In-person Pass

Dr. Felice Carlton, DNP, RN, FNP-C
CEO
Felice Carlton Enterprises
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Dr. Felice Carlton is a Doctor of Nursing Practice, Family Nurse Practitioner, Keynote Speaker, and Health Advisor. Dr. Carlton is a graduate of the University of North Carolina at Chapel Hill; and is a well-esteemed Integrative Health Coach certified by Duke University. She is the owner of Felice Carlton Enterprises LLC, a leadership development company specializing in burnout strategy and mindset development.
Her coaching, workshops, retreats, and trainings equip leaders to design a life that includes a balanced mind, body, and spirit. She possesses 15 years of combined nursing and nurse practitioner experience, with awards from the National Institutes of Health and the Department of Veterans Affairs. Her past client roster includes organizations such as Duke Health System, the National Institutes of Health, Society for Human Resources Management, Mecklenburg County government, and the National Association for Women Business Owners.

SESSIONS:
Dr. Felice Carlton, DNP, RN, FNP-C
CEO
Felice Carlton Enterprises
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Dr. Felice Carlton is a Doctor of Nursing Practice, Family Nurse Practitioner, Keynote Speaker, and Health Advisor. Dr. Carlton is a graduate of the University of North Carolina at Chapel Hill; and is a well-esteemed Integrative Health Coach certified by Duke University. She is the owner of Felice Carlton Enterprises LLC, a leadership development company specializing in burnout strategy and mindset development.
Her coaching, workshops, retreats, and trainings equip leaders to design a life that includes a balanced mind, body, and spirit. She possesses 15 years of combined nursing and nurse practitioner experience, with awards from the National Institutes of Health and the Department of Veterans Affairs. Her past client roster includes organizations such as Duke Health System, the National Institutes of Health, Society for Human Resources Management, Mecklenburg County government, and the National Association for Women Business Owners.

SESSIONS:
Jeanne J. Sutton, CFP
Personal Pronouns
She/Her/Hers
Managing Director
Strategic Retirement Partners
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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.

SESSIONS:
Tuesday, June 25, 2024 - 11:00am to 12:00pm
Jeanne J. Sutton, CFP
Personal Pronouns
She/Her/Hers
Managing Director
Strategic Retirement Partners
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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.

SESSIONS:
Bryan Peebles
Financial Benefits Advisor
Strategic Retirement Partners
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Bryan Peebles is a Managing Director with Strategic Retirement Partners in the Nashville region and an Investment Advisor Representative with Global Retirement Partners. He works with plan sponsors to design, implement, and maintain their firm's retirement plans and educates participants on how to help meet their retirement goals.

A graduate of the Financial Planning program at Western Kentucky University, Bryan has earned his Chartered Retirement Plan Specialist (CRPS) designation through the College for Financial Planning and Certified Plan Fiduciary Advisor (CPFA) designation via the National Association of Plan Advisors.

 

SESSIONS:
Monday, June 24, 2024 - 11:00am to 12:00pm
Julie Wright
VP of Engagement
Royal United Mortgage
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With over 20 years of experience in Leadership and Human Resources, Julie is in constant pursuit of creating cultures where people love to come to work. Essential to this is a commitment to ensure that team members feel valued, that their feedback and ideas matter and that the work they do has a purpose. 

Focused on people development, Julie leverages her ability to connect with those around her to understand their "why,” and ties their outcomes back to what’s most important.  This results in teams that are highly engaged, that have a strong sense of ownership in the work that they do, and a desire to share in the success of the organization overall.
As a frequent speaker/panelist/podcaster regarding topics such as professional and personal development, leadership, culture, and engagement, Julie shares relatable stories and ideas that are actionable, inspiring others to do the same.

SESSIONS:
Anthony J. May
Partner
Brown, Goldstein & Levy
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Anthony is a partner at Brown, Goldstein & Levy, a nationally recognized civil rights firm in Baltimore/Washington D.C. Anthony represents clients in complex litigation matters, including assisting employees with disabilities in obtaining accommodations in the workplace, wrongful termination of benefits based on sexual orientation, and commercial litigation disputes. Prior to joining the firm, Anthony was the Francis D. Murnaghan, Jr. Appellate Advocacy Fellow at The Baltimore Public Justice Center, where he represented indigent clients on anti-poverty and civil rights matters in federal and state appellate courts. He is a 2015 graduate of the University of Maryland Carey School of Law.

