About

Katie Wagoner

Senior HR Business Partner, SEI

Session Title

Pivots and Power Moves

Katie began her career with The Walt Disney World Company, where she worked in various roles as an interpreter, new hire orientation leader, tour guide and company ambassador.

Following her time at Disney, Katie gained experience in human resources as a recruiter and HR partner in the finance, insurance and healthcare industries. She joined SEI in August 2016 as a recruiter on the Workforce Development team. Today, she is a senior HR business partner, supporting four of SEI’s business units. She leads all aspects of HR, such as workforce planning and strategy, talent management, organizational development, compensation planning, employee engagement and retention, coaching, and diversity, equity and inclusion initiatives to ensure alignment with overall business strategy.

Katie earned a Bachelor of Arts degree in French from Pennsylvania State University. While an undergrad, she studied abroad in France, immersing herself in the language and culture. Katie holds PHR and Predictive Index certifications and is a Gallup-certified Strengths coach.

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Dr. Alison Vincent, Ph.D.

Non-Executive Director, SEI Investments Europe Ltd. board, SEI

Session Title

Finding a Culture Fit That’s Right for You

Alison is an accomplished IT industry leader, with experience in cybersecurity, research and development, product management and business development, as well as particular expertise in digital strategy, innovation and mergers and acquisitions. Her recent roles include group chief information security officer at HSBC and chief technology officer at Cisco. She also held technical leadership roles at NDS, Micro Focus and IBM.

Alison is also a non-executive director for the boards at Bytes Technology Group, Synectics plc and The Connected Places Catapult. She is a lay member of council at Southampton University and a technical advisor to Telesoft Technologies Ltd, Arqit Ltd, and UMotif Ltd.

Alison has a doctorate in cryptography and combinatorics from London University and is a fellow of the Royal Academy of Engineering, the British Computer Society and the Institution of Engineering and Technology. She is Ambassador for Women In Science and Engineering (WISE).

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Lisa Skeete Tatum

Founder and CEO, LandIt

Session Title

Carving a Career Path in Technology

Lisa Skeete Tatum is founder and CEO of Landit, a personalized career-pathing platform created to increase the success and engagement of women and diverse groups in the workplace. The platform offers a turn-key, one-size-fits-one solution that enables companies to attract, develop and retain diverse, high-potential talent. Landit was named one of the “Top 10 Innovations That Made Women’s Lives Better” by Fast Company.

Previously, Lisa was a general partner for more than a decade with Cardinal Partners, a $350M+ early-stage healthcare venture capital firm. She also worked for Procter & Gamble.

Lisa serves on numerous high-growth, public and nonprofit boards, including Stryker Corporation, Union Square Hospitality Group, USHG Acquisition Corp., Cornell University’s board of trustees, McCarter Theater, The Lawrenceville School, and the Harvard Business School Board of Dean’s Advisors.

Lisa received her Bachelor of Science in chemical engineering from Cornell University and her MBA from Harvard
Business School. She is a member of the Kauffman Fellows Class 4 and a 2012 Henry Crown Fellow of the Aspen Institute.

She has been featured in the Wall Street Journal, Forbes, Fast Company, Vanity Fair, Fortune, Inc., Black Enterprise, CNBC and BBC Business. Lisa was also named one of the “Most Impressive Women Entrepreneurs” by Inc.

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Simon Otter

Head of Business Operations, COVID-19 Testing for the U.K. Department of Health and Social Care

Session Title

Pivots and Power Moves

Simon is responsible for polymerase-chain-reaction (PCR) testing strategy and planning (capacity of 500,000 tests per day) across private laboratories in the U.K.

He previously served in the infantry as a British army officer for nine years. He transitioned from the army to Morgan Stanley and subsequently worked at two investment banks, with roles in global operational and risk management. Simon then spent five years with Legal and General Investment Management, the U.K.’s largest asset manager, responsible for regulatory and operational risk across the institutional distribution function.

As a volunteer, Simon co-founded an initiative at his local rugby club where he coaches, providing more than 35,000 free meals to doctors and nurses in seven hospitals, as well as the most vulnerable, in and around London during a 10-month period. He also advised a nonprofit collaborative on strategy for sourcing and manufacturing PPE within the U.K.

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Andrew Onimus

Director of Corporate Programs and Speaker, Minding Your Mind

Session Title

Breaking Stigma: You’re Not Alone

Andrew is an experienced speaker and leads corporate and athletic programs at Minding Your Mind (MYM), a national nonprofit. Based in Pennsylvania, MYM is a leading mental health education organization providing over 1,500 workshops, programs, and assemblies each year, reaching hundreds of thousands. In the last five years, Andrew has shared his hopeful story of recovery more than 850 times to over 100,000 people in hundreds of companies, schools and organizations. His goal in working with Minding Your Mind is to help reduce the stigma surrounding mental health issues by helping others, who may be struggling, know that they are not alone, there is help out there, and it gets better.

