Agenda 2022

SYNERGY FORWARD>>

Welcome to USPAACC’s CelebrASIAN Business + Procurement Conference 2022 — America’s largest and longest-running business development conference convened by Pan Asian Americans. For over 36 years, CelebrASIAN has been creating, sustaining and energizing thousands of partnerships among corporate America, government agencies in the federal, state, and local levels, large nonprofits, the Pan Asian American, and other minority and diverse enterprises. If you are serious about growing your business, then CelebrASIAN Business + Procurement Conference is a must-attend event for you!

DRESS CODE: DAY EVENTS, BUSINESS ATTIRE. EXCELLENCE AWARDS GALA DINNER, FORMAL OR NATIONAL ATTIRE

7:45 am - 9:00 am ET

Chief Procurement Officers Breakfast (Invitation Only)

Presenter

Andrea Greenwald

Andrea Greenwald

Andrea Greenwald

Senior Director, Advisory and Key Initiative Leader for Sourcing & Procurement
Gartner

Roles and Responsibilities:

As a Senior Director in the Procurement Advisory Practice, Andrea Greenwald guides and educates executives within Procurement & Sourcing, Finance, and Supply Chain to coach them build, manage, and transform their firms Procurement functions approach to business for continued growth. Mrs. Greenwald facilitates virtual workshops and advises in a range of cross-industry topics, which include talent management, supplier management, supplier diversity programs, stakeholder influence, and functional transformation. Mrs. Greenwald also sits on the board for Women at Gartner, leading initiatives to raise awareness about implicit challenges that women face in business.​

Background / Professional Experience:​
Prior to Gartner, Mrs. Greenwald led two multi-million-dollar accounts as a healthcare advertising Account Executive; advising clients on educational marketing campaigns, working cross-functional to develop new content, and navigating complex medical/legal/regulatory requirements. Mrs. Greenwald also has experience in business development, events, payroll, accounts receivables, and people management.

Recent Research:

  • Leadership Vision for 2022: Chief Procurement Officer​
  • Drive Supplier Diversity Program Success by Addressing These Four Emerging Trends​
  • Video: Coca-Cola — Getting to a Billion Dollars in Supplier Diversity Spend: An Outcome-Based Program​
  • Video: Coca-Cola — Building a Global Supplier Diversity Program

Common Inquiries Andrea Assists Clients With:

  • How do I transform my Procurement function? ​
  • What are the emerging trends in Procurement? ​
  • How do I influence stakeholders to work with Procurement? ​
  • How do I build and grow a supplier diversity program? ​
  • What are the component of a successful supplier relationship management program? ​
  • How do I benchmark my functional performance?
Senior Director, Advisory and Key Initiative Leader for Sourcing & Procurement Gartner

Guest Speakers

Chuck White Nationwide B9540C5830366Cf7E0C177Feac256077

Chuck White

Chuck White

Vice President of Procurement
Nationwide

Charles White leads the Procurement group at Nationwide covering all source to pay functions, corporate travel, supplier diversity and risk management. Charles has over two decades of experience in diverse sectors including, financial services, high tech, and consumer electronics manufacturing. He has covered a wide range of direct and indirect categories while working for some of the largest companies in the Technology and Financial Services. He recently joined Nationwide in December 2018 from Charles Schwab and prior to that was with Fidelity, Deutsche Bank and Microsoft. He is a US Navy Veteran and former aircraft carrier based jet pilot. He graduated from Oregon State University with a Bachelor of Science in Biology.

Vice President of Procurement Nationwide
Anthony Wutoh

Anthony K. Wutoh

Anthony K. Wutoh

Provost & Chief Academic Officer
Howard University

Anthony K. Wutoh, Ph.D., R.Ph. is the Provost and Chief Academic Officer of Howard University. He previously served in various roles at the University including as Dean of the College of Pharmacy and Assistant Provost for International Programs. Dr. Wutoh has also served as Director for the Center for Minority Health Services Research, and the Center of Excellence.

Dr. Anthony Wutoh received a Bachelor of Arts degree in Biochemistry from the University of Maryland Baltimore County in 1987. He then completed a Bachelor of Science in Pharmacy, and Doctor of Philosophy in Pharmacy Administration

(Pharmacoepidemiology) at the University of Maryland, Baltimore School of Pharmacy. Dr. Wutoh has varied research interests including pharmacoepidemiology, international health, health services/outcomes research, and evaluation of large population databases, particularly in the area of AIDS and HIV infection in older patients. Dr. Wutoh has received over $80 million dollars in grant funding from several sources including; NIH, CDC, USAID, HRSA, AHRQ and foundations, and has published numerous research articles on HIV disease, medication adherence, disease state management, and various other topics in respected research journals, including; the Journal of the American Medical Association, Health Services Research, AIDS & Behavior, the Journal of the National Medical Association, and the Journal of the American Pharmacists Association.

Dr. Wutoh has led, and participated in various international programs including sponsored projects (USAID, CDC, PEPFAR, etc.) in Nigeria, South Africa, Zambia, Kenya, Rwanda, Tanzania, Ethiopia, Ghana, etc. Dr. Wutoh has been a practicing pharmacist in Maryland since 1990 and has worked in various settings including hospital, retail, consulting, and community pharmacy, as well as academia. In 1993, He served as a policy intern with the U.S. Senate Special Committee on Aging where he was directed with evaluation of the economic impact of health care reform on the pharmaceutical and biotechnology industries. His other areas of interest and expertise include minority access to novel medical therapies, medication compliance, post‐marketing assessment, clinical trial protocol and evaluation, survival analyses, and the role of stress in the functioning of health care professionals. He is also the recipient of various awards and acclamations including the 1998 Excellence Award for Professor in the Division of Pharmacy, College of Pharmacy, Nursing, and Allied Health Sciences, the 2007 Distinguished Faculty Award from the Howard University Pharmacy Alumni Association, the 2017 Distinguished Alumni Award from the University of Maryland School of Pharmacy, and the 2017 Edward Bouchet Legacy Award.

Dr. Wutoh is married to Rita Wutoh, MD, MPH, and they are the proud parents of two daughters, Nadya and Niya.

Provost & Chief Academic Officer Howard University
8:30 am - 10:30 am ET

Prescheduled 1-on-1 Business Matchmaking Meetings - AM

Representatives

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Bristol Myers Squibb

Bristol Myers Squibb


Charter Logo RGB

Charter Communications

Charter Communications


Cushman Wakefield squared

Cushman & Wakefield

Cushman & Wakefield


DOA

Department of Army

Department of Army


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Edwards Life Science

Edwards Life Science


Export Import Bank of the United States EXIM

Export-Import Bank of the United States (EXIM)

Export-Import Bank of the United States (EXIM)


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Goldman Sachs 10,000 Small Businesses

Goldman Sachs 10,000 Small Businesses


Google

Google

Google


Hilton

Hilton

Hilton


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JP Morgan Chase & Co.

JP Morgan Chase & Co.


