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Washington, D.C.The American Agenda
International Conference
215 Park Avenue South | Suite 1712 | New York, NY 10003Tel: (212) 533-2141 | FWA.org
28th Annual International Conference: WASHINGTON, D.C.
FWA DELEGATESStephanie Lynn Ackler, CFAManaging Director, PIM Portfolio ManagerAckler Wealth Management of Wells Fargo
Advisors
Maureen Emmert AdolfCorporate Vice PresidentPrudential Financial, Inc.
Barbara AlbomAttorney at Law
Christiane BergevinExecutive Vice President – Strategic
Partnerships – Office of the President Desjardins Group
Charles BernardChief Executive OfficerCriteria For Success, Inc.
Marina BykovaManaging Director, Head of Corporate and
Investment BankingSberbank Europe
Sheila ColucciSenior ConsultantThe Chatham Group
Kathleen Cuocolo, CPAManaging Director BNY Mellon
Margaret E. DarlowDirectorUBS Investment Bank
Karen E. ElinskiSVP, General Counsel and Head of
Government RelationsTIAA-CREF
Jennifer FelibertySenior TraderTD Ameritrade
Diane FergusonManaging DirectorRoyal Bank of Scotland (RBS)
Susan L. HarperFWA President 2012-13DirectorBates Group LLC
Eileen IsolaDirectorBNP Paribas
Anne IzzilloAssociate Vice President, Financial Planning
Specialist/Portfolio ManagerMorgan Stanley Wealth Management
Karen KarpowichInterim Executive DirectorFinancial Women’s Association of New York
Deborah H. KayeManaging Director & Senior Managing CounselBNY Mellon
C. Mindy S. KipnessSenior Vice PresidentEaglestone, subsidiary of American International
Group, Inc.
Donna La SpinaVice PresidentBNP Paribas
Joan E. Lappin, CFAChairman and Chief Investment OfficerGramercy Capital Management Corp.
Jacinta M. Mathis Attorney
Suzanne K. MatthewsDirectorWestchester Community College
Michele MaybaumCPA and Profitability ConsultantMGI Repetti LLP
Kristin McDonoughDirectorThe New York Public Library (SIBL)
Lisa M. MezzettiPartnerCohen Milstein Sellers & Toll PLLC
Rainer A. Miller, CFPFirst Vice President, Senior Portfolio ManagerStone/Miller Group
Sheila OakSenior ConsultantDeloitte and Touche LLP
Christiane OlsenManaging DirectorUBS Financial, Inc.
Allison S. PazSenior Sales AssociateBNY Mellon
Halle B. SchlatherSenior ConsultantDeloitte Consulting, LLP
Fredrick J. SmithVice President UBS Financial Services
Amy A. TitusDirectorDeloitte Consulting LLP
Vanessa Van BruntSenior Vice PresidentWells Fargo Bank, N.A.
Simone G. VinocourManaging DirectorBNP Paribas
Tina M. VizziniBusiness & Real Estate Asset StrategistTMV Consulting
Alan B. Krueger, Chairman of the White House Council of Economic Advisers
Jolynn Shoemaker: Stockholm International Peace Research Institute
Joan Wages, President & CEO of the National Women’s History Museum
28th Annual International Conference: WASHINGTON, D.C.
CONFERENCE HIGHLIGHTS
Media Panel : Maisha Walker, FWA Committee Member Jennifer Feliberty, Tonia Lee, Victoria Harker and Mark Murray
Campaign Finance System Panel: Allen Dickerson, Siobhan ‘Sam’ Bennett and Larry Noble
Delegates Marina Bykova, Christiane Olsen and Stephanie Acker
Delegate Rainey Miller with Hon. Carolyn Maloney
FWA Conference Delegates at Deloitte’s HIVE presentation
FWA President Susan L. Harper
28th Annual International Conference: WASHINGTON, D.C.
HIGHLIGHTS
CONTRIBUTORSSpecial thanks to the following members of the FWA and its Washington Conference Committee, and other interested and supportive individuals, who have generously donated their time, and resources to the planning of this conference.
