In-person Pass

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.

STEDMAN GRAHAM is a business advisor, chairman and CEO of S. Graham and Associates, a management and marketing consulting firm. He is the author of 12 books, including two New York Times best sellers and one Wall Street Journal bestseller. As a businessman, educator and speaker, Graham lectures and conducts training programs for corporations and educational organizations worldwide on the topic of Identity Leadership, based on the philosophy that one cannot lead anyone else until you first lead yourself. He has delivered Identity Leadership programs in The Netherlands, Germany, China, Canada, the UK, Bermuda and South Africa.

His proven Nine Step Success Process® drives his powerful message. This success process is based on the principle that it doesn’t matter how the world defines you, it only matters how you define yourself. Graham is honored as a distinguished visiting professor at colleges and universities throughout the country. He is a former adjunct professor at the Northwestern Kellogg School of Business where he taught the course, “The Dynamics of Leadership.” Graham’s clients include Gulfstream, Aerospace, Microsoft, Deloitte, Wells Fargo, Lenovo, General Dynamics and the US Department of Labor and Education.

As a proud native of Whitesboro, New Jersey, Graham has demonstrated an enduring dedication to youth and community. His New York Times best seller, Teens Can Make it Happen has become a program utilized in numerous middle and high schools in the US and abroad. With dedication to community development, Graham is the founder of the Concerned Citizens of Whitesboro and the Concerned Citizens of Lake Wacamaw, North Carolina. He is also the Co-founder of the Community Alliance for Youth Success (CAYS) and a member of Horatio Alger.

Stedman Graham has served in the United States Army and played professional basketball in the European League. Graham holds a Bachelor Degree in Social Work from Hardin-Simmons University and a Masters Degree in Education from Ball State University and has been awarded three honorary Doctorates. Graham serves on several boards and has received numerous awards.

Leah Marone, LCSW, is a seasoned psychotherapist and corporate mental wellness consultant based in Charlotte, NC, boasting over 20 years of extensive experience. Having conducted over 20,000 therapy sessions and contributing articles to reputable publications such as Psychology Today, The Atlantic, and Newsweek, Leah is recognized for her expertise in mental health.

Leah's personal journey as a former anxiety-ridden Division 1 basketball player fuels her passion for working with high-achieving individuals, often described as type A go-getters. She specializes in addressing internal pressures, imposter syndrome, perfectionism, and performance anxiety.

In her dual role as a mental wellness consultant and board member, Leah collaborates with both companies and nonprofits. Her areas of focus encompass anxiety and stress management, burnout prevention, boundary setting, mindfulness practices, effective communication, and emotional intelligence. Leah's holistic approach includes a thorough assessment of the company culture to tailor her services, meeting organizations where they are and addressing their specific needs.

Leah's innovative 5-step initiative not only underscores the significance of mental wellness organization-wide but also identifies areas for growth and connection. The initiative aims to prevent high turnover, address burnout, and enhance overall productivity.

As a co-facilitator for the "Mindful Momentum" female empowerment coaching group tailored for high-powered female professionals, Leah collaborates with a distinguished coach and professor from UCLA. Her expertise in boundary setting and resilience has made her a sought-after speaker for leadership groups. Leah addresses individuals navigating perpetual burnout, often fueled by relentless inner critics and the challenges of people-pleasing. Her insights provide a transformative guide for cultivating resilience and establishing healthy boundaries in demanding professional environments.

Beyond her professional commitments, Leah finds joy in traveling, hiking, exercising, and pursuing her upcoming book slated for publication early next year. Additionally, she actively contributes as a coach for her daughter's club soccer team, showcasing her dedication to both personal and community well-being.

Carol Quinn is the world’s leading expert on interviewing and hiring effectiveness. She is the creator of motivation-based interviewing, an interviewing method specifically developed for hiring “High Performers.” She is the author of the #1 SHRM-published book on hiring – and it’s been their #1 best-seller on hiring for the past five years straight. She is passionate about making sure organizations and their interviewers know how to single out those job candidates who will go above and beyond from those merely pretending. But there is one thing that Carol is even more passionate about… and that’s sharing her wisdom with others.