Mass Mutual logo dots294

Mass Mutual

Mass Mutual


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Nationwide

Nationwide


PGE

Pacific Gas and Electric

Pacific Gas and Electric


Southern CA Edison

Southern California Edison

Southern California Edison


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Southern Company

Southern Company


State farm

State Farm

State Farm


The Boeing Company

The Boeing Company

The Boeing Company


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T-Mobile

T-Mobile


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Walmart

Walmart


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Wells Fargo

Wells Fargo


10:45 am - 12:15 pm ET

Managed Service Providers (MSP) Panel

Moderator

Terry Hsiao

Terry Hsiao

Terry Hsiao

Adjunct Professor
Marymount University

Terry Hsiao is an entrepreneur, advisor, and investor with extensive experience in mobile messaging, payment, and fintech. He has founded multiple companies in mobile that got acquired by Sybase, Verifone, and Kaleyra where he helped its recent public listing on NYSE:KLR in November 2019.

Mr. Hsiao served on the board of Virginia’s Center of Innovation and Technology, a state-funded economic development and investment agency. Terry is a current adjunct professor at Marymount University. He also serves as the President of Monte Jade DC, representing Asian American business leaders and entrepreneurs for 25 years. He also founded and leads the DC MIT Alum Angel Group.

Terry received a BSEE Honors degree in Electrical and Computer Engineering from Rutgers University and a Master’s degree in Management of Technology from MIT Sloan.

Adjunct Professor Marymount University

Guest Speakers

Tammy Browing

Tammy Browning

Tammy Browning

President
KellyOCG

Tammy Browning is president of KellyOCG®. She’s responsible for the company’s $10 billion global MSP portfolio, which includes embedded solutions such as services procurement, payroll outsourcing, the global RPO practice, and the Ayers Group outplacement.

Her path to executive leadership started more than 20 years ago in a temporary role as a recruiter with Kelly®. Since then, she’s moved through several customer- and talent-facing roles with increasing responsibility and leadership, due in part to her visionary thinking and passion for operational excellence.

She brings a pioneering spirit to any challenge. Tammy always looks for new ways to add value for customers by helping them discover what’s next in the world of work and is recognized for her ability to spark change through forward-looking solutions.

Tammy is an industry thought leader who regularly shares insights on how people want to work and how organizations can meet their future workforce challenges. Staffing Industry Analysts® recognized Tammy as one of the most influential leaders in the staffing industry, naming her to its 2021 and 2020 “Staffing 100” list and its "Global Power 150" Women in Staffing lists. Inspiring Workplaces named Tammy a 2021 Inspiring Leader for being inclusive, courageous, transparent, and empowering. Diversity Journal honored Tammy as a 2020 “Women Worth Watching” for leading the way to excellence in the workplace.

Tammy is a well-seasoned and self-proclaimed “travel sports mom.” In her free time, you can find her spending time with her family and spoiling her grandchildren.

President KellyOCG
Brian Clark

Brian Clark

Brian Clark

President
AgileOne

President AgileOne
Jen Torres

Jen Torres

Jen Torres

Growth Executive
GRI

Jen Torres is a recognized leader in Workforce Solutions operations and sales to Fortune 100 companies seeking Managed Workforce Solutions, Recruitment Process Outsourcing and Total Talent Solutions. With a specialty in Workforce Advisory, Jen has 17 years creating and servicing Client HR Solutions in various industries with emphasis on the convergence of tech enablement with human experience. Jen’s subject matter expertise is designing creative and innovative solutions that have helped some of the country’s largest institutions launch and develop workforce operations into industry-leading programs. She has served in various Operations roles within the Workforce Solutions vertical and is known for her passion for customer centric solutions and elevating customer service. This aligns directly to her passion in matching people with meaningful work environments while advising employers on how to become a more purposeful employer organization. Within the last two years, Jen has witnessed a notable shift in priorities both from a client and a candidate perspective and as such wanted to move into more of a Solution Design role within the space. To support this, Jen joined GRI as their Growth Executive in 2021 and is responsible for bringing creative solutions to both new and existing GRI customers. Jen is also a champion of women in leadership and has recently joined a private executive female network that’s mission is to connect women into senior and executive positions which serves the overall goal of helping place more women in senior levels within corporate organizations. She is also a proud Diversity, Equity and Inclusion advocate and supports many initiatives that help train, place, and develop diverse candidates into meaningful careers. While Jen takes pride in her professional accomplishments, Jen’s most important work is her role as a mother to her 7-year-old son. Jen has a passion for how work and communities intersect and as such she supports many local NC non-profit organizations that work to connect people to support in the communities where they reside. Jen is a native North Carolinian and current lives in Asheville, NC with her son and husband. When not at work; you can find Jen exploring new experiences with her family, volunteering with local community or education organizations, traveling and learning new hobbies.

Growth Executive GRI
12:30 pm - 1:45 pm ET

Industry Builders (i-Builders) Marketplace Luncheon

Moderator

Maitjian Welke

Maitjian Welke

Maitjian Welke

Founder and Chief Security Officer
CMIT Solutions

Maitjian Welke is the Founder and Chief Security Officer of CMIT Solutions Silicon Valley which is an IT Managed Service Provider specializes in IT infrastructure, Cyber Security, IT Consulting & CIO/CISO services. Maitjian Welke has Computer Science background and extensive IT & Software Engineering experience of over 20 years working in fortune 500 corporations including IBM, SUN, CISCO, AMEX, NCR, VMware and GOOD Technology. Maitjian Welke started their company CMIT Solutions of Silicon Valley in 2009 and continue to grow with two acquisitions. As an active VAR Channel Partner for fortune 500 computer manufacturers, she has been recognized in the Women of the Channel by CRN Magazine every year since 2015 for her leadership and accomplishments. Maitjian and her team are passionate about helping businesses and corporations with their Technology and Cyber Security. Maitjian recently developed a Cyber Security in Supply Chain course for University of California Santa Cruz extension and has been teaching it since 2021. She had been invited to be on Cyber Security Panelists for a number of Cyber Security Summits and Expos in San Jose, Fresno and Los Angeles and provided a number of Cyber Security webinars for professionals in recent years. Maitjian also volunteered and served on three Boards - Board of Industry Council for Small Business Development, USPAACC Western Chapter and Alameda County Employer Advisory Council.

Founder and Chief Security Officer CMIT Solutions

Guest Speaker

Ruben Barrales

Ruben Barrales

Ruben Barrales

Senior Vice President, External Engagement, Diverse Segments, Representation and Inclusion
Wells Fargo

Senior Vice President, External Engagement, Diverse Segments, Representation and Inclusion Wells Fargo

Fireside Chat Speakers

Bin Chin

Bin Chen

Bin Chen

CEO and Co-Founder
Stori

Bin Chen is the CEO and co-founder of Stori, a digital bank focused on serving the 400 million underbanked population in Latin America. Stori has proudly served more than 1 million customers in Mexico already and is the leading fintech serving the underbanked population in Mexico. Stori has raised $250 million by end of 2021 to continue its super fast growth.

Previously, Bin was a business leader at Mastercard, BCG and Capital One with 17 years of global experience. His work at Capital One covered credit cards and online banking accounts. At BCG, he led teams to drive strategy and corporate development work for clients. And at Mastercard, he was China Country Manager of the Loyalty Solutions Business, Consulting & Services lead for large banks in Greater China and Korea and later on for U.S. community banks and credit unions. He also was Deputy Executive leading the post-merger Integration of a $600 million U.S. software company into Mastercard.

