2018 Annual Meeting Keynotes and Workshops

Thursday Keynote Mark Bonchek: Mark is in the epiphany business. His talks do more than educate and engage. They produce profound insights into the challenges and opportunities of business in the 21st century. Mark’s message of transformative change and exponential growth is relevant for leaders at every level and for organizations in every industry. Through the framework of Shift Thinking™, Mark delivers a powerful prescription for how to organize, engage, and compete in the digital age.

                                                             

Friday Keynote Bradford L. Hewitt: Brad Hewitt is CEO of Thrivent Financial, a not-for-profit Fortune 500 organization dedicated to helping Christians be wise with money and live generously. He speaks regularly on how a redefined relationship with money can help us find and live out our call in life. Brad will also speak about his experiences as a participant in the Itasca Project, an employer-led civic alliance in the Twin-Cities area, focused on building a thriving economy and improved quality of life.

Tentative Workshops Include:

  • Diversity in the Boardroom, at the Home Office and in the Field

Jocelyn D. Wright, MBA, CFP® Assistant Professor,
Women Studies | Academics
The American College of Financial Services

Jocelyn D. Wright, MBA, CFP®, is the State Farm® Chair in Women and Financial Services and Assistant Professor of Women’s Studies at The American College of Financial Services. In these dual roles, she functions as director of The American College State Farm® Center for Women and Financial Services, serving as chief ambassador in leveraging research and education to create broad awareness of the challenges and opportunities that pertain to women and financial services.  She is also responsible for the Marketing Financial Services to Women course and contributes material on women’s issues for other courses offered at The College.

Concurrent to her roles at The College, Professor Wright is the Founder and Managing Partner of The Ascension Group (“Ascension”). As an advisor, she partners with her clients to design a personalized holistic strategy to help them reach their financial goals. With nearly 20 years of financial services experience, Professor Wright has been working with individuals since 2002.

Prior to her current roles, Professor Wright was affiliated with several independent financial services firms in Houston and the Greater Philadelphia area. In addition, she was an Equity Research Analyst in the Global Asset Management Group at JPMorgan Chase and a research assistant at Nomura Securities, Inc. She created a financial education series, Debt Boot Camp, which she has presented to such organizations as Clarifi (formerly Consumer Credit Counseling Service of Delaware Valley) and Windsor Village United Methodist Church. She has written numerous financial assessment profiles for Black Enterprise magazine and hosted a weekly radio show, The Bottom Line, on 900AM-WURD.

Professor Wright received a Bachelor of Science in Business Administration (Finance) from the University of Delaware and earned an MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. She also holds the Certified Financial Planner® (CFP®) certification.

  • Technology

Karen Furtado,
Partner,
Strategy Meets Action

Karen Furtado, a Partner at Strategy Meets Action, is a well-known authority on insurance technology and how it fuels transformation within insurance companies. Her focus is helping insurers prepare for the future of the industry through the decisions they make today. Karen’s deep understanding of how to effect change guides insurers in the development and implementation of their transformation roadmaps. Her comprehensive knowledge stretches across core systems, the implications of InsurTech, and enhancing adaptability and flexibility in a changing market. Her commitment to promoting innovation, encouraging the exploration and adoption of new technologies, and developing proactive ways to plan for the future draws those seeking an edge. In a highly competitive world, Karen brings exceptional knowledge and experience to the challenges of connecting solutions to business and IT requirements.

For more than 30 years, Karen has held leadership positions across the insurance industry. She was the Vice President of CGI’s Insurance Practice and Insurance Practice Director at Collaborative Consulting. She is a frequent keynote speaker at major industry conferences and a regular contributor to a number of insurance publications.

  • Regulator Panel
  • Insurance and Genetic Testing
  • Notes from the Field (Force)
  • Shared Services: The Story of Two Fraternals