Virtual Pass

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.

Kelly Amato is a vice president and the head of sales for Institutional Fiduciary Solutions, a division of the Private Client Group at Raymond James.  A client-focused investment firm, Raymond James serves client accounts through approximately 8,700 financial advisors in the United States, Canada and abroad. Raymond James has expanded throughout its 60 years of profitable growth to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

In her role, Ms. Amato works with institutional, corporate retirement, endowment/foundation, and fiduciary support associates to grow recordkeeping, administration, and investment assets under management.

An industry veteran, prior to assuming her current position in February 2023, Ms. Amato held key roles in the retirement plan space.  She has led revenue growth, client consulting and retention, along with corporate strategy initiatives.  Ms. Amato was a leading advisor in retirement plan and institutional consulting establishing her own practice in 1998.

Ms. Amato earned a Bachelor of Arts degree from the University of Southern Maine and a Juris Doctor degree from Humphreys College School of Law.  She has published several articles centered on stewarding retirement plans and enjoys sharing what she has learned from assisting hundreds of employees to protect their futures.  She has served as an expert witness and as retirement plan specialist to the US Bankruptcy Trustee protecting abandoned plans.  She has also contributed as a valued member of several advisor councils.

Ms. Amato holds the Financial Industry Regulatory Authority (FINRA) Series 6, 26, 63 and 65 licenses, along with a California life and health insurance license.

Bethany Adams has more than 15 years of experience in HR and education.  She began her career working in learning & development and human resources in the restaurant and retail industries. She has experience in both small, privately-owned businesses and large, Fortune 500 organizations. Bethany holds a BA in Psychology, MA in Organizational Management, the SHRM-SCP certification, and is a Certified Genos International Emotional Intelligence Practitioner. She currently teaches at Villanova University in the Graduate Programs in HR Development.  Bethany has spoken at a variety of conferences throughout the country and leads corporate training on topics including emotional intelligence, DEI, and strategic HR.  Bethany hosts an HR podcast called HR Tea.

Todd Corley is Carhartt’s SVP of Inclusion, Sustainability and Community. In this role, he leads the 135-year-old global workwear brand’s strategy on environmental and social impact.

His research on What Has (Hasn’t) Changed About Being A Chief Diversity Officer published by Harvard Business Review, traces the journey of more than 40 diversity officers.

A life-long learner, he has supported the next generation of inclusive leaders by co-creating two DE&I strategy graduate programs. His pioneering work as Abercrombie & Fitch’s chief diversity officer is the subject of the Netflix documentary, White Hot: The Rise and Fall of Abercrombie & Fitch.

Sinikka Waugh, President of Your Clear Next Step, spends her days helping people have better workdays. Sinikka is known for consistently helping people improve their emotional intelligence and find innovative ways to solve problems and get things done at work. Putting her 20+ year background in languages, literature, and project management to good use, Sinikka has provided compassionate leadership in transformation initiatives and helped over 50,000 people have better workdays since 2008. Her clients value how her results-driven professionalism blends seamlessly with her down-to-earth, “try this now” approach and her relentless passion for helping others achieve even better.

Jodi Brandstetter is a Brand Positioning Coach specializing in human design and design thinking, empowering HR business consultants to define their business uniquely. With two decades of HR and business experience, Jodi offers tailored strategies for HR consultants to authentically connect with their ideal customers. As an 8-time Amazon Bestselling Author, Jodi lives outside Cincinnati, Ohio, with her family.

Nanci Appleman-Vassil is a highly sought after Certified Speaking Professional® (CSP) and accomplished business professional with more than 25 years' experience in training, organization development, and corporate consulting with focus on coaching and developing managers and building high-performing teams.She is the Founder and CEO of APLS Group, a firm that specializes in facilitating individuals, groups and organizations toward better solutions for increased effectiveness.Known for her dynamic style that touches hearts, engages minds and gets an audience smiling, Nanci infuses her presentations with real-life examples that are relatable to the audience and bring teams to a new level of understanding. From keynotes to webinars to workshops and everything in between, Nanci will get you excited about discovering, learning and transforming your behavior to increase your influence in the workplace.As part of her commitment to helping others increase their confidence and competence, Nanci devotes her off work time to supporting non-profits and aspiring entrepreneurs. 
 