Bin has a Economics degree from Fudan University and an MBA from the University of Chicago.

CEO and Co-Founder Stori
Shital Daftari

Shital Daftari

Shital Daftari

Founder & CEO
Saris and Things dba SNT Biotech

In 2012 she became an Amazon Seller and started selling her brand Saris and Things on Amazon, and also expanded to selling designer shoes, swimwear, fine jewelry and many top designer brands.

When the pandemic hit in 2020, she pivoted her business to selling PPE and was one of the first sellers to sell facemasks on Amazon, and within weeks expanded her product line to include hand sanitizers, gloves, pulse oximeters, swabs, surgical gowns, and all types of PPE. With the huge success with PPE, she grew her business to selling covid tests and lab supplies and launched her wholesale business, SNT Biotech in the latter half of 2020.

Her company SNT Biotech is now one of the largest suppliers of Rapid and PCR COVID tests and lab supplies to various hospitals and labs across the country. SNT Biotech also provides Onsite COVID Testing Services at schools and large corporations.

Founder & CEO Saris and Things dba SNT Biotech
Shashank Shekhar

Shashank Shekhar

Shashank Shekhar

Founder
InstaMortgage

After starting his business in possibly the worst year for financial markets i.e. 2008, Shashank Shekhar has led the company to be one of the fastest-growing mortgage companies in America by helping thousands of families secure better financing for their homes. In 2017 and 2021, InstaMortgage formerly known as Arcus Lending Inc. was named to the Inc. 500 list of the fastest-growing private companies in America (aka "Most Exclusive Club in Business").

This dramatic growth has been built on the pillars of legendary customer service and unrelenting focus on education. Shashank lives and breathes the mantra "We are in the customer service and education business, we just happen to do mortgages."

Amazon.com #1 best-selling author Shashank is widely regarded as "America's Premier Mortgage Expert". He is the expert guest of TV and radio show - "Mortgage Matters" and author of widely acclaimed books - "First Time Home Buying 101", "Real Estate Unleashed" and latest #1 best-seller "My First Home".

Besides writing one of the top mortgage blogs in the country, Shashank also gets invited to blog on several of the top mortgage and real estate websites. He has been quoted/featured on Yahoo! News, FOX Radio, Washington Post, Bankrate.com, Financial Times (London), and several other media for his expertise. He was interviewed by Emmy Award-winning director Nick Nanton on his TV show.

Founder InstaMortgage
Eric Toda

Eric Toda

Eric Toda

Head of Meta Prosper & Global Head of Social Marketing
Meta

Head of Meta Prosper & Global Head of Social Marketing Meta
2:15 pm - 3:45 pm ET

Doing Business with Corporations Roundtable & Small Group Conversations

Moderator

Ann anjali ramakumaran

Ann Anjali Ramakumaran

Ann Anjali Ramakumaran

Founder and CEO
Ampcus, Inc.

Anjali Ann Ramakumaran, Founder and CEO of Ampcus Inc. (Ampcus), is a technology savvy entrepreneur with more than 15 years of contribution towards the design, development and delivery of leading edge Technology Solutions and Human Capital Management across the globe. Under her leadership she has cultivated Ampcus into a fast growing Consulting and Professional Services firm. For eight consecutive years (2009-2016), she has been recognized as a top Asian American owned business by the USPAACC. In addition, for the past seven consecutive years (2010-2016), she has been honored as one of the 50 Fastest Growing Women Owned Businesses in the CONUS by the Women Presidents Organization. Under Ann’s leadership, Ampcus has made the Inc. 500/5000 list and has been recognized as a Top Diversity Business for the past 7 years (2010-2016). Ann was also awarded Women in Technology Entrepreneur of the Year by WIT and most recently received the Chairman’s Award for Inspirational Leadership from the CRMSDC. Ampcus has also received the Global Growth Award from Astra Women’s Business Alliance, Supplier of the Year Award from the GMSDC and the Top Asian American Business Award from the USPAACC-SE.

Ann works closely with her Advisory Board, whose advice/input on strategy and direction helps her drive the company to attain its vision of being one of the largest and most successful high performing Professional Services companies globally. She has been actively involved in executing a consultative methodology to define, qualify and quantify Ampcus’ target clients, determine their strategic IT and business objectives and from this developed solutions which proactively address their current and evolving demands and needs.

Ann serves on the CRMSDC Board of Directors, WPEO Leadership Committee and the USPAACC Scholarship Committee. She has been a speaker at numerous National and Local Procurement and Diversity Conferences. In addition, Ann has mentored several women and minority start up’s in an effort to help them grow their business. Ann holds her Bachelor’s and Master’s degrees in Business and Commercial Management from India and has completed Executive Management from the Robins School of Business, University of Richmond Virginia and an Advanced Management from the Kellogg School of Management Northwestern University Illinois.

Founder and CEO Ampcus, Inc.

Guest Speakers

Lindsay Broome

Lindsay Broome

Lindsay Broome

Sr. Category Development Manager
Foodbuy

Lindsay Broome is the Sr. Category Development Manager for Supplier Diversity at Foodbuy, the largest foodservice procurement solutions organization in North America. Lindsay is responsible for adding new suppliers to the category portfolio, working to market and promote the growth of existing diverse suppliers, and leading the Foodbuy Supplier Accelerator Program. Lindsay’s more than 15 years of experience includes category development, marketing, and community outreach for a number of Fortune 500 companies.

Lindsay received a Bachelor’s degree from West Virginia University and a Master’s of Business Administration from the University of North Carolina Charlotte. In addition, Lindsay also serves on the Coaching Tree for Sports Biz Camps, a non-profit focused on increasing social mobility for students through education, while expanding diversity within the sports industry.

Sr. Category Development Manager Foodbuy
Wendell Brown

Wendell G. Brown

Wendell G. Brown

Supplier Diversity Program Manager
Wells Fargo

Supplier Diversity Program Manager Wells Fargo
Roger Cheng Headshot

Roger Cheng

Roger Cheng

Senior Supplier Diversity Sourcing Manager
AT&T Services, Inc.

Roger Cheng recently joined AT&T as a Sr. Supplier Diversity Sourcing Manager. Prior to AT&T, Roger spent the previous 14+ years with M/WBEs in the technology space leading business development through Supplier Diversity.

Roger, also known as “The Voice,” has served as emcee or VOG for a number of organizations across the country. In 2017, Roger was recognized as the #Hes4Shes Champion at the WBENC National Conference.

Senior Supplier Diversity Sourcing Manager AT&T Services, Inc.
Melody Davidson

Melody Davidson

Melody Davidson

Supplier Diversity Manage
UPS

Melody is aligned with the Transportation, Airline, Automotive and Plant Engineering Category Teams and is charged with helping the sub-category owners develop strategies for growing diverse spend. Melody also helps sourcing managers and other stakeholders find and engage qualified small and/or diverse suppliers. This includes developing and participating in supplier identification and development events and programs.

