[Past Event] Women & Worth: Power Forward Summit

“Power Forward” will inspire, inform and connect attendees to explore and define what it means to lead with purpose, how to mobilize communities to impact change and share best practices for overcoming systemic barriers that hold women and minorities back from access to pay equity, promotion, board positions, wealth accumulation and capital.

Through interactive sessions we will share strategies and levers to overcome the systemic barriers that are holding women back from access to pay equity, promotion, board positions, wealth accumulation and capital.

Registration Closed

Speakers include:

Designer Rebecca Minkoff, Saturday Night Live producer Lindsay Shookus, Hint Inc. founder and CEO Kara Goldin, Cornerstone Capital Inc. founder and CEO Erika Karp, Unilever’s head of diversity Mita Mallick, and former NFL star-turned-inclusivity activist Wade Davis

General tickets and corporate packages now available! 

What you’ll get:
Inspiring keynotes, fireside chats and actionable breakout sessions for sharing strategies to advance women from the grassroots to the boardroom.
– Access to the UBS “Own Your Worth” Lounge. Plus complimentary personal finance one-on-ones.
– Wellness experiences and tasty treats.
– Breakfast, lunch, and snacks crafted by the NEXUS Club’s Loma restaurant.
– Gift bags by our sponsors Hint, Area25, Charlotte Tilbury, Hill House Home, and more!
– Cocktail hour at the NEXUS Club New York Shelby Bar.
– Plus networking opportunities throughout the day.

When
March 5, 2020
Where
Nexus Club<br /> 100 Church St, 7th Floor, New York
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Speakers

Bea Arthur Founder & CEO, The Difference
Bea Arthur Founder & CEO, The Difference

Bea Arthur, LMHC is a Columbia University-trained psychotherapist, startup founder, and author who works with high-performance individuals in high-pressure work environments. Her career took off at the intersection of psychology and technology and her third company, The Difference, provides on-demand access to therapy as Amazon’s first mental health Alexa Skill.

Additionally, Bea was the first African-American female founder in Y Combinator and was named an Entrepreneur to Bet On by Newsweek Magazine as well as one of Bumble’s Most Inspiring New Yorkers. She is an editorial contributor and host for Forbes Women, where she hosts Office Hours, a career therapy digital series where she provides intra-praneurship advice to upwardly mobile women in today’s hottest companies. Finally, she hosts the Sonos-sponsored therapy podcast, Bea The Change.

Prisca Bae Corporate Diversity Expert and Advocate for Global Women’s Issues
Prisca Bae Corporate Diversity Expert and Advocate for Global Women’s Issues

Prisca Bae is a corporate diversity expert and advocate for global women’s issue and advises leaders and corporations on strategies that advance diversity and gender equality.

For over 10 years, Prisca has led diversity, women’s and philanthropic initiatives in the private sector and most recently, was an executive at PepsiCo where she oversaw the gender diversity and women’s strategy for the Global Diversity & Engagement Center of Excellence. She helped develop and launch a $100 million commitment to women and girls and worked with leaders company-wide on gender parity and pay equity issues. She also served as chief of staff to PepsiCo’s Global Public Policy and Government Affairs group. Prior to PepsiCo, Prisca advised companies and non-profits on strategic women’s initiatives as Vice President at Seneca Women, the advisory firm founded by the former U.S. Ambassador for Global Women’s Issues, Melanie Verveer, and as the Director of the Women in the World Foundation, a public charity founded out of Tina Brown’s Women in the World Summit at Newsweek & the Daily Beast. Prisca first transitioned into corporate social responsibility leadership at Goldman Sachs, where she managed Goldman Sachs Gives, a billion dollar charitable fund available to partners of the firm. Prisca began her career as an attorney at Latham & Watkins, LLP and received her B.A. from Columbia College, Columbia University and J.D. from the University of California, Berkeley School of Law. She lives in New York City.

Vanessa Barboni Hallik Founder and CEO, Another Tomorrow
Vanessa Barboni Hallik Founder and CEO, Another Tomorrow

Vanessa Barboni Hallik is the Founder and CEO of Another Tomorrow, a new ready-to-wear brand operating at the intersection of sustainability, ethics, and design, launched in January 2020. Vanessa is also an investor in early-stage companies with strong ESG commitments and potential to catalyze positive change. Prior to Another Tomorrow, Vanessa was a Managing Director at Morgan Stanley, where she held several leadership roles in the emerging markets fixed income business. While at Morgan Stanley, Vanessa served as a trustee on the Board of the Morgan Stanley Foundation and chaired the Fixed Income Philanthropy Committee where she initiated and subsequently led the firm’s mentoring program with East Side Community High School, a public school in the East Village of Manhattan, in partnership with PENCIL.org.

Vanessa currently serves on the New York Advisory Board for the Trust for Public Land, for which she chairs the Playgrounds Committee. Vanessa holds a B.A. in Economics from Cornell University and is an M.S. candidate in Sustainability Management at Columbia University’s Earth Institute. Vanessa resides in New York City with her family and two dogs.

James Benedict Co-Founder, Left Tackle Capital
James Benedict Co-Founder, Left Tackle Capital

James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management.  

Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors.

 Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer Trask & Co, a venture capital firm that made the initial investments in category changing companies, including Ciena, Next Level Communications, Health Dialog, Myriad Genetics & Prolor Biotech. James oversaw talent acquisition and development across the Spencer Trask portfolio, and also served on the boards and advisory boards of several Spencer Trask companies.

 James has been actively involved in several purpose-led endeavors:

 He is a founding advisory board member of Maverick Collective. Maverick Collective is a groundbreaking philanthropic and advocacy initiative aimed at catalyzing the next wave of social investors setting out to improve the health and rights of girls and women worldwide. Maverick Collective was co-founded by Her Royal Highness Crown Princess of Norway Mette-Marit and Melinda Gates, co-chair of the Bill & Melinda Gates Foundation.

 He also serves on the Young Audiences Board of Directors, where he is a founding board member of the Young Audiences Charter School at Kate Middleton in New Orleans, the first arts in education charter school in the United States.

He serves on the Advisory Board of Mogul, a technology platform that enables women in over 30,000 cities in nearly 200 countries to share ideas, seek advice, access content while offering mentorship and promoting entrepreneurship.

 Along with Thomas LeDet and Sebastian Harris, James is co-author of Rocka My SoulRocka My Soul is the story of the 1981 Jack Yates Lions, the first all African-American football team to advance to the Texas state championship post-segregation.

 James has a Ph.D. in International Economics from Columbia University, a B.A. from Baylor University, and a Certificate on Monetary and Fiscal Policy from the Japanese Ministry of Finance.

Stephanie Berger President, Berger Hirschberg Strategies, Campaign Strategist
Stephanie Berger President, Berger Hirschberg Strategies, Campaign Strategist

Stephanie Berger is a veteran of three presidential campaigns and an expert, teacher and trainer in the field of fundraising and non-profit development. Stephanie laid the groundwork for starting Berger Hirschberg Strategies by working for 16 years as a political fundraiser and in the non-profit development arena. She served as the California Finance Director for Al Gore’s presidential campaign, Finance Director for the Democratic National Convention, Co-Finance Director for John Kerry for President and Vice President of Development for the Elizabeth Glaser Pediatric AIDS Foundation.

Throughout her career, she has launched successful strategies for high-profile political candidates, advocacy organizations and capital campaigns, helping to elect public officials nationwide, and elevate public awareness on critical issues, such as education, and the environment. Stephanie not only designs and executes powerful fundraising and non-profit strategies, but she leaves her clients with the know-how and the permanent infrastructure required for them to fundraise over the long-term. Berger Hirschberg Strategies has raised over $300 million for their clients.

Recently, Stephanie realized that worldwide, there was a lack of resources needed to fund many of the critical organizations that are engaged in helping those that need it most. As a result, she formed RISE, a partnership developed with Kristina Wilfore, an international development expert. RISE focuses on bringing the tools of fundraising and resource development to the Middle East, Europe and Eurasia and works with individuals on missions that give strength and empowerment to people and projects focused on range of issues — women’s empowerment, human rights, trauma therapy, Syrian refugees, business entrepreneurship, economic development and other critical topics.

Stephanie is an adjunct professor at George Washington University for the Semester in Washington Program, serves as the President of the Board of the Woman’s Campaign School at Yale, Treasurer of Vote Run Lead, Board Member of Harlem’s IMPACT Repertory Theatre and the Board of Advisors for the Athena Leadership Center at Barnard College. Stephanie lives in New York, NY.