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Marina Leacock

Director and Portfolio Manager/Analyst at Lazard Asset Management Limited

Session Title

The Rise of ESG and Gender Lens Investing

Marina Leacock is a director and portfolio manager/analyst on Lazard Minerva Gender Diversity. She is also a research analyst, covering the consumer, retail, tobacco and business services sectors. Marina launched and has led the Lazard Women’s Leadership Network in London since 2016. In 2019, She was shortlisted for a “Women in Finance Award.”

Marina began working in the investment field in 2001. Prior to joining Lazard in 2004, Marina worked for Invesco Asset Management, where she focused on institutional marketing and consultant relations. She has a master’s degree in civil engineering from Bristol University.

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Binna Kim

Co-Founder and President, Vested

Session Title

Building Your Brand While Building A Brand

Co-founding the fifth largest financial marketing and communications agency, Binna is an expert communications leader with over a decade of experience working with financial services brands, including American Express, Citi, Morgan Stanley and Bloomberg. Her mission is to help financial services brands tell authentic stories and deliver more inclusive products and services to all consumers. Binna was named a “Top Woman in PR” by PRWeek, as well as “Top 40 under 40 in PR” in 2020. She has led award-winning advertising campaigns as recognized by SABRE, Gramercy Forum and more. She is a member of chief and sits on the Wellesley Business Leadership Council as a Wellesley alumna.

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Santoshi Jugmohun

Managing Director and Head of Operations for SEI’s Institutional Group in South Africa, SEI

Session Title

Your Power Within

Santoshi is responsible for overseeing all new business development, client relationship management and governance activities for the institutional market in Africa. SEI’s clients benefit from her extensive business experience and track record at SEI, as well as her knowledge of the South African market.

Prior to joining SEI, Santoshi worked at Deloitte and Touche and Alexander Forbes Financial Services as a financial officer, where she was responsible for all aspects of financial reporting, business unit forecasting and business management. Santoshi is a member of the Institute of Financial Markets (MIFM), member of the Institute of Directors, Certified Director (Cert.Dir®) and is a Certified Ethics Officer. She is also a member of the audit committee of the Institute of Retirement Funds Africa.

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Laura Gentile

Executive Vice President, Marketing ESPN & Commercial Marketing, Disney Media Networks

Session Title

Building Your Brand While Building a Brand

Laura is responsible for leading the brand marketing for all of The Walt Disney Company’s linear networks, including ABC, Disney Channels, Freeform, FX and National Geographic. She’s also responsible for building a catalog of award-winning creative for the ESPN brand, including all shows, platforms and special events, while also overseeing ESPN’s social media content.

Laura previously held a variety of strategic roles at ESPN, giving her a unique purview. She has served as SVP of Business Operations and Content Strategy, a role that included oversight of the business operations of the content group and strategy development. Simultaneously, she continued to lead espnW and women’s initiatives at ESPN. She was promoted to senior vice president, espnW and women’s initiatives in November 2015.

Laura was instrumental in launching espnW, ESPN’s first dedicated business built to serve women, which debuted in December 2010. espnW is now a multimedia business encompassing digital, social, television, films, mentorship programs and events, such as The espnW: Women + Sports Summit.

Prior to researching and launching espnW, she served as vice president, chief of staff at ESPN. In that role, she worked directly with George Bodenheimer, president of ESPN, Inc. and ABC Sports, on all aspects of the division’s business. She joined ESPN in the consumer marketing department in January 2003, where she was responsible for driving the marketing direction for properties, including the NFL, ”SportsCenter,” the NHL, and ESPN25, ESPN’s year-long 25th anniversary campaign.

Laura currently serves as a member on the global board of directors for the Women in Cable Telecommunications (WICT) 2021. She was named to the Forbes’ “Most Powerful Women in U.S. Sports” list in 2018, ranked No. 22. In 2017, Laura was named one Multichannel News’ “Wonder Women”, and a WICT “Woman to Watch” in 2016. In November 2014, she was one of 17 participants in the inaugural Women in Sports and Events (WISE) and Tuck Executive Education at Dartmouth’s Executive Leadership Institute, a program created specifically for the advancement and retention of female executives in the sports industry. In April 2013, Laura received the Advertising Women of NY’s “Changing the Game Paradigm Shift Award” and WICT’s “Signature Accolade” for espnW’s Global Sports Mentoring Program. She was also named to the Women’s Sports Foundation’s advisory panel, was a fellow of WICT’s Betsy Magness Leadership Institute Class XVII, and was named to Street and Smith’s Sports Business Journal’s “Forty Under 40” class of 2012, as well as an SBJ “Game-Changer.” In 2012, she was appointed to the U.S. Department of State’s Council to Empower Women and Girls Through Sports, developed by former Secretary of State Hillary Rodham Clinton.