Prior to joining the Supplier Diversity Team in 2019, Melody held a variety of roles in the Transportation function at UPS, including vendor management responsibilities. Melody’s experience and broad network in the Transportation industry, has positioned her to lead our focused efforts on growing diverse spend in this category.

Melody supported Supplier Diversity events while in the Transportation group, and worked with The UPS Foundation for five years facilitating transport of disaster relief supplies all over the world. She also chaired the Women’s Leadership Development Program for the UPS Supply Chain Headquarters and was on the board of the YWCA of Greater Atlanta for 3 years.

Supplier Diversity Manage UPS
Shakira Garcia

Shakira Garcia

Shakira Garcia

Director of Supplier Diversity & Sustainability
Caesars Entertainment

Director of Supplier Diversity & Sustainability Caesars Entertainment
Barbette Hill

Barbette Hill Washington

Barbette Hill Washington

Supplier Diversity Consultant, Staff
Southern Company

Barbette is a Supplier Diversity Professional at Southern Company. She provides Supplier Diversity Support to the Southern Company Power Generation Business Unit which consist of Georgia Power, Alabama Power, and Mississippi Power. Barbette has a BS in Business Administration from Mercyhurst University, an MS in Business from Nova Southeastern University and a PMP.

Supplier Diversity Consultant, Staff Southern Company
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Edkedsha (KeeKee) Mathis

Edkedsha (KeeKee) Mathis

Supplier Sustainability & Diversity Senior Leader
Trane Technologies

Edkedsha (KeeKee) Mathis, Sr. Leader, Supplier Sustainability & Diversity for Trane Technologies beginning her new role in April 2021, is no stranger to the world of Supplier Diversity. Before deciding to accept her latest role at Trane Technologies, she worked in the automotive industry for thirteen years at Volkswagen Group of America, Inc. where she was the Supplier Diversity Manager. Her accolades include an array of awards, acknowledgements, and recognitions including but not limited to 2017 Corporation of the Year and Corporate Representative of the Year for (TSMSDC) TriState Minority Supplier Development Council and she has been recognized for many years as one of the Top 30 Diversity Professionals on a national level as a leader in the Supplier Diversity community. KeeKee brings more has more than 26+ years within purchasing which includes supporting as a regional buyer, service buyer, supply chain support, key user for all the purchasing systems and continuous improvement such as (TPM) Total Planned Maintenance, QCDSM, and Lean Management. She is committed to mentor diverse suppliers but also to build strategic “partnerships” and “alliances” with diverse suppliers. Now also leading supplier sustainability within her organization her role is the integration of social, ethical, and environmental performance factors into the process of selecting suppliers. The goal is to build strong, long term relationships with suppliers as we “Boldly challenge what’s possible for a sustainable world.”

Diversity within Procurement: Providing the tools and the access necessary for minority/diverse suppliers to be successful within our organization. This is to match or mimic our supplier base to our customer base. Our products represent many different styles, sizes, and unique options just as our community, customers, and employees who support our products.”

Sustainability within Procurement: We are climate innovators with the courage to look at our world's challenges and see endless opportunity. We aren't afraid to make bold commitments that set new standards to enhance the health and well-being of our communities, customers, employees, and planet.

Quote: “I alone can not change the world, but I can cast a stone across the waters to create many ripples.” - Mother Teresa

Supplier Sustainability & Diversity Senior Leader Trane Technologies
Matt Mc Kinley

Matt McKinley

Matt McKinley

Supply Management Procurement, Transmission/Substations/Major Projects
Southern California Edison

Matt McKinley is a senior manager in Supply Management Procurement for construction of Transmission, Substations, and Major Projects at Southern California Edison (SCE), one of the nation’s largest electric utility. Matt is committed to diversity, equity, and inclusion in support of healthier and strong communities with a clean energy future.

Matt has over 35 years of Supply Chain experience and has supported many organizational business units across SCE with sourcing of materials and services.

Prior to joining Edison, Matt worked for Lockheed, Northrop Grumman, and Boeing in various capacities managing multi-million-dollar proposals and contracts within finance and procurement.

Matt is very passionate in supporting youth programs, including AYSO and club soccer. He enjoys traveling, exercise, hiking, golfing and spending time with family.

Matt holds a master's in business administration from Pepperdine University. He earned a bachelor's

degree in business with a major in finance from Kent State University. Matt holds a certificate in project management from UC Irvine. Matt is a lifetime C.P.M. and has a CPSM.

Supply Management Procurement, Transmission/Substations/Major Projects Southern California Edison
Steve Kopelic

Steve Kopelic

Steve Kopelic

Americas Regional Indirect Procurement Director
McCormick & Company

Steve Kopelic is the Americas Regional Indirect Procurement Director for McCormick & Company. He has been with McCormick since 2013, which also included working in Packaging Procurement and as Strategic Procurement Projects Manager. Steve’s career has been within Procurement, including 10 years with Ford Motor Company and 5 years with H.J. Heinz. During his time at Ford, Steve spent 3 years at the China Sourcing Office in Nanjing, China managing the Interior Category team. He was also on assignment in China while working at Heinz which included a project in Qingdao and as Procurement Integration Manager in Shanghai.

Steve holds a Bachelor’s degree in Economics and Political Science from the University of Pittsburgh, an MBA from the University of Pittsburgh and a Master of International Management from the Thunderbird School of Global Management.

Americas Regional Indirect Procurement Director McCormick & Company
Bruce Mizokam

Bruce Mizokami

Bruce Mizokami

VP, Indirect Sourcing
Edwards Lifesciences

VP, Indirect Sourcing Edwards Lifesciences
Adam Moore

Adam Moore

Adam Moore

Supplier Diversity Senior Manager
CVS Health

Adam Moore is the Senior Manager of Supplier Diversity for CVS Health, and is directly responsible for growing company spend with diverse suppliers. He is heavily involved in the supplier diversity space, relating specifically to technology and contingent labor. Adam is often sought out as a speaker and moderator on the topic of supplier diversity, has written for numerous blogs, and is the co-host of the Breaking Barriers: Building a Hire Ground podcast, which focuses on corporate supplier diversity and helping small businesses develop their brand. Adam is an expert incorporate sourcing strategies, emerging technologies, Big Data analytics, and information technology sourcing and staffing. Adam has been the recipient of numerous awards, including the GWBC Buyer of the Year Award in 2017, the GMPC Top Mentor Award in 2020, and the GMSDC Advocate of the Year & Buyer of the Year Awards in 2021. He has also been recognized for the FSRSD Game Changer Award in 2019 and USPAAC-SE Advocate of the Year Award in 2018.As part of his mission to impact his community, Adam is a site visit volunteer for the National Veteran Owned Business Association (NaVOBA). Through this initiative, Adam is able to help numerous Georgia Veteran businesses obtain their NaVOBA certifications and set them up for a vibrant, successful future. Adam also serves on several boards that help in promoting and developing diverse suppliers. He is currently the Co-Treasurer for the GMSDC, Co-Chair for the USPAACC-SE, and is a member of the GHCC Board. Adam is also committed to serving the BDR, and acts as a liaison to the USPAAC and the NVBDC. His great passion for mentoring has driven him to work with Georgia Mentor Protégée Connection (GMPC)as well as the GWBC and CWE mentoring programs. In these organizations, Adam has had the opportunity to develop several diverse firms, guiding them to double their gross revenue and confidently grow into new markets. Adam holds a Master’s in Business Administration from Brenau University and a Bachelor’s Degree in Criminal Justice from North Georgia College. He is married to Kristine Moore and has three children.