Glynda C. Carr Co-Founder, Higher Heights for America and Higher Heights Leadership Fund
Glynda C. Carr Co-Founder, Higher Heights for America and Higher Heights Leadership Fund

Political strategist Glynda C. Carr is the co-founder of Higher Heights for America and Higher Heights Leadership Fund, the leading national organizations dedicated to building Black women’s collective political power from the voting booth to elected office.  She is the co-creator of the #BlackWomenLead movement which is creating the environment for Black women to vote, run and lead.

Glynda is the former Executive Director of Education Voters of New York, a leading independent voice for school reform in the state. Prior to Education Voters, she was Chief of Staff to New York State Senator Kevin Parker (Brooklyn) where she also served as campaign manager for two of his successful re-election campaigns.

Glynda has also held senior management positions with key national organizations including: the Thurgood Marshall Scholarship Fund and Big Brothers Big Sisters of America.

A sought-after speaker and trainer, she has also contributed to TheRoot.com, Ebony.com, and the Huffington Post.  In 2018, she appeared on “Essence” magazine’s second annual Woke 100 list, saluting female changemakers.

Anna C. Catalano Board Director
Anna C. Catalano Board Director

Anna C. Catalano manages an active board portfolio, serving as an independent director for both public corporations and not-for-profit organizations.  She is currently a member of the Board of Directors of Willis Towers Watson, Kraton Corporation, HollyFrontier Corporation, and Frontdoor, Inc. She is a certified Board Leadership Fellow of the National Association of Corporate Directors, and a board member and Program Co-Chair for the NACD Texas TriCities Chapter. In the not-for-profit sector, Ms. Catalano is a member of the National Board of Directors of the Alzheimer’s Association, the Houston Grand Opera, and Co-Founder of The World Innovation Network. 

With over 30 years of corporate experience including eighteen years of service on public boards, Ms. Catalano is an expert on the topics of board governance and leadership, and an outspoken champion of women in business. Her extensive career spanned three continents in marketing, operations, and international business roles.  Her executive background in the downstream oil business included establishing Amoco’s refining and marketing operations in China, overseeing Amoco’s entire US retail business, and leading BP’s effort to reposition the corporate brand in its “beyond petroleum” campaign.

Ms. Catalano is a graduate of the University of Illinois, Champaign-Urbana, and has been recognized on Fortune’s ranking of “The Most Powerful Women in International Business”, Directors and Boards “Directors to Watch”, and Women Inc “Most Influential Board Directors”.  She is a frequent speaker on a variety of topics including board governance, leadership, innovation, and the advancement of women in business. Her thoughts on various aspects of leadership can be found on her blog, www.shades-of-leadership.com.

Sandra Campos CEO, Diane von Furstenberg
Sandra Campos CEO, Diane von Furstenberg

Sandra Campos has been successfully building consumer-led global fashion lifestyle brands for more than twenty years. In her role as CEO of Diane von Furstenberg, she is leading a financial and operational turnaround by implementing bold strategic plans that will turn a wholesale led organization into a healthier retail DTC company. Sandra is finding new alternatives to old problems and is spearheading growth initiatives across all four channels of distribution. 

Prior to joining DVF, Sandra played a pivotal role in restructuring licensed brands within Global Brands Group. As President of six global Women’s contemporary brands with more than $500mm in revenues and all in different phases of progress, she restructured and leveraged teams by creating centers of excellence in e-commerce for Bebe and BCBG brands. Her innovative and forward-thinking brought Juicy Couture back to prominence after hiring a Hollywood stylist to lead the creative direction of the brand.

An executive with broad skills and experience, Sandra has been leading turnarounds and launching new businesses for corporate organizations totaling more than $2bn in market cap. She has overseen organizations with hundreds of employees as well as startups with a team less than a hundred people in businesses that encompass wholesale, DTC, ECOM, international, and direct marketing. 

Her additional career successes include entrepreneurial ventures and successful exit with Mobi, a consumer products company sold in sixteen countries and Cynosure Holdings-ACH, a celebrity brand management company responsible for launching Selena Gomez’s lifestyle collection at Kmart for five years with thirteen licensed categories. 

Sandra started her career in retail buying at J.McLaughlin and then moved into wholesale sales at Donna Karan-DKNY. She went on to launch brands within iconic organizations such as Polo Ralph Lauren, Nautica and led their sales, planning, production, merchandising, design and visual teams.

Susan Can Senior Director, Global Corporate Equity, Johnson & Johnson
Susan Can Senior Director, Global Corporate Equity, Johnson & Johnson

In her current role, Susan is Senior Director of Global Corporate Equity at Johnson & Johnson.   In this role on the corporate brand team, she oversees Global Sponsorships and strategic partnerships that reflect the company’s long-standing commitment to corporate citizenship.  Her areas of focus include purpose-driven marketing initiatives including strategic brand partnerships, innovative content creation and distribution across targeted stakeholder groups.  Susan works across the enterprise, businesses and functional areas to develop integrated programming and large-scale activations for Johnson & Johnson, including Global Citizen, (RED) and Save the Children.

Prior to joining the corporate equity team, Susan spent 12 years in the Johnson & Johnson medical device business in a variety of marketing leadership roles.  Prior to joining Johnson & Johnson, Susan held several positions in hospital marketing and communications as well as holding a clinical background as a registered nurse.

Emily Cegielski Editorial Director, Worth Media
Emily Cegielski Editorial Director, Worth Media

Emily Cegielski is an award-winning multimedia journalist and editor based in New York City, currently serving as the Editorial Director at Worth Media.

Prior to joining the Worth team, she worked as a Senior Editor at the New York Observer, where she built out its Business, Tech and Innovation vertical—refining beats, recruiting expert contributors and leading a team of staff reporters and freelancers. Previously, she worked as Director of Digital Media at High Times, where she drove creation of cannabis-related stories; programmed content; managed social media; planned and executed marketing campaigns for High Times events; covered breaking news; edited content; and led a site redesign.

In the past, she has worked as a staff writer, photographer, designer, copy editor, fact-checker, section editor, managing editor and senior editor for a wide array of newspapers, magazines and websites. 

Carolyn Childers Co-Founder and CEO, Chief
Carolyn Childers Co-Founder and CEO, Chief

Carolyn Childers is the Co-Founder and CEO of Chief, the private network built to drive more women into positions of power and keep them there. She is an experienced leader and operator, having successfully scaled several early-stage businesses. Prior to founding Chief, Carolyn was SVP of Operations at Handy and before that led the launch of Soap.com (Quidsi), acting as its GM through the Amazon acquisition. Carolyn also had roles at Victoria’s Secret and Avon Products where she worked on strategy and business development. She started her career in finance where she spent over three years in investment banking at Deutsche Bank. Carolyn has an MBA from Harvard Business School and a BS in Finance from Boston College. Carolyn is now focusing her energy and experience on tackling the imbalance of professional power and creating lasting change from the top down, landing her on Inc’s 2019 Female Founders 100 List.

Fatma Collins CEO and Co-Founder, Ten Little
Fatma Collins CEO and Co-Founder, Ten Little

Fatma Collins is the CEO and Co-Founder of Ten Little, a predictive recurring e-commerce platform that makes shopping for growing kids easy, starting with shoes specifically designed for little feet. Ten Little solves the problem that countless parents, including Fatma herself, face – how to know the right size for their child’s feet and when they need size up. Created in collaboration with world-class physicians, Ten Little’s PETA-Approved vegan shoes support natural development and movement, with a foot-shaped toe box and flat, flexible soles. Ten Little helps parents find their child’s fit faster, remind them when it’s time to size up, and let them re-order instantly via text. The shoes also come with printed insoles and sneaker stickers for an added dose of fun and play.

Previously, as VP of product at the largest online art platform Artsy, Fatma led the product, design and data organizations, launching Artsy’s first global transactional marketplace and the most comprehensive discovery-to-collect app for art lovers and buyers. Before joining Artsy, Fatma oversaw Partner Experience at e-commerce startup Jet.com, where she built products for Jet.com’s retail and brand partners ahead of the company’s launch, through its hyper-growth phase and following its 2016 acquisition by Walmart. At Walmart, she established the first company-wide data platform enabling specialty category experiences across Walmart US eCommerce. Prior to her tenure at Jet.com, Fatma served as the Director of Product Management at the global ecommerce company Rakuten and spearheaded key initiatives for the business, including universal checkout and cross-border e-commerce.

Fatma has advised and consulted startups in a wide range of industries ranging from hardware to consumer goods. She holds a BA in economics from Grinnell College and the London School of Economics and an MBA from MIT Sloan.

