eMoney Summit Speakers

 

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Abby Johnson

Chairman and CEO of FMR

BIO - SESSION

 

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Abby Johnson
Biography

Abigail P. Johnson is chairman and chief executive officer of FMR LLC, the parent company of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 25 million individuals, institutions and financial intermediaries. In this capacity, Ms. Johnson is responsible for executive management of all of the firm’s financial services and diversified businesses, as well as its corporate functions – from asset management, retail and institutional brokerage, to retirement and benefits services, to corporate operations and support functions. She was named to the role of president of FMR in September 2013; assumed chief executive duties in October 2014; and became chairman in December 2016. Since joining the firm full-time in 1988, Ms. Johnson has worked in and overseen numerous businesses at Fidelity. Before assuming the role of president of FMR LLC in 2013, Ms. Johnson served as president of Fidelity’s retail, workplace and institutional businesses. Prior to that, she ran Fidelity’s workplace business. During her leadership tenure, Fidelity has maintained its position as the nation’s No. 1 IRA and 401(k) provider while deepening the company’s commitment to delivering the best customer experience in the financial services industry. Ms. Johnson also spent a number of years in the company’s Asset Management division, beginning her Fidelity career as an equity research analyst, and serving as president of the division from 2001-2005. During her tenure in Asset Management, she managed a number of Fidelity mutual funds before serving as an associate director for the firm’s equity division, where she oversaw and coordinated the activities of the Growth and Capital Appreciation groups. Ms. Johnson also managed the company’s equity investment systems, overseeing the design and implementation of technology initiatives essential to Fidelity’s trading, portfolio construction, management, and research capabilities. In addition to her responsibilities with FMR, Ms. Johnson is chairman of Fidelity Worldwide Investment (FIL Limited), a separate company that operates independently of FMR, providing asset management services to investors outside the United States and Canada. Ms. Johnson joined FIL’s Board as a director in November 2012 before becoming its chairman in February 2014. Born in 1961, Ms. Johnson received a bachelor of arts degree in art history from Hobart and William Smith Colleges in 1984 and an MBA from Harvard Business School in 1988. She is a member of the board of directors of the Associates at the Harvard Business School and the Corporation of the Massachusetts Institute of Technology.

 

 

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Abby Johnson
From AI to Generation Z: A Conversation


In this intimate conversation, Abby Johnson will share her unique perspectives on the financial services industry, including her points of view on emerging technologies, changing customer demographics and demands, and more. In addition, you’ll learn why Fidelity acquired eMoney and hear Abby’s take on what FlexGen means and how an agile approach is critical to business growth and success.

 

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Daniel Pink

Author of WHEN: The Scientific Secrets of Perfect Timing

BIO - SESSION

 

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Daniel Pink
Biography

Daniel H. Pink is one of the best-selling nonfiction authors of the last decade. His books on work, business, and behavior have been translated into 35 languages and have sold more than 2 million copies worldwide. His books include: When: The Scientific Secrets of Perfect Timing (January 2018), which explores the science of timing in our lives. To Sell is Human: The Surprising Truth About Moving Others. A #1 best seller on The New York Times, The Wall Street Journal, and The Washington Post lists and winner of the American Marketing Association’s Berry Book Prize for the year’s best book on marketing. Drive: The Surprising Truth About What Motivates Us. #1 New York Times best seller. 159 weeks on the New York Times best seller lists. National bestseller in Japan and the UK. A Whole New Mind: Why Right-Brainers Will Rule the Future. 96 weeks on the New York Times best seller lists. Freshman Read at several US colleges and universities. In 2008, Oprah Winfrey gave away 4,500 copies of the book to Stanford University's graduating class when she was the school’s commencement speaker. The Adventures of Johnny Bunko: The Last Career Guide You’ll Ever Need. The first American business book in the Japanese comic format known as manga and the only graphic novel to appear on the BusinessWeek best seller list. Named an American Library Association best graphic novel for teens. Free Agent Nation: The Future of Working for Yourself. Washington Post best seller. Named by the U.S. Department of Labor as one a Book That Shaped Work in America over the last 100 years. Pink was host and co-executive producer of Crowd Control, a National Geographic Television series on behavioral science. He also appears frequently on NPR’s Hidden Brain, the PBS NewsHour, and other TV and radio networks in the US and abroad. He has been a contributing editor at Fast Company and Wired as well as a business columnist for The Sunday Telegraph. His articles and essays have also appeared in The New York Times, Harvard Business Review, The New Republic, and other publications. In 2007, he was a Japan Society Media fellow in Tokyo, where he studied the country’s massive comic industry. In 2015, London-based Thinkers50 named him, alongside Michael Porter and Clayton Christensen, as one of the top 10 business thinkers in the world. His TED Talk on the science of motivation is one of the 10 most-watched TED Talks of all time, with more than 19 million views. His RSA Animate video about the ideas in his book, Drive, has collected more than 14 million views. He currently serves on the advisory boards of Hubspot, Heleo, Betterment Institutional, and RiseSmart. Before venturing out on his own nearly 20 years ago, Pink worked in several positions in politics and government, including serving from 1995 to 1997 as chief speechwriter to Vice President Al Gore. He received a Bachelor of Arts degree from Northwestern University, where he was a Truman Scholar and was elected to Phi Beta Kappa, and a Juris Doctor degree from Yale Law School. He has also received honorary degrees from Georgetown University, the Pratt Institute, the Ringling College of Art and Design and Westfield State University. Pink and his wife live in Washington, DC. They have three children—a college sophomore, a high school senior and an eighth grader.

