004 -. Consultant, U.S. Congressional Office of Technology Assessment, 1989 - 90

Member, Undersecretary of Defense’s Summer Study on Nuclear Strategy, 1985

Held Top Secret/SCI clearances 1981-90; last background check in 1986

CIVIC/POLITICALAdviser to George W. Bush for President campaign on immigration policy, 1999-2000.

LEADERSHIPPrincipal adviser to Pete Wilson for President campaign on taxes, economy, and federal

budget, 1995. Also advised on national security and foreign policy.

Advised President Bush in 1992 campaign and Bob Dole in 1996 on economy & budget

Chairman, Business Task Force of Jack Roberts for Governor campaign (Oregon), 2001-02

Advised on economic plan of Schwarzenegger for Governor campaign (California), 2003

COMMUNITY &Raised funds for several other U.Oregon colleges & programs (e.g. Oregon Bach Festival), 2000-

INSTITUTIONALUO Center on Diversity and Community, co-founder, 2000; design and steering group, 2000 – 02

SERVICETutor/mentor, Help One Student to Succeed (HOSTS) program, 1992 – 99

RAND Grad. School: President, Alumni Assn., 1988-92; member, Dean search committee, 1996-97

Founder/instructor, RAND Adopt-a-School honors program, 1986-89

Philip J. Romero

PUBLICATIONS AND MAJOR MEDIA/PUBLIC APPEARANCES

For each of the items below, I was sole or lead author unless otherwise noted.

All listed publications were reviewed by referees or editors.

Peer-reviewed reports and book chapters

Economy and International Trade

High Natural Gas Prices Need Not Cook the West’s Economy: The Case for Liquefied Natural Gas,Cal-CASE, 2005

“The Economic Impact of the Northridge Earthquake” in Seiple, Ray, ed., The Northridge Earthquake,

1994; California press, 1996 (book chapter)

“Fiscal and Economic Policy in California” (in Spanish), in Cusminsky, Rosa, ed. California: Problemas

Economica, Politicos y Sociales, Autonomous National U. of Mexico press, 1995 (book chapter)

NAFTA: Implications for California, Governor’s Office of Planning and Research (OPR), 1993

Market and Non-Market Responses to a Disruption in Oil Supplies, U.S Dept. of Energy, 1981 (co-author)

Taxation and Fiscal Policy

The End of the Housing Bubble and How to Protect Against It, OPR, 2005

The Wrong and Right Reasons to Support California Manufacturing, California Manufacturer’s and Technology

Association, 2005

The Taxpayer Roller Coaster: Why California’s Pension System Must be Changed, OPR, 2005

“Surrendering Sovereignty to Sacramento: State-Local Fiscal Relations During the 1990s”, in Dukakis, Michael

and Mitchell, Dan, eds. California Policy Options 2000, UCLA Press, 2000 (book chapter, co-author)

The Clinton Deficit Reduction Plan’s Impact on California, OPR, 1993

Keeping California Competitive: The Self-Inflicted Wounds of New Taxes, OPR, 1992

Health Policy/Economics

The High Cost of Cheap Drugs, Pacific Research Institute, 2006

Report of the California Managed Health Care Improvement Task Force, 1998 (co-author w/Alain Enthoven)

The Economic Impact of the Clinton Health Care Plan, OPR, 1994.

Other Cost/Benefit and Fiscal Analyses

The Fiscal Impact of Illegal Immigration in California, Revisited, in Bouvier, Schneider, and Romero, California in the 21st Century, forthcoming (book chapter in co-authored book)

Harnessing the Market to Discourage Sprawl: the Economic Impact of “Smart Districts”, CaliforniaBuilding

Industry Association, 2006

Eminent Domain: Options for Reform, OPR, 2005

The Fiscal Impact of Illegal Immigration in California, OPR, 1994

“The Costs and Benefits of Reopening L.A. Freeways”, series of brief monographs published by OPR in 1994

Why Incarcerating More Criminals Will Benefit California’s Economy (“three strikes”), OPR, 1994

The Economic Impact of the FIP and the SIP (air quality plans), OPR, 1994

Management

Competitive Government: A Plan for Less Government, More Results, Governor’s Office, 1996

California Competes: A Workbook for Government Managers, Governor’s Office, 1996 (co-author)

Defense and Foreign Policy (Not included: classified reports on nuclear weapons or intelligence)

“Some Lessons from Twentieth Century Crises and Wars” in Nation, Joseph, ed.,

The De-escalation of Nuclear Crises, St. Martin's Press, 1992 (book chapter).