Michelle Cordeiro Grant Founder and CEO, LIVELY
Michelle Cordeiro Grant Founder and CEO, LIVELY

Michelle Cordeiro Grant is the Founder + CEO of LIVELY, a community and brand that inspires women to live passionately, purposefully, and confidently through experiences and product including bras, bralettes, undies, swimwear, loungewear, fragrance, and active bras. Launched in 2016, Michelle and the LIVELY team have fostered a network of 130,000+ ambassadors, opened four stores, and coined “Leisurée,” a new category blurring the aesthetic lines of lingerie, active, and swim, focusing on the best elements of high style and ultimate comfort. Michelle grew the business from its concept stage to a $105M acquisition by intimates leader Wacoal in just three years, beating the odds of female-founded companies.

Melissa Dain Program Lead, Digital Growth & Commerce, IBM
Melissa Dain Program Lead, Digital Growth & Commerce, IBM

As a Program Lead at IBM and the NYC Enterprise Design Thinking Chapter Lead, Melissa empowers teams to focus on the outcomes of what they need to deliver by helping them work better together. Melissa works closely within and across teams to co-create engagement strategies, share best practices, and bring to life initiatives across the IBM Studios through human centered design. Melissa is also social chair for Generation Women, empowering women and creating spaces for intergenerational connections.

Wade Davis VP of Inclusion for Product, Netflix
Wade Davis VP of Inclusion for Product, Netflix

Former NFL Player Wade Davis is an educator and advisor on gender, race, and orientation equality, and currently the VP of Inclusion for Product at Netflix. Wade was the NFL’s first LGBT inclusion consultant where he worked at the intersection of sexism, racism, and homophobia to build inclusive leadership strategies and national engagement initiatives. Before joining Netflix, Wade consulted for Google, P&G, Viacom & Bacardi. Wade is a United Nations Women Global Impact Champion, a Ms. Foundation for Women board member and strategic partner to the MeToo Movement and Times Up. He’s a former NYU and Rutgers adjunct professor, 2012 President Obama surrogate, and feminist.

Rachel Drori CEO & Founder, Daily Harvest
Rachel Drori CEO & Founder, Daily Harvest

In 2015, Rachel Drori realized she was not taking care of herself. She had all of the health and nutrition information she could ever want, but no time to put it into action. She was tired of calling a handful of trail mix lunch at 3pm and wanted to find a way to eat delicious, nourishing food without spending her entire weekend meal prepping. 

So, Rachel set out to solve our modern eating dilemma by making the food we want to consume not only convenient, but also clean, delicious and personalized. Daily Harvest is reimagining the way Americans eat by using organic fruits and vegetables picked at their nutritional peak, frozen on the farm within hours of harvest, chef-crafted for taste, and delivered in a pre-prepped format directly to customers’ doorsteps.

From the early days of hand-delivering homemade smoothies from her car, Rachel has built Daily Harvest into one of the fastest-growing consumer brands in the U.S. In December 2017, Daily Harvest announced a Series B funding round of $43 million led by Lightspeed Venture Partners and VMG Partners. A-listers have invested in Daily Harvest including Gwyneth Paltrow, Serena Williams, Bobby Flay, and more. Today, Daily Harvest has expanded to more than 65 recipes including Smoothies, Harvest Bowls, Oat Bowls, Chia Bowls, Soups, Lattes, and ready-to-snack Bites.

Prior to founding Daily Harvest, Rachel harnessed her skills as a customer-centric marketing executive, leading teams at Gilt Groupe, American Express, and Four Seasons Hotels and Resorts. Rachel holds a Bachelor of Arts degree from the University of Pennsylvania and an MBA from Columbia Business School. She currently resides in New York City with her family.

Ita Ekpoudom Partner, GingerBread Capital
Ita Ekpoudom Partner, GingerBread Capital

Ita’s mission is to engage, educate, and elevate the next generation of successful women business leaders and investors. 

As the Founder & CEO of Tigress Ventures, an advisory and consulting firm she started in 2014, Ita tapped her considerable network to bring together visionary entrepreneurs with seasoned pro’s to help women scale their businesses and hone their leadership skills. Tigress Ventures hosted a monthly speakers series featuring thought leaders and industry experts, and provided private consultations with individual clients. 

Ita also served as Venture Partner at Plum Alley Investments, where she oversaw investment opportunities and pipeline for high-growth female-founded and gender-diverse startups. Previously, Ita held product management roles at TravelClick and American Express. She began her career at Goldman Sachs as an analyst in Credit Capital Markets and then as an institutional trader of preferred stock. 

Ita holds an MBA in Marketing and Entrepreneurial Management from The Wharton School, University of Pennsylvania; and earned a Bachelor’s degree in Psychology, with a certificate in Finance, from Princeton University.

Cathy Engelbert Commissioner, Women’s National Basketball Association (WNBA)
Cathy Engelbert Commissioner, Women’s National Basketball Association (WNBA)

Cathy Engelbert was appointed Commissioner of the WNBA in May 2019.  As Commissioner, Engelbert is responsible for setting the vision for the WNBA and overseeing the league’s strategic direction, day-to-day business, and basketball operations.

Previously, as CEO of Deloitte, Engelbert was first woman ever to lead a Big Four professional services firm in the U.S. where she led one of the largest professional services organizations with more than 100,000 professionals.  Over the course of her tenure, she led a large transformation across the business by moving the firm towards emerging technologies such as AI, blockchain, robotics and cloud, including securing ecosystem partnerships with large technology companies, and executing digital acquisitions.  During her tenure, revenues grew more than 30 percent, and Engelbert drove a people-first agenda, including implementing a holistic well-being culture through programs like Deloitte’s 16-week family leave policy.

Engelbert received a B.S. in accounting from Lehigh University and is a certified public accountant licensed in Pennsylvania, New York and New Jersey.  During her time at Lehigh, Engelbert was a member of the university’s basketball and lacrosse teams and served as a senior captain for both teams.  On the court, she played for former Lehigh coach and Naismith Memorial Basketball Hall of Famer Muffet McGraw.  Engelbert’s father, Kurt, played for Naismith Hall of Fame coach Jack Ramsay at Saint Joseph’s University and was drafted in 1957 by the NBA’s Detroit Pistons.

As a strong supporter of diversity and inclusion, Engelbert was the first woman to serve as chair of the Catalyst Board, a global non-profit organization that promotes inclusive workplaces for women and was the first woman chair of the Center for Audit Quality Governing Board. Engelbert has been on the McDonald’s Board of Directors since December 2019.

Engelbert was listed as one of Fortune’s Most Powerful Women for consecutive years.  She is ranked on Glassdoor’s annual Employees’ Choice Awards honoring the 100 Highest-Rated CEOs, and among Crain’s 50 Most Powerful Women in New York.  Engelbert has also been recognized as one of Working Mother magazine’s 50 Most Powerful Moms and one of Fast Company magazine’s Most Productive People. 

Engelbert is married and has two children.

1/2020

Kathleen Entwistle Private Wealth Advisor, Morgan Stanley Private Wealth Management
Kathleen Entwistle Private Wealth Advisor, Morgan Stanley Private Wealth Management

A leader in private wealth management for successful families, women and business owners.

Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.

With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.

Experience

Officer in Corporate Trust Department, Manufacturers Hanover Trust

Vice President and Wealth Advisor, Morgan Stanley

Credentials

Certified Financial Planner, (CFP®)

Certified Divorce Financial Analyst (CDFA®)

Forbes “Top Women Wealth Advisor,” 2018, 2019

Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020

Forbes “Top 200 Women Advisors,” 2017, 2018

M.B.A., Fordham University

Life

Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.

She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.

In her free time, she enjoys golfing, spending time with family and relaxing at the beach.

Ashley Etienne Senior Adviser for Strategic Planning, Joe Biden Presidential Campaign
Ashley Etienne Senior Adviser for Strategic Planning, Joe Biden Presidential Campaign

Ashley Etienne is the senior adviser for strategic planning for the Joe Biden Presidential Campaign. A creative, strategic, and enterprising big thinker, Ashley Etienne has more than 15 years of experience specializing in brand development, crisis communications, social activation and storytelling. She has served as a trusted advisor to President Barack Obama and Speaker Nancy Pelosi, consulted Fortune 500 executives, and launched national campaigns that leveraged top entertainers, professional athletes and civil rights icons. 

Ashley was appointed Special Assistant to President Barack Obama and Director of Communications for the Cabinet in 2014. There, she spearheaded Cabinet-wide communications efforts on high-stakes Administration priorities, including the JCPOA, the Paris Climate Accord and the response to protests against police violence and brutality. Ashley also led communications on President Obama’s signature My Brother’s Keeper initiative. 

Ashley has been profiled by all the major national and political newspapers, including the New York Times Magazine. She was named to Politico Playbook New Guard Power list, Essence Magazine’s 29 Powerful Black Women Running Obama’s White House, and Marie Claire’s New Guard List as “Obama’s bad-news fixer.” 

