Dana Barbato, SHRM-SCP
CEO
InvestiPro
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Dana Barbato spent over 25 years working to tame the chaos in the human side of HR. With a strong belief in respectful employee relations, strong leadership and consistent practices, she has proven in her HR roles that accountability is the answer to our engagement and retention problems. Now, as CEO of InvestiPro Dana is on a mission to revolutionize the way employee relations and investigation are handled across all industries.

SESSIONS:
Daniel Macklin
CEO
Salary Finance Inc.
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Daniel Macklin is the co-founder of SoFi and CEO of Salary Finance Inc., an award-winning organization that partners with employers to offer financial wellness solutions that help employees improve their lives by improving their finances. His goal is to help 10 million Americans out of debt and start them on a path to saving for their future. In 2017, Inc. included him on its list of "25 Inspiring Entrepreneurs to Watch in 2017." Macklin's insights have been featured on in the media, including Bloomberg, CNBC, Forbes, Reuters and the Wall Street Journal. He is also a guest lecturer at Stanford University.

SESSIONS:
Kent Allison
National Leader, Employee Financial Education & Wellness
PwC
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Kent is the National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial education and wellness services.

Recognized as one of the world’s leading advocates of employee financial wellbeing, Kent has spent his entire career focused on helping others improve their financial lives.  He also consults with financial institutions to help develop their financial wellness strategies; has worked with various government entities focused on improving national financial literacy and wellness; consulted with the US Military to address the financial needs of its personnel; and is involved with various initiatives in the not-for-profit and charitable arena.

Kent is the author of PwC’s Annual Employee Financial Wellness Survey; a regular guest speaker at conferences across the globe; is frequently quoted in the press; and has been a key contributor to four books on financial planning.

SESSIONS:
Felicia Cheng
Wellbeing Benefits program manager
Salesforce
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Felicia Cheng is a Wellbeing Benefits Program Manager at Salesforce where she is constantly exploring and seeking to understand what employees need to live healthier and happier lives. Outside of work, Felicia continues to find ways to enable people to be their best selves. Felicia is also a Co-Active Coach as well as a Lagree Fitness Instructor.

Felicia lives in San Francisco with her husband Doug. 

SESSIONS:
Wendy Myers Cambor
Managing Director and Region HR Lead, US Northeast
Accenture
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Wendy leads Human Resources for Accenture’s Northeast Region, supporting 10,000 people in their personal and professional lives, partnering with Strategy, Consulting, Technology, Operations and Digital businesses to drive a talent strategy that supports employee experience, business growth and client innovation. Accenture, with 477,000 people globally, serves over three-quarters of the Fortune Global 500. Wendy was previously the CEO of Dolphin Lane, a hedge fund advisory firm, and held leadership positions at Morgan Stanley and Fidelity Investments. Wendy holds a BS in Engineering from Cornell University and is a Member of the Women’s Boards of Barnard College and Harvard University.

 

SESSIONS:
Moderator: 
Peter Barnes
financial journalist
formerly Bloomberg
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Peter Barnes has been a business and economics reporter and anchor for multiple news organizations for more than three decades, including Bloomberg Radio, Fox Business Network, CNBC and the Wall Street Journal. As an entrepreneur, he helped launch the first dot-com streaming financial news service and founded a niche book publishing company with two New York Times bestsellers to its credit. Along with his wife, Cheryl, Peter is the author of more than a dozen children's books. He is currently working as a communications consultant in Boston. 

SESSIONS:
Monday, June 24, 2019 - 1:30pm to 2:30pm
Asesh Sarkar
co-founder and CEO
Salary Finance
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 Asesh Sarkar is the Co-Founder and CEO of Salary Finance. He is an advocate of business with social purpose and his aim is to make millions of employees happier and better off.

He spent over a decade as a banking consultant and prior to founding Salary Finance was a partner at PA.  During that time he advised on and delivered transformative strategic programs for a range organizations in the finance sector, including banks, insurers, regulators and private equity firms.

Asesh founded Salary Finance with Dan Cobley (former Head of Google UK) and Daniel Shakhani (social impact entrepreneur), to provide UK workers with a simple, practical alternative to high-cost credit.

SESSIONS:
Liz Harrington
vice president, manager of Health and Wellness Strategy
PNC Financial Services
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As VP, Health and Wellness Strategy Manager at PNC, Liz uses data and analytics to drive decisions and lead programs that help the company’s 50,000+ employees live better. She engages employees in preventive health/wellness programs, improves their access to quality health care and provides tools to help them better navigate today's complicated health care delivery system. Prior to her current position, she was VP, Health and Wellness Strategy Manager and was AVP, Senior Benefits Consultant. She holds a master’s degree in Health Promotion Management:  Corporate Wellness from American University and a bachelor’s degree in Exercise Science and Psychology from Elon University. She is also a certified Work-Life Professional.

SESSIONS:
 
Sunday, April 7, 2019 - 3:30pm to 5:00pm
Christine V. Walters, JD, MAS, SHRM-SCP
Personal Pronouns
She/Her/Hers
Independent Consultant & Author
FiveL Company
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Ms. Walters has more than 30 years’ combined experience in management, HR administration, employment law practice, and teaching.

