Speakers
Don Bonder
Vice President, Intermediary Consulting & Personal Financial Solutions, American Century Investments
Prior to joining American Century in 2013, Don was a Vice President at Fidelity Financial Advisor Solutions (FFAS). Don was responsible for leading internal sales, covering the Wealth Advisor Group serving Registered Investment Advisors, Fidelity Investments Liquidity Management Services focusing on institutional clients, the Bank Trust channel, and Inbound Sales. He also focused on developing sales desk strategy for the client experience and career development initiatives.
Don earned a Bachelors of Science Business Administration, with a dual major in Finance and Accounting, from Northeastern University. Additionally, he has his Master of Business Administration, with a concentration in Marketing, from Assumption College. Don holds FINRA/NASD Series 7, 24, 51, 63 licenses and the CIMA designation.
Mark Bruno
Managing Director, Associate Publisher, InvestmentNews
Megan Carpenter
Co-founder and CEO, FiComm Partners, LLC
A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Pershing INSITE, Bob Veres’ Insider’s Forum, the ECHELON Partners Deals and Deal Makers Summit, the Riskalyze Fearless Investing Summit, Disrupt|Advice, FPA NorCal, the MarketCounsel Summit, and the CFA Institute.
Megan was drawn to the world of business and finance at a young age, beginning as an intern at John Hancock while still finishing undergrad. She was soon managing the marketing and business development departments at two of Signator Investors’ (formerly John Hancock Financial Network) largest hybrid career agencies, which ultimately led her to start her own business, Caritative Wealth Consulting, focused on helping independent financial advisors to better market themselves and grow their businesses. In 2014, Caritative merged with FiComm Partners, and the new FiComm began offering both marketing and PR services to the independent financial community.
Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross. When not concentrating on driving FiComm’s strategic vision, evolution and continuous improvement as a business, she enjoys spending time with her husband Scott, her son Keenan and their extended family.
Susan Dickson
COO, Private Ocean
Susan has more than 40-years of experience in business management across several industries including, wealth management, aerospace, wine, food services, and education. She is frequently a participant on panels addressing leadership and issues around the impact of mergers and acquisitions on culture.
In addition to her work with Private Ocean she is a certified Birkman® consultant, has been an adjunct professor in the MBA program at Dominican University of California and currently serves as a presenter, mentor, and judge for the G2 Leadership Institute, a national program working with the next generation of leaders in the financial service industry. She is also past president of Junior League Napa-Sonoma and presently a member of the Financial Women’s Association of San Francisco and the American Association of University Women (AAUW). She currently serves as president of the Women, Leadership & Philanthropy Council (WLPC) at Dominican University of California.
Susan’s holds an Ed.D. in Organization and Leadership from the University of San Francisco, an MBA in Strategic Leadership, and a BA in Human Resource Management from Dominican University of California.
James Gallardo
Senior Research Analyst
Ben Harrison
Managing Director, Business Development, BNY Mellon | Pershing
Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania.
Susan Korin
Owner, COO & Chief Compliance Officer, Balasa Dinverno Foltz LLC
Susan brings a fresh perspective and unparalleled business savvy to the BDF leadership team. She has systemized BDF’s hiring process and developed an interviewing process that ensures candidates are evaluated for cultural fit. As Chief Compliance Officer, she facilitates ongoing education that drives a culture of compliance and keeps all staff up-to-date on SEC rules and requirements.
She was strongly influenced by her early experiences working in her family’s publishing business, Dana Chase Publications, Inc., where she rose through the ranks to the role of CEO. “Because I wore a lot of hats, I understood how the whole business worked and how everything was connected.” She applies her broad business perspective and ownership mentality to her work at BDF, always making sure operations are optimized with client service in mind. Her understanding of interconnectivity among the firm’s internal processes ensures that BDF’s strong, mission-driven culture is retained as the firm grows, that work isn’t done in silos but in collaborative teams, and that clients reap the benefits of highly efficient operations.
