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Adam Bosworth
founder & CTO
Keas
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Adam Bosworth is a technology leader and innovator who was instrumental in building numerous technology products, including Google Health, Microsoft Access, Microsoft Internet Explorer and BEA WebLogic Integration and Workshop. Adam founded Keas in 2008 to help people improve their lives by helping them to be healthier, and to help employers have a healthier, happier and more productive workforce.
Adam received a bachelor’s degree in history from Harvard University.
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Thomas Collimore
head, Industry Relations
CFA Institute
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Tom Collimore is Head, Industry Relations, for CFA Institute, the global non-profit association of investment professionals. In this role, he is responsible for establishing and enhancing industry and employer partnerships with CFA Institute. Previously, Mr. Collimore managed the investor education group of CFA Institute.
Before joining CFA Institute, he served as Managing Director, Investor Relations, for CIFG Holding, a group of bond insurance companies based in Paris and Bermuda. In past positions, Mr. Collimore managed asset-backed investor marketing initiatives for Enhance Financial Services Group (now Radian Group) and private asset-backed sales for Société Générale.
Earlier in his career, he managed portfolios of financial institution and real estate credits for several North American banks, including Canadian Imperial Bank of Commerce and predecessors of J.P. Morgan Chase. Mr. Collimore previously served as adjunct professor of finance at the College of Insurance, now St. John's University School of Risk Management, Insurance and Actuarial Science. He also worked as a high school teacher of mathematics.
Mr. Collimore holds a Master’s in Business Administration, with a finance concentration, from New York University’s Stern School of Business and a Bachelor’s in Foreign Service, with a concentration in international finance and commerce, from Georgetown University. He has held the Chartered Financial Analyst (CFA) designation since 1997.
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Scott Cawood
executive vice president
Synygy, Inc.
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Joan M. Cotkin
partner
Nossaman, LLP
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Joan Cotkin is a litigator with more than 30 years of experience, specializing in insurance coverage and employment litigation matters. As a member of Nossaman's Employment, Insurance Coverage, and Litigation Practice Groups, Ms. Cotkin has extensive experience dealing with a variety of complex business litigation, general civil litigation, and commercial litigation matters. She has helped corporate and public sector clients recover hundreds of millions of dollars in insurance coverage by successfully litigating landmark cases, including appeals in state and circuit courts. Ms. Cotkin advises clients on insurance matters ranging from directors and officers coverage, property and liability insurance to intellectual property coverage, excess insurance coverage, and professional liability defense, and bad faith litigation matters.
Ms. Cotkin regularly comments on legal developments, news, and events impacting insurance policyholders on Nossaman's California Insurance Law Observer blog. The blog can be viewed by going to www.CaliforniaInsuranceLawObserver.com.
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Margaret C. Bell
partner
Andrews Lagasse Branch & Bell, LLP
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A founding member of Andrews • Lagasse • Branch & Bell LLP and specializes in all aspects of employment law. She provides quality and result-oriented representation for employers who are sued for harassment, discrimination, retaliation, wrongful termination, wage and hour violations, breach of contract and other related issues. She also represents employers before administrative agencies, such as the California Labor Commissioner, the U.S. Department of Labor, the California Department of Fair Employment and Housing, the Equal Employment Opportunity Commission, the California Unemployment Insurance Appeals Board and others.
Janet Walsh
CEO and president
Birchtree Global, LLC
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Ayse Tuncman
vice president, head of global retirement solutions
Brown Brothers Harriman
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Ayse Tuncman heads BBH’s Global Retirement Solutions business, which provides custody services for non-U.S. savings and retirement plans, primarily for leading multinational corporations. In this capacity, she is responsible for a team of Relationship Managers who are focused on providing world-class service to global retirement plans. Ms. Tuncman has been at BBH for 15 years, the last eight of which have been in the Global Retirement Solutions business. Prior to this role, she worked in New York as a Relationship Manager focused on providing brokerage and custody services for clients in the Americas, and was the Marketing Officer in London, coordinating all marketing efforts for BBH’s UK and European client base. Ms. Tuncman has a B.S. in Biology and Chemistry from SUNY Albany, has completed the Chartered Institute of Marketing Program at the London School of Economics and maintains Series 7, 63, 66 and 24 FINRA designations.
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Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication.
Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem. We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.
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Dianna Booher
CEO
Booher Research Institute
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Dianna Booher, an expert in executive communications, is the author of 45 books, published in 26 countries and 20 languages, with nearly 4 million copies sold. Her latest books include Creating Personal Presence: Look, Talk, Think, and Act Like a Leader and Communicate with Confidence, the Revised and Expanded Edition. As CEO of Booher Consultants, an executive communication training firm, Dianna and her staff travel worldwide to help organizations improve the effectiveness of their communication: oral, written, interpersonal, and cross-functional. National media frequently feature her work and interview her on critical workplace communication issues—Good Morning America, USA Today, the Wall Street Journal, Forbes, Bloomberg. Successful Meetings magazine has named her to its list of “21 Top Speakers for the 21st Century.”
Follow Dianna on Twitter @diannabooher.
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Mark E. Fowler
director of programs
Tanenbaum
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In his current role, Mark is responsible for program development, project management and the expansion of Tanenbaum programs nationally and internationally. A sought-after expert on equality issues like race, gender, sexual orientation and religion, Mark's recent engagements include workshops at SHRM’s Annual Conference & Exposition, the National Association for Multicultural Education, the Out & Equal Workplace Summit, and Multicultural Forum for Workplace Diversity.