As we round the corner on 2021 and prepare to meet 2022 with a renewed spirit of clarity and conviction, leaders are making big bets on what’s next for their industry and the world at large. What will work look like? Where will it take place? How will we best serve and support clients? Navigating this defining moment while preparing to capture the opportunity will require a new set of leadership skills and competencies to drive innovation, elevate performance and shape outcomes.

Rooted in the research and bolstered by time help high performing leaders through moments of transformations, Seth Mattison will share insights on the biggest trends impacting organizational performance in the year ahead. Armed with actionable insights participants will be primed to elevate their influence, fortify their perseverance, and spot the trends of 2022 to gain first-mover advantage.

Attendees will gain:

• Insights on the biggest trends shaping the future of work.
• Strategies to capitalize on 2022 opportunities.
• Models for thinking like a futurist and running experiments.
• Perspectives on the leadership skills and competencies of the future.

Seth is an internationally recognized thought leader, advisor, and top-rated keynote speaker on talent management, change and innovation, digital transformation, leadership, and the future of work.

His research, case studies, and thought leadership focus on inspiring audiences while sharing actionable strategies to drive meaningful outcomes for individuals and their organizations. He also coaches high-performing leaders with practical, life-tested ideas, concepts, and frameworks to elevate their impact and create lasting legacies.

Over the past decade, Seth has shared his insights with thousands of business leaders around the globe for many of the world’s most recognizable brands including Mastercard, Johnson and Johnson, IBM, The Dallas Cowboys, AT&T, PepsiCo, GE Energy, E&Y, Caterpillar, and The Walt Disney Company, to name a few.

In addition to speaking, Seth is the founder and CEO of FutureSight Labs, an org design and transformation firm that supports many of the world’s most inspiring leaders by helping prepare themselves and their organizations for the future of work through research, training, advising, coaching, digital tools, and thought leadership.

CFP 1-CREDIT I-W 1-CREDITThe TRIP Roadmap covers the four key areas that investors are currently concerned about: 1) Taxes, 3) Rates, 3) Inflation, and 4) Prices. These four themes have left advisors with valid market concerns on what to do with portfolios. The opportunity cost of not being invested is high, however, and the TRIP roadmap aims to guide investors through this tricky environment to avoid getting “tripped” up along the way. As such, we believe investors should build a strategic, front-footed approach to today’s market environment.

Maria is a vice president and senior market strategist within Strategic Advisory Solutions at Goldman Sachs. Maria is responsible for analyzing macroeconomic trends and financial market data to develop strategic asset class views. She delivers market insights to clients, guiding effective and informed investment decisions. Prior to joining the firm, Maria worked as a research analyst and a financial analyst in economic consulting firm based in the Washington DC Metro area. She has 10 years of experience in investment research and analytics. Maria earned a B.A. in Economics from Cornell University. She holds the Chartered Financial Analyst (CFA) designation.

CFP 1-CREDIT I-W 1-CREDITThe 4th Industrial Revolution will be an interactive and intimate discussion led by Alkeon Senior Partner Alex Tahsili. Beijia will delve into the future of how technology will change the way we live, work and interact while identifying opportunities for thematic investing wtihin the 4th industrial revolution.

Beijia is responsible for global top-down research at Alkeon and thematic VC investing. Beijia specializes in identifying and analyzing long-term secular trends from both a return as well as a risk perspective, including artificial intelligence and machine learning, big data analytics, consumer spending trends, transportation, next gen retail, climate change, obesity and health & wellness, amongst others. Beijia was previously the Global Head of Thematic Investing and ETF Research at Bank of America Merrill Lynch, based in London. She began her career as an equity derivatives trader for BofAML in New York. Beijia graduated from Stanford University with a BSc with Honors in Biology.

CFP 1-CREDIT I-W 1-CREDITRepresenting Columbia Threadneedle Investments’ federal legislative and regulatory interests, Liz’s issues include taxation, retirement security, insurance, corporate governance, and human resources.

Prior to joining the company in May 2014, Ms. Varley was part of New York Life from September 2010 to May 2014 as vice president in the Office of Government Affairs where she focused on legislative and regulatory issues relating to retirement income, securities, and investment management. Before joining New York Life, Ms. Varley held the position of managing director, government affairs, at the Securities Industry and Financial Markets Association (SIFMA). At SIFMA, she was responsible for legislative and regulatory issues relating to retirement policy and executive compensation. Ms. Varley joined the legacy trade association, the Securities Industry Association (SIA) in 1999.

Prior to joining the SIA, Ms. Varley held the position of counsel at the Senate Special Committee on Aging from February of 1995 to April of 1999. While there, she covered pension, IRAs, Social Security, and Social Security disability issues. Before going to the aging committee, Ms. Varley was a staff attorney for the Bipartisan Commission on Entitlements and Tax Reform. Ms. Varley received a bachelor of arts from the University Of Nebraska in 1990 and a juris doctorate from the University Of Nebraska College Of Law in 1993.