Rae Vann is Head of Employment Law and Labor Relations for Wayfair. She and her team are responsible for guiding and counseling cross-functional Talent teams and business leaders on ensuring compliance with a wide range of labor and employment laws and requirements, supporting and executing practical strategies for proactively preventing and mitigating legal risk, and responding to, and coordinating the defense of,  employee disputes and contested proceedings.

Prior to joining Wayfair in January 2022, Rae spent more than two decades in private practice, where she represented and advised corporate clients on a variety of workplace compliance and DEI matters. She previously served as the senior vice president and general counsel of the Center for Workplace Compliance (formerly the Equal Employment Advisory Council (EEAC)). There, she advocated for the development of sound workplace policy in the courts and before federal regulatory agencies, including authoring numerous amicus curiae briefs with the U.S. Supreme Court and federal courts of appeals. Rae also authored comments and testified before the U.S. Congress and the EEOC on a range of equal employment opportunity and workplace compliance matters.

Having begun her career in enforcement, Rae is well-versed in recognizing and mitigating individual and systemic discrimination risks, establishing effective alternative dispute resolution procedures, conducting thorough and effective workplace harassment and other misconduct investigations, and other labor and employment matters. As a member of the EEOC’s Select Task Force on the Study of Harassment in the Workplace, Rae helped guide development of a detailed set of recommendations to help employers prevent workplace harassment. The recommendations were released in June 2016, ahead of the international #MeToo movement.

Rae is a nationally recognized speaker and author on labor and employment issues. Her thought leadership has been featured in media including the Wall Street Journal, Bloomberg Law, Law360, National Law Journal, National Public Radio, PBS NewsHour, Politico, and Reuters. She is a Faculty member for the Institute for Workplace Equality and is on the Board of Directors for the American Employment Law Council (AELC), the nation’s premier, invitation-only organization of high level labor and employment attorneys practicing on the management side.

Dick Finnegan is THE global turnover expert, having cut turnover by 30% and more for healthcare, manufacturing, logistics, distribution centers, call centers, and other industries…and on all six inhabited continents.

Dick has authored the top-selling SHRM-published book, The Power of Stay Interviews, along with four other books. BusinessWeek magazine has said “Finnegan offers fresh thinking for solving the turnover problem in any economy”. He has been similarly cited by Forbes, Chief Executive Magazine, and Consulting Magazine.

He holds bachelors and graduate degrees from The Pennsylvania State University and lives in Orlando, Florida.

Sarah Noll Wilson, Inc. is on a mission to help leaders build and rebuild teams. Our goal is to empower leaders to understand and honor the beautiful complexity of the humans they serve. We create a safe, honest environment, preparing people to deal with real-world conflict, have more meaningful conversations, and create purposeful relationships. Working with organizations that care deeply about their teams and understand the connection between staff development and organizational success, Sarah Noll Wilson, Inc. specializes in transforming relationships from good to great. 

With 15+ years in leadership development, Sarah Noll Wilson earned a Master's Degree from Drake University in Leadership Development and a BA from the University of Northern Iowa in Theatre Performance and Theatre Education. Through her work as an Executive Coach, an in-demand Keynote Speaker, Researcher, Contributor to Harvard Business Review, and Bestselling Author of “Don’t Feed the Elephants”, Sarah helps leaders close the gap between what they intend to do and the actual impact they make. She hosts the podcast “Conversations on Conversations”, is certified in Co-Active Coaching, Conversational Intelligence, and is a frequent guest lecturer at universities. In addition to her work with organizations, Sarah is a passionate advocate for mental health.   

.