Susan holds a BA in Business Administration from St. Mary’s University. Prior to joining BDF in 2011, she served as President of the Institute of Personality and Ability Testing, Inc., a publisher of psychometric assessment tools. Susan recently participated in TD Ameritrade’s Breakout Growth Webcast Series, speaking on two topics – The Right Time to Make a Strategic Hire and Sourcing & Onboarding. Susan’s 20-plus years of experience managing people and operations have strengthened her skills as a mentor, teaching her the importance of providing staff with challenging opportunities, the freedom to run with a new assignment and make mistakes, and constructive feedback to fuel professional growth.
Kay Lynn Mayhue
President, Merit
Kay Lynn is a key member of the Executive Leadership Team, focusing primarily on the implementation of company objectives, which advance Merit’s mission and promote growth and profitability as an organization. In addition, she oversees operations to ensure production efficiency, top quality, exceptional service and cost-effective management of resources. She is a dedicated and enthusiastic promoter of the Merit brand, doing so through numerous written articles, personal appearances at industry conference nationwide, as well as through radio and television platforms.
Known for her kind and generous spirit, Kay Lynn continuously strives to nurture and deepen her relationships with her clients and colleagues, alike. She inspires others with her drive and ambition and has a knack for recognizing innate talent and bringing out the best in people, thus helping them capitalize on their natural strengths and abilities.
Kay Lynn proudly holds several industry designations to include the CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner® and Registered Financial Consultant® designations, as well as her Series 7, 63, 65 and 24 licenses. She is the proud wife to Greg and mother of four amazing children (Madison, Bowen, Keaton and Campbell).
* Of which $1.7 billion are advisory assets and $1.3 billion are brokerage assets.
Mike McGinley
EVP, Small Business Banking, Live Oak Bank
Prior to joining Live Oak Bank, Mike was a vice president of business development for PNC Bank, where he originated small and middle market commercial loans throughout the Mid-Atlantic region.
Mike has an MBA with a focus on accounting from Drexel University and a bachelor’s degree in finance from the Smeal College of Business at Pennsylvania State University.? He is a native of New Jersey and currently resides in Wilmington, North Carolina.
Brandon Odell
Partner and Director of Business Consulting at The Ensemble Practice
With ten years of business consulting experience, Brandon has spent the past six years working directly with financial industry clients – including independent advisors, broker-dealers and solution providers – focusing on strategic planning, equity assessment and transfer, technology utilization and operational efficiency. Most recently, Brandon was a senior consultant and vice president at Envestnet | Tamarac, where he delivered practice management consulting and led the team for reporting and outsourced services. Prior to that, as a senior analyst at Moss Adams Business Consulting, he worked with many firms on practice management issues and concentrated on industry research and analysis. Brandon is a CFA charterholder and has an MBA from Thunderbird School of Global Management.
Susan Reilly Salgado
Founder, Grason Consulting
Upon completing her dissertation in 2003, Susan was invited to join USHG as its first-ever Director of Culture and Learning. In this role, she created and implemented the company’s leadership training programs, which were a fundamental component of the company’s success in growing its culture throughout significant growth, including the creation and scaling of the Shake Shack brand. In 2010, she partnered with Danny Meyer to open a consultancy, Hospitality Quotient, and in 2017 founded her own firm, Grason Consulting, to provide consulting and training services.
Susan’s consulting work and speaking engagements have allowed her to work with companies across more than 20 different industries, such as Delta Airlines, Hyatt Hotels, Goldman Sachs, Chanel, Cedars Sinai Hospital System, Chick-Fil-A, Sotheby’s, Condé Nast, and Coca Cola. In addition to her PhD from NYU-Stern School of Business, Susan holds a BS and an MBA from Lehigh University and has been an invited speaker at numerous universities. Susan has been a contributor for Inc. Magazine, has recorded a TEDx talk, co-founded the NYC chapter of Conscious Capitalism, and was named one of Fast Company’s 100 Most Creative People in Business.
Susan lives in NYC with her husband and daughter.
Liz Skinner
Special Projects Editor, InvestmentNews
Joni Youngwirth
Managing Principal, Practice Management, at Commonwealth Financial Network®
Sponsored by
Travel / Hotel
Swissôtel CHICAGO
323 East Upper Wacker Drive
Chicago, IL 60601
Tel: 312-565-0565
Get map and directionsCancellation Policy:
Any cancellations received in writing before October 2nd, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by emailing inevents@investmentnews.com