 

 

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Daniel Pink
The Scientific Secrets of Perfect Timing


We all know that timing is everything. Trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. But we make them based on intuition and guesswork. Timing, we believe, is an art. In this provocative and entertaining presentation, multiple New York Times bestselling author Daniel Pink will show that timing is a really a science – one we can use to make smarter decisions, enhance our productivity, and boost the performance of our organizations. Drawing on a rich trove of research from dozens of fields, Pink will show:
- How the hidden pattern of the day affects our analytic and creative capabilities – and how simple work rearrangements can improve our effectiveness,
- Why breaks are more important than we realize and what the emerging science reveals about the kinds of breaks that are most restorative for the modern workplace,
- Why reaching the midpoint of a project sometimes drags us down and other times fires us up – and how to tell the difference,
- The four ways that endings shape our behavior and how to use endings to spark motivation, improve customer experiences, and deepen a sense of meaning and purpose in the workplace,
- How groups synchronize in time – and how leaders can use the three rules of “synching fast and slow” to turbocharge team performance.
Deeply researched, packed with takeaways, and tailored to each audience, Pink’s presentation will leave you looking at your work, your organization, maybe even your life in fresh and invigorating ways.

 

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Alison Levine

Keynote Speaker, Boundry-breaker, Game-Changer, New York Times Bestselling Author

BIO - SESSION

 

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Alison Levine
Biography

First American Women's Everest Expedition Team Captain & Author of The New York Times Bestseller On the Edge: Leadership Lessons from Everest and Other Extreme Environments. Alison Levine is a history-making polar explorer and mountaineer. She served as team captain of the first American Women’s Everest Expedition, climbed the highest peak on each continent and skied to both the North and South Poles—a feat known as the Adventure Grand Slam, which fewer than forty people in the world have achieved. In January 2008, she made history as the first American to complete a 600-mile traverse from west Antarctica to the South Pole following the route of legendary explorer Reinhold Messner. Levine completed this arduous journey on skis while hauling 150 pounds of her gear and supplies in a sled harnessed to her waist. She made history again in 2016 when she completed two first ascents: Hall Peak in Antarctica and Khang Karpo in Nepal. Her success in extreme environments is noteworthy given she has had three heart surgeries and suffers from Raynaud’s disease, which causes the arteries that feed her fingers and toes to collapse in cold weather—leaving her at extreme risk for frostbite. In addition to having tackled some of the most challenging environments in the outdoors, Levine also spent time climbing the corporate ladder. She worked in the pharmaceutical and medical device industry, earned an MBA from Duke University, and spent three years working for Goldman Sachs. She left Goldman in 2003 to serve as deputy finance director for Arnold Schwarzenegger in his successful bid to become Governor of California. Levine spent four years as an adjunct professor at the United States Military Academy at West Point in the Department of Behavioral Sciences and Leadership and is board and faculty member at the Thayer Leader Development Group at West Point. She was a contributing author to the book Leadership in Dangerous Situations: A Handbook for the Armed Forces, Emergency Services and First Responders (Naval Institute Press). She also serves as a Senior Fellow at the Coach K Center on Leadership & Ethics at Duke University. A sought-after consultant and keynote speaker on the subject of leadership development, Levine has addressed audiences ranging from Fortune 500 companies to professional sports teams to the prestigious World Economic Forum at Davos. She is the author of the New York Times best-seller On the Edge: Leadership Lessons from Mount Everest and other Extreme Environments. Having spent prolonged periods of time in some of the world's most dangerous and inhospitable places (including Wall Street), she tackles the topics of creating cohesive teams, taking responsible risks and developing no- nonsense leaders that can succeed in times of uncertainty. Levine is the founder of the Climb High Foundation, a nonprofit organization dedicated to improving the lives of jobless women in western Uganda by training them to be trekking guides and porters in their local mountains, thus allowing them to earn a sustainable living wage through climbing-related tourism. Her efforts enabled the first group of local women to climb Uganda’s highest peak—Mt Stanley, and her work in Africa is the subject of the PBS documentary Living Courageously. Levine’s newest role is that of executive producer of the upcoming documentary film The Glass Ceiling (www.theglassceilingmovie.com/), which chronicles the life of Pasang Lhamu Sherpa (1961- 1993) and her quest to become the first Nepali woman to climb Mt. Everest.