The Quantitative Analysis of Gangsters and Guerrillas. RAND R-4102-A, 1990.

“Modeling Insurgency”, paper presented to the Operations Research Society of America, Dec. 1989

A New Approach to the Design and Analysis of Land Defense Concepts, RAND R-3643-A, 1989

New Technologies for Tactical Intelligence, RAND R-3579, 1989 (co-author)

“Choosing NATO’s Concept of Conventional Defense”, paper presented to the

International Studies Association, November 1988

Testing the Effects of Confidence- and Security-Building Measures in a Crisis,

RAND R-3517-USDP, 1987 (co-author)

“Modeling Army Doctrine”, paper presented before the Operations Research

Society of America/The Institute of Management Sciences, July 1987

Space Systems and Army Missions, RAND R-3388-A, 1986 (co-author)

Nuclear Winter: Implications for U.S./Soviet Nuclear Strategy, RAND P-7009, 1984

Advising the President in a Crisis: Historical Lessons for Policy Planning, RAND P-7010, 1984

Future Air-Breathing Strategic Weapons Systems Analysis, USAF Systems Command, 1981 (co-author)

Op-eds (reviewed by editors, not peers; most sole-authored)

“Kick the Kicker”, Oregonian, March 2007

“Sustainability Skirmish”, Brainstorm, magazine, March 2007 (I am a regular columnist for this magazine.)

“Rebuilding the Middle Class”, Brainstorm magazine, January 2007

Minimum Wage; Maximum Damage”, Brainstorm magazine, December 2006

“Wanted: University President; Only Empty Suits Need Apply”, Brainstorm magazine, June 2006.

“Drug Price Caps a Devil’s Bargain,” Orange County Register, March 2006

“The Ghost of Christmas Future brings a Warning to Oregon Business”, Brainstorm magazine, Dec. 2005

“Mugged by Statists”, Brainstorm magazine, July 2005

“Don’t Let Opposition to LNG Cook California’s Economy”, Ventura County Star, May 2005

“Schwarzenegger Budget Pulls A Rabbit Out of the Hat”, LA Times, May 2004

“The Elephant in the Convention Center”, The Oregonian, December, 2002

“What Corporate Scandals are Teaching Business Schools”, Oregon Business, December 2002

“Governor Kulongoski’s To-Do List”, Brainstorm, December 2002, and three other articles

“Make Economy This Election’s Prime Focus”, The Oregonian, August 2002

“A Surprising Wealth in Knowledge”, The Oregonian, June 2002

“Defy Terrorism: Stay Fully Invested”, The Oregonian, September 2001

“Send The Right Signals When Replacing Joe Cox” (Oregon higher ed chancellor), The Oregonian, July 2001

“Bush’s Energy Plan May Further Split the GOP”, The Oregonian, June 2001

“Nothing But the Best Will Do,” Oregon Business, March 2001

“University of Oregon Branch is what Central Oregon Needs,” The Bend Bulletin, December 2000

“Revenge of the Slackers: Generation X Transforms America,” The Oregonian, October 2000

“Business Schools Need to Serve the ‘Underrepresented’--including Hispanics--and Business Itself”,

The Hispanic Outlook in Higher Education, January 2000

“Should Oregon Voters Repeal the Gasoline-Tax Increase and New Truck-Tax System?: Yes”,

The Wall Street Journal, December 1999

“B-Schools Practice What they Teach: Competition”, Brainstorm, October 1999

“California’s Electric Restructuring Dodges a Misaimed Bullet”, California Manufacturer, Jan. 1999 (similar

articles appeared in Electricity Daily, Sept. 1998; and Orange County Business Journal, Oct. 1998)

“Make the Sick as Profitable for HMOs as the Well” (risk adjustment), San Jose Mercury News, January 1998

“Managed Care: Taking Responsibility”, Latino Journal, Summer 1997 (also in Auburn Journal, July 1997)

“Revenge of the CPAs” (dynamic scoring of tax cuts), San Francisco Chronicle, March 1994

“Cut Taxes to BoostState’s Economy”, Sacramento Bee, January 1994

“Deconstructing NAFTA and its Opposition”, San Francisco Chronicle, September 1993

“Recovery and Beyond: Reinventing California’s Economy” LA Times three-part series, August 1993

“California Can’t Afford ‘Special’ Treatment”, San Francisco Chronicle, August 1993

“Business Attraction: California’s Corporate Strategy”, Strategies, UCLABusinessSchool, Summer 1993

Major Speeches (This is only a sampling. For the last ten years, I typically have given 50-100 speeches per year)