Ashley received a Bachelor’s Degree in Political Science from Sam Houston State University and a Master’s Degree in Political Communications from Johns Hopkins University.

 

Jenny Galluzzo Co-Founder, The Second Shift
Jenny Galluzzo Co-Founder, The Second Shift

As co-founder of The Second Shift, Jenny Galluzzo lives her life committed to the empowerment of women through work. She is fiercely dedicated to shifting the path forward for women, encouraging them to forge their own career paths with confidence, intention and optimism.

As Head of Community, Jenny curates events across the country to bring members and business partners together, and she and her team are in close contact with members during the application process and beyond. As Head of Brand, she sets the strategy for messaging, communications, and content. Jenny has also used The Second Shift as an opportunity to connect with and help women beyond members, speaking regularly about career transitions, gender equity in the workforce, and becoming an agent for change.

Jenny recently launched initiatives at The Second Shift: Let’s Be Human– Parenthood at Work, creating a best-practices guide to family leave for corporate clients such as Unilever andGoogle; and a career coaching platform where women hire coaches from within The SecondShift to optimize their career paths for long-term success.

Prior to starting The Second Shift, Jenny spent many years in journalism, researching, writing, hosting and producing for Good Morning America, News 12 and Plum TV. Jenny holds a BA from Duke University and an MS from the Columbia University School of Journalism. She lives in New York City with her two sons.

Kara Goldin Founder and CEO, Hint, Inc.
Kara Goldin Founder and CEO, Hint, Inc.

Kara Goldin is the Founder and CEO of Hint, Inc., a healthy lifestyle brand that produces the leading, award-winning, unsweetened flavored water, as well as a scented sunscreen that is oxybenzone and paraben-free.

Kara has received numerous accolades, including being named EY Entrepreneur Of The Year 2017 Northern California, one of In Style’s 2019 Badass 50, one of Fast Company’s Most Creative People in Business and one of Fortune’s Most Powerful Women Entrepreneurs. The Huffington Post listed her as one of six disruptors in business, alongside Steve Jobs and Mark Zuckerberg.

Previously, Kara was at AOL, where she helped lead the growth of its shopping and ecommerce business to over $1 billion.

In 2016, she launched The Kara Network, a mentoring platform to help other entrepreneurs, and she recently launched the podcast Unstoppable, where she interviews disruptors across various industries.

Steven Gray Head of Content, Techonomy
Steven Gray Head of Content, Techonomy

Steven Gray is an entrepreneurial storyteller who drives business across platforms and industries. He is currently Head of Content at Techonomy, a conference and content company focused on the intersection of tech, business, the economy and social progress.

Between 2016 and 2018, he was Vice President/Managing Editor at JPMorgan Chase, leading the Chase content team’s editors, writers and other creators building content strategy across the company’s major lines of business for digital platforms that reach more than 50 million people. He created successful, revenue-generating campaigns and series that introduced the brand’s products, services and people to diverse audiences. Much of the focus was on personal finance, succession planning, business growth and leadership. He helped build content programs with some of the world’s most innovative digital media companies, and he created the JPMorgan Chase Content Summit.

He has been Director of Corporate Social Responsibility and Global Public Affairs at Laureate Education, a U.S. firm that expands access to higher education, mostly in the developing world. In this role he managed the firm’s philanthropic relationships and built youth social entrepreneurship programs in Latin America.

Most of his career has been in journalism. During five years at Time Inc., he worked in a variety of roles – including Time magazine/Time.com’s Washington Correspondent covering the intersection of politics, policy and business, as well as Detroit Bureau Chief, developing print and digital content for Time, Fortune, Money and People. Previously, he was a staff reporter for The Wall Street Journal and The Washington Post.

He was born in New Orleans and graduated from Howard University. He was a graduate student at the University of Kent’s Brussels School of International Studies. He has provided analysis on MSNBC, CNBC, Fox, and the Canadian Broadcasting Corporation. He lives in New York.

Erika Karp Founder & CEO, Cornerstone Capital Group
Erika Karp Founder & CEO, Cornerstone Capital Group

Erika Karp is Founder and CEO of Cornerstone Capital Inc. Cornerstone was created to catalyze the flow of capital toward a more regenerative and inclusive global economy. The firm develops and manages custom investment strategies designed to achieve targeted societal impact without sacrificing financial performance. Cornerstone’s approach is distinguished by the depth and rigor of its manager due diligence, and by the integration of the team’s thematic research expertise into that process. In seeking positive societal impact at scale, Cornerstone offers investment advisory and capital markets advisory services, underpinned by rigorous research.

Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank, where she chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists. Erika served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board. While at UBS, Erika created and drove key branded global investment research products including the UBS Q-Series®, the Global I/O®, Global Signals™ and the weekly “UBS Global Portfolio Manager’s Spotlight.”

Erika is a founding Board member of the Sustainability Accounting Standards Board (SASB), an Ambassador for the International Integrated Reporting Council (IIRC,), a member of CECP’s Strategic Investor Initiative Advisory Council, and an advisor to the Omidyar Network’s Know the Chain initiative. Erika was a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital and an advisor to the Clinton Global Initiative (CGI) Market-Based Approaches Track initiative. She also sat on the Program Design Advisory Council for Harvard Business School’s Executive Education Program on Innovating for Sustainability. Erika speaks at events including those of the OECD, the UN Global Compact and PRI, Oxford University, The Forum for Sustainable and Responsible Investing, Ceres, The Aspen Institute, and the White House. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.

Erika presents and writes extensively on topics including: sustainable investing and finance, corporate strategy and business models, transparency and excellence in the areas of Environmental, Social and Governance performance, and employee engagement/diversity in the workplace. Her work has been featured by Bloomberg Businessweek, Euromoney, the Financial Times, Investor Relations Magazine, The Guardian, and Forbes. For driving collaboration across the capital markets, she has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne; one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.”

Lexie Komisar Global Head of Startup Ecosystems & Partner Platforms, IBM
Lexie Komisar Global Head of Startup Ecosystems & Partner Platforms, IBM

Lexie Komisar serves as the Director, Global Head of Startup Ecosystems & Partner Platforms at IBM. In this capacity, she leads IBM’s global startup business and partner platforms to bring emerging technologies to startups and early stage companies across the world. She previously served on the founding team at IBM’s first Digital Innovation Lab, which incubated new digital businesses integrating AI. She has been recognized by Forbes 30 Under 30 in Tech, Crain’s Business 40 Under 40, All Event UserCrain’s Business Notable Women in Tech, and LinkedIn’s Next Wave as a Top Professional Under 35 in Technology.

Prior to joining IBM, Lexie served as an associate director at the Clinton Foundation, where she created the Foundation’s first program focused on leveraging technology and innovation for social impact, and prior to that, worked for Rockefeller Philanthropy Advisors. Lexie graduated with honors from Northwestern University and served as a Fulbright Fellow in Mexico City with the U.S. State Department.

Lexie is passionate about driving diversity and inclusion across industries. She co-leads the Women at IBM NYC group, and serves on the Board of Advisers for Open Style Lab, a non-profit in partnership with Parsons School of Design and MIT, which focuses on creating accessible solutions in design & technology for people with disabilities.

Anjali Kumar Advisor, Author, Attorney, Speaker, Idea Acupuncturist
Anjali Kumar Advisor, Author, Attorney, Speaker, Idea Acupuncturist

Anjali works with entrepreneurs and C-level executives in all stages of business, focusing on early-stage tech, consumer products, and luxury fashion companies with a social conscience. She recently co-founded The Justice Dept, a women-led firm focusing on legal counsel and business strategy for female entrepreneurs, executives, talent, and brands.

Prior to that, Anjali was the Founding Chief People Officer and General Counsel at Cheddar, the Founding Head of Social Innovation and Founding General Counsel at Warby Parker, Founding General Counsel at Acumen, and Senior Counsel at Google.

While at Google, Anjali curated and hosted the @Google Speaker Series on the NYC campus, bringing Googlers from around the globe face-to-face with today’s most prominent and innovative thought leaders including Anthony Bourdain, Questlove, and Jacques Pépin and hosted a YouTube interview series “Lunchtime at Google.”

Anjali’s 2017 TED Talk based on her book Stalking God: My Unorthodox Search For Something To Believe In (Hachette 2018), has been watched by over 4 million people around the world and translated into over twenty languages. A television show based on her book is in development.

Anjali earned her BA in Biomedical Ethics from Brown University and a JD from Boston University School of Law. She is an Adjunct Professor at Columbia Business School and Fordham University and continues to advise non-profit organizations including Malala Fund and IDEO.org.

