Business (Behavioral)

Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.

Josh Christianson is Project Director for the Partnership on Inclusive Apprenticeship (PIA) where he leads efforts to create a more diverse and inclusive workforce through apprenticeship. Josh has extensive experience in supporting the diversity, equity, inclusion, and accessibility (DEIA) efforts of non-profit organizations, private companies, and government agencies.
 
He is the former director of the Partnership on Employment & Accessible Technology (PEAT), where he built cross-sector partnerships to shape the policies and practices contributing to the development of accessible emerging technologies in the workplace.
 
Before coming to PEAT Josh was a Senior Consultant at Deloitte where he provided talent strategies, change management, and leadership development support to federal agencies.
 
Prior to Deloitte he spent several years with The Posse Foundation as the Career Program Manager where he cultivated relationships with companies and organizations to provide career development opportunities for Posse Scholars and Alumni.

Tina Marie Wohlfield is the founder and Chief People Strategist at TIMAWO (pronounced tee-ma-woe). She is a passionate champion of Human Resources, Leadership and Talent Management with over 25 years’ experience in the Human Resources profession. 

Tina Marie is an active member of the HR community and dedicated advocate for advancing the HR profession through collaboration, partnerships and mentorship. In 2018 she co-founded HRUnite! a professional networking and advocacy community to support HR professionals. Her first book, STOP Collaborate and LISTEN – Developing Impactful HR Partnerships Through Collaboration is available through LuLu Publishing.

Kristen has dedicated her career to helping people prepare for the most significant milestone in life – retirement. She helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.

She also leads her team’s Women & Investing initiative. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for female investors.

As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.

Prior to joining Raymond James in 2015, she worked at Merrill Lynch as a financial advisor for over twelve years and has prior experience as an investment banking analyst. Kristen maintains Series 7, 63, 66 and Life, Accident, & Health Insurance licenses.  She graduated magna cum laude from Georgetown University and currently resides in Congers, NY.

Andrew Greenfield is an immigration attorney with over 25 years of experience advising HR and global mobility professionals on U.S. immigration and nationality law and policy and related corporate compliance programs. He counsels clients across industries on visa and work permit matters and the immigration consequences of mergers and acquisitions and other corporate reorganizations, as well as I-9/E-Verify, H-1B/LCA and PERM compliance, and representation during government audits and investigations. Andrew is the managing partner of Fragomen’s Washington, DC, office and a member of the firm’s executive committee, which directs and manages the firm’s 50+ offices in over 30 countries.

Marna C. Whittington, PhD, serves on the board of directors of Phillips 66, where she is chair of the human resources and compensation committee and serves on the nominating and governance, public policy and sustainability, and executive committees. She has been a director at Oaktree Capital since June 2012, and she is on the board of directors of Macy’s, Inc.

Marna was chief executive officer of Allianz Global Investors Capital, a diversified global investment firm, from 2002 until her retirement in January 2012. She was chief operating officer of parent company Allianz Global Investors from 2001 to 2011. Prior to that, she was managing director and chief operating officer of Morgan Stanley Asset Management. Marna started in the investment management industry in 1992, joining Philadelphia-based Miller Anderson & Sherrerd. She was executive vice president and CFO of the University of Pennsylvania and, earlier, secretary of finance for the state of Delaware.

Marna earned a PhD and master’s degree in quantitative methods from the University of Pittsburgh, and received her bachelor’s in mathematics from the University of Delaware.

Tamla Oates-Forney is an innovative thought leader and speaker, women’s advocate, wellness champion, philanthropist and investor. She serves as CEO of Linkage, a SHRM company, a global leadership development firm committed to advancing women and accelerating inclusion in leaders and organizations.

Tamla previously served as EVP, Chief Human Resources Officer (CHRO) for USAA, where as a member of the Executive Council she led USAA’s team of more than 500 HR professionals spanning talent development, talent acquisition, pay and benefits, culture and employee services for 37,000 teammates.

Prior to joining USAA, Tamla served as Senior Vice President and Chief People Officer at WM (previously Waste Management). She spent the majority of her career (20 years) at General Electric, where she held multiple leadership roles, including HR Leader for GE Africa, Chief Diversity Officer for GE Appliances and Lighting, and Vice President of HR for GE Energy Connections.

Tamla is also an independent director and member of the Human Capital and Compensation committee for Summit Materials. She serves as a member of the Board of Advisors for her alma mater, UNC Chapel Hill’s Kenan-Flagler Business School, and is a sought-after speaker, advisor and thought leader for several HR-related technology startups.

She is a graduate of the University of North Carolina at Chapel Hill, where she earned her Bachelor of Science in business administration. A renowned expert in her field, she has received multiple honors, including being featured in The New York Times, Fast Company, The Network Journal’s 25 Influential Black Women in Business and Savoy’s 2020 Most Influential Black Executives in Corporate America. She is also a member of the Executive Leadership Council (ELC), a network of black CEOs and business leaders who support the development of diverse talent and the promotion of social justice.

Tamla enjoys spending time with her husband, Warren, and their two children, Annia (25) and Camden (15). She also enjoys traveling to Africa, discovering new vegan restaurants, working out, and watching interior design shows on HGTV. She is a member of the 1% club having completed a marathon in 2018.

JoDee is the Founder of Purple Ink, a human resources consulting firm in Indianapolis, IN. They serve a wide array of organizations with recruiting, HR consulting, leadership training, and HR outsourcing services.

JoDee serves on the Indiana SHRM State Council and is the chair of the Indiana SHRM conference.

As President of Berkshire, Beth Ronnenburg, SPHR, SHRM-SCP is responsible for leading one of the most reputable and respected brands in affirmative action compliance solutions. Beth, who became President in June 2011, is the steward of Berkshire's strategic vision, “to help companies build their ideal, balanced workforce.” She oversees all business interests and operations, and more importantly, Beth is a well-known thought leader who speaks regularly at conferences including SHRM, National Industry Liaison Group (NILG), and other national events. She currently serves as a board member for the NILG, where she represents the Mid-Atlantic Region. She is also on the board of the Baltimore ILG. Beth holds a Master’s degree in Human Resources and Organization Development from The Johns Hopkins University. 

As founder of WorkJoy, Tina builds on 20 years of operations, technology consulting, and HR leadership experience to provide facilitation and coaching solutions to organizations ready to unleash the potential of their people. She co-creates talent programs that drive business outcomes and deliver human results, partnering with leaders from prominent organizations including Fabletics, FOX Sports, National Wildlife Federation, SAP, Savage X Fenty, and Spotify. Tina graduated from the University of Virginia (BA), University of Michigan (MBA), and Coactive Training Institute coaching program, and is adjunct faculty at Loyola Marymount University. She lives in Los Angeles with her writer husband and two pet parrots.