She honed her marketing and advertising skills as a senior partner, management supervisor at Ogilvy & Mather Worldwide. Her team led the development of IBM’s e-business infrastructure campaign that earned the 2002 GRAND EFFIE for advertising effectiveness—a first in Ogilvy & Mather’s history.

A graduate of Duke University in 1994 with a double major in English and political science, Sarah Lauraearned an MBA in marketing and organizational behavior from Boston College’s Carroll Graduate School of Management in 1996. While an undergraduate, she garnered All-America and All-ACC honors in field hockey and was a two-time team captain. She led Duke to its first-ever appearance in the NCAA Tournament and was named to the ACC’s 50th anniversary field hockey team.

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Sandy Ewing

Senior Vice President, Private Banking TRUST 3000®, SEI

Session Title

Paving your way: Lessons learned from peaks, valleys and everywhere in between

Sandy is responsible for developing and executing TRUST 3000’s strategic direction to provide SEI’s clients with quality solutions and services. She is also a board member of SEI Private Trust Company.

Prior to joining SEI, Sandy built her career in management positions at two large regional banks. She is an executive board member of New Leash on Life USA and a board member of Eluna.

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Lynn Evans

Director, Women's Leadership Initiative at the University of Delaware

Session Title

Pivots and Power Moves

Lynn is a senior financial services professional with more than 35 years of experience working for top-tier global financial organizations. Her expertise includes business strategy and sales, client experience, and talent management. Currently, Lynn is responsible for developing initiatives and administering programs to educate and advocate for students, faculty, and women in the community to achieve women’s leadership opportunities, equity, and impact.

Prior to joining the University of Delaware, Lynn was managing director and head of Americas Institutional and Global Liquidity Client Service for J.P. Morgan Asset Management. She also spent 20 years with BlackRock as a managing director in multiple senior roles. As head of U.S. Sales and Product Strategy, Lynn led a sales and product specialist team for fixed income solutions. She also served as chief operating officer for the Global Liquidity Business and spent many years as both a portfolio manager and client strategist for BlackRock and PNC.

Lynn enjoys giving back and is an active coach and mentor, as well as a supporter of diversity initiatives. She currently serves as the treasurer on the board of trustees for the Fund for Women and served as co-chair for 2020 Women on Boards in Wilmington. For many years, Lynn was a Girl Scout Leader and also served for six years as President of the Unionville-Chadds Ford Education Foundation in her local community.

Lynn is a graduate of the University of Delaware with a degree in economics and political science.

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Allie Carey

Vice President, Product Management at AscellaHealth

Session Title

Establishing Early Career Credibility

Allie Carey is the Vice President, Product Management at AscellaHealth based in Berwyn, PA. Allie serves as an advocate for clients, a voice on the market needs, and owns creating product strategy. She is responsible for executing the product lifecycle for new products and services from idea, to market launch and ongoing support. In this role, Allie works on new client and market opportunities, creating a business case, the strategy for delivery, the revenue opportunity, and implications to stakeholders in the organization.

Most recently, Allie served as a Managing Director for Independent Advisor Solutions by SEI. In this role, Allie was responsible for the design and delivery of the Advisor Business Platform that supports the growth of over 8,000 independent financial advisors. Additionally, Allie and her team were responsible for the oversight of product and technology initiatives geared towards improving SEI’s client facing platforms. Allie also has previous experience in sales, relationship management with independent investment advisors and business consulting.

Allie graduated with a B.A. in International Relations from Bucknell University and was a member of the Dive team (set the school record on the 3 meter spring board). Allie resides in Collegeville, PA, and in her free time she likes to stay active with her husband, Brett, and her two children, Liam and Maeve.

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Steve Bomberger

Head of SEI Sphere, SEI

Session Title

Pivots and Power Moves

Steve leads the sales, service and product teams for SEI Sphere, a business offering of managed IT services and flexible solutions to support the evolving technology needs of today’s businesses. Steve joined SEI in 1999, and prior to his current role, he served as a director for SEI’s Institutional Group, where he was responsible for business development of outsourced chief investment officer (OCIO) solutions to nonprofits, corporations, healthcare entities, governments, and unions.

Steve holds a bachelor’s degree in business administration and management with a minor in economics from Bucknell University.

