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David Lim, CSP is best known for leading the landmark 1st Singapore Everest Expedition in 1998 (as well as the second in 2001). Partially disabled from a devastating rare nerve disorder since 1998, his comeback story of overcoming the odds made the cover of the Readers Digest magazine in 2001, and has since been translated into eight languages, and reaching over 35 million readers. He worked in media for nearly a decade until 1999. Since 1999, David has been a sought-after leadership expert, with expertise in motivational and negotiation skills, and, building high performing teams. These add value to any client event or sustainable change initiatives. David has a B.A. in Law from Cambridge University, and a workshop leader with a decade of experience delivering solutions in negotiation, leadership and team skills across 71 cities, and 30 countries (and still counting!). David’s presentation style is breezy with lots of humour, audience-interactive and backed not only by decades of leadership achievement, but also with the rigour of an understanding of how adults learn. This makes his solutions to a presentation or event programme so very different than just hiring an ‘achiever’ type of speaker who may lack a people-development background. David is also a credentialed workshop leader, large-group faciliator and teambuilder. His leadership expertise has been widely profiled in The Wall Street Journal, and Singapore’s The Straits Times newspaper. As a mountaineer, The Sunday Times described him as “unstoppable” after he summitted his 7th virgin peak in 2012. A past President of the Asia Professional Speakers ( 2007-8), his work included being an adjunct lecturer for INSEAD Business School (since 2000). David hasn’t given up climbing, and is a veteran of over 70 alpine and expedition ascents around the world, and achievements in recent years have included scaling 6000-metre virgin peak in Qinghai and making the first single-day, mobility-impaired ascent of the 4092m Mt Kinabalu in Borneo in 2013. David is a CSP(Certified Speaking Professional), the first and only Singaporean to be conferred the highest designation for professionalism and consistent quality by the National Speakers Association and the Global Speakers Federation (GSF). The CSP is an independent audit of five years information on the firm’s quality, processes and maturity.He joins a group of fewer than 12% of 6000 professional members of the GSF who have this accreditation. David also received in the new CSPGlobal designation in Dec 2013 -The credential is conferred on those who have proven mastery of the core global speaking competencies with fewer than 30 professionals worldwide having attained this credential.
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Heather Hansen is the founder and CEO of H2Spark, LLC, a communications consulting company that shows healthcare providers and tech companies how to maintain humanity in an increasingly technical medical landscape. After 20 years of defending medical malpractice lawsuits, she knows what it takes to maximize satisfaction for all members of the health care team, improving the opportunity for patients, providers and caretakers to thrive. She is a keynote speaker, having presented internationally for groups such as The Irish Hospital Consultants Association, the American Academy of Orthopedic Surgeons, the National Judicial Conference, Stryker, the North American Spine Society and at numerous Grand Rounds at hospitals throughout the U.S. Heather is an on air host at LawNewz.com, an on line network dedicated to bringing the audience live coverage and analysis of all things legal. Heather is also a partner in the O'Brien and Ryan law firm. She has been consistently named to Pennsylvania Super Lawyers and as one of the 50 top female lawyers in Pennsylvania. Her passion for communications led her to become a national television and radio legal analyst and journalist who has appeared extensively on CBS News, Fox News, Fox Business Channel, Fox.com, CNN, HLN and Sirius XM radio. She has written for GlobalGrind and Law360 and she has co-authored two chapters in medical texts regarding medical malpractice litigation. She is also a contributor Fox29 Good Day Philadelphia weekend edition. Heather's pro bono work focuses on representing children involved in the criminal justice system. She is a Straus trained mediator and a Lecturer in Law at Villanova Law School.
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A great experience leaves you speechless, and then turns you into a storyteller. Michel has successfully developed and implemented customer centricity and customer experience programs across Europe, at major financial service providers, telecom operators, banks, FMCG-companies and online retailers. People know Michel as an inspirational yet highly analytical leader, engaging speaker and insightful customer centricity advocate.