She has presented at conferences across the country, been engaged as an expert witness, and testified before U.S. Congressional and state legislative committees on employment issues.

Her book, “From Hello to Goodbye: Proactive Tips for Maintaining Positive Employee Relations” is in its 2nd edition and was one of the SHRMStore’s “Great 8” best-sellers for eight consecutive years.

Today, Ms. Walters works as an independent consultant doing business as FiveL Company, “Helping Leaders Limit their Liability by Learning the Law.”SM

 

 

SESSIONS:
Blake Mycoskie
Founder and Chief Shoe Giver
TOMS
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Blake Mycoskie is the Founder and Chief Shoe Giver of TOMS, and the person behind the idea of One for One®, a business model that helps a person in need with every product purchased.

A simple idea has grown into a global movement: TOMS Shoes has provided over 60 million pairs of shoes to children since 2006, TOMS Eyewear has restored sight to over 400,000 since 2011 and TOMS Roasting Company has helped provide over 335,000 weeks of safe water since launching in 2014. In 2015, TOMS Bag Collection was founded with the mission to help provide training for skilled birth attendants and distribute birth kits containing items that help a woman safely deliver her baby. As of 2016, TOMS has supported safe birth services for over 25,000 mothers.

TOMS humble beginnings happened unintentionally. While traveling in Argentina in 2006, Blake witnessed the hardships faced by children growing up without shoes. His solution to the problem was simple, yet revolutionary: to create a for-profit business that was sustainable and not reliant on donations. Blake’s vision soon turned into the simple business idea that provided the powerful foundation for TOMS. Over the course of its first five years, TOMS was successful enough in providing shoes for children in need. But Blake, having recognized other vital needs during his travels around the world, realized that One for One® could be applied to more than shoes. He developed the idea for TOMS Eyewear in which for every pair of eyewear purchased, TOMS would help give sight to a person in need. One for One®. In the fall of 2011, Blake released his first book, Start Something That Matters, offering his own amazing story of inspiration, and the power of incorporating giving in business. He references other companies and individuals who have been motivated and inspired to integrate philanthropy into their profession as well as their personal lives. The book became a New York Times best-seller. More importantly, it is Blake’s hope that Start Something That Matters inspires others to turn their passion and dreams into a reality.

From shoes to eyewear and now a book, Blake’s unique approach to business has awarded him with numerous accolades. In 2009, Blake and TOMS received the Secretary of State’s 2009 Award of Corporate Excellence (ACE). At the Clinton Global Initiative University plenary session, former President Clinton introduced Blake to the audience as “one of the most interesting entrepreneurs (I’ve) ever met.” People Magazine featured Blake in its “Heroes Among Us” section, and TOMS Shoes was featured in the Bill Gates Time Magazine article “How to Fix Capitalism.” In 2011, Blake was named on Fortune Magazine’s “40 Under 40” list, recognizing him as one of the top young businessmen in the world.

 

SESSIONS:
Wednesday, June 26, 2019 - 8:30am to 9:45am
Jenn Lim
Creator of the Zappos Culture Book and Co-Founder of Delivering Happiness
Delivering Happiness
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Jenn Lim is the CEO and CHO (Chief Happiness Officer) of Delivering Happiness (DH), a company she and Tony Hsieh (CEO of Zappos.com) co-founded to inspire science-based happiness, passion and purpose at work, home and in everyday life.

Jenn has been a consultant with Zappos from its start-up days in 2003 to the several billion-dollar business it is today. She created the Zappos Culture Book, an embodiment of how companies can use happiness as a business model to increase productivity and profitability.

In 2010, Jenn led the launch and management of Tony’s first book (Delivering Happiness) which sold over 800,000 copies internationally and hit #1 on numerous bestsellers list (including the New York Times, Wall Street Journal and USA Today). It was voted one of the best business books by NPR, Inc. Magazine and the Wall Street Journal, remained on the New York Times list for 27 weeks and has been published in 20 languages around the world. 

Jenn’s experience with Zappos, combined with her development of scientific frameworks for workplace happiness, created the evidence that happier employees = happier customers = successful companies (and meaningful lives).

Jenn has traveled around the world to speak on this equation and most importantly, share the practical ways of HOW this equation works. 

Upon the discovery that every organization can have similar results, DH evolved into the culture coachsulting company it is today...to help businesses, hospitals and governments actualize their own sustainable culture for positive ROI.

Today, Jenn is dedicated to growing DH to inspire people, companies and communities to change their world, so together, we can change the world.

Additionally, Jenn sits on the Global Happiness Council of Work and Wellbeing and the advisory board for Springboard an initiative led by Geisinger Health Systems.
 

SESSIONS:
Sunday, June 23, 2019 - 1:00pm to 2:00pm
Robert Massa
Personal Pronouns
He/Him/His
Managing Director of Retirement
Qualified Plan Advisors, LLC
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Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

SESSIONS:
Monday, June 24, 2019 - 10:45am to 11:45am
Robert Massa
Personal Pronouns
He/Him/His
Managing Director of Retirement
Qualified Plan Advisors, LLC
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Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

SESSIONS: