Event Description
Our Annual Female Leadership in Financial Services roundtable, hosted this year by Accenture at the SoHo Content Studio in NY on September 18th, brings together senior female financial service executives along with selected leaders from other industries.
CSI, Accenture and our member organizations look forward to seeing you in NY for a lively discussion. This year, we conducted a global Survey on Female Leadership in Financial Services, collecting data from over a wide range of leaders and organizations on topics spanning titles, salaries, senior representation, mentorship, diversity, gender bias, confidence, acknowledgment, ideas, innovation, project management, culture, role models, networking and more. The findings of the survey will be discussed at the September 18 Roundtable in an interactive workshop setting and subsequently published in a whitepaper.
We are delighted and honored to have a stellar lineup of speakers and C-level financial services participants, detailed below, including an opening keynote address by Alexis Glick, CEO GENYOUth Foundation, Media Personality & former VP of Fox Business News and an exceptional fireside chat with one of the leading voices on artificial intelligence, Ron Brachman, on how AI will impact our industry and the world going forward.
Our teams look forward to seeing you in NY and we hope the roundtable results will help further educate and change the industry, for the better.
When
Wednesday, September 18, 2019
12 PM - 7 PM
Event Agenda
Wednesday, September 18, 2019
12:00 PM - 12:30 PM
Registration (with lunch/coffee)
12:30 PM - 12:45 PM
Welcome & Main Survey Results
Overview of the day and key data points from the global “Female Leadership in Financial Services 2019” survey
Lisa Bloomberg
Principal Director, Accenture
Robert Warren
President, Compliance Strategy Institute
Daniel Enskat
CEO, Compliance Strategy Institute
12:45 PM - 1:20 PM
Opening Keynote Address
Alexis Glick
CEO, GENYOUth Foundation, Media Personality & former VP, Fox Business News
Q&A w/ Danielle Warren
CFO/COO, Warren Enskat Group
1:20 PM - 2:10 PM
“Representation” Panel Discussion
Are women well represented at your firm?
Is the leader of your firm a woman?
How many women at your firm are in senior management?
Are females adequately represented in senior team meetings?
Sam Regan
MD, Regulatory and Compliance Practice, Accenture
Ripa Rashid
Managing Director, Culture@Work
Jennifer Cassedy
CCO, Mellon
Rinarisa Coronel de Fronze
CLO & CAO, Bravia Capital
Sara Badler
Senior Vice President, Chief Compliance Officer, Investments Group, New York Life Insurance Company
2:10 PM - 2:30 PM
Coffee & Head Shots
2:30 PM - 3:20 PM
“Career Opportunities & Confidence” Panel Discussion
Is there gender-based salary disparity/perception of gender-bias?
Have you ever negotiated for a raise or promotion with your manager?
Are you chosen for big presentations?
Do you feel the need for work-life balance has impacted your career?
Professionally, when are you the most/least confident?
Are you a risk-taker (what drives you)?
Do you regularly pitch ideas, lead projects, volunteer presentations?
Are you comfortable talking about your accomplishments?
Sheri Gilchrist
Global Chief Marketing Officer, PGIM Investments
Elizabeth Paige Baumann
Chief AML Officer, Fidelity Investments
Shruti Ganguly
Award-Winning Film Producer & Director
Kathleen Corbet
Entrepreneur & Director, MassMutual Financial Group
Rosa Licea-Mailloux
VP, Director of Corporate Compliance, MFS
3:20 PM -3:40 PM
Coffee & Head Shots
3:40 PM - 4:30 PM
“Support & Communication” Panel Discussion
Do women support each other at the firm or is the culture not to do so?
Do you have role models/mentors/sponsored inside/outside your firm?
Do you have access to professional groups/networks (female-focused)?
Do you regularly interact with senior leaders at your firm (female)?
Have you received career advice from your manager or senior leaders?
Linda Wondrack
Head Compliance for Advice Solutions, Fidelity Investments
Anne Weisberg
Women's Initiative Director Paul, Weiss, Rifkind, Wharton & Garrison LLP
Colleen Galle
SVP Asset Management Compliance, Fidelity Investments
Tammy Eisenberg
Director Investment Management Risk, BNY Mellon
Alison Morpurgo
Managing Director, Legal, UBS
4:30 PM - 5:00 PM
Fireside Chat: Artificial Intelligence - Past, Present, Future
Ron Brachman
Director, Jacobs Technion-Cornell Institute; former Director of DARPA, Yahoo Labs, Bell Labs, AT&T Labs; President AAAI
Interviewed by Daniel Enskat
CEO, Compliance Strategy Institute
5:00 PM - 5:20 PM
Summary of the Roundtable
Jill Evans
Vice President, Compliance, Fidelity
Robert Warren
President, Compliance Strategy Institute (Moderator)
5:20 PM - 7:00 PM