$1,501 - $5,000
Sameer Somal is the CEO & Co-Founder of Blue Ocean Global Technology. He is a frequent speaker at conferences on digital transformation, online reputation management, search engine optimization, relationship capital and ethics. Fundamental to his work at Blue Ocean Global Technology, Sameer leads collaboration with an exclusive group of PR, Law, Digital Marketing, and Web-Development agency partners. He helps clients build, monitor and repair their digital presence. Sameer is a published writer and Internet Defamation subject matter expert witness. In collaboration with the Philadelphia Bar Foundation, he authors continuing legal education (CLE) programs and is a member of the Legal Marketing Association (LMA) 2030 Task Force. Sameer proudly serves on the board of the CFA Institute Seminar for Global Investors, College Possible and Girl Power Talk. He is an active member of the Society of International Business Fellows Current positions with CFA Institute & CFP Board: • CFAI Institute Talkshow: The Topic @ Hand, Host • CFA Institute Financial Analysts Seminar, Board of Regents • CFA Institute Global Approved Speakers List (ASL), Member • CFA Institute Exam Grading, Senior Grader • CFP Board Council on Education, Member • CFP Board Women’s Initiative (WIN), Advocate Blue Ocean Global Technology serves clients and agency partners in 40+ countries. Kodak and Blockbuster exemplify how quickly the average lifespan of a company listed in the S&P 500 significantly decreased from 67 years in the 1920's to 15 years today. We have completed 3000+ web development, portal, eCommerce, and software projects over the past 15 years. We are Online Reputation (ORM) Experts, which includes building a positive reputation around select key words and mitigating a negative reputation on google. Recent Speaking Engagements include: New York State Bar (Albany, NY) Scotiabank Executive Strategy Retreat (Grand Cayman, Cayman Islands) Project Management Institute (Los Angeles, CA) Montgomery County Paralegals Association (Bluebell, PA) Legal Marketing Association (Orlando, FL) Empowering A Billion Women (Austin, TX) Legal Marketing Association (Philadelphia, PA) CFA Institute VBA Netherlands (Amsterdam, Netherlands) Clear Law Institute (Arlington, VA) Mobile Growth Summit (New York, NY) FPA National BE Conference (Baltimore, MD) Benchbar Conference (Atlantic City, NJ) Legal Week (New York, NY) The US State Department’s Foreign Service Institute (McLean, VA) Global Digital Marketing Summit, Mick Law (Phoenix, AZ) Dimensional Fund Advisors (Austin, TX) SEI Investments (Oaks, PA) The Pennsylvania Bar Institute (Philadelphia, PA) The Philippines HR Summit (Manilla, Philippines) Women Economic Forum (Delhi, India) CFA Institute Leaders Conference (San Jose) The LavaCon Content Strategy Conference (Las Vegas, NV) Georgetown University (Washington, D.C.) NAPFA Annual Conference (Phoenix, AZ) Finance Logix Technology Conference (Las Vegas, NV) FPA of New York (New York, NY)
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In 2008, not on the back of a napkin but on the screen of a laptop, The Rudin Group was launched. I imagined that wealth, nextgen and fintech would intersect causing opportunity in wealth management, family office, private banking, and other financial services sectors. Simultaneously, marketing campaigns, client segmentation, branding, and content was generic, both at the enterprise level and field advisory groups. Literally indistinguishable between firms. And most content was rife with cliches, vague language - not at all targeted. To me, financial services marketing was prime for disruption. "One-size" no longer fit all. Today, while it has been exciting for me to witness changes in financial services marketing and been rewarding for our client firms, there is a huge white space ahead. The future is very bright in #wealth. My own personal passion in #Tech #FinTech make each day of work exciting. I may have been a "geek" before it was popular. I met Bill Gates several times in the late 80's. I also have two millennial children who form one part of my "field research" and I also participate annually in well-regarded studies like the Capgemini World Wealth Report. I was a judge for Mashable's Mashie awards in 2016. The Rudin Group works exclusively with financial services firms and enterprise firms who serve them. We offer highly differentiated messaging, positioning, compliant content creation and consult with firms/financial services institutions on strategy while helping to execute tactically. With a $3 trillion wealth transfer underway, we help marketing departments and field organizations to leverage this opportunity to grow AUM, market share by gaining brand visibility on digital, mobile platforms and targeted to those who people who matter most: centers of influence and end clients. We are privileged to work alongside some of the most prominent financial services brands in the world. I feel grateful to have an awesome network of global colleagues!