Supplier Diversity Senior Manager CVS Health
Dwayne Norris

Dwayne Norris

Dwayne Norris

Corporate Supplier Diversity Manager
Enterprise Holdings

Dwayne Norris has worked for Enterprise Holdings for the past 17 years. During his time he has served on the North American DE&I Team for Enterprise Holdings for two years from 2018-2020 and the Southeast Region DE&I Team for Enterprise Holdings two years from 2020-2022. He managed daily rental operations as an Area Manager with Enterprise in Orlando FL, including the Orlando International Airport (Largest car rental facility in the world). He is an Alumni of the University of Florida where he earned a BA in History w/ concentration on General Business. He was also a student athlete, playing football at the University of Florida from 2001-2004 (Defensive Tackle). Dwayne was born and raised in Brooklyn, NY.

Corporate Supplier Diversity Manager Enterprise Holdings
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Itu Otu

Itu Otu

Global Supplier Diversity Lead
Logitech

Global Supplier Diversity Lead Logitech
Sundari Pai

Sundari Pai

Sundari Pai

Senior Manager, Global Supplier Diversity
Bristol Myers Squibb

Sundari Pai Luts is the Senior Manager, Global Supplier Diversity at Bristol Myers Squibb and supports the development, expansion and execution of the corporate wide global supplier diversity strategy, program, policies and procedures working with internal and external business partners to ensure alignment with BMS's Diversity & Inclusion (D&I) strategy. Sundari's efforts across BMS enterprise also include collaborating with, People Business & Resource Group (PBRG), D&I, corporate affairs and government affairs. She is strong proponent of diversity and inclusion and currently is the community co-lead for Disability Advancement Workforce Network (DAWN) PBRG promoting disability inclusion in the workplace and community. Her previous role included leading all strategic communications as well as Power2Impact community outreach program for supplier diversity. Sundari brings a unique perspective, working previously for diverse businesses and now at Bristol Myers Squibb within the Strategic Sourcing & Procurement organization for the last 4 years.

Sundari has over 16 years of experience in supplier diversity and strategic communications in both commercial and government sectors. She has previously worked in leadership positions for woman and minority business entrepreneurs where she managed their supplier diversity programs and led strategic communications and marketing strategies. Sundari has a passion for supplier diversity and cultivates this passion through her active engagement with various Minority Business Councils, State Offices, Chambers of Commerce and other institutions, like Disability:IN, Women’s Business Enterprise National Council (WBENC) where she is a currently a member of WBENC’s NextGEN Advisory board. She is also past board of directors' member of US Pan Asian American Chamber of Commerce (USPAACC) NorthEast chapter and has also worked on various committees at the NY&NJ Minority Supplier Development Council (The Council). Sundari is also a mentor, coach and advocate to many small & diverse businesses, and community partners playing a strategic role in growth of many of them. She was recently named 2021 Top 25 Diversity Change Leader by DiversityPlus publication.

Sundari has a Master’s degree in Mass Communications from the University of Maine and a Bachelor’s degree in Print and Media Engineering from Manipal Institute of Technology, Manipal, India. She currently lives in New Jersey with her husband and two young children.

Senior Manager, Global Supplier Diversity Bristol Myers Squibb
Debra Quade

Debra Quade

Debra Quade

Supplier Diversity Manager
Kellogg's

Debra Quade is the Supplier Diversity Manager at Kellogg Company. Prior to joining Kellogg, she served as Supplier Diversity Specialist at Toyota Boshoku America in Erlanger, Kentucky and Magna Donnelly in Holland, Michigan. Debra serves on the Board of Directors for the Canadian Gay & Lesbian Chamber of Commerce in addition to leading a MiDiCo module for supplier inclusion and opportunity. She represents Kellogg Company on the National Minority Supplier Development Council Working Group, and the Corporate Advisory Council for the National Gay & Lesbian Chamber of Commerce in addition to participating on the Women’s Business Enterprise National Council Programs Committee, the Food Marketing Institute Group Supplier Diversity Committee, WEConnect International Agricultural Industry Group and the Food & Beverage Industry Group.

Supplier Diversity Manager Kellogg's
Simon Ray

Simone Ray

Simone Ray

Director, Corporate Procurement & Supplier Diversity
Hilton

Simone Ray leads Hiltons award-winning Supplier Diversity program, advancing their commitment to increase diversity in supply chain. She partners with HSM category leaders to identify, develop, and mentor minority suppliers. Simone also collaborates closely with Hilton’s D&I team and is always looking for a referral to small and minority business owners!  She is originally from Orlando, Florida and attended Florida State University with a concentration on Merchandising. She’s worked with leading retail companies such as Macy’s and JC Penney, holding positions in buying, planning and product development. For her work at Hilton, she was named Buyer of the Year in 2020 by Minority Business News USA. In her free time Simone enjoys hosting events and meeting like-minded creative and community leaders.

Director, Corporate Procurement & Supplier Diversity Hilton
Nat alie Robinson

Natalie Robinson

Natalie Robinson

Global Supplier Diversity
Meta

With over 15 years of experience spearheading innovation and process improvement in the entertainment, media and tech industry, Natalie is a passionate thought leader with extensive experience driving collaboration, openness, and engagement through clear communication and a culture of mutual respect in the diversity & inclusion space. Natalie has a solid background in supplier diversity and has demonstrated the aptitude for architecting programs from the ground up, managing people, resources, and budgets. In her current role at Meta (also known as Facebook, Inc.), she is driving inclusive supply chain strategy and creating unique solutions by leveraging her expertise and strengths in building cross-functional relationships that maximize results. Today, Natalie is continuing the important work of increasing spend with diverse-owned businesses, which is making a difference in our communities and impacting lives globally.

Global Supplier Diversity Meta
Michelle Smith 2021 Prof Pic

Michelle Smith

Michelle Smith

Relationship Management & Supplier Diversity Director
Nationwide

Michelle is a Procurement Leader and a PMI certified project management professional who leads teams and influences strategy by implementing supplier focused programs and defining the infrastructure needed to sustain them. She currently leads a team responsible for Procurement Relationship Management, Supplier Diversity, and Procurement Sustainability. Her experience includes managing procurement teams such as Corporate Travel and External Workforce Management, building supplier management programs, and establishing procurement policy and governance. Michelle has a passion for engaging stakeholders and driving alignment between business strategy and stakeholder expectations through mutually beneficial supplier/client relationships. Key highlights from her 20+ years of experience includes:

  • 15+ years of global supplier management and sourcing experience in the Financial Services, Insurance, and Healthcare industries, for companies including JPMorgan Chase, Wachovia, Cardinal Health, and currently Nationwide Insurance
  • Led Organizational Change Management for business applications that support Business Operations and Procurement functions
  • Managed Supplier Management analytics teams for Corporate Services and IT with a focus on delivering action-oriented supplier and market insights to stakeholders
  • Co-developed and managed operations management policies such as Enterprise Code of Conduct, Travel & Expense Management, External Workforce Management
Relationship Management & Supplier Diversity Director Nationwide
T. Thornwell

Tobias Thornwell

Tobias Thornwell

Senior Strategic Sourcing Manager
MGM National Harbor

Tobias Thornwell is the Senior Strategic Sourcing Manager for MGM National Harbor, a $1.4 billion resort and casino located on the banks of the Potomac River in National Harbor, MD. He is responsible for developing and overseeing all procurement activities including vendor sourcing, purchasing, vendor contracts, and supplier diversity for the property. Mr. Thornwell is focused on ensuring that MGM National Harbor continues to meet or exceed its spending goals with certified diverse suppliers with the State of Maryland and Prince George’s County.