 

 

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Alison Levine
On the Edge: The Art of High-Impact Leadership


Imagine yourself on the highest mountain in the world. You have to deal with the physiological effects of extreme altitude--along with bone-chilling temperatures, battering winds, and a climbing team that's counting on all of its members to make smart decisions. There's simply no room for poor judgment -- one mistake or misstep can result in an "unrecoverable error." In any situation where lives on are the line or the stakes are exceptionally high--there's no better training ground for leaders than settings where people are pushed beyond their perceived limits. Drawing on her experience as team captain of the first American Women's Everest Expedition, Alison Levine makes a compelling case that the leadership principles that apply in the world of extreme adventure also apply to today's rigorously competitive business environments.

 

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Ed O'Brien

CEO at eMoney

BIO - SESSION

 

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Ed O'Brien
Biography

Ed O’Brien sets the tone for eMoney Advisor’s success. With over 30 years in finance focusing on advisor technology, eMoney has more than doubled in size since under his leadership, which began in March 2016 when he was named CEO. Ed previously served as Senior Vice President and Head of Platform Technology for Fidelity Institutional where he managed the development and operations of platform technologies supporting RIA broker-dealers and family office clients of Fidelity’s clearing and custody businesses. Ed led his team to be granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology. Ed’s previous experience includes an array of areas. Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts. Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.

 

 

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Ed O'Brien
Rise of the FlexGen


What is a Flex Gen advisor? It’s okay if you don’t understand the term just yet, but we’re certain you will after CEO Ed O’Brien explains the logic behind FlexGen and why this new way of doing business will position today’s advisors for success with tomorrow’s clients. Ed will set the tone for this year’s Summit, highlighting the characteristics of Flex Gen advisors and why they’re destined to shake up the industry. Throughout the Summit, you’ll learn how eMoney can help you adopt a FlexGen model to drive business growth. Together, we’ll rise above the status quo and break new ground to serve the millions of Americans who need planning-led advice more than ever before.

 

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Chad Renfro

Executive Vice President, Head of Cybersecurity, Fidelity Investments

BIO - SESSION

 

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Chad Renfro
Biography

Chad Renfro is Head of Enterprise Cybersecurity for Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 26 million individuals, institutions and financial intermediaries. In this role, he leads Fidelity’s cybersecurity efforts. Mr. Renfro is a distinguished officer graduate of Baylor University. Since completing his formal education, he has worked for more than 20 years in the information security field. Most recently, he served as the Chief Information Security Officer (CISO) of Bank of America's Information Protection division, leading more than 1200 security professionals. Mr. Renfro was with Bank of America from 2000 to 2014. Prior to joining Bank of America, Mr. Renfro served as an officer with the United States Air Force Computer Emergency Response Team (AFCERT) at the Air Force Information Warfare Center, headquartered near San Antonio. Over his career, Mr. Renfro has led more than 500 cyber incident investigations and developed several specialized tools for information security, including specialized intrusion detection systems. He has 11 patents filed in the areas of risk management and intrusion detection.

 

 

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Chad Renfro
Own the Threat: The State of Cybersecurity


As financial services companies, there's a big target on our collective back for cyber criminals. Can we be safe in a digital world? Chad Renfro says the odds are better with a vigilant and resilient approach. And he'll tell us how.

