Advancing Leading Women in Financial Services Conference Advancing Leading Women in Financial Services Conference

New England Financial Services CEO Roundtable and SHE2

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Monday, January 14, 2019
3:00 p.m.-7:00 p.m.
Federal Reserve Bank of Boston
600 Atlantic Avenue
directions & visitor information

Eric Rosengren, President and CEO of the Federal Reserve Bank of Boston, and Marques Benton, Vice President, invite you to attend the New England Financial Services CEO Roundtable Diversity & Inclusion Conference. The conference will be held at the Federal Reserve Bank of Boston from 3:00 pm to 6:00 pm with a reception to follow from 6:00 pm to 7:00 pm on January 14, 2019.

As the conference will focus on “Advancing Leading Women in Financial Services,” the CEO Roundtable is partnering with the most prominent women’s professional development organizations in the region. We are especially excited to share that we have partnered with SHE2—a new coalition dedicated to increasing the representation of women throughout the financial services industry. The event will feature several speakers and an opportunity to network with over 100 mid and senior level women, all of whom are currently in or are interested in careers in the financial services industry.

Agenda

3:00 p.m.

Welcome

Marques Benton

Vice President

Federal Reserve Bank of Boston

3:05 p.m.

Opening Remarks

Eric S. Rosengren

President and Chief Executive Officer

Federal Reserve Bank of Boston

Valerie Mosley

Chief Executive Officer

Valmo Ventures

3:30 p.m.

Discussion about Leading Women in the Workplace

Panelists:

Jocelyn D. Wright

Managing Partner

The Ascension Group,

SHE2 member

Howard Bryant

Author and Journalist

ESPN.com and ESPN the Magazine

Shannon O’Mara

Vice President, Associate Director of Credit Research

Loomis Sayles,

Founder

Loomis Sayles Undergraduate Women's Investment Network ("UWIN")

Sandhya Douglas

Senior Managing Director

Wellington Management

Kat Tzouganatos

Principal

Deloitte & Touche

FSWE Alliance

Moderator:

Kathleen McQuiggan

Special Adviser on Gender Diversity

The CFP Board Center for Financial Planning

4:30 p.m.

Financial Services CEO Roundtable Panel

Panelists:

Barbara McKenna

Managing Principal, Portfolio Manager

Longfellow Investment Management Company

Ron O’Hanley

President and Chief Executive Officer

State Street Bank

Bob Rivers

Chairman and Chief Executive Officer

Eastern Bank

Kevin Charleston

Chief Executive Officer

Loomis Sayles

Joe Keefe

Chief Executive Officer, Pax World Funds

President, Impax Asset Management

Moderator:

Laura Liswood

Secretary General

Council of Women World Leaders

5:50 p.m.

Closing Remarks

Bob Rivers

Chairman and Chief Executive Officer

Eastern Bank

6:00 p.m.

Networking Reception