Mr. Thornwell has more than 12 years of purchasing and supply chain management experience in the food service industry. Prior to joining MGM National Harbor, Mr. Thornwell served as National Product Manager/Regional Buyer at The Chef’s Warehouse in Hanover, MD, and Lead COP Buyer/Product Line Manager at US Foods in Severn, MD.

Mr. Thornwell earned a bachelor’s degree in Marketing from the University of Maryland, College Park (Go Terps!). He also holds a Certified Purchasing Manager certification (C.P.M.), and a Certified Professional in Supply Management certification (CPSM) from the Institute for Supply Management (ISM). Mr. Thornwell is originally from the Bronx, New York and enjoys traveling.

Senior Strategic Sourcing Manager MGM National Harbor
Trung Tieu

Trung Tieu

Trung Tieu

Supplier Diversity Global Procurement Manager
PepsiCo

In his role as a Supplier Diversity Manager at PepsiCo, Trung drives economic inclusion by increasing the development and utilization of diverse-owned business enterprises (DivBEs) within PepsiCo. Trung began his career at PepsiCo in the Quaker Foods & Snacks division where he monitored innovation launches and designed product development processes.

Trung currently serves as Chair of the NGLCC (National LGBT Chamber of Commerce) Procurement Council. He has previously served as Co-Chair of the National Gay and Lesbian Chamber of Commerce’s Corporate Advisory Council and as the Co-Chair of the Chicago chapter of EQUAL (PepsiCo’s LGBTQ+ Employee Resource Group) and on the boards of the LGBT Community Center of Milwaukee and as the Chair of the Board of Directors of the Windy City Performing Arts.

Trung continues to be actively engaged with PepsiCo’s employee resource groups across all diverse populations with special attention to the LGBTQ and Asian groups. In 2021 he moderated panel focused on intersectional Asian American-LGBTQ owned businesses and “Courage Conversations” for PepsiCo associates around the #StopAsianHate.

He is a two-time recipient of PepsiCo’s prestigious Harvey C. Russell Inclusion Award (2008 and 2013) for his leadership within the LGBT community and collaborative and innovative work with other companies’ LGBT groups.

Trung holds both a B.A. and M.A. in Communication from the University of Wisconsin-Milwaukee where his research focused on “coming out” and identity construction. Trung is also a proud graduate of the UCLA Anderson School of Business LGBT Leadership Institute.

Supplier Diversity Global Procurement Manager PepsiCo
Alan T Mobile

Alan Torres

Alan Torres

Procurement Supplier Diversity Senior Program Manager
T-Mobile

Throughout the last two years, Alan has supported T-Mobile on a variety of high visibility projects and impactful teams. Alan is a dedicated and focused individual who is an integral addition to the T-Mobile Supplier Diversity team. He helps the Un-carrier achieve excellent results through his collaborative work style, critical thinking skills and 25 years of experience in the telecom and procurement industries.

Before entering his current role with Supplier Diversity, Alan was a senior sourcing manager on the Un-carrier’s Technology Sourcing team, where he helped develop and deploy several high-profile projects. Prior to T-Mobile, Alan worked at Microsoft, AT&T, and USAA as a corporate negotiator, senior procurement manager, and sourcing manager. While at these national and global enterprises, he utilized his negotiation and interpersonal skills to strategically source various categories, including telecommunications, human resources, learning, technology, and legal.

Originally from the San Francisco Bay area, Alan attended UC Berkeley and UC Hastings College of the Law. He currently lives in Kirkland, WA, with his fiancée, Zena, and their trusty Golden Retriever Zorro! Alan and Zena are volunteers for various causes and assist in local homeless and animal organizations; they also love to travel internationally.

Procurement Supplier Diversity Senior Program Manager T-Mobile
Darretta Whitfield

Darretta Whitfield

Darretta Whitfield

Director of Supplier Diversity
Charter Communications

Darretta Whitfield is Director of Supplier Diversity for Charter Communications, a national of broadband connectivity company and cable operator serving 41 states through its Spectrum brand.

Darretta joined Charter in 2019 to lead the Supplier Diversity program, and is responsible for the strategy, management, and future roadmap across Charter’s footprint. In prior roles Darretta led eSourcing and Contract Management initiatives for various companies in financial technology and services, consumer products, and paper/packaging manufacturing focused on project management, competitive bidding, supplier management, and contract processing. These roles have provided her with a foundation of souring knowledge that she leverages in her current role in support of diverse owned businesses.

Darretta graduated from Clark Atlanta University’s School of Business Administration, serves as an Executive Board Member for tech:SCALE, and is a new member of the Board of Directors for the Southern California Minority Supplier Development Council (SCMSDC).

Director of Supplier Diversity Charter Communications
4:00 pm - 5:30 pm ET

Women Empowering Women Forum

Host

Nisha Balwani

Nisha Balwani

Nisha Balwani

CEO
RCI Technologies Inc.

Nisha Balwani is the Chief Executive Officer of RCI Technologies, an MWBE information technology firm focused on building and modernizing digital systems while minimizing security risk. By creating high-value technical solutions for clients ranging from, state, local, federal, and commercial entities, RCI Tech is poised to continue its growth. As a second generation-member of the family business, Nisha served as Head of Business Development for five years before becoming CEO, spearheading the company’s expansion into the public sector. Under her leadership, RCI has already tripled its’ business with New York City agencies and expanded its’ cyber security capabilities.

Nisha was recently featured in Forbes for her leadership of RCI through its’ generational succession. She is especially proud to continue RCI's woman-owned and led legacy as she leads the company into the next generation of growth.

Prior to returning to the family business, Nisha graduated from Columbia Business School with an MBA in technology and entrepreneurship and founded RENTALYA, the first US-based brand to provide South Asian formalwear as a rental service. She sat on the board of the NJBPU SDDC Supplier Diversity Development Council and was Chief of Staff to the US Pan Asian American Chamber of Commerce Northeast President

CEO RCI Technologies Inc.

Guest Speakers

Natalie Madiera Cofield

Natalie Madeira Cofield

Natalie Madeira Cofield

Assistant Administrator
Office of Women's Business Ownership

Ms. Natalie Madeira Cofield has been appointed to serve as the Assistant Administrator for the Office of Women's Business Ownership, effective Monday, March 1, 2021. In this role, Ms. Cofield serves as a senior executive providing executive oversight, management, leadership, and championship of female entrepreneurship. As an assistant administrator, Cofield will oversee the largest expansion of the Women's Business Center (WBC) network in the history of the Small Business Administration across its nearly 140 center footprint and more than $70 million in federal grant-making to support the growth of women-led firms.

