Keynote Speakers

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Jill Schlesinger, CFP­­® to Serve as Keynote Host

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.

Sharon Epperson
CNBC Senior Personal Finance Correspondent

Sharon Epperson covers how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt and building financial legacy through estate planning. Epperson was named one of the “Best Personal Finance Experts of 2014.” Additionally, she hosts the weekly series “Retire Well” and appears regularly on the syndicated program On the Money and Nightly Business Report. Epperson is a regular contributor on NBC’s Today, NBC Nightly News, and MSNBC and more. Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She was a contributing writer for The Experts’ Guide to Doing Things Faster and is the winner of the Alliance for Women in Media’s 2014 Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.

Jim Craig
1980 US Hockey Team Gold Medalist

Craig, Jim (photo) 1-15Jim Craig is widely known as the heart and soul of the 1980 USA Olympic Hockey team. The “Miracle on Ice” victory for the United States over the vaunted, seemingly unbeatable Soviet Union team is largely regarded as one of the most extraordinary sports victories of all time, and the team’s success is attributed to exceptional teamwork. Jim has parlayed his incredible work ethic and determination into an impressive sales career, spanning over 30 years. He has also translated many of the essential teamwork principles from the Olympics into successful business methods. He will use these methods to both educate and assist you in order to develop a team-oriented environment that will allow you, your team, and your business to successfully overcome the many challenges that you will face in the business world. Winning teamwork allowed Jim and the 1980 Olympic team to achieve “the impossible,” and the same principles can lead your business to unprecedented success!

Dr. Michio Kaku

Kaku Michio (photo-standing-lectern) 3-13Dr. Michio Kaku is an internationally recognized figure known for attempting to complete Einstein’s unified field theory and predicts trends affecting business, commerce and finance based on the latest research in science. Dr. Kaku holds the Henry Semat Chair in Theoretical Physics at the City University of New York. He graduated from Harvard University (summa cum laude). He received his Ph.D. in physics from the University of California at Berkeley, and is a professor at CUNY for almost 30 years. He has taught at Harvard and Princeton as well. His goal is the complete Einstein’s dream of a “theory of everything,” to derive an equation, perhaps no more than one inch long, which will summarize all the physical laws of the universe. He is the co-founder of string theory, a major branch of string theory, which is the leading candidate today for the theory of everything. Dr. Kaku has authored several international best-sellers. He has appeared on the Larry King Show, Nightline, 60 Minutes, Good Morning America, CNN, CNN-Financial, ABC-TV News, Fox News, BBC-TV, BBC-Radio, PBS’s Nova and Innovation and Tech-TV. He has also appeared on the David Letterman Show, the Colbert Report, the Conan O’Brian show, HBO’s Bill Maher Show, and has appeared on PBS’s Steven Hawking’s Universe, Science Odyssey, Einstein Revealed, the BBC’s Future Fantastic, Parallel Universes, Copenhagen, The Big G: The Story of Gravity, Exodus Earth and many science documentaries. He was featured in Me and Isaac Newton, which was nominated for an Emmy in 2001.  He frequently keynotes major business conferences addressing the next 20 years in computers, finance, banking and commerce.

David Meerman Scott
Marketing and Sales Strategist

David Meerman ScottInternational best selling author, David Meerman Scott will