Agenda
Learn more about the schedule for this year’s virtual Leadership Summit
NOTE: Agenda times are subject to change. Day 1 kicks off at 9:00 AM ET / 2:00 PM GMT. Day 2 kicks off at 8:30 AM ET / 1:30 PM GMT.
You’ll experience…
Educational opportunities for personal and professional growth
Inspirational messages to forge your fearless future
Connecting with peers to build your network
Ryan Hicke, Chief Executive Officer, SEI
Britton Bongaardt, Director, Training and Professional Development, Investment Manager Services, SEI (moderator)
Britton and Ryan will discuss the impact of the SEI Women’s Network (SWN) over the last 15 years. They’ll talk about where we are headed as a network and an organization in terms of diversity, equity, and inclusion, and about what the next 15 years might look like.
We designed this session in the “TED Talks” format. Hear three 20-minute talks.
Special Olympics: Igniting the inclusion revolution
Megan McCloskey, Program Manager, Workforce Relations and Initiatives, SEI
Megan volunteers as a track and field coach with Special Olympics Montgomery County. Megan will share the many lessons that she has learned over the years in this position, and share how her experiences have shaped her core belief that inclusion has the power to change lives.
Being nice does not equal being inclusive
Suzy Levy, Managing Director, The Red Plate
Suzy will take us on a journey of awareness and showcase moments when she did not always get it right when it comes to being inclusive. She will inspire listeners to learn from her mistakes and treat inclusion as a skill set.
DEI is an inside job
Denis Okema, Director of DEI, SEI
Denis will share how his life experiences shaped his passion for diversity, equity, and inclusion. He’ll explain why it’s crucial for companies to have DEI as a focus, and how accepting, acknowledging, and embracing our differences are keys to equality. From overcoming extremely challenging obstacles at a young age to finding his passion for creating a more inclusive world, Denis’ story will be sure to inspire you.
Stephanie Adams, Executive Vice President, Head of Wealth Platforms & Operations, Truist
Sandy Ewing, Executive Vice President, SEI (moderator)
Stephanie and Sandy will discuss Stephanie’s journey from childhood to C-suite. Stephanie will share pivotal moments, both highs and lows, and how they made a significant impact on who she has become as a person and influenced her career path.
Learn more about the founders of some of the female-owned businesses featured in our Virtual Pop-up Shop!
Adriana Carrig, Founder and CEO, Little Words Project
Emily Swope, HR Business Partner, SEI (moderator)
Adriana will discuss how negative experiences do not have to hinder us, but rather can be used to bring about positive change in our lives and the lives of others. After being bullied from elementary school into her collegiate years, Adriana knew these experiences would not define her. She wanted to find ways for people to build each other up rather than tear each other down, and help others who are also going through difficult times. That passion grew into a successful business, the Little Words Project, with a mission to spread more kindness around the world. Don’t miss this inspiring session that will remind you of the power of kindness and leave you feeling ready to turn your hardships into positive fuel.
Neha Gupta, social entrepreneur, medical student, and human rights activist
Moderator: Robb Muse, President of SEI Trust Company (STC)
At 9 years old, Neha returned home from a trip to India with a passion and a purpose for breaking the poverty cycle for orphans in that country. This passion started as a garage sale to raise money and turned into a nonprofit called Empower Orphans that has helped over 30,000 children. Neha will share lessons learned from a wide variety of life experiences, from founding Empower Orphans, to earning the International Children’s Peace Prize, to studying as a an MD candidate at Penn State College of Medicine.
Sylvester Mobley, Founder and CEO, Coded by Kids
A native of Philadelphia, Sylvester Mobley will speak about his path to leadership and his fight for social and economic equity for underrepresented groups in tech. Sylvester will discuss how we can show up as authentic leaders and challenge others to do the same.
Patricia Cook, Founder and President, Patricia Cook & Associates, Inc.
As in-person entertainment reemerges post-pandemic, it can be helpful to sharpen your business dining etiquette. Join Patricia as she navigates the responsibilities and courtesies of hosting clients over a meal. She will outline dining and social rules, point out common blunders, and give attendees important dining tips.
Note: This session will be interactive so we encourage attendees to turn on your cameras and have some food and drinks to practice on.
Heather Corkery, Managing Director for Institutional Client Service, SEI
Do you have questions about investment terms you hear on the news or at work, but you’re too nervous to speak up and ask what they mean? Heather will talk about some general investing concepts, what they mean, and how they could potentially impact you as an investor.
Franca Felcher, Principal, Interim Division, SolomonEdwards
Andrea Shivery, Technical Talent Acquisition Partner, SEI
Kimberly Tayloe, Recruiting Manager, SEI
Christina Rogers, Global Immigration and Onboarding Manager, SEI (moderator)
Have you ever wondered what would help you stand out to a recruiter who is reviewing hundreds of resumes? Did you ever wish you could be in an interviewer’s shoes to understand what they are looking for? In this session, you will hear from recruiters about ways you can set yourself up for success when job searching. Join us and uncover the valuable pieces of advice that these recruiting experts have learned along the way.
Reshma Saujani, Founder, Girls Who Code and Marshall Plan for Moms
Linda Scavone, Director of Risk, SEI Private Trust Company, SEI (moderator)
Reshma has spent over a decade championing women and girls’ economic empowerment. Highlights of Reshma’s career in activism include working to close the gender gap in technology and advocating for policies to support moms who were impacted by the COVID-19 pandemic. Reshma will discuss starting the nonprofit Girls Who Code organization, and more recently launching Marshall Plan for Moms to advocate for policies that value women’s labor in and out of the home.
Learn more about the founders of some of the female-owned businesses featured in our Virtual Pop-up Shop!