SESSIONS:
Monday, April 15, 2024 - 2:30pm to 3:30pm
Dr. David S. Cohen
Founder and Contrarian Consultant
DS Cohen & Associates
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Dr. David S Cohen, Ed. D. has a vision: organizations that thrive by living their values in good times and especially VUCA times. David's first career was in elementary and high school education, where he built a reputation for building school communities based on purpose and social responsibility. Thirty-three years ago, David transitioned to corporate consulting. As a consultant, David earned a reputation as a contrarian consultant because he does not always follow what is popular in his chosen field. David works with leaders helping them understand what is and what is not necessary to build an active and positive organization. He helps leaders' step into life's challenges, inspiring them to create a sustained approach through a values-based focus, resulting in better business results. David has had the privilege of partnering with firms across five continents and all business sectors. Additionally, he has worked with governments, from the local to the federal levels, and not-for-profits.

He has taught at Queens University School of Labour Relations and the executive education program at the Schulich School of Business, York University. Currently, he teaches organizational development at Durham College. David earned his doctorate from Boston University in Humanistic and Behavioural Studies. During that time, he also completed independent studies at the Harvard School of Education, where he was a teaching assistant.

David is a keynote speaker, educator, disruptor, facilitator, team builder, and executive coach. He has authored two books and numerous articles in professional journals.

  • The Talent Edge: A Behavioral Approach to Hiring, Developing, and Keeping Top Performers (John Wiley and Sons, August 2001)
  • Inside the Box: Leading With Corporate Values to Drive Sustained Business Success (Jossey-Bass September 2006)

When David is not travelling, he is hanging out with his five grandchildren, when possible, attending Toronto Raptor's games, or relaxing with family and friends.

David is honored to be recognized by the GlobalGurus30 as one of the top 30 GlobalGurus in Organizational Culture.

SESSIONS:
Tuesday, April 16, 2024 - 12:30pm to 12:50pm
John Bernatovicz
Personal Pronouns
He/Him/His
President
Willory
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John Bernatovicz, a devoted husband, father, and accomplished entrepreneur, serves as the president of Willory, an HR staffing and HR tech consulting firm. With a diverse background as a published author, competitive amateur golfer, professional coach, podcast host, and keynote speaker, John is on a mission to inspire leaders to excel both personally and professionally. Over his career, he has owned six businesses and guided Willory to notable achievements, earning accolades such as NorthCoast 99 and Inc. 5000. John authored "HR Like a Boss," which was published in October 2023 by SHRM Books and quickly became a #1 New Release on Amazon in the Human Resources category.

SESSIONS:
Monday, June 24, 2024 - 12:30pm to 1:30pm
Lindsey Zuloaga, Ph.D.
Chief Data Scientst
HireVue
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Dr. Lindsey Zuloaga is the Chief Data Scientist at HireVue, managing a team that builds and validates machine learning algorithms to predict job-related outcomes. As an academic researcher with a Ph.D. in Applied Physics, she has performed novel experiments and analysis, resulting in scientific publications with applications in medicine, sensing, and signal processing. Lindsey started her data science career in the healthcare space, striving to improve the lives of people with chronic health conditions. At HireVue, she is working to completely transform traditional hiring with a platform that focuses on unlocking candidate potential and connecting talent to opportunity.

SESSIONS:
Jeremy York, SHRM-SCP
Personal Pronouns
He/Him/His
Lead Consultant and President
InvigorateHR, LLC
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Jeremy York, SHRM-SCP, SPHR is the Lead Consultant and President of InvigorateHR and coauthor of the “JoyPowered Organization.” He has over 20 years' experience in human resource strategy and business operations where he has worked with and advised all levels of management on critical business and people-related issues. Jeremy's expertise in defining and understanding the "big picture" enables him to translate business needs into tangible solutions. With his guidance, organizations have improved employee relations, increased performance, and developed cultures based on mutual trust and respect. Jeremy holds a master’s degree in management from Indiana Wesleyan University and a bachelor’s degree in organizational leadership from Purdue University. He has served as an adjunct faculty member for Purdue University Indianapolis for over 15 years teaching various leadership and human resources curriculums. Jeremy is a national speaker and currently serves as an advisor on the Society for Human Resource Management’s Diversity Taskforce.

SESSIONS:
Tuesday, June 25, 2024 - 12:30pm to 1:30pm