Michael S. Cohen is a partner in Duane Morris’ Employment, Labor, Benefits and Immigration Practice Group.  Michael concentrates his practice in the areas of employment law training and counseling. He has trained and counseled employers throughout the country on subjects including harassment prevention; diversity, equity and inclusion; combatting implicit bias; performance management; discipline and discharge; hiring and recruiting practices; performance evaluations; FMLA, ADA and FLSA compliance; leave of absence policies; LGBTQ+ issues in the workplace; substance abuse testing; workplace violence; records retention; conducting background checks; and more. Michael also has conducted investigations into claims of harassment and discrimination and has drafted employee handbooks, employment agreements, non-compete agreements and post-termination agreements. Michael regularly conducts in excess of 200 trainings each year.  He has represented clients throughout the country in EEO and other administrative proceedings.

Michael has been cited as a national authority on employment issues by The New York Times, The Associated Press, USA Today, MSNBC.com, HR Magazine, SHRM On-Line, Employment Law 360, Inside Counsel Magazine, as well as many other publications. Michael serves as an Advisory Board Member of GenHERation and as a Board Member of Serve, Inc. Michael is a 1997 magna cum laude graduate of Temple University Beasley School of Law and a cum laude graduate of the University of Pennsylvania.

Jonathan A. Siegel is a principal in the Orange County, California, office of Jackson Lewis P.C. He has spent more than 27 years at Jackson Lewis representing employers in workplace law matters.  In 2009, Jonathan was recognized as one of the Top 100 Labor Attorneys in America. In 2020 and 2021, Jonathan was recognized in Best Lawyers in America.

Jonathan provides advice and counsel to employers regarding various issues including wage and hour, reduction in force, discipline, leave management, labor, harassment and discrimination issues. 

Jonathan has represented management in NLRB elections, unfair labor practice proceedings, collective bargaining and arbitrations.

Jonathan A. Siegel is a principal in the Orange County, California, office of Jackson Lewis P.C. He has spent more than 27 years at Jackson Lewis representing employers in workplace law matters.  In 2009, Jonathan was recognized as one of the Top 100 Labor Attorneys in America. In 2020 and 2021, Jonathan was recognized in Best Lawyers in America.

Jonathan provides advice and counsel to employers regarding various issues including wage and hour, reduction in force, discipline, leave management, labor, harassment and discrimination issues. 

Jonathan has represented management in NLRB elections, unfair labor practice proceedings, collective bargaining and arbitrations.

Demetrius Norman is Senior Specialist of Academic Initiatives at the Society for Human Resource Management, where he works with universities to incorporate SHRM’s curriculum to prepare the next generation of Human Resources leadership. He has over 20 years of non-profit and private sector experience in program, project, and database management. He holds a Master of Science in Management degree in Leadership & Organizational Development from The Catholic University of America and a Bachelor of Music degree from Fisk University.

Prudence Pitter is a business executive with 27+ years of broad Human Resource leadership expertise across several industries. In addition to her HR and consulting experience she previously served as Adjunct Professor of HR, for 9+ years. She is currently a Board Member for the Women Mentoring Network, and volunteers her time to help junior HR professionals learn the skills needed to succeed in their career. Her passion is delivering leadership development presentations to HR and business leaders while also inspiring these leaders to align people practices to business priorities while keeping the employee experience as a key focus. Prudence enjoys writing about HR trends, and influencing leadership behaviors that enhance the employee experience.

Podcast
 

Wagner is a transformational Latino executive leader with expertise, breadth, and experience in all aspects of human capital management, leadership, and the future of work. He started his career as a licensed psychotherapist and transitioned to critical roles in Fortune 500 companies, leading successful transformations in leadership and human resources, including the development of future of work capabilities for a Fortune 50 Financial Services global enterprise. Wagner is an inspiring speaker and a champion of diversity and inclusion with superior coaching skills, and a proven ability build dynamic talent strategies for growth in the new workplace. Wagner is a frequent contributor to publications, research organizations and has presented in major conferences across the US on the topic of the Future of HR, Future of Work, Leadership & Management Development, as well as DEI&B. He was born and raised in Sao Paulo, Brazil.