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Keynote Speaker

Karin Raguin

Vice President of Talent Management & Corporate Responsibility, LVMH, and Co-Chair of EllesVMH North America

Session Title

Stronger Together

Enabling people to shape their own career paths. This exciting proposition perfectly sums up Karin’s professional work. Karin began her own career in human relations – employee training and reconversion – and those formative years left an indelible impression on how she views human resources. She learned the importance of combatting discrimination. She witnessed the strength that some people gain from their fragile situations.

Karin has always had a taste for risk, complex and innovative environments. She feels very much at home at LVMH, which she joined in 2007. For the past 10 years, she has worked in the area of talent and career management while developing and leading in-house coaching and leadership programs (EllesVMH coaching and Women@Dior). Identifying and revealing people potential, showcasing their abilities and finding the right environment for them to move up within the company is very gratifying. The positive impact of helping others is a source of daily satisfaction.

What could be better than having the freedom to work creatively as part of a global luxury goods company that is such a high concentration of brilliant minds? The values of diversity and inclusion promoted by LVMH are consistent with Karin’s own views regarding equality and doing things the right way. Her arrival in New York in 2019 was a wonderful cultural transition, since words turn quickly into actions here.

Motivated by the examples of high-profile women, e.g. Hannah Arendt or Michelle Obama to cite but two, Karin has had the good fortune to work with many inspirational talents. A member for the past 20 years of various associations and boards promoting gender equality and human rights, she continuously strive to break through glass ceilings and celebrate intersectional identities.

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Keynote Speaker

Brad Johnson, Ph.D.

Co-author of “Good Guys: How Men Can Be Better Allies for Women in the Workplace” and “Athena Rising: How and Why Men Should Mentor Women”

Session Title

Cultivating a Culture of Allyship

Brad is professor of psychology in the Department of Leadership, Ethics and Law at the United States Naval Academy and a faculty associate in the Graduate School of Education at Johns Hopkins University. A clinical psychologist and former lieutenant commander in the Navy’s Medical Service Corps, he served as a psychologist at Bethesda Naval Hospital and the Medical Clinic at Pearl Harbor, where he was the division head for psychology.

He is a recipient of the “Johns Hopkins University Teaching Excellence Award” and has received distinguished mentor awards from the National Institutes of Health and the American Psychological Association. Brad is the author of numerous publications, including 13 books in the areas of mentoring, professional ethics and counseling. His most recent books include “Athena Rising: How and Why Men Should Mentor Women,” “The Elements of Mentoring (third edition),” “On Being a Mentor (second edition),” and “Good Guys: How Men Can be Better Allies for Women in the Workplace.”

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Keynote Speaker

David Smith, Ph.D.

Co-author of “Good Guys: How Men Can Be Better Allies for Women in the Workplace” and “Athena Rising: How and Why Men Should Mentor Women”

Session Title

Cultivating a Culture of Allyship

David is an associate professor at the Johns Hopkins Carey Business School. A former Navy pilot, he led diverse organizations of women and men, culminating in command of a squadron in combat and flying more than 3,000 hours over 30 years, including combat missions in Iraq and Afghanistan. As a sociologist trained in military sociology and social psychology, he focuses his research in gender, work and family issues, including gender bias in performance evaluations, dual career families, military families, women in the military and retention of women. He is the co-author of “Athena Rising: How and Why Men Should Mentor Women” and numerous journal articles and book chapters that focus on gender and the workplace.

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Gay Collins

Founding Partner, Montfort Communications

Session Title

Landing Your First Board Seat

With almost three decades of experience advising many of the most exciting, progressive companies in the financial services space, Gay has a reputation for pragmatic advice. She is one of the U.K.’s best connected and influential practitioners in the public relations arena and has been featured every year in PR Week’s “Power Book” since its inception in 2007. Her particular specialism is in working with large and small asset managers, unlisted or listed, and helping them grow and navigate change.

Gay has both executive and non-executive roles. In addition to leading Montfort Communications’ Financial Services team, she is JP Morgan Global Growth & Income Plc’s senior independent director, a NED of Dunedin Income Growth Investment Trust Plc and is a board member of the Association of Investment Companies. She is also a founding steering committee member of the 30% Club, supporting it on a pro bono basis by leading its communications work for a decade.

Prior to co-founding Montfort, Gay set up two other public relations companies: Ludgate Communications, which was bought by Interpublic, and Penrose Financial, which became MHP after its sale to Engine Group.

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Keynote Speaker

Erika H. James, Ph.D.

Dean, The Wharton School

Session Title

Crisis leadership: What we can learn now to shape our future

Erika became the dean of the Wharton School on July 1, 2020. Trained as an organizational psychologist, she is a leading expert on crisis leadership, workplace diversity, and management strategy.