 

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Ron Carson

Founder & CEO Carson Group

BIO - SESSION

 

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Ron Carson
Biography

Ron Carson is Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high net-worth clients. Established in 1993, Carson Group Coaching has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of thousands of advisors. Carson Group Partners empowers advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska, but serve a broad base of advisors and investors across the U.S. and Canada. Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate. These driving principles enabled Carson Group to grow to over $8.56 billion in assets under advisement, which includes assets under management,* and have led Ron to receive many accolades. He is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame.* Most recently Ron was named to Forbe’s list of America’s top wealth advisors,* coming in at number 13 out of thousands of advisors, while Carson Group was recognized for making the Inc. 5000 list of America’s Fastest Growing Private Companies. Ron is one of the most celebrated and respected financial advisors and executives in the industry—he is a sought after speaker, thinker, and investment strategist. In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA. aRIA is a “think-tank” study group comprised of six forward-thinking RIA firms, which collectively manage more than $17.5 billion in client assets, and Advisor Growth Strategies, a leading consulting firm serving the wealth management industry. The group offers insight for advisors considering ways to enhance their firms’ enterprise values. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides insight and frontline perspective to the CNBC Digital news team. In 2014, Ron joined The American College of Financial Services board of trustees for a three-year term. The College offers turnkey programs that produce effective advisors who are able to join a team and make an impact immediately, helping the industry by adding capacity, and building the next generation of advisors. Ron’s academic credentials include being a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, and a Chartered Financial Consultant. Ron is also actively involved in the community. He and his wife, Jeanie, founded The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation—a foundation established for a more efficient disposition of charitable assets—and served as a past President of the Child Saving Institute. A nationally acclaimed New York Times bestselling author, Ron has shared his success principles through several books, including 2005’s Tested in the Trenches, 2007’s Avalanche, 2012’s second edition of Tested in the Trenches, and most recently The Sustainable Edge, released in 2016 and written for business owners who are seeking a fuller, more rewarding work-life balance. Ron and Jeanie reside in Omaha and have three wonderful children. He enjoys spending time with his family, collecting and drinking wine, golfing, flying, pheasant hunting, and he’s an avid Nebraska Cornhusker fan. *Please note that the amount of CWM, LLC’s Assets under Advisement is considerably larger than the amount of the firm’s regulatory Assets under Management. Assets under Advisement include regulatory Assets under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution, or trading authority. CWM, LLC¹s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at http://www.adviserinfo.sec.gov. *Barron’s magazine, October 20, 2014 issue. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. *Forbes, 2016. The Forbes ranking of America’s Top Wealth Advisors rates thousands

 

 

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Ron Carson
The New Meaningful Measure: Proving the Value of Relationship™


Advisors have long held onto a simple metric for defining their worth in a client’s eyes (rate of return, performance, asset growth, etc.). But, are your clients measuring you in more ways than one? They are today. In this keynote presentation, Ron Carson, CEO and founder of Carson Group, will expose the intangible value advisors provide to their clients and illustrate how advisors can bring this invisible value to the forefront of the client conversation. Demonstrating value beyond a doubt is the new standard, and with the advent of interactive technology, Carson will explain what the modern-day consumer expects, why it’s changing investor behavior, and how this will influence the profession forever.

 

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Jess Liberi

Head of Product at eMoney

BIO - SESSION

 

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Jess Liberi
Biography

As Head of Product, Jess Liberi brings to life eMoney Advisor’s product vision, and strategy. In this role, she focuses on the evolution and development of eMoney’s robust portfolio of products. Working closely with financial advisors and advisory firms, Jess immerses herself in their world to fully understand them and their clients’ needs. Jess has routed eMoney to focus on the growth and evolution of the financial services industry, its advisors, and the clients they serve to deliver a comprehensive and competitive solution. Bringing 15 years of diversified experience in financial services, including product and relationship management and development sales, Jess joined eMoney in 2014. Spearheading the product organization and development sector of eMoney’s interactive planning tools and reporting suite, she has succeeded and set the precedent. She graduated from the University of Virginia with a Bachelor of Science in economics and finance.

 

 

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Jess Liberi
eMoney Product Roadmap


In the words of Fleetwood Mac, we don’t stop thinking about tomorrow. Head of Product Jess Liberi will present eMoney’s latest product roadmap, introducing the products and features that we are currently developing to help you better serve your clients, operate your business and reach new levels of sustainability and growth. Starting with our new Goals-Based Planning solution, Jess will walk you through upcoming product launches and, more importantly, take a deep dive into the ‘why’ behind each. Hint: Our roadmap is founded in feedback from all of you and based on our exclusive Flex Gen research study, which uncovered the solutions that advisors identified as being critical to future growth and success.

 

 

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