In 2016, she was appointed by Mayor Bill de Blasio to join the NYC Children’s Cabinet Advisory Board and GrowNYC. Anjali currently serves on the board of directors of Happy Money, Women’s World Banking, GloScience Professional, Amplifier, Edible Schoolyard NYC, American Documentary (AmDoc) and the Guggenheim Museum’s Global Innovation Council.

Anjali lives in New York City and upstate New York with her husband and daughter.

Darlene Liebman Founder, Creative Humans
Darlene Liebman Founder, Creative Humans

Darlene Liebman is the Founder of Creative Humans, a new strategic video marketing service that connects advertisers, broadcasters and publishers with a community of award-winning video creators. The platform combines agency-style service with a direct-to-source model to create high quality, original video content with expert creators. Darlene is a digital content strategist with a focus on online video and navigating the rapidly evolving digital landscape. Her career is founded on the fact that to be successful, you’ve got to do what you love.

In 2007 she co-founded Howcast Media which quickly became one of the largest instructional video providers in the world and one of the most popular channels on YouTube. In 2010 she was named by Fast Company as one of the most influential women in technology. She and her teams work at Howcast has been profiled in numerous publications including The New York Times, Dateline, The Wall Street Journal, and Time Magazine. At Howcast, she worked directly with brands including GE, Proctor & Gamble, HP, Staples, Home Depot, Google and more.

Cate Luzio Founder & CEO, Luminary
Cate Luzio Founder & CEO, Luminary

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/

Mita Mallick Head of Diversity & Inclusion and Cross-Cultural Marketing, Unilever
Mita Mallick Head of Diversity & Inclusion and Cross-Cultural Marketing, Unilever

Mita Mallick a corporate change maker with a track record of transforming businesses and cultures.  Mita is a passionate storyteller who believes in the power of diversity to spur creative strategic thinking which can ultimately transform brands.

As the Head of Diversity & Inclusion and Cross-Cultural Marketing at Unilever, Mita’s efforts to build an inclusive culture are being celebrated.  Under her leadership, Unilever is gender-balanced at manager level and above. Unilever was named the #1 Company for Working Mothers by Working Mother Media in 2018.  She also co-created the first of its kind Cultural Immersions series to increase the cultural competency of marketers training over 5,000 marketers to date.

Mita has also had an extensive career in the beauty and consumer products goods space.  She was one of the chief lieutenants in launching The Vaseline Healing Project in the U.S., signing award-winning actress & activist Viola Davis as the brand’s ambassador to help set the brand back to growth.

Mita was named a Working Mother of the Year by She Runs It (Formerly Advertising Women of New York) and a Valiente Award Finalist at SXSW for her inspiring work in 2019.  Mita has been featured in Forbes, received the Inaugural Diversity Innovator Award from the National Association for Female Executives in 2018, and was on the “50 People Under 40 Shaking Up Beauty” Youthquake List by Women’s Wear Daily 2017.  Mita is also a monthly contributor for FairyGodBoss and Swaay.

Mita has a B.A. from Columbia University and a M.B.A. from Duke University.

Christie Marchese Founder and CEO, Picture Motion
Christie Marchese Founder and CEO, Picture Motion

Christie Marchese is the founder and CEO of Picture Motion, the leading social impact agency developing award-winning marketing, advocacy and distribution campaigns for documentary and scripted media.  She leads a team of impact producers and works in partnership with filmmakers, brands, distributors, foundations, and nonprofits to amplify awareness and activate audiences around content. Picture Motion partnered on over 150 projects,  from Bully and Escape Fire, to Lion and The Report.  Netflix, Amazon, Hulu, National Geographic, Vulcan Productions, Bloomberg Philanthropies, Patagonia, Gucci, Red Bull Media House, and Fox Sports are among their clients.

Previously, Christie ran Digital Strategy for the Social Impact Group at Participant Media and for Norman Lear’s nonprofit, Declare Yourself. She spent time at Human Rights Watch and the International Rescue Committee. She was named a 2019 Woman of Influence by the New York Business Journal and landed on Business Insider’s list of 30 Most Creative People in Advertising Under 30 (2014). Christie is a Board Member at the Tribeca Film Institute, Reinvent Stockton and Farmer’s Footprint.

Rebecca Minkoff Founder, Rebecca Minkoff and The Female Founder Collective
Rebecca Minkoff Founder, Rebecca Minkoff and The Female Founder Collective

An industry leader in accessible luxury handbags, accessories, footwear and apparel, Rebecca Minkoff’s playful and subtly edgy designs can be spotted around the world on young women and celebrities alike.

After developing an affinity for design while in the costume department in high school, Rebecca Minkoff moved to New York City at only 18 years old to pursue her dream of becoming a fashion designer.

In 2001, Rebecca designed a version of the “I Love New York” t-shirt as part of a five-piece capsule collection, which appeared on The Tonight Show and became an overnight sensation.

In 2005, Rebecca designed her first handbag, which she soon dubbed the “Morning After Bag,” a.k.a. the “M.A.B.” This iconic bag ignited Rebecca’s career as a handbag designer and inspired her edgy, feminine creations in the years to come. Rebecca’s success was further enhanced by the support of her brother and the company’s CEO and co-founder, Uri Minkoff, who helped usher in and pioneer the company’s industry-leading social media efforts.

After four years of designing statement-making handbags and accessories with her trademark leathers, studs and hardware, Rebecca returned to her roots of apparel design and introduced her first ready-to-wear collection in 2009.

Today, Rebecca Minkoff is a global brand with a wide range of apparel, handbags, footwear, jewelry and accessories (including tech) as well as men’s accessories under the label Uri Minkoff. In the spring of 2017, Rebecca Minkoff Watches was launched, reimagining the category through their decidedly downtown, Rock and Roll aesthetic. Uri Minkoff also introduced its own distinct line of menswear timepieces.

The brand has four domestic retail stores, eight international locations, and is distributed in over 900 stores worldwide. In 2011, Rebecca won industry recognition when she was awarded the Breakthrough Designer Award from the Accessories Council. She is an active member of the CFDA and supports multiple philanthropies. In August of 2017, she was announced as a member of the first-ever New York State Council on Women and Girls, in the company of other female industry leaders including Refinery29 founder Christene Barberich, SoulCycle CEO Melanie Whelan and Deloitte CEO Cathy Engelbert. Rebecca is dedicated to bringing women together to enact positive change.

In September of 2018, she established the Female Founder Collective, a network of businesses led by women that invests in women’s financial power across the socio-economic spectrum by enabling and empowering female-owned businesses.

Rebecca is married to Gavin Bellour and they reside in Brooklyn with their three children.

Kristin O’Keeffe Merrick Financial Advisor
Kristin O’Keeffe Merrick Financial Advisor

Kristin O’Keeffe Merrick is a money expert and financial advisor at her family-run firm, O’Keeffe Financial Partners, based in Fairfield, NJ. Kristin has over 19 years of investment experience, having spent the first part of her career as a currency trader, and serving most recently as Vice President at Morgan Stanley. Kristin has chosen to use her background and experience towards the empowerment of individuals, families, and small business owners in the challenging world of finance. She is especially excited to work with women entrepreneurs and executives to provide them with creative financial strategies and solutions.

In the past few years, in addition to building her business, Kristin has discovered a passion for writing about money and has contributed to many publications such as ForbesCNBCNY MagazineGirlbossHey MamaMy Domaine, and Coveteur. She is a frequent guest on the Today Show, the NBC Nightly News and Yahoo Finance. Kristin was also recently named as 2020 Badass 50 by InStyle Magazine. Kristin also speaks about money, investing, and risk management. She has spoken at many companies and venues such as Soho House LA, Ludlow House, The Wing, Luminary, Twitter, Warby Parker, Forbes, Spring Place, and the Girlboss Rally.

Kristin is a firm believer in financial literacy for all and is a strong advocate for narrowing the gender pay gap and increasing the overall wealth of women.  She serves as a director on the Ridgewood YMCA Board of Directors and is a strong advocate of Moms Demand Action, EVERYTOWN, and Planned Parenthood. She lives in Ridgewood, NJ with her two sons and her husband. She is a graduate of the University of North Carolina at Chapel Hill and New York University.