Prior to her appointment at Wharton, Erika was the John H. Harland Dean at Emory University’s Goizueta Business School from 2014 to 2020. An award-winning educator, accomplished consultant, and researcher, she is the first woman and first person of color to be appointed dean in Wharton’s 139-year history. As such, she has paved the way for women in leadership—both in education and corporate America. Erika has been instrumental in developing groundbreaking executive education programs, including the Women’s Leadership program at the University of Virginia’s Darden School.

Known internationally, Erika was named as one of the “Top 10 Women of Power in Education” by Black Enterprise and one of the “Power 100” by Ebony. She has been quoted as an expert thought leader by the Wall Street Journal, MSNBC, CNN, and numerous other media outlets.

In addition to her academic responsibilities, she is a board member of SurveyMonkey, a California-based market research and customer-experience company, the Graduate Management Admissions Council (GMAC), and several organizations that align with her passion for education and advancing women in business. Additionally, she serves as an advisory board member to the Tsinghua University School of Economics and Management and as an executive board member to the Indian School of Business. She also serves on the board of Save the Children, a nonprofit organization dedicated to improving children’s lives through better education, healthcare, and economic opportunities.

Erika holds a Ph.D. and master’s degree in organizational psychology from the University of Michigan, as well as a bachelor’s degree in psychology from Pomona College of the Claremont Colleges in California.

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J. Womack

Managing Director of Investment Products & Personalization for Independent Advisor Solutions, SEI

Session Title

The Rise of ESG and Gender Lens Investing

J. Womack serves as the managing director of Investment Products & Personalization for Independent Advisor Solutions by SEI. In this role, he is responsible for defining and implementing investment solution strategy. He drives the development of new products and services, enhances and supports existing ones, and identifies opportunities to combine technology and investments in ways that empower independent advisors. J. is also a contributor for SEI’s “Practically Speaking” blog.

J. Womack joined SEI in 2018. Prior to joining SEI, J. worked as head of Investment Strategy and chief administrative officer for Capital Preferences, Ltd., where he was responsible for day-to-day operations and the development of quantitative methods that integrated behavioral finance with investment strategy and financial planning.

J. graduated with a Bachelor of Arts in economics from the University of Southern California and an MBA in finance from The Wharton School at the University of Pennsylvania.

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Jana Holt

Global Director of Sustainable Investing Solutions, SEI

Session Title

The Rise of ESG and Gender Lens Investing

Jana is responsible for sustainable investing strategy and ESG integration across SEI’s investment management business. She chairs SEI’s Sustainable Investing Working Group and serves on the Corporate Social Responsibility Committee and Proxy Committee. She is also a member of the Subadvisory Institute’s Advisory Board and the steering committees for the Institutional Investors’ Diversity Cooperative and the Investment Consultants Sustainability Working Group (U.S.).

Prior to joining SEI, Jana was a vice president in Morgan Stanley’s Global Sustainable Finance Group, where she led thought leadership, capacity building and strategic initiatives for the Morgan Stanley Institute for Sustainable Investing. She was also a client director with Context Group, a sustainability strategy and communications consultancy and has worked with several environmental nonprofits. Jana holds an MBA and a Master of Environmental Management (MEM) from Duke University and a Bachelor of Arts from Princeton University.

Outside of work, Jana enjoys visiting national parks and gardening. She volunteers as Judge of Elections, serves on the investment committee for a regional nonprofit organization, and mentors undergraduates through the Princeton University Office of Sustainability.

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Jacqueline M. Baker

Vice President of Startup Programming, AARP Innovation Labs

Session Title

Carving a Career Path in Technology

Jacqueline is responsible for accelerating the AARP innovation ecosystem by discovering some of the best, brightest and most disruptive startups across the world. She is also responsible for curating programming and experiences for both startups and organizations to influence, shape and co-create products and services that empower people to choose how they live as they age. In previous roles within AARP, Jacqueline managed the national tradeshow presence of AARP TEK, the flagship technology education program designed for the 50+ as well as previously managing the executive office of Innovation and Product Development.

In addition to her role at AARP, Jacqueline is an etiquette expert and leadership trainer. She is author of “Leader by Mistake,” and she trains individuals and organizations to develop and refine important leadership and modern etiquette skills that increase confidence and provide a competitive advantage.

Her work has been recognized by numerous publications and media outlets, including, NBC, CBS, Essence Magazine, The Michigan Chronicle – 40 Under 40 and McDonalds – Women Who Lead.

Jacqueline holds two degrees from Wayne State University—a Bachelor of Arts in public relations and Master of Education in instructional technology with specializations in interactive technologies and performance improvement.

