2011 2nd ANNUAL FORUM, AT A GLANCE

Theme: Claiming Your Seat at the Table

Date/Time: May 11, 2011, 2:45 pm-8:00 pm

Location: 10 on the Park at Time Warner Center, Columbus Circle, New York, NY

The theme of the second annual Forum, “Claiming Your Seat at the Table,” reflected the ongoing uncertainty – and opportunities – in the financial services sector. The afternoon featured two keynote speakers and panels of experts addressing the issues and challenges on the minds of senior-level women on Wall Street, followed by a networking reception. One hundred high-level women in the industry participated in a powerful program of practical and high impact content along with networking opportunities.


Agenda


3:00pm Welcome and Introductions
Jane Newton, Wealth Manager and Partner, RegentAtlantic Capital, LLC

3:15pm Opening Keynote: A Conversation with
Carla Harris
Managing Director, Morgan Stanley; Author of “Expect to Win”

4:45pm Playing the Right Cards

Choose one panel session:
Panel A: Holding All the Aces: Building and Leveraging the Relationships that Count

Moderator:
Geraldine Méhu, Executive Director, Wealth Management Solutions, UBS Wealth Management

Panelists:
Erica Frontiero, Senior Vice President, GE Capital Markets

Ami Kaplan, Deputy Managing Partner NE Region, Deloitte & Touche LLP

Fran Tutone Kapner, Vice President, JP Morgan

Panel B: Playing Your Best Hand: Negotiating Your Next Move and Identifying What is Negotiable

Moderator:
Anne Miller, Author, Make What You Say Pay! The language that opens minds, closes deals, & wows crowds

Panelists:
Steven Eckhaus, Partner and Chairman of Executive Employment Practice – Financial Services Group, Katten Muchin Rosenman LLP

Liz Hogan, Managing Director, Societe Generale

Ed McGann, Managing Director, BNY Mellon Global Markets

6:00pm Closing Keynote: Producing Your Career: Getting to the Top of Your Game
Amy Dorn Kopelan
President and Founder, Bedlam Entertainment Inc.; Co-Author of “I Didn’t See It Coming”; and Vice President, The New York Women’s Forum

7:00pm Reception

8:00pm Forum Adjourns