Claudia Pici-Morris Consultant, Board Practice, Spencer Stuart
Claudia Pici-Morris Consultant, Board Practice, Spencer Stuart

Ms. Pici-Morris focuses exclusively on Board advisory engagements as a member of Spencer Stuart’s Board Practice in New York. She advises clients on Board Director recruitment, Board succession planning, Board effectiveness and other key governance and senior leadership issues facing Boards and CEOs. Her clients range from Fortune 50 to family to private equity-backed pre-IPO companies. Ms. Pici-Morris has conducted more than 500 Board Director searches and governance consulting engagements, including activist defense, spin-out Boards, composition analysis and benchmarking, CEO and senior leadership assessments, and Board candidate pipeline projects. Prior to joining Spencer Stuart in 2019, she worked for 13 years at another global executive search firm, where she founded a peer-to-peer network of nominating and governance committee chairs representing a cohort of Fortune 250 companies. She started her career in management consulting with Booz Allen Hamilton and AT Kearney.

Ms. Pici-Morris serves on the St. Elizabeth Seton Children’s Foundation Board of Directors, the National Association of Corporate Directors and the Society of Corporate Secretaries. In addition, she has authored a number of publications on Board composition and effectiveness, including “Investors Turn Up the Heat on boardroom Gender Diversity” (2018), “Board Effectiveness Reviews: What the Board Can Learn from Looking in the Mirror” (2017), “Evergreen Board Succession Planning” (2016), “Global Board Index” (2014) and “Gender Diversity on Boards; Breaking the Impasse.”

Kate Pratt Head of Sales, Americas for Liverpool Football Club
Kate Pratt Head of Sales, Americas for Liverpool Football Club

Kate Pratt serves as Head of Sales – Americas for Liverpool Football Club working under the stewardship of Fenway Sports Management. Pratt is responsible for all LFC commercial activities in the region and works in tandem with FSM to develop and execute LFC’s U.S. strategy. She is LFC’s first-ever senior executive liaison in the Americas and brings more than a decade of experience to her role.

Prior to joining Liverpool Football Club, Kate was Director of Team Sales and Marketing Partnerships at the Madison Square Garden Company. At MSG, she was responsible for finding new corporate partners through integrated marketing opportunities across MSG’s sports, live entertainment, and media properties. On the Team Sales side, Kate led the New York Knicks first-ever jersey patch partnership and was responsible for securing numerous brand partnerships across the company. Pratt began her sports career at the Breeder’s Cup and previously worked for the New York Yankees in corporate sales and sponsorship.

She was named to the Forbes 30 under 30 sports list in 2017 in recognition of her accomplishments and impact on the business of sports.

Kate is originally from Fairfield, Connecticut, and a graduate of Miami University in Oxford, OH. Kate currently resides in New York City with her husband, Jay.

Leona Qi President, VistaJet US
Leona Qi President, VistaJet US

Leona Qi serves as President of VistaJet US.  With her leadership, her team is responsible for growing the customer base in North America, the biggest and fastest growing market in business aviation.  The North America region has seen double-digit year-on-year growth for VistaJet over successive years. 

Ms. Qi has over a decade experience in capital markets and business aviation finance prior to joining VistaJet in early 2016. She held various roles at Global Jet Capital, Guggenheim Partners and BNP Paribas. She holds a master’s degree from Princeton University and resides in New York City with her family.

Sasha Richardson Managing Director - Lifesciences Advisory, Commercial Strategy, EY
Sasha Richardson Managing Director - Lifesciences Advisory, Commercial Strategy, EY

Sasha is a Managing Director in EY’s Health Sciences & Wellness practice focused on commercial strategy, innovation, value optimization, and transformation. Sasha joined EY in Jan 2018 with over 22 years of experience in the healthcare/life science sector. She was EVP & Head of the US and EU practice lead for a global Commercial & Market Access Consultancy serving global life science clients for almost 11 yrs. Prior, Sasha worked in Commercial Affairs at Janssen-Cilag Germany, was Director of Grand Central Physical Medicine Practice in NY, and practiced both as a healthcare consultant and independent healthcare provider in the private and public sector in Canada and England

Sasha has spoken at dozens of international events regarding healthcare strategy, pharmaceutical pricing, contracting & access issues for global audiences of 500+, as well as published multiple articles, abstracts and posters for industry and academia

Wendy Sachs Filmmaker, Author, Emmy Award-Winning News Producer
Wendy Sachs Filmmaker, Author, Emmy Award-Winning News Producer

Wendy Sachs is a master of the career pivot. She is the author of the critically acclaimed Fearless and Free–How Smart Women Pivot and Relaunch their Careers – a book O Magazine chose as a “title to pick up now.” An Emmy-award winning TV news producer, Wendy has worked at Dateline NBC, CNN and FOX.  She was also a Capitol Hill press secretary, public relations executive, CNN contributor and editor-in-chief of Care.com. Wendy is currently co-directing and producing SURGE, a feature documentary film about the record number of first-time female candidates who ran, won and upended politics in the historic 2018 midterm elections.   

A frequent speaker, Wendy has given talks to Google, LinkedIn, the World Bank, and Ziff Davis among others. She also gave a TEDx talk in November 2017 in Boston called “Harnessing the Power of Humiliation.”  Wendy has written about politics, work/life balance and women’s issues for multiple publications and appeared on dozens of radio, TV shows and podcasts including the TODAY show, Good Morning America, Fox, MSNBC and CNN’s Headline News. Wendy was recently listed on Forbes.com as a “40 Over 40” Women to Watch 

 

Jane Schwartzberg Executive Director, Head of Strategic Client Segments Wealth Management USA, UBS
Jane Schwartzberg Executive Director, Head of Strategic Client Segments Wealth Management USA, UBS

Jane Schwartzberg leads the UBS Strategic Client Segments team for WM USA, which was established to develop a strategy for and execute on growth within the Firm’s highest potential client segments. These key segments include Business Owners, Wealth Inheritors and Women. Her business is focused on serving UBS’s ~6,500 Financial Advisors and the clients they have within these three segments, by helping to address their unique needs and financial goals over their lifetimes. Before this new role, Jane led Field Leader Development and Advisor Team Development for UBS, driving the direction of training and professional development for managers and Financial Advisors across the country. Prior to that, Jane ran the Client and Financial Advisor Experience for the UBS Mortgage Program. Over her almost decade with UBS, Jane has led various teams through tremendous growth while also leading by example by bringing both passion and compassion to the workplace.

Jane’s current position as the Head of Strategic Client Segments draws upon the extensive experience she has cultivated in all stages of companies’ business growth and development. Over her career, she has developed a strong understanding of the importance and value of strategic thinking, coupled with impeccable leadership and execution skills, to meaningfully drive business results. Upon graduating from college, Jane worked as a financial analyst in the Mergers and Acquisitions/Corporate Finance group of Lazard Freres & Co. After attending business school, she was COO and then a co-founder of several software start-up companies. One of the companies, which sold database optimization software, was successfully sold to Computer Associates.

In 2013, Jane published her memoir, co-written with Marcy Tolkoff-Levy, called Naked Jane Bares All, where she recounts her many-year battle with breast cancer and reflects on the importance of resilience in the face of great adversity. In November 2014, Jane was inducted into the YWCA Academy of Women Leaders for her role in setting an example for women throughout her firm and the financial services industry. She proudly serves on the Board of dearworld.org, which seeks to bring healing to communities around the world through photography and storytelling. Jane is often quoted in numerous media outlets including Bloomberg, CNN, and the Wall Street Journal.

Jane is a summa cum laude graduate of Barnard College, Columbia University and earned an MBA from the Stanford University Graduate School of Business. Jane lives in Montclair, New Jersey with her husband and two children.

Juliet Scott-Croxford CEO, Worth
Juliet Scott-Croxford CEO, Worth

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.

Jamie Sears Head of Community Affairs & Corporate Responsibility, Americas UBS AG
Jamie Sears Head of Community Affairs & Corporate Responsibility, Americas UBS AG

Jamie Sears is Head of Community Affairs & Corporate Responsibility, UBS Americas and leads the team that drives social impact through grant making, strategic partnerships, stakeholder engagement, employee volunteering and giving programs for more than 20,000 colleagues in the region. She was the architect of the firm’s corporate philanthropy strategy and oversaw the creation of UBS Elevating Entrepreneurs, a portfolio of programs focused on advancing inclusive entrepreneurship, including co-founding Project Entrepreneur. She also designed UBS NextGen Leaders, an initiative to increase college and career success for first-generation students.

Prior to UBS, Jamie held a variety of programmatic roles at Goldman Sachs’ Office of Corporate Engagement including launching the 10,000 Women and10,000 Small Businesses initiatives.  Her previous experience includes establishing the New York University Reynolds Foundation Program in Social Entrepreneurship, and serving in key roles at Teach for America on the corps member selection and national development teams. She has a life-long commitment to education equity, community development, and social justice.

