[Past Event] Why Self-Help and Development Is Crucial for CEO Success

Roger serves as Managing Partner for Deloitte’s New York office, overseeing the firm’s largest office, comprised of more than 6,000 professionals. In this role, he is responsible for driving business growth, facilitating a multi-disciplinary approach towards serving clients, leading corporate citizenship strategy and creating and modeling a diverse, equitable and inclusive culture.

Roger is a transformational leader who is widely recognized for his strategic impact and passion for Deloitte’s people and the community. Roger has been making an impact on Diversity, Equity, and Inclusion in both his Deloitte and external roles throughout his career. With more than three decades of professional services experience, Roger leads by example in advocating for his teams, social fairness, and equal opportunity, and he is committed to developing industry practitioners, next generation leaders, and seasoned executives.

As a senior Audit and Assurance Partner, Roger specializes in providing professional services to alternative investment vehicles across a diverse client base including large, complex investment advisers, partnerships, private equity funds, hedge funds, mortgage REITs, commodity pools, and funds of funds. Roger teams across service lines and sectors to provide solutions to clients and assists them in understanding the various regulatory, structural, and operational frameworks for the industry. Roger has had the pleasure of speaking at numerous industry conferences and he has been quoted in alternative investment management industry publications.

Roger is a long-standing supporter of various nonprofit organizations that focus on academic acceleration and improvement for youth. Roger currently serve as the Chairperson of the Harlem YMCA Board of Directors and Chairperson of the Black Achievers in Industry Steering Committee. In addition, Roger participates in various leadership activities with various other charitable organizations.

Roger received his MBA in Finance from Columbia University, his BS in Accounting from Baruch College and is a Certified Public Accountant in New York. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the National Association of Black Accountants.

Susan Chapman-Hughes is the EVP/GM of Global Digital Capabilities, Transformation and Operations (GDCT&O) in the Global Commercial Services (GCS) division at American Express. She leads a global team responsible for managing, optimizing, and transforming the customer experience for commercial clients to help power the GCS business. She leads the evolution of the annual investment process, helps to revolutionize global data strategy and insights capabilities, advances our digital and automation offerings, and oversees our regulatory and operations processes.

In addition to her professional roles, Ms. Chapman-Hughes is committed to volunteer work for non-profit community development organizations across the United States and remains an active mentor to young people in her community. She is currently on the board of New York Junior Tennis & Learning and previously held board member positions for A Better Chance, The National Trust for Historic Preservation, and Girls Inc.

Ms. Chapman-Hughes is presently a board member for the J.M. Smucker Company (SJM), and previously served as a director for Potbelly Corporation (PBPB). She has been named one of the Most Influential Women in Payments by PaymentsSource, she has been on the Grio 100 list by Grio.com/NBC Universal, and she has been honored as one of the 100 Most Creative People in Business by Fast Company.Ms. Chapman-Hughes holds a Master of Business Administration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison. She also holds a Master of Regional Planning from The University of Massachusetts-Amherst and a Bachelor of Science in Engineering from Vanderbilt University.

Ms. Chapman-Hughes resides in New York with her husband and daughte

Cate Luzio is the Founder and CEO of Luminary, a global collaboration hub for women who are passionate about professional development and expanding their networks. We are committed to advancing women through community and content. Luminary is the ultimate career advocate and inclusive membership community supporting both individuals and organizations including UBS, WW, JPMorgan Chase, Unilever, Goldman Sachs, Mastercard, Girls Inc., WPP, Blackstone, Verizon and many more corporate members. Every year, Luminary delivers thousands of immersive, professional programs, and experiences to thousands of members.

Cate self-funded and launched Luminary after two decades of leadership in financial services, leading global, multibillion-dollar businesses, and P&Ls. Previously, she was Global Head of Multinational Corporate Banking for HSBC, managing more than 2,000 employees worldwide and prior to that, she served as Head of Multinational Corporate Banking at J.P. Morgan EMEA based in London for 7 years. She spent her early years in Latin America with Bank of America across both consumer and wholesale banking. She started her career working in tech in China. Cate is committed to leveraging her extensive corporate experience to support and encourage women and push for gender equality and pay parity in the workplace. A long-time advocate for empowering women and girls, she serves on the National Board for Girls Inc., sits on the Advisory Board for Pomp & Whimsy, a woman-founded gin brand, and WaterAid.

Cate was named to American Banker’s ‘Most Powerful Women in Banking’ list multiple years in a row, and she’s a three-time Financial Times Global Diversity Champion, and a Yahoo Finance Diversity Hero x2. She was named a Top 100 Female Founder by Inc Magazine in 2019 and has been featured inBloomberg, CNBC, Yahoo Finance, CBS, CNN, WSJ, Forbes, Business Insider, Inc., Entrepreneur, Fast Company, InStyle, Worth, TheStreet, Now This, Women 2.0, Thrive Global, USA Today, New York Post, Bustle, Robb Report, American Banker, Women’s Health, Fortune, Linkedin News, and more. Cate also is contributing writer to Fast Company, Forbes, Business Insider and Worth. She acts as a WE.NYC mentor and was recently announced as University of Maryland’s Entrepreneur of the Year.

Luminary: Twitter, Instagram, Facebook: @BeALuminary 

Cate: @CateLuzio (Instagram) / @KTLuzio (Twitter) 

LinkedIn: https://www.linkedin.com/in/cluzio/

Website: https://www.luminary-nyc.com/

Experience-driven, unknown embracer, bored with the status quo, Jo McKinney is the CEO of Burns Group and an inspired brand architect with a record of success inventing novel strategies that build brands. Prior to becoming Burns Group’s CEO in 2018, Jo served as Chief Strategy Officer, building Burns Group’s brand consultancy and launching an industry-leading consumer co-creation practice, BrandInformers. In 2015, she founded BGIN, a branding accelerator focused on bringing essential branding skills to startups, and the bravery of a startup to legacy brands. Jo started her career at Grey Advertising and joined the Burns Group following her move back to the U.S. from Belgium, where she served as Director of Integrated Marketing for Kraft Europe. Over the course of her career, Jo has worked in innovation, strategy and advertising on diverse and leading global brands both in the U.S. and abroad. In 2019, Jo was named one of 24 global agency innovators by The Internationalist, in recognition of her transformative work in the industry. Jo serves on the Advisory Council for Entrepreneurship at Cornell University, her alma mater, and is a repeat guest lecturer at Harvard and Cornell and a speaker at industry events, such as Social Media Week, The One Club, Advertising Week, ANA Masters of Marketing, Cannes Lions and more.

Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on ‘Worth beyond Wealth’ and inspires and informs an affluent, influential and successful community of individuals to be their best selves.

Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology.

Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group’s commercial division based in London.

Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016.

She lives in Westchester with her husband and son, is a keen runner, yogi, and skier.