Lakeshore Executive and Leadership Team

May, 2026

Leadership Overview

Lakeshore has 8 executives leading key functions including strategy, operations, finance, technology, human resources, and market development.

Driven by a commitment to educational excellence, Lakeshore is dedicated to developing and retailing high-quality learning materials that empower educators and inspire young minds across the nation.

Leadership Roles at Lakeshore

  • Chief Executive Officer - Joshua Kaplan
  • Chief Financial Officer - Daniel Klink
  • President - Michelle Lucey
  • President - Gary Whitley
  • President, Educational Division - Kevin Carnes
  • Chief of Staff - Shannon Wall
  • Chief Information Officer - Steven Rosenberg
  • Chief People Officer - Jacquelyn Trask
  • Joshua Kaplan - Chief Executive Officer

    Joshua Kaplan, the Chief Executive Officer at Lakeshore, directs the overarching corporate strategy and long-term vision for the company. Kaplan guides the executive team in executing initiatives that align with Lakeshore's mission of providing top-quality educational materials. This leadership role involves fostering innovation across product development and retail operations to maintain market leadership. Kaplan ensures that all departmental functions contribute to the company's growth and its commitment to serving early childhood programs, elementary schools, and homes nationwide. The Chief Executive Officer's focus remains on expanding market reach and enhancing the company's reputation for excellence in educational resources. By setting strategic priorities, Kaplan drives the organization's performance and its impact on educational outcomes. Joshua Kaplan's leadership ensures sustained development and market penetration.
    Daniel Klink, the Chief Financial Officer at Lakeshore, oversees all financial operations and strategic fiscal planning for the company. Klink manages budgeting, forecasting, and financial reporting, ensuring fiscal health and compliance with regulatory standards. This leadership position involves optimizing financial performance and identifying opportunities for profitable growth in the educational retail market. The Chief Financial Officer directs investment strategies and manages capital allocation to support Lakeshore's expansion and product development initiatives. Klink's expertise is critical in navigating market dynamics and ensuring the company's financial stability. By providing strategic financial insights, Daniel Klink supports informed decision-making across all business units. The Chief Financial Officer's stewardship ensures robust financial management and sustained economic viability.
    Daniel Klink

    Michelle Lucey - President

    Michelle Lucey, the President at Lakeshore, drives strategic initiatives and operational oversight for key business segments. Lucey focuses on enhancing market presence and expanding the company's reach within the educational sector. This leadership role involves guiding teams to achieve ambitious growth targets and uphold the company's reputation for quality. The President oversees the execution of business plans, ensuring alignment with Lakeshore's core mission of providing superior educational materials. Lucey's responsibilities include fostering strong relationships with stakeholders and driving innovation in product offerings and customer engagement. By leading critical operational functions, Michelle Lucey contributes significantly to the company's overall success and market impact. The President's strategic direction supports sustained expansion and operational excellence.

    Gary Whitley - President

    Gary Whitley, the President at Lakeshore, spearheads strategic development and operational management for designated business units. Whitley concentrates on optimizing performance and driving growth across the company's diverse product lines. This executive position is vital for ensuring efficient operations and effective market penetration in the educational materials industry. The President oversees the implementation of strategic plans, focusing on enhancing product quality and customer satisfaction. Whitley's leadership involves guiding teams to meet and exceed performance benchmarks, reinforcing Lakeshore's commitment to educational excellence. By directing key operational areas, Gary Whitley ensures the seamless delivery of high-quality learning resources. The President's focus on execution bolsters the company's market position and operational capabilities.

    Kevin Carnes - President, Educational Division

    Kevin Carnes, the President, Educational Division at Lakeshore, directs the strategic vision and operational execution for the company's core educational offerings. Carnes focuses on developing and delivering innovative learning materials that meet the evolving needs of educators and students nationwide. This leadership role is paramount in maintaining Lakeshore's position as a premier provider of educational resources. The President, Educational Division oversees product development, curriculum alignment, and market outreach to ensure maximum impact in early childhood and elementary education. Carnes's expertise drives the expansion of product lines and strengthens partnerships within the educational community. By leading the educational division, Kevin Carnes ensures the continued delivery of high-quality, impactful learning solutions. The President's dedication enhances educational outcomes and market leadership.
    Kevin Carnes

    Shannon Wall - Chief of Staff

    Shannon Wall, the Chief of Staff at Lakeshore, facilitates strategic execution and operational efficiency across the organization. Wall manages key cross-functional projects, ensuring alignment between departmental objectives and the company's core mission. This role involves streamlining communication channels and supporting the executive leadership team in decision-making processes. The Chief of Staff optimizes resource allocation and drives process improvements to enhance overall productivity. Wall's responsibilities include preparing executive briefings and coordinating initiatives that support Lakeshore's growth in the educational materials sector. By acting as a central point of coordination, Shannon Wall ensures that strategic plans are translated into actionable steps. The Chief of Staff's contribution is vital for maintaining operational momentum and supporting the company's expansion efforts.

    Steven Rosenberg - Chief Information Officer

    Steven Rosenberg, the Chief Information Officer at Lakeshore, leads the company's technology strategy and digital infrastructure development. Rosenberg directs the implementation of innovative IT solutions that enhance operational efficiency and support Lakeshore's retail and development platforms. This role is crucial for maintaining a robust technological backbone that supports nationwide distribution and online sales. The Chief Information Officer oversees data security, system integration, and the adoption of new technologies to improve customer experience and internal processes. Rosenberg's focus is on leveraging technology to drive growth and maintain Lakeshore's competitive edge in the educational materials industry. By architecting scalable IT systems, Steven Rosenberg ensures the company's technological readiness for future expansion. The Chief Information Officer's vision propels digital transformation and operational excellence.

    Jacquelyn Trask - Chief People Officer

    Jacquelyn Trask, the Chief People Officer at Lakeshore, directs human capital strategy and cultivates a thriving organizational culture. Trask oversees talent acquisition, employee development, and total rewards programs to attract and retain top talent nationwide. This leadership position is essential for fostering an environment that supports Lakeshore's mission of educational excellence. The Chief People Officer ensures that HR policies and practices align with the company's values and strategic objectives, promoting employee engagement and well-being. Trask's initiatives focus on building a skilled and motivated workforce capable of driving innovation in educational product development and retail services. By championing people-centric strategies, Jacquelyn Trask enhances organizational capacity and employee satisfaction. The Chief People Officer's commitment strengthens the company's human infrastructure.
    Jacquelyn Trask

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    Frequently Asked Questions Regarding Lakeshore Top Executives and Leadership Team

    Who leads Lakeshore?
    Lakeshore is led by Joshua Kaplan (Chief Executive Officer), along with executives such as Daniel Klink (Chief Financial Officer) and Michelle Lucey (President).
    Who is part of Lakeshore’s executive team?
    The executive team of Lakeshore includes leaders such as Joshua Kaplan (Chief Executive Officer), Daniel Klink (Chief Financial Officer), Michelle Lucey (President) and other senior executives.
    How many executives does Lakeshore have?
    Lakeshore has 8 executives leading key business areas.
    What roles are included in Lakeshore’s leadership team?
    The leadership team of Lakeshore includes roles such as Chief Executive Officer, Chief Financial Officer, President, President, President, Educational Division.