Cofield is a seasoned entrepreneur and executive with over 15 years of experience in securing diverse capital, building strategic partnerships, and leading state and local economic development programs to successfully incubate and scale small business development and expansion initiatives in communities throughout the United States. Cofield brings extensive experience leading business and trade associations and working with corporations, and philanthropic organizations to develop programs to support entrepreneurship within women-led, diverse and urban communities and is responsible for securing over $22 million in capital to invest in entrepreneurial ventures and small business programs and initiatives. Most recently she served as Founder & CEO of Walker's Legacy and the Walker's Legacy Foundation providing entrepreneurship programming to support thousands of multicultural women entrepreneurs. Prior to this role, Cofield held various leadership positions in cities across the nation including Los Angeles, New York and Austin, where she served as the CEO of the Greater Austin Black Chamber of Commerce.

She has been named by Entrepreneur Magazine as one of the 100 Most Powerful Women in Business and was selected among 137 cover-story business leaders and entrepreneurs from across the nation for her response to COVID-19 in the magazine’s July/August 2020 edition cover. The Root named her one of the 100 Most Influential African Americans in the country and she has also been named among the list of Women Who Mean Business and one of the 100 Most Powerful Washingtonians by the Washington Business Journal.

She is a graduate of Howard University where she received her BBA in Information Systems as a Gates Millennium Scholar and the Baruch School of Public Affairs where she was a National Urban Fellow. She is a member of Delta Sigma Theta Sorority, Inc.

Assistant Administrator Office of Women's Business Ownership
Bravium Consulting Inc Christine Nuessle CEO Co Founder Squared

Christine Nuessle

Christine Nuessle

CEO and President
Bravium Consulting Inc

Christine Nuessle co-founded Bravium Consulting Inc in the summer of 2010 as she aimed to transform the way organizations provide enterprise services. Over the last eleven years she's grown Bravium into a mainstay in the field of Enterprise Service Management, boasting an Elite Tier ServiceNow partnership and a slew of awards from USPAACC, SECAF, Washington Business Journal, and Inc Magazine.

CEO and President Bravium Consulting Inc
Maui Orozco

Maui Orozco

Maui Orozco

Policy Programs Manager
Meta

Maui Orozco is a Policy Programs Manager on Meta’s Economic Impact Programs team based in Washington, D.C. In this role she manages the company’s relationships with national economic partners and organizations. She joined Meta in early 2019 previously managing partnerships and engagement with advocacy organizations and civil rights groups. Prior to joining Meta, she held a range of government relations and public affairs positions at emerging tech companies including Rubicon Global and Uber. At Rubicon she led government partnerships where she developed partnerships with municipalities to understand the value that innovative technologies can have on city operations. On the public affairs team at Uber, she worked with policymakers and community stakeholders to influence rideshare policies. Her experiences sit at the intersection of business, tech, and policy. Maui holds a BA in Political Science from the University of Nevada, Las Vegas and was a Global Entrepreneurship Scholar, a program which encourages students to study entrepreneurship at a global scale.

Policy Programs Manager Meta
Erin Timmerman 400x400

Erin Timmerman

Erin Timmerman

Director, Supplier Diversity
Home Depot

Director, Supplier Diversity Home Depot
Lucky Wadhera

Lucky Wadhera

Lucky Wadhera

Senior Vice President and Commercial Banking Leader
Wells Fargo

Lucky Wadehra is a Senior Vice President and Commercial Banking Leader for Wells Fargo’s Middle Market Banking in the Capital region. Lucky leads a team of bankers who are responsible for managing and growing their respective portfolios of commercial clients. Her team members are tenured, experienced professionals deeply involved in the communities in which they live and serve.

Lucky has been with Wells Fargo and in banking for over 19 years in various roles. Prior to Wells Fargo, she worked for USAA for 3 years and prior to that in hospitality management in various international locations for 7 years. Lucky, throughout her career, has held positions in leadership and management roles requiring a strong skill set in customer service, sales, budgeting, financial and business acumen, developing talent and practicing diversity, equity and inclusion.

She holds a Bachelor of Business Administration with Honors from the University of Delhi and a Bachelor Degree in Hospitality Management from the Institute of Hotel Management Catering and Nutrition also in Delhi, India.

Lucky resides in Loudoun County with her husband, and two children. She currently serves as Chair of the Board for The Community Foundation for Loudoun and Northern Fauquier.

Senior Vice President and Commercial Banking Leader Wells Fargo
Doris Yeh

Doris Yeh

Doris Yeh

CEO & Co-Founder
Mirapath

In her role, Doris drives strategy four core values: relationships matter, commitment to excellence, results-driven, and strive for innovation and excellence - all these while enjoying the journey together. She is passionate about leadership development, and geeks out about cutting-edge technology related to platform development in the data center - server room paired with AI and automation.

Doris is proud of how the journey has unfolded for Mirapath. The company was the 54th fastest-growing women-owned business in WPO in 2014. It was recognized by the Silicon Valley Business Journal (SVBJ) as the 19th biggest minority-owned business in 2015, 11th in 2016, and 6th in 2017. Mirapath was also in the Fast 100 Asian American Businesses by USPAACC, CRN Fast Growth 150, CRN Solution Provider 500.

Doris began her technology career as a software programmer in Brazil. She relocated to the United States to assist in the growth of the company which was later sold to Avocent. Doris honed her technical knowledge in high-performance cluster integration and enterprise software solutions at VA LINUX which set an IPO record in 1999 when it went public.

Doris holds a BSEE from the University of São Paulo and her MBA from the University of Phoenix. She graduated from the prestigious Harvard Business School Owner President Management (OPM52) program in 2018 on an awarded scholarship. She is nominated by Silicon Valley Women of Influence in 2018 by Silicon Valley Business Journal and 2020 Infrastructure Mason IM100 Recipient. Doris is fluent in English, Mandarin, and Portuguese. Her favorite quotes are " Stay hungry, Stay Foolish, Keep dreaming" and "Luck is many years of preparation meets opportunity". She considers herself a very lucky dreamer.

CEO & Co-Founder Mirapath
5:45 pm - 7:30 pm ET

Business + Procurement Networking

Host

Shami

Shami Anand

Shami Anand

Certified Leadership Coach and Strategist
Power Your Impact

Shami Anand is a seasoned Executive with over 30-years experience developing, transforming, and leading high performing global teams in Procurement, Supply Chain, and Accounting.

At Otis, United Technologies and PepsiCo, Shami held various Executive roles including Vice President and Center of Excellence Leader-Global Procurement, Global Procurement Transformation Leader, and Executive Director Global Supply Chain.

In early 2020, Shami launched Power Your Impact, a coaching and strategy business designed to help Corporate leaders and employees build an organizational culture of inclusivity and belonging.

Shami is Certified with Coach Training Alliance (an International Coach Federation accredited program). Other credentials include Change Management Certification (ADKAR), Certified Public Accountant, and a BS in Accounting from Babson College.