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Jennifer Ciotti

Program Manager of SEI Ventures, SEI

Session Title

Crisis leadership: What we can learn now to shape our future

Jennifer supports SEI Ventures, SEI’s corporate venture capital program. SEI Ventures seeks to identify venture capital opportunities to drive new product development in existing and adjacent markets, accelerate the expansion or launch of existing and new platforms, and be a catalyst for the introduction and implementation of new technologies and business models. Outside of her role, Jennifer currently serves as president of the SEI Women’s Network.

Previously, Jennifer was a marketing communications manager for SEI’s Institutional Group, where she was responsible for developing integrated, multi-channel marketing campaigns designed to demonstrate the value proposition of SEI’s outsourced chief investment officer (OCIO) solution to prospects and clients. She has extensive experience developing thought leadership, crafting custom client communications, and creating digital marketing campaigns to generate increased prospect engagement.

Jennifer earned her Bachelor of Science in Business Administration in management from Bucknell University and her MBA with a dual specialization in strategic management and marketing from the Villanova School of Business.

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Linda Scavone

Director of Risk for SEI Private Trust Company, SEI

Session Title

Landing Your First Board Seat

Linda is responsible for establishing a holistic and forward-looking approach to managing key business risks for SEI Private Trust Company (SPTC), including a framework to support and serve as a key enabler to achieve SPTC’s strategic initiatives. She and her team provide oversight to ensure that SPTC remains in compliance with its regulatory obligations. Linda works cross-functionally with the legal, audit, compliance and ERM teams to build and manage a common infrastructure that ensures risk identification, management, mitigation and reporting.

She previously held roles providing IT and business process assurance and consulting services. As a director on SEI’s Internal Audit team, she partnered with stakeholders across SEI to improve processes, governance and internal control. Prior to joining SEI in 2010, Linda was in the IT Advisory Group at KPMG, LLP, leading engagements with clients across various industries.

Linda earned her bachelor of science in business administration from Saint Joseph’s University.

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Nathallia Pryce

Marketing & Distribution, Investment Manager Services, SEI

Session Title

The Unspoken Truths about Being a New Mother in the Asset Management Industry

Nathallia leads marketing and distribution for SEI’s Advisor Inner Circle (AIC), a $60 billion series trust comprised of over 40 fund families. She is responsible for helping the fund families within AIC build brand awareness, increase assets under management and strategically distribute products within various channels. Nathallia works closely with asset managers and provides consulting, share class analysis and design, and industry knowledge to launch and grow mutual fund assets. She also builds and maintains relationships with research groups, centers of influence and key partners at various firms and platforms at the enterprise level to ensure maximum influence and leverage in negotiations for a favorable outcome for AIC clients.

Previously, Nathallia was an account manager with Lincoln Financial Distributors, responsible for building ongoing strategic firm relationships with year-over-year sales totaling more than $1.7 billion. Prior to her role as account manager, she was a tax accountant at Lincoln Financial Group.

Pryce received a bachelor’s degree from Temple University. She holds FINRA Series 7, 6 and 63 licenses and has a CFS®.

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Paul Klauder

Executive Vice President and Head of SEI’s Institutional Group, SEI

Session Title

Stronger Together

Paul oversees all investment products and services provided to SEI’s institutional clients globally. Prior to his current role, Paul served as vice president and managing director in the Institutional Group and oversaw new business development within the institutional investment marketplace.

He joined SEI in 1993 and was instrumental in the growth of a new business into one of the largest providers of investment outsourcing in the world. For more than 20 years, he oversaw new business development in the United States and Canada and consistently expanded the company’s sales efforts to corporations, healthcare organizations, multiemployer plans, public pension plans and nonprofit organizations.

In his preceding roles, Paul was responsible for business development in the Mid-Atlantic and Midwest regions and was a marketing and product team leader for institutional investment programs. Prior to joining SEI, he worked at Arthur Andersen and Company as a Certified Public Accountant (CPA), specializing in financial service audits and employee benefit plan reviews and consultations.

Paul earned his Bachelor of Science degree in accounting and computer science from DeSales University. He is a CPA and maintains his FINRA Series 7; 24; 63 and 65 licenses.

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Sarah Francis-Bland

Strategic Relationships Leader, Americas Financial Services Organization, Ernst & Young, LLP (EY)

Session Title

Landing Your First Board Seat

Sarah is a seasoned corporate governance, business strategy and human capital executive with more than 15 years of experience in C-suite and director recruitment, board advisory, social capital and innovation. She serves as the Strategic Relationships Leader for the Americas Financial Services Organization of Ernst & Young LLP (EY), where she is responsible for overseeing the firm’s strategy, brand positioning and coordinated approach to serving C-suite executives, boards, and alumni of financial institutions. She is a trusted advisor to public, private, pre-IPO and nonprofit organizations in their corporate governance and board composition transformation journey.