Jamie has a Master of Public Administration from New York University and a Bachelor of Arts in International Politics and Spanish from Penn State University. She is on the board of the National College Access Network, and a member of Entrepreneurship Funders Network, Conference Board Social Responsibility Council, and Social Innovation Summit Council. In her free time Jamie loves building her preschooler’s library, anything startups, and testing new recipes.

 

Lindsay Shookus Producer and Emmy Award Winner, SNL
Lindsay Shookus Producer and Emmy Award Winner, SNL

Lindsay Shookus is a producer on Saturday Night Live and a 4-time Emmy winner. Lindsay runs the talent department at SNL which is responsible for booking hosts, music and the cast, in addition to her producing responsibilities. She has worked at NBC’s 30 Rockefeller Center for her entire career, beginning as an executive assistant in the talent department in 2002 at SNL where she first learned the craft of producing late-night programming. She was also an Associate Producer on 30 RockShe has also produced several Emmy winning and Emmy nominated specials such as SNL 40th, the Adele special, and the 2018 Emmy AwardsShe was named one of The Hollywood Reporter’s “Up-and-Coming Execs 35 and Under” and has appeared on Billboard’s Women in Music list three times. She was also recently featured as one of the 2020 BADASS 50 by InStyle Magazine

Lindsay is a single mom to 7-year-old Madeleine and lives in NYC. She is originally from Buffalo, NY and a graduate of the University of North Carolina at Chapel Hill. Lindsay is very involved in several non-profits and boards. She is a strong advocate for UNICEF, Emily’s List, Moms Demand Action and EVERYTOWN, and is on the leadership council of the Sesame Foundation. Lindsay is also a mentor to many women in the entertainment industry and is extremely generous with her time and advice.  

Alicia Syrett Founder and CEO, Pantegrion Capital
Alicia Syrett Founder and CEO, Pantegrion Capital

Alicia Syrett is the Founder and CEO of Pantegrion Capital, an investment vehicle focused on seed and early stage investments. She currently serves on the Board of NewAge Beverages Corporation (NBEV), the NY Tech Alliance, Enerknol and several advisory boards. Her TED talk on “Why VCs and Angel Investors Say ‘No’ to Entrepreneurs” has been viewed over 225,000 times. She has appeared on major TV networks 100+ times and has been a Contributor for Inc. and an Instructor at Columbia University. She is a member of The Economic Club of New York, the National Association of Corporate Directors (NACD), the Women’s Forum of NY, and WomenCorporateDirectors. She tweets @AliciaSyrett.

Ms. Syrett was named as one of LinkedIn’s “Top Voices in Startups and Entrepreneurship,” one of the “30 Women in Venture Capital to Watch” by Business Insider, one of the “25 Angel Investors in New York You Need to Know” by AlleyWatch, one of Wharton’s “40 Under 40” by Wharton Magazine, and one of Virgin’s “Five Next Generation Leaders Emerging from Tech.” She has been featured in Forbes, Fortune, WSJ, Yahoo Finance, TechCrunch, Inc., The Huffington Post, Entrepreneur, NPR’s Marketplace, USA Today, CNBC, PBS, MSNBC, and Fox Business.  She founded The Point 25 Initiative and also wrote MentHER: Guide for Entrepreneurs, available on Amazon.    

Prior to founding Pantegrion, Ms. Syrett spent her career in the financial industry, which included her entrepreneurial journey as the first employee and CAO of a multi-billion dollar private equity firm.  She graduated early from the Wharton School at the University of Pennsylvania with a BS in Economics (magna cum laude) and concentrations in Finance and Accounting. She also possesses two MBA degrees from the London Business School (with distinction) and Columbia Business School where she received Beta Gamma Sigma honors.

Caitlin Taylor Global Event Manager, Corporate Marketing, IBM
Caitlin Taylor Global Event Manager, Corporate Marketing, IBM

After graduating the University of Connecticut School of Business, I joined the IBM Performance Marketing Organization Development team. It allowed me to understand what B2B marketing looks like, as we ushered an enterprise-wide transformation and built our organization from the ground up – redefining tools, processes, metrics for efficiency, education, skills, culture and talent development. Currently, I am a Global Event Manager on our Corporate Marketing team, bringing the IBM brand to life across third party and proprietary events. In this role, I manage an array of events ranging from 600 – 30,000+ attendees end to end in the context of global marketing campaigns.

Passion and purpose have grown to be a huge part of my life inside and outside of IBM. As an advocate for Diversity and Inclusion, I took an active part in the global Be Equal Campaign as a contributing author of the 2019 IBV study on Women in Leadership.  I co-founded the Women at IBM NYC community of over 1,200 IBMers which was recognized as the Top Business Resource Group in 2019.  I foster IBM Marketing culture through monthly professional development, networking, and community service events as an 88 University Ambassador.  Outside of IBM, I have deepened my passion and commitment to making an impact as a Board Member of Live2Ball, a non-profit raising over $300,000 for Memorial Sloan Kettering Cancer Research Center.  When I am not planning an event, I am plotting my next international destination, trying a new restaurant in Brooklyn, or watching a UConn basketball game.

Alexa von Tobel Founder and Managing Partner, Inspired Capital, and New York Times Bestselling AUTHOR
Alexa von Tobel Founder and Managing Partner, Inspired Capital, and New York Times Bestselling AUTHOR

Alexa von Tobel, CFP® is founder and managing partner of Inspired Capital and a New York Times-Bestselling Author.

Prior to Inspired Capital, Alexa founded LearnVest in 2008 with the goal of helping people make progress on their money. After raising nearly $75 million in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. Following the acquisition, von Tobel joined the management team of Northwestern Mutual as the company’s first-ever Chief Digital Officer, overseeing digital strategy. She later assumed the role of Chief Innovation Officer through which she oversaw Northwestern Mutual’s venture arm.

Alexa has appeared on the cover of Forbes Magazine, been interviewed on NPR’s How I Built This and been featured in a wide variety of publications from The New York Times to Vogue. She is a member of the 2016 Class of Henry Crown Fellows and an inaugural member of President Obama’s Ambassadors for Global Entrepreneurship. Alexa has been honored with numerous recognitions including: Fortune’s 40 Under 40, Fortune’s Most Powerful Women, Forbes’ 30 Under 30, Inc. Magazine’s 30 Under 30 and World Economic Forum’s Young Global Leader.

Originally from Florida, Alexa attended Harvard College and Harvard Business School before settling in New York City where she currently resides with her husband, Cliff Ryan, and their three children.

Shelley Zalis CEO, The Female Quotient
Shelley Zalis CEO, The Female Quotient

Shelley Zalis, known as the “chief troublemaker,” is a pioneer for online research, movement leader, and champion of gender equality. She is an internationally renowned entrepreneur, speaker, mentor, mother, and founder and CEO of The Female Quotient.

Zalis rewrites the rules and innovates solutions to impact real change. In 2000, she left the corporate world to found OTX (Online Testing Exchange), which became one of the fastest growing research companies in the world. She sold OTX to Ipsos in 2010, and then led global innovation in more than 80 countries at Ipsos OTX.

Today, as CEO of The Female Quotient, Zalis works with Fortune 500 companies to advance gender equality across industries. The FQ’s signature pop-up experience, the FQ Lounge (formerly the Girls’ Lounge), brings a Home of Equality to major conferences, companies, and college campuses around the world. The FQ Lounge is the gathering place for leaders of all levels at events such as the World Economic Forum, Cannes Lions, Consumer Electronics Show and the Milken Institute Global Conference. Through the destination-turned-movement, Zalis has connected more than 18,000 women in business and created the largest female-led community to transform workplace culture.

Zalis is an acclaimed speaker and member of the Washington Speakers Bureau. She is also a dynamic moderator who has interviewed influencers and leaders such as Katie Couric, Ólafur Ragnar Grímsson, Arianna Huffington, Gwyneth Paltrow, Halle Berry, Reese Witherspoon, and David Schwimmer. Zalis authors a Forbes column that provides advice for women in the messy middle (middle management). She is the co-founder of #SeeHer, a movement led by the Association of National Advertisers (ANA) to increase the accurate portrayal of women and girls in advertising and media. Zalis is also on the Board of Directors for MAKERS, ColorComm and Dress for Success.

A firm believer in giving back with generosity, Zalis is not only a mentor to women around the world, but also provides time and resources to educating girls in countries such as Rwanda. She has been awarded the Ernst & Young Entrepreneur of the Year Award, Global Marketing Leadership Award, ARF Great Minds in Innovation Award, AWNY’s Game Changer Award, and the Matrix Award.