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Greg B Davies is a globally recognised expert in applied behavioural finance, sustainable investing, and the science of better decision-making. For over two decades, Greg has worked at the intersection of psychology, finance, and technology—helping individuals and organisations overcome the biases, noise, and emotional hurdles that stand in the way of better choices. He combines rigorous academic insight with a gift for making complex ideas practical, engaging, and often unexpected. In 2006, Greg founded the first behavioural finance team in global banking as Barclays’ Head of Behavioural Quant Finance. Today, he leads Behavioural Science at Oxford Risk, building technology that helps people make smarter financial decisions at scale. He holds a PhD from Cambridge in Behavioural Decision Theory and has advised many of the world’s largest financial institutions. Greg has delivered keynote talks and his acclaimed behavioural wine-tasting experience, Pour Better Decisions, on six continents—for audiences including global banks, investment firms, hedge funds, regulators, family offices, and wealth management client events. Whether speaking to investors, leaders, or advisers, his sessions equip audiences with the tools to be more consistent, confident, and clear-headed in their decisions. He has lectured at Imperial College and LSE, and held associate fellowships at Oxford’s Saïd Business School and UCL. He is co-author of Behavioral Investment Management, and his online course, The Art of Behavioural Investing, distils decades of research and experience into practical steps to improve long-term financial decisions by understanding your own psychology. Beyond finance, Greg is a passionate advocate for the arts. He chaired Sound and Music, the UK’s national organisation for new music, for five years, and co-created Open Outcry, a ‘reality opera’ set on a live trading floor. He’s also an experienced choral singer and a frequent speaker on decision-making, music, and creativity.
$5,001 - $10,000
I am a digital marketing teacher. I help entrepreneurs and small business owners learn how to use email marketing, social media and other online tools to market themselves more effectively and reinforce the branding of their company so that their business can GROW. With over thirty years of business experience, including owning a retail store during tough economic times, and producing my own marketing campaigns, I am uniquely qualified to help you make your business stand out. Need a speaker? I am available for seminars, conferences, and conventions, providing wit, humor and inspirational marketing advice that everyone can learn from. As an email marketing and social media strategist, I will guide you through the maze of email service providers to find the one that is right for your business. We’ll then select the social media channels that will give you the best chance for success. You’ll have the tools you need to get started and stay motivated along your digital marketing journey. Lastly, I live by my motto: I offer honesty and integrity and never waste valuable time, money or resources. Period. AKA/misspellings: Marcia Pearson, Marsha Person, Marcia Person
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Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor Author, Boombustology: Spotting Financial Bubbles Before They Burst Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He first gained widespread attention with the release of his first book, Boombustology, which provided a framework for spotting bubbles BEFORE they burst. Since then, he has been a frequent commentator on issues driving disruption in the global business environment. He’s a columnist for the PBS Newshour and a regular contributor to Worth Magazine. His ideas and writings have also appeared in Fortune, Forbes, The New York Times and a long list of other publications. The 500 million member Linkedin network listed him as the #1 Top Voice for Money, Finance and Economics for both 2015 and 2016 and Worth Magazine profiled him as one of the 100 most powerful people in global finance. Millions of readers have enjoyed his unique multi-lens approach to connecting seemingly irrelevant dots. He also regularly advises sovereign wealth funds, endowments, foundations, and family offices on how to manage their allocations in the face of overwhelming uncertainty. Dr. Mansharamani is currently a Lecturer at the Harvard John Paulson School of Engineering and Applied Sciences , where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today’s business and regulatory environment. He has a PhD and two Masters degrees from MIT and a Bachelors degree from Yale University, where he was elected to Phi Beta Kappa.
