Keynote Speakers

Keynote Host:  Jill Schlesinger, CFP­­®

CBS NEWSJill Schlesinger, CFP®, is the Emmy-nominated, Business Analyst for CBS News. Schlesinger appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, relatable topics for everyday viewers and listeners. She is a frequent guest on American Public Media’s “Marketplace Money”. Schlesinger is also the host of the nationally syndicated radio show, “Jill on Money”, which airs in over 85 markets. She also writes the nationally syndicated column “Jill on Money” for Tribune Media Services and is an Influencer for LinkedIn. Schlesinger is a frequent speaker on a variety of topics, including macroeconomic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding. Prior to her current role, she was Editor-at-Large for CBS, where she was responsible for video and written content and was part of the team that launched the site. Before she jumped the shark into the world of media, Schlesinger spent 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University. Schlesinger serves on the National Advisory Board for the National Center for Lesbian Rights.

>> Hear Jill Schlesinger’s Invitation to Join her at FPA’s Annual Conference
>> Watch Jill Schlesinger’s Video – Macroeconomic Trends and Opportunities (a overview of trends and opportunities posed by the evolving global economy) from FinanceConnect:13

Keynote Speaker:  David Allen

David-Allen2David Allen is an international author, lecturer, Chairman and founder of the David Allen Company, a management consulting, coaching, and training organization. In the last twenty years Allen has developed and implemented productivity improvement programs for over a million professionals in hundreds of organizations worldwide, including many Fortune 500 corporations and U.S. Government agencies.  Allen delivers public and in-house seminars, executive workflow coaching and consulting programs that address interactive and organizational productivity and alignment issues. Having logged thousands of hours working with individual executives and senior professionals, David Allen has developed a revolutionary, unique and highly practical system for improving personal and organizational productivity. Allen is the author of the international best-seller, Getting Things Done: the Art of Stress-Free Productivity as well as Ready for Anything: 52 Productivity Principles for Work and Life. Making It All Work: Winning at the Game of Work and the Business of Life – is his third book.  Allen has published numerous essays and articles in professional journals and periodicals on the topic of personal effectiveness.  Allen is a popular keynote speaker who’s topics include: time and stress management, individual and team productivity and high performance work practices.  Arrangements for the appearance of David Allen made through BigSpeak, Inc. Santa Barbara CA,

>> Watch David Allen’s Video – The Art of Stress-Free Productivity: David Allen at TEDxClaremontColleges

Keynote Speaker:  Jennifer Grazel, LinkedIn

GrazelJennifer Grazel currently serves as the Global Head of Category Development for Financial Services for LinkedIn, the world’s largest professional network with over 225 million members. Jennifer joined LinkedIn from Prudential where she launched and directed a corporate digital marketing practice that developed enterprise-wide Mobile, Social and interactive marketing programs supporting lead generation, brand marketing and product promotion initiatives for Prudential’s Insurance, Retirement, and Institutional Investment businesses. A digital marketing FinServ veteran, she has dedicated the past 10 years to pioneering digital marketing landscape by building and leading interactive marketing teams at Prudential, GE Money and Citigroup. She has an MBA from NYU Stern and BA from Brown University, where she currently mentors college students through the Women’s Launch Pad program.

>> Watch Jennifer Grazel’s Video – Trends in Finance and Social for 2014 presented at LinkedIn FinanceConnect 14 Sydney

Keynote Speaker:  Daniel Sieberg, Google

Sieberg FinalDaniel Sieberg is a senior marketing manager at Google overseeing media outreach efforts and an official spokesperson. He is also an Emmy-nominated and award-winning TV correspondent/host/author whose work across four continents has appeared on CBS News, CNN, ABC News (NightlineGMA), MSNBC, BBC News, Bloomberg, Al Jazeera English, NPR, PBS, CNET, the Discovery Channel, Planet Green,, Details,The Dr. Oz ShowThe Nate Berkus Show, and countless publications. His book about a “digital diet” concept explores myriad avenues of how technology is transforming our lives from relationships to business to identity. From swimming with sharks to a live demonstration of the latest gadgets to reporting in zero gravity, Sieberg has always been comfortable within a wide range of situations and beats from business to science to entertainment. Telling compelling stories and resonating with an audience are what drive his many pursuits. And, having a sense of humor doesn’t hurt either. He now regularly anchors at the online network ABC News Now, which means reading the news and interviewing guests about everything from politics to Hollywood to health/nutrition.  A regular speaker and moderator at such events as the NetMedia conference in London (2001), the Electronic Entertainment Expo (E3, 2004) and the Ziff Davis Gaming Summit (2006), Sieberg has attended and reported on the Consumer Electronics Show (CES), Comic-Con, Comdex, E3, DEMO, the Webbys, DefCon, and the World Technology Network.

>> Watch Daniel Sieberg’s Video Interview – Daniel Sieberg from ABC’s “Tech This Out”

Keynote Speaker:  Ann Marsh

Ann Marsh PhotoAnn Marsh is Senior Editor and West Coast Bureau Chief of Financial Planning and an award-winning investigative journalist. Her investigation into the role that financial planning could play in reducing the high military suicide rate resulted in legislation that passed the House of Representatives earlier this year. She is co-chair of the magazine’s conference series, Women Advisors Forum. Prior to joining Financial Planning, Ms. Marsh wrote the popular Money Makeover column for Los Angeles Times for more than five years, working closely with financial planners. She is the co-author of several books including Copy This!, the autobiography of Kinko’s founder Paul Orfalea. A former staff writer with Forbes, Ms. Marsh worked on the Forbes 400 for two years and wrote both cover stories. A former freelance writer based both in Prague and in and around Los Angeles, Ms. Marsh’s work has appeared in dozens of publications and websites, including The New York TimesO The Oprah Magazine, SalonFast Company and her alumni magazine, Stanford Magazine.

Keynote Speaker:  Kerry L. Johnson

Kerry.Johnson2Kerry Johnson, MBA, Ph.D. is an internationally known author and speaker who presents at least 12 programs a month to audiences from Hong Kong to Halifax, and from New Zealand to New York. Traveling 8,000 miles each week, he speaks on such topics as, “How to Read Your Client’s Mind”, “Peak Performance: How to increase your business by 80% in 8 weeks” and, “Why Smart People Make Dumb Mistakes with their Money.”  He has also taught at Harvard, Oxford, and Purdue Universities. Kerry has been the keynote speaker at the Million Dollar Round Table, The College for Financial Planning and the Bank Marketing Institute. In addition to speaking, Kerry currently writes monthly for fifteen national sales and management magazines whose editors have dubbed him “The Nation’s Business Psychologist.” He is the author of 7 books including Peak Performance: How to Increase Your Business by 80% within 8 Weeks, Mastering the Game: The Human Edge in Sales and Marketing, Sales Magic, Willpower: The Secrets of Self Discipline and Behavioral Investing: Why Smart People Make Dumb Mistakes with Their Money.  In 1980, Kerry was a stock broker with Kidder Peabody. Today, his coaching company promises to increase client’s business by 80% in 8 weeks.

>> See Kerry Johnson’s Invitation to Join Him at FPA’s Annual Conference
>> Watch Kerry Johnson’s Video – How to Tell People What You Do in a Way that Produces Business


View Our Proud Sponsors