Return to the Office - The Future of the Workforce

Recorded On: 05/19/2021

2020 changed the landscape of the workplace indefinitely. Join us for an open discussion around the evolution of policies and processes for returning to the 'new normal' in a post-pandemic environment. Attendees will hear from three different perspectives: HR, operations and client relations as they talk candidly about new challenges and opportunities as employees begin to return to the office.

NEW FORMAT: At the conclusion of the panel, attendees will have the opportunity to take a deep dive into the three different perspectives via Zoom breakouts. The breakouts will be hosted by the respective panelist and attendees will be able to engage in meaningful dialogue by asking questions and sharing best practices. Attendees can sign up for the breakout of their choosing during the registration process. 

Nicole Callies (Moderator) (Moderator)

Director of Business Development, MARS SalesFocus Solutions

Nicole Callies leads SalesFocus Solutions’ business development efforts for the Midwest.  Nicole is responsible for generating new business as well as managing relationships with existing clients. She has 13 years of experience in the asset management industry.  Prior to joining SalesFocus Solutions, Nicole was responsible for sales & client service for US Bank Global Fund Services. Within this unique role, she has experience with working with small to large asset firms to help them use their data to grow their businesses using sales reporting systems.

Heather Schwab

Executive Vice President and Chief Human Resource Officer

Ultimus Fund Solutions

As Executive Vice President, Chief Human Resources Officer, Heather is responsible for all strategic and operational HR functions across all business lines. As a member of the executive management team, she works closely with the leadership group to align and strengthen the link between people and strategy.

Prior to joining Ultimus, Heather gained extensive experience working in various positions of increasing responsibility at rapid growth portfolio companies in the IT, Apparel and HR specialty industries. This broad spectrum of past employment brings the perspectives and exposure necessary to facilitate developing leaders and empowering employees.

Heather is a graduate of Miami University in Oxford, Ohio and holds her Senior Professional Human Resources certification. She is also a graduate of Leadership Cincinnati and is avidly involved in the community. In her personal time, Heather enjoys reading and spending time with her husband and three young children.

Erika Ivanyi

General Manager

Capital Group | American Funds

Erika Ivanyi is the Regional General Manager responsible for AFS Shareholder Services in San Antonio and Hampton Roads.  She has over 30 years of Operational, Service, Sales and Shared Services experience. Prior to joining Capital in 2006, Erika spent the greater part of her career in the financial services industry; both domestically and internationally.

Paul DeSalvo

Client Executive, Asset Managers Sales

J.P. Morgan Securities Services

Paul DeSalvo is a client executive in J.P. Morgan’s Corporate & Investment Bank focusing on Securities Services.  He is a sales lead within the asset management segment.  This team is responsible for building strategic partnerships with key clients across custody & fund services and prime services.

Paul has been with J.P. Morgan since 2007.  Prior to this role he’s held various positions across Asset Management, Risk Management and Corporate Strategy. 

Paul is a graduate of Fordham University in New York


05/19/2021 at 2:00 PM (EDT)   |  60 minutes
05/19/2021 at 2:00 PM (EDT)   |  60 minutes
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