More than $10,000
Author and financial educator, Todd R. Christensen, AFC, MIM, MA guides conference attendees on a financial journey from anxiety and fear to hope and confidence, using stories, experiences and principles tailored to all. Todd is Education Manager for Money Fit by DRS, Inc., a nationwide nonprofit financial wellness and credit counseling agency. Author of Everyday Money for Everyday People (2014), Todd develops educational programs and produces materials that teach personal financial skills and responsibilities. He is an Accredited Financial Counselor® and facilitates hundreds of workshops annually to thousands of individuals on the fundamentals of effective personal financial management. Todd develops and publishes free personal finance webinars for all ages through MoneyFit.org. Topics include credit building, debt reduction, household budgeting, spending behaviors, savings strategies, and identity protection. Todd recently served as board member and secretary of the Association for Financial Counseling and Planning Education, has served as president of the Idaho Jump$tart Coalition and serves on program coordinating committees for three housing authorities in Idaho. His other published articles and booklets have addressed topics ranging from marriage and money to raising financially savvy children, from recovering from bankruptcy to controlling holiday spending. He thrives on speaking at conferences and meetings and facilitating classroom presentations at all levels.
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Cathy Paper is the founder of RockPaperStar, a boutique consulting firm that specializes in coaching, marketing and promotion for individuals, business owners or executives by offering creative ideas to improve process and performance. Cathy has coached executives and managers at Best Buy, Paramount Pictures, John Deere and Apple, as well as many Minnesota-based privately held companies and service firms. With energy and enthusiasm Cathy shares her networking savvy and marketing skills to guide leaders to define and reach goals for their teams and organizations. Her naturally competitive nature – Cathy runs, played rugby and was a Minnesota State Tennis Doubles Champion – is inspiring and contagious. Cathy earned her BA at Williams College and holds a Master’s Degree in Organization Development from the University of St. Thomas. She is a national speaker, a columnist for the American City Business Journals, a Forbes Council Coach; a winner of the Minnesota Business Magazine’s “Real Power 50, and the National Association of Women Business Owners “Woman on the Way” award, given to a woman business owner who has demonstrated ahead-of-the-curve achievement for herself and her company. Cathy is on the board of The Friends of the St. Paul Public Library. She has worked at William Blair & Company, Fallon McElligott and Best Buy. She and her husband live in St. Paul with their three children and two dogs.
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Karen Jones coaches executives and professionals unfulfilled in their corporate careers and mentors them to discover the creativity and adventure they desire in their next chapter. Karen found herself in a new stage of life after she became a single professional and empty nester. Karen identified what she wanted in her life and recreated the awesome community for other women. She opened Kaleidoscope Focus, LLC, a practice that facilitates mentoring professional women who want more fulfilling experience in their lives and celebrating with joy. She supports expanding personal connections, to step into a new life of personal transformation. Your personal empowerment provides the platform to become the woman you desire. This is the power of loving your ever-changing life.
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Accredited Credit Counselor and author of Everyday Money for Everyday People (2014), Todd R. Christensen, MA, is Director of Education for the National Financial Education Center at Debt Reduction Services Inc, a nationwide nonprofit credit counseling agency. Todd develops educational programs and produces materials that teach personal financial skills and responsibilities, while also managing the company’s bankruptcy certificate counseling and education services. He facilitates hundreds of workshops annually to thousands of participants regarding the fundamentals of effective money management. He currently serves as secretary of the board of directors for the Association for Financial Counseling and Planning Education for 2015, has served as president of the Idaho Jump$tart Coalition, has been the public member of the Council for Certification of the American Association of Family and Consumer Sciences and volunteers on the program coordinating committees of several housing authorities. Todd relishes speaking to large groups, such as the “Smart Women Smart Money” conference in Boise, Idaho (2012, 2013, 2015) and a general session of the Association for Financial Counseling and Planning Education in Jacksonville, FL in 2011, but he also enjoys counseling with individuals and couples regarding their goals, household budgets, credit reports, and debt elimination plans. His published articles and booklets have addressed topics ranging from marriage and money to raising financially smart children, from recovering from bankruptcy to controlling holiday spending. Todd also served in 2009 as a volunteer Spanish and French language interpreter at the Special Olympics 2009 World Winter Games in Boise, in 2008 as an evaluator of the Pre-Professional Certification Test for the American Association of Family and Consumer Sciences and has served frequently as a financial education awards judge for various conferences and associations. In 2007, he helped to draft the course standards for Idaho’s Mathematics of Personal Finance high school class. An eagle scout himself, he has also served in adult leadership positions in scouting, including most recently as a chartered organization representative from 2013 through 2016. He thrives on speaking at conferences and meetings and facilitating classroom presentations at all levels. See http://bit.ly/emepvideo for speaker video.
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