Sarah previously served as the firm’s Executive and Board Network Leader, a role to which she was appointed in 2013 under the sponsorship of EY’s current Global Chairman and CEO. In this capacity, Sarah spearheaded the successful launch and scale of a leading markets initiative centered on assisting clients in their C-suite sourcing, board refreshment and director succession efforts in addition to providing network members with advice, connections, curated convening. Sarah’s experience includes oversight of strategic, operational, and technology investment and infrastructure decision-making.

Prior to joining EY in 2008, Sarah worked in talent strategy for a Philadelphia-based venture capital firm.

Sarah serves on the advisory council for the McNulty Institute for Women’s Leadership at Villanova University and on the board of directors of Marjorie’s Fund, a New York-based nonprofit that helps to empower people with type 1 diabetes in under-resourced locations. She is a member of the EY Women Athletes Business Network (WABN) steering committee and previously sat on the EY Americas People Team (APT) Advisory Board. Sarah is the recipient of the 2019 Young Alumni of the Year medal from Villanova University.

She is a graduate of Villanova University, where she received her Bachelor of Arts in philosophy.

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Sanjay Sharma

Senior Vice President and Chief Technology Officer, SEI

Session Title

Carving a Career Path in Technology

Sanjay is responsible for all of the SEI platforms and applications IT strategy, execution and delivery. Sanjay is accountable for enterprise architecture, design, development, delivery, global implementations, cloud strategy and execution, DevSecOps and production operations. Prior to this position, Sanjay was the Chief Technology Officer and global head of SWP technology strategy, execution and delivery.

Sanjay has worked in the global financial services industry for more than 25 years, spanning four continents and 11 countries. With such depth and breadth of industry experience, he is able to understand and act upon future technology trends, connect IT to business strategy, and define and execute global IT transformation programs to ensure smooth transitions for SEI’s clients.

Previously, Sanjay held several key global delivery positions, including head of Delivery, Europe for a global ITFS consulting company; head of Delivery for ITFS solutions, North America for a global top-10 IT consulting company; and head of Implementation for ITFS Solutions for a global top-10 IT consulting company.

He is also a member of the Client Advisory Board for Digital for a global top-10 IT consulting firm; technology advisory board member of Philadelphia Alliance for Capital and Technology; advisory board member for a venture capital firm; advisory board member for SEI Ventures; a member of SEI Diversity’s advisory board; and a founding board member for a racial justice institution.

Sanjay has a master’s of engineering from the Indian Institute of Technology Roorkee, specializing in systems engineering.

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Vicki Humphreys

President, HML Group, LLC

Session Title

Thinking Outside the Box to Crack the Case

Prior to starting HML Group, Vicki was a special agent with the Philadelphia office of the Federal Bureau of Investigation (FBI) for 23 years, with expertise in conducting complex, high-profile domestic and international white collar criminal investigations focused on fraud, embezzlement, money laundering, corruption and violations of the Foreign Corrupt Practices Act. Some of her most noteworthy accomplishments included successful prosecutions of former Pennsylvania State Senator Vincent J. Fumo and former Philadelphia District Attorney R. Seth Williams. She also served at the U.S. Embassy in London as a liaison to the U.K.’s National Crime Agency.

In September 2018, Vicki founded HML Group, where she and two former colleagues utilize the unique skills they honed from decades in law enforcement to assist both public and private clients with internal investigations, computer forensics and a myriad of other matters.

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April Walker

GM, U.S. Microsoft Technology Centers

Session Title

Carving a Career Path in Technology

April is accountable for 15 innovation centers across the U.S. and leads a national organization of more than 100 employees. In her role, April oversees Microsoft’s state-of-the-art technology and industry centers of excellence that are at the heart of Microsoft’s ecosystem. With a mission to empower and enable Microsoft customers to realize the promise of digital transformation, April’s team technical architects guide industry leaders and their respective organizations on the journey of transformative technological evolution. Her team is chartered with helping enterprises from all industries solve their most complex business challenges using Azure Cloud, artificial intelligence, machine learning, data science and analytics, cybersecurity, and numerous emerging technologies impacting and changing the world we live in today.

A career spanning more than 30 years, April has held leadership roles in both the public and private sectors. She has been the catalyst for driving change and direction, as well as developing enterprise-wide and global strategies for digital transformation and innovation for many Fortune 500 companies, including MetLife, NBCUniversal, and AOL Time Warner.

April has amassed a notable portfolio of published articles on emerging technology trends and industry transformation but is also sought after as a keynote speaker and panelist, sharing her experiences as a technology leader and woman of color succeeding in the STEM world.

