Wednesday Agenda | Thursday Agenda | Friday Agenda
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Wednesday, March 1
8:30am – 11:30am ET
Board of Directors Meeting
1:00pm – 1:45pm ET
Welcome Lunch in Nicsa Hub
1:45pm – 2:00pm ET
President’s Address and Welcome Remarks
Jim Fitzpatrick, President & CEO, Nicsa
2:00pm – 2:45pm ET
Opening Industry Keynote Presentation
Mark Giuliano, Senior Managing Director and Chief Administrative Officer, Invesco
2:45pm – 3:30pm ET
Why Financial Inclusion Should be a Priority
What is our responsibility as an industry to close the savings/investment gap? What are firms doing to increase inclusivity and expand their client bases? Hear from forward looking industry leaders focused on community activity to increase financial literacy, influence savings and investment behavior, and build trust with historically underserved communities.
Jessica Ruggles, Corporate Vice President, Financial Wellness Thought Leadership & Market Insights, New York Life
Lauren Bernstein, Head of Customer Experience, EVERFI
Melinda Hightower, Managing Director, Head of Multicultural Strategic Client Segments, UBS
Jamila Mayfield, Partner, EY
3:30pm – 3:45pm ET
DEI Lightning Talk: DPNA | State of the Mission
Learn about the Diversity Project North America, its programs, initiatives, and future goals. Learn about our upcoming 2023 DEI Perception Survey, the Fearless Leadership Symposium, and more. Find out how you can personally get involved to advance DEI within the asset and wealth management industry.
Cassie McCarthy, Senior Manager, Wealth and Asset Management Consulting, EY
Justine Phoenix, Head of Diversity Project North America, Nicsa
3:45pm – 4:00pm ET
Break in Nicsa Hub
4:00pm – 4:45pm ET
Successes in Intelligent Automation
Listen to success stories from executives that leveraged technologies to gain efficiencies in their organizations. Panelists will discuss technical, operational and compliance-related achievements (and a few challenges), along with their impacts to customers and employees.
Nicole Greene, Head of Global Investor and Distribution Solutions, US, SS&C
Eric Brothers, Managing Director, BlackRock
Mike Demissie, Global Head of Innovation and Advanced Solutions, BNY Mellon
Tod McKenna, Head of Data Science and AI, Securities Services, Citi
4:45pm – 5:30pm ET
Keynote Presentation: Chasing Failure: What Our Goals Require Most is the Bravery to Fail
What would you do if you knew you could not fail? Chasing Failure is all about having a vision for a dream, a goal, a mission, and knowing that the road will be paved with failure, but still proceeding with conviction and passion. This is what sets those who succeed beyond measure, from those who simply exist. The fear of failure will keep you inside a box, stall innovation, and make sure you hesitate anytime you even think about taking a risk that could help you achieve goals beyond your wildest dreams. As leadership expert Ryan Leak shares, you don’t actually have to get over the fear. Just do it scared and take really good notes.
Ryan Leak, Author, Speaker, Executive Coach, and Filmmaker
5:30pm – 6:45pm ET
Welcome Reception in Nicsa Hub
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