Certified Leadership Coach and Strategist Power Your Impact
Vivian Young

Vivian Young

Vivian Young

Global Head of Asian & Pacific Islander Affairs
JPMorgan Chase

Vivian Young has over 15 years of leadership experience in the financial services industry. In her current role as global head of Asian & Pacific Islander Affairs for JPMorgan Chase, Vivian is responsible for developing a leading a global, unified strategy to advance equity and inclusion for the Asian and Pacific Islander (API) community. Key focus areas include driving opportunity and progress through increased cultural understanding and collaboration; raising awareness about cultural identity and the challenges faced by underserved individuals and communities; supporting API communities globally through public advocacy, economic inclusion and community development.

Prior to joining JPMorgan Chase, Vivian spent 7 years at Charles Schwab Advisor Services, where she was responsible for strategy, execution and management of the Family Office and Investment Consultant client segment. She also served as business lead on new product initiatives for trust products, ETFs, mutual funds and separately managed accounts. Previous to Charles Schwab, Vivian was a relationship manager and team lead at U.S. Trust Company of New York providing financial planning services to high net worth individuals and families in the Wealth Management division.

Vivian Joined JPMorgan Chase in 2012 leading strategic initiatives for the Product and Platform team in the Private Bank and J.P.Morgan Wealth Management. She was responsible for product management, development and expansion of Trusts & Estates services, donor advised fund, and financial planning tools. She most recently was global head of Bank Product Marketing in Asset & Wealth Management, developing strategies to deepen client relationships and drive business growth. Working in partnership with Product leadership in banking, lending, mortgage, annuities, trusts and estates, and cyber and fraud, Vivian lead the content development and implementation of strategic marketing programs.

Vivian received a BA in Political Science from the State University of New York at Stony Brook. She is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust and Financial Advisor. She holds FINRA Series 7 license.

She resides in New York City with her husband and two children.

Global Head of Asian & Pacific Islander Affairs JPMorgan Chase

Guest Speaker

Fred Keeton

Fred Keeton

Fred Keeton

Owner & Founder
Keeton Iconoclast Consulting, LLC

Fred Keeton has been owner, founder and Principal at Keeton Iconoclast Consulting, LLC (KIC) since January of 2015. The firm offers expertise in business strategy and leadership development, inclusion, new jurisdiction business development, and public affairs. As Chief Iconoclast, Keeton advises organizations in creating capacity to effectively challenge their own thinking, then evolve their leadership to new and advanced levels, while driving both enhanced business positioning and profitability outcomes. Keeton provides methods to maintain stable reliable business operations, while strategically identifying high yield opportunities to intelligently challenge the status quo. This leadership competency is key to sustainable business growth and success.

Prior to founding KIC, Keeton enjoyed a remarkable 30 plus year career at Caesars Entertainment serving 10 years in his last role as Vice President of External Affairs and Chief Diversity Officer. His career also included senior leadership positions including Vice President roles in Finance and Risk Management, Government Affairs, New Gaming Jurisdiction Development, and gaming operations Business Affairs. He lobbied extensively to grow the casino gaming and entertainment industry in multiple jurisdictions at the local, state and federal levels for over a decade. Fred is a noted and sought-after speaker on the topics of strategy, leadership, inclusion, and new jurisdiction business development. He has presented at the Harvard Business School, National Press Club, Aspen Institute, Tulane University, Loyola University, Cornel University, The Conference Board, United Nations Forum, and EntreCon among many others. He formerly served on the boards of Harvard Medical School’s Joslin Diabetes Research Center, the Girl Scouts of Southern Nevada, the National Minority Supplier Development Council, the National Blues Foundation, and others. He currently serves on the Nevada Public Radio board. He has been the recipient of multiple awards and recognition nationally, regionally, and locally. Fred is a native of Morton, Mississippi, the last of eleven children, a devoted father and grandfather, and an alumni of Jackson State University where he majored in Political Scienc

Owner & Founder Keeton Iconoclast Consulting, LLC
La Shaun Solomon

LaShaun Solomon

LaShaun Solomon

Global Head of DE&I Partnership Development & Strategy
Pyramid Consulting

LaShaun Solomon is a purpose-driven leader committed to promoting diversity, equity, and inclusion within the media, tech, telecom industries, and community. She has over 13 years of experience successfully developing and implementing strategic initiatives that drive revenue and scalability for Fortune 50 companies and global non-profit organizations. She has a bachelor's degree in Marketing and attained her MBA from Kennesaw State University. As the Head of DE&I Partnership Development &Strategy for Pyramid Consulting, LaShaun’s role oversees Pyramid’s intentionally inclusive efforts around diversity recruiting, employee and contingent staffing engagement, and community impact across the entire company portfolio which includes Pyramid Consulting, Celsior Technologies, ScaleUp, andGenSpark. Her additional responsibilities include reviewing our clients’ processes and controls against leading practice and industry frameworks to consult on improvements, designing activities of our DEI practice audit engagements, with a focus on strategic, operational and regulatory/compliance related risks, contributing to our company DEI knowledge base and internal practice development initiatives, developing core marketing assets and content to further business development.

Prior to joining Pyramid, LaShaun’s tenure at Comcast consisted of progressive growth across multiple business units including sourcing and cultivating inclusive partnerships that increased multi-product sales of consumer services and drove community impact initiatives in underserved communities; leading L&D initiatives that supported 1,700+ ad sales employees; and leading full-funnel cross-portfolio marketing strategy development and implementation for NBCUniversal ad sales. Before joining Comcast, LaShaun worked at HBO as a Sales Development Executive. She led strategic planning and execution for telecom operators across a ten-state territory to drive HBO and Cinemax distribution sales. LaShaun implemented innovative reward recognition programs to support her client's 3,000+ front-line employees that drove HBO sales 123% above business as usual and generated over $66 million in annual revenue. Previously, LaShaun was a Marketing Coordinator at Cox Communications. She developed and executed integrated marketing programs and campaigns across the Gulf Coast, and Central Florida markets focused on acquisition, loyalty, and retention. To mobilize and enhance employee's access to industry competitor information, she launched and managed the first regional competitive intranet site and employee text message platform. To further align efforts supporting the regions' competitive readiness focus, LaShaun also created and implemented the system's first regional employee incentive program based on competitive intelligence gathering. LaShaun's efforts helped the company reduce customer churn by 20%.

In extension to her role at Pyramid Consulting, she is the Chair of the Technology Association of Georgia, DE&I Society and an Advisory Council Member of Warrick Dunn Charities. In 2021,LaShaun was awarded the Outstanding Community Impact Award by the Women of Color Initiative Atlanta Collaborative in Higher Education and recognized as a finalist for the Technology Association of Georgia for Emerging DE&I Tech Leader of the Year. For 8 years, LaShaun has championed women equity leading strategic partnerships for the largest non-profit membership-based organization supporting the advancement of women and addressing disparities at the intersection of race/ethnicity and gender in media–Women In Cable Telecommunications (WICT). In 2019, LaShaun became the youngest and first African American President of the WICT Southeast Chapter-one of the largest chapters supporting 1,000+ members.

Global Head of DE&I Partnership Development & Strategy Pyramid Consulting