She has received numerous awards for being a technology champion and evangelist and was a recipient of the Philadelphia Business Journal’s 2020 Women of Distinction award. This distinct recognition is given to a select group of female executives from the Philadelphia business community who are respected for their accomplishments within their respective industries, charitable efforts, and acknowledged as advisors and mentors within their fields of influence. April has also previously been featured in ‘Essence Magazine’s’ Careers To Watch, and most recently was recognized by Radio-One, the U.S.’ largest urban radio network in the country as one their ‘Power of Women’ honorees. It is April’s mission to do her part in bridging the digital divide and to advocate for women and communities of color to explore careers in STEM – and she occupies numerous nonprofit board memberships that contribute to this mission. She was appointed by Mayor of Philadelphia Jim Kenney, to the Philadelphia Works board, where she serves in the capacity as an officer and treasurer, helping lead efforts for digital skilling for the community at-large. April is also a board member and governance chair for the Philadelphia POWER of Professional Women and serves on the advisory board for leadership programs targeting Black women seeking career advancement.

April earned an MBA and Executive Certification in artificial intelligence from the MIT Sloan School of Management. She also holds a master’s in engineering management from George Washington University and a Bachelor of Science in global business from the University of Maryland. She is an adjunct professor for the executive MBA program at Drexel University’s Lebow College of Business.

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Shannon Gallagher

Founder of East Coast Sun and Moon & ShannonG.Virtually

Session Title

Fearlessly Manifesting through Meditation

Shannon is a previous corporate 9-5er turned yoga and meditation instructor based in the suburbs of Philadelphia, PA. As business owner of East Coast Sun and Moon, she offers corporate sessions, group classes, and one-on-one instruction for those interested in learning more about the benefits of yoga and meditation. Shannon also handmakes floral crystal mooncatchers to hang in your home or give as a personalized gift. Each one is custom made and provides benefits from the crystals and matching flowers.

Shannon also offers one-on-one consulting and project management services to spiritual small businesses looking for guidance and additional help.

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Shanoo Maniar

Service Delivery Head of the SEI Wealth Platform^SM, SEI

Session Title

Carving a Career Path in Technology

Shanoo is responsible for leading and executing delivery strategy across multiple vendor partners in India. She has more than 25 years of extensive experience in managing large-scale transformation programs, including product development, implementations and full-services play in financial services.

As the first chief privacy officer for Tata Consultancy Services, she successfully led global GDPR strategy and execution. She has accomplished successful turnarounds across teams with more than 9,000 members, including significant outcomes as head of delivery for a product unit. She is passionate about utilizing technology to bring in intelligent insights for organizational success.

Along with her delivery leadership roles, she has provided counsel on business ethics and served as a diversity lead, people engagement champion, risk officer and POSH chairperson.

Shanoo has a degree in computer science and engineering. She loves to travel, meditate and garden.

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Keynote Speaker

Gunjan Kedia

Vice Chair of U.S. Bank Wealth Management and Investment Services

Session Title

Paving your way: Lessons learned from peaks, valleys and everywhere in between

Gunjan is a member of the U.S. Bank Managing Committee, its senior most leadership group. Prior to joining U.S. Bank in 2016, Gunjan held leadership positions at State Street Financial in Boston, where she served as executive vice president and led the investment servicing business in the Americas; BNY Mellon, where she was head of global product management; and McKinsey & Company, where she was a partner and a core leader of the financial services practice. She brings more than 27 years of financial services experience to her role.

Gunjan holds an MBA, with distinction, from Carnegie Mellon University and a bachelor’s degree in engineering, with distinction, from the Delhi School of Engineering. She was named to American Banker’s “Most Powerful Women in Finance” 2018, 2019 and 2020 lists as well as Barron’s “100 Most Influential Women in U.S. Finance” list in 2021. She is also the recipient of the 2018 “Carnegie Mellon University Alumni Achievement Award.”

Gunjan is active in the community and serves on the boards of PBS, Business Advisors for Carnegie Mellon Business School, Junior Achievement USA, and CorStone.

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Sheena Whitt

Director of Operations, SEI

Session Title

Growth Does Not Come From Comfort

Sheena Whitt is has led the portfolio reporting team for more than a decade. As a creative person who is motivated by finding and executing on solutions with an overall goal of profitability, Sheena thrives on efficiency, process improvement and providing a sense of ease for all involved. With her dedication and experience, Sheena has learned many lessons in leadership. Sheena cares deeply for her people in both her personal and professional worlds and aims to treat every relationship with respect and integrity. Always seeking a challenge, she stays focused on the horizon.

In addition to her professional career, she is a mother of two and the owner of Sunnyside Floral, a local flower shop in the Denver Highlands area.

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