You can follow Zalis on TwitterLinkedInInstagram, and Facebook

Agenda
  • 7:00AM - 7:45AM MORNING MINDFULNESS / FITNESS CENTER: Sing Bowl Sound Meditation or Open Gym
  • 8:00AM - 8:45AM BREAKFAST / ROSE CHAMPAGNE BAR
  • 8:45AM - 8:55AM WELCOME

    Juliet Scott-Croxford CEO, Worth

  • 8:55AM - 9:05AM INTRODUCTION: UBS Own Your Worth

    Kathleen Entwistle Senior Vice President, Wealth Advisor, Senior Portfolio Manager

     

    UBS on their commitment to women and
    inclusive investing with the Own Your Worth and Project Entrepreneur
    programs and how they help clients navigate their financial lives.

  • 9:05AM - 9:35AM KEYNOTE: Rebecca Minkoff, Women Owned. Women Powered.

    Rebecca Minkoff Founder of Rebecca Minkoff and The Female Founder Collective
    MODERATOR Jane Schwartzberg Head of Strategic Client Segments (Women, Business Owners, Wealth Inheritors)

     

    Jane and Rebecca will engage in a candid discussion about Rebecca’s entrepreneurial journey, including building her own business, her commitment to supporting other female-owned companies through The Female Founder Collective and, more broadly, how women can “own their worth.”

  • 9:35AM – 9:50AM BREAK
  • 9:50AM - 10:15AM FIRESIDE CHAT: Leading With Purpose

    Kara Goldin Founder and CEO of Hint Inc.
    MODERATOR Anjali Kumar Author, Attorney, Advisor, Speaker

     

    Kara will talk about founding and scaling a $100 million business with purpose built in from the start. Her mission includes creating a platform for change not just profit, promoting a healthy company culture and making sure communities have safe, lead-free water sources.

  • 10:25AM – 10:50AM PANEL: Pivots with Purpose

    Vanessa Barboni Hallik Founder and CEO, Another Tomorrow

    Fatma Collins CEO and Co-Founder, Ten Little

    MODERATOR Emily Cegielski Senior Editor, Worth

     

    A conversation with leaders who pivoted from a corporate career to founding a mission-based startup. They will discuss what drove them to make the leap, the problem they want to solve and the world they want to create. We will explore the pros and cons of making such a pivot, their
    viewpoints on the trends impacting their mission and ways to support the issues we care about most.

  • 10:50AM – 11:20AM PANEL: Taking the Loneliness Out of Being A CEO

    Michelle Cordeiro Grant Founder and CEO, Lively
    Rachel Drori CEO and Founder, Daily Harvest
    Sandra Campos CEO, Diane von Furstenberg
    MODERATOR Cate Luzio Founder and CEO, Luminary

     

    Cate will lead a discussion on what corporate and startup CEOs can learn from each other on leading through times of turbulence, leveraging support systems when you are at the top and building a strong culture.

  • 10:25AM – 11:20AM BREAKOUT: Reinventing the BRG (Business Resource Group)

    Caitlin Taylor Global Event Manager, Corporate Marketing, IBM
    Lexie Komisar Global Head of Startup Ecosystems & Partner Platforms, IBM
    Melissa Dain Program Lead, Digital Growth and Commerce, IBM

     

    How can we help employee-led groups (e.g., BRGs and affiliate groups) to accelerate their ability to affect change from the bottom up? A team from the Women at IBM NYC Group will lead a design thinking workshop that will serve as a baseline for developing a cross-corporation task force to source best practices and create a playbook for change from within… together.

  • 11:25AM -11:45AM FIRESIDE CHAT: The Power of Female Friendship

    Lindsay Shookus Producer, Saturday Night Live
    Kristin O’Keefe Merrick Financial Advisor

     

    Lindsay and Kristin have been friends since college and supported each other through the ups and downs of life and career in high pressure, male-dominated worlds. They will discuss the power of informal networks and supporting female entrepreneurs.

  • 11:50AM – 12:20PM FIRESIDE CHAT: Investing in the Next Generation

    Alexa von Tobel Founder and Managing Partner, Inspired Capital, and New York Times Bestselling
    Carolyn Childers Co-founder and CEO, Chief
    MODERATOR Juliet Scott-Croxford CEO, Worth

  • 12:20PM - 1:35PM LUNCH
  • 1:40PM - 2:00PM SPOTLIGHT TALK: What Men Really Think About Women at Work

    Wade Davis VP of Inclusion for Product, Netflix

  • 2:05PM – 2:40PM PANEL: The Rise Of Women Running For Office

    Ashley Etienne Communications Director and Senior Advisor for Speaker Nancy Pelosi

    Glynda C. Carr Co-founder, Higher Heights for America and Higher Heights Leadership Fund

    Stephanie Berger President, Berger Hirschberg Strategies, Campaign Strategist

    MODERATOR Wendy Sachs Author, Emmy Award-Winning TV News Producer

     

    Women are changing the campaign trail and what our representation looks like in the political arena. As more women run and enter office,
    how is policy being affected? What hurdles still exist? Will we see a focus on issues such as education and healthcare that tend to unite rather than divide? What can be done to maintain momentum and mobilize support? We will also touch on the outlook for the 2020 election.

  • 2:40PM – 2:50PM BREAK
  • 2:05PM - 2:50PM BREAKOUT: How To Get On A Board

    Claudia Pici-Morris Consultant, Board Practice, Spencer Stuart
    Jenny Galluzzo Co-founder, The Second Shift
    Anna C. Catalano Board Director
    MODERATOR Shelley Zalis CEO, The Female Quotient

     

    This interactive session will convene three different experts on getting that board seat to provide insight into the board selection process, the skill sets that boards are seeking, how to craft the right narrative and strategies to set yourself up for success. The session will consist of a lightly moderated conversation with a focus on audience questions.

  • 2:55 PM - 3:20PM PANEL: Corporate and Creative Collaboration: Reimagining How Brands Give Back Through Storytelling

    Darlene Liebman Founder, Creative Humans
    Susan Can Director, Corporate Equity, Johnson & Johnson Global Marketing Group
    MODERATOR Christie Marchese CEO and Founder, Picture Motion
    Major brands are tackling some of the most pressing issues of our time through groundbreaking long-form documentaries. This new genre is responsible for films like Johnson & Johnson’s HIV documentary 5B and Patagonia’s Artifishal.

    The conversation will explore the creative process and how brands are leveraging film to weigh in on issues in a powerful way from brand reach to how the films are being received, shared, and more.

  • 3:20PM - 3:55PM BREAK
  • 3:35PM - 4:00PM FIRESIDE CHAT: Walking the Talk on Diversity & Inclusion

    Mita Mallick Head of Diversity & Inclusion and Cross-Cultural Marketing, Unilever
    Erika Karp CEO and Founder, Cornerstone Capital Group
    MODERATOR Prisca Bae Corporate Diversity Expert and Advocate for Global Women’s Issue

     

    From turning purpose into a strategy and becoming a driving force of culture at one of the world’s largest global corporations to standing up to the status quo as the first open lesbian on Wall Street and building an impact investment firm from scratch, these change agents are living diversity and inclusion in the everyday not the ivory tower. Learn how purpose translates to a better workplace, world, and bottom line and impact.

  • 4:00 PM – 4:30 PM PANEL: Future Of Investing

    Jamie Sears Head of Community Affairs & Corporate Responsibility, Americas, UBS
    James Benedict Co-founder, Left Tackle Capital
    Ita Ekpoudom Partner, GingerBread Capital
    MODERATOR Alicia Syrett Founder and CEO, Pantegrion Capital

     

    Three leaders who are focused on democratizing the flow of capital will discuss the changing landscape of funding, how to fuel more investment in underrepresented founders and how recent events have called into question the growth-at-all-costs mindset of Silicon Valley.

     

  • 4:30 PM– 4:55 PM PANEL: Beyond Thriving in a Male Dominated Field

    Leona Qi President, VistaJet US
    Kate Pratt Head of Sales – America, Liverpool Football Club
    Sasha Richardson Managing Director, Life Sciences Advisory, Commercial Strategy, EY
    MODERATOR Jackie Cooperman Senior Writer, Worth

    Workplace studies report that 1 in 5 women are the only women in the room. For women of color, this figure rises to 45%. This can lead to negative consequences from attrition to microaggressions and more. What can we learn from women who have thrived being an “only”? Hear from three women leaders in male-dominated fields on how they personally broke through their “only” status to achieve success.

  • 5:00 PM - 5:30 PM FIRESIDE CHAT: Lessons from the Boardroom to Basketball

    Cathy Engelbert Commissioner, WNBA
    MODERATOR Juliet Scott-Croxford CEO, Worth

  • 5:30 PM - 7:00 PM COCKTAIL RECEPTION / SHELBY BAR
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