President, FWASusan L. Harper, Bates Group LLC
Co-Chairs, Washington ConferenceSheila Colucci, The Chatham GroupMargaret Darlow, UBS Investment BankLisa M. Mezzetti, Cohen Milstein Sellers & Toll
PLLC
Washington Conference Committee Katrin Y. Dambrot, Dambrot & CompanyAndrea Dinneen, Deloitte Consulting LLPElizabeth Dries, Deloitte Consulting LLPJanice Dru, Wolters Kluwer N.V.Libby Dubick, Dubick & Associates, Ltd.Karen Elinski, TIAA-CREFJennifer Feliberty, TD AmeritradeAmanda Gallagher, New York Life Insurance
CompanyAnne Izzillo, Morgan Stanley Wealth
ManagementJoan E. Lappin, Gramercy Capital
Management Corp.Kathy Lajoie Malik, BNY MellonAllison S. Paz, BNY MellonHalle Schlather, Deloitte Consulting LLPValerie J. Simson, Badger Financial GroupAmy Titus, Deloitte Consulting LLPSimone Vinocour, BNP ParibasShoya Zichy, Zichy and Associates
General CounselLinda Lerner, Crowell & Moring LLP
FWA Interim Executive DirectorKaren Karpowich
Other ContributorsDeloitte Consulting LLPThe United States Air Force
Marketing & Communications,Briefing Book Graphics and EditingLisa N. Buddenhagen, FWA
CoordinationAnja DeRosa, FWA
Printing ServiceNuhan DemrkanCliCKS Document Management
PhotographyAnne McDonoughAnne McDonough Photographywww.annemcdononoughphotography.com
FWA Social Media CommitteeJean E. ClearyJoanne Dillon, JPMogan Chase & Co.Cornelia Levy-Bencheton, Fireman’s FundKathryn Lineberger, Digital StrategyBarbara Shrager, Strategy XXIJoyce M. Sullivan, SocMediaFin, Inc.
The Current Landscape for Regulation of Financial Institutions Panel: Frank Kelly, FWA Member and Moderator Simone Vinocour, Stephen Strombelline,Julie Williams, Heather Koenig, Beth Zorc and FWA President Susan L. Harper
Washington Conference Co-Chairs: Sheila Colucci, Lisa Mezzetti and Margaret Darlow
Jolynn ShoemakerIndependent Consultant;Non-Resident Fellow Stockholm International Peace Research
Institute;Non-Resident Senior AssociateCenter for Strategic and International
Studies (CSIS)
Stephen C. StrombellineManaging Director, Head of Ethics and
ComplianceBNP Paribas in North America
Marilyn M. ThomasMember of the Senior Executive
Service,Principal Deputy Assistant Secretary for
the Financial Management and Comptroller
Headquarters United States Air Force, Washington, D.C.
Joan Bradley WagesPresident and CEONational Women’s History Museum
Maisha WalkerThe Internet StrategistInc. MagazinePresidentmessage medium
Julie L. WilliamsManaging Director and Director of
Domestic Advisory Practice Promontory Financial Group, LLC
Beth ZorcSenior Counsel for Financial
Institutions and Consumer CreditHouse Financial Services Committee
28th Annual International Conference: WASHINGTON, D.C.
DISTINGUISHED SPEAKERS
Lily BatchelderChief Tax Counsel toSenate Finance Committee Chairman
Max Baucus (D – Montana)
Siobhan “Sam” BennettPresident and CEOWomen’s Campaign Fund
Allen Dickerson Legal Director Center for Competitive Politics
Michael B. DonleySecretary of theU.S. Air Force, Washington, D.C.
Derek B. DornPartnerDavis & Harman LLP
Peter D. DugasDirector of Government AffairsClark Hill PLC
Karen ElinskiSVP, General Counsel and Head of
Government RelationsTIAA-CREF
Kate Fulton Managing DirectorBlackRock
Victoria D. HarkerChief Financial OfficerGannett Co. Inc.
Jill HersheyExecutive Managing Director and
Head of Government AffairsThe Clearing House Association
Stuart IshimaruDirector of the Office of Minority and
Women InclusionConsumer Financial Protection Bureau
Francis J. KellyManaging Director & Head Communications
& Public Affairs - Americas Deutsche Bank
Heather KoenigGlobal Chief Regulatory CounselThe Bank of New York Mellon Corporation
Alan B. Krueger Chairman of President Barack Obama’s Council of Economic
Advisers
Tonia Lee Vice President, Business Operations and
StrategyTV ONE, LLC
US Congresswoman Carolyn Maloney (D-12-NY), Senior MemberHouse Financial Committee;Ranking MemberSubcommittee on Financial Institutions and
Consumer Credit
Mark Murray Senior Political EditorNBC News
Lawrence M. NoblePresident and CEOAmericans for Campaign Reform
Lori PraterLegislative Counsel forCongressman Jim Gerlach (R-PA)
John G. SavercoolManaging Director and Senior LobbyistUBS Americas Inc.
Delegation visits the Lincoln MemorialTax Reform Panel: Lori Prater, Lily Batchelder, FWA Member and Moderator Karen Elinski and Derek B. Dorn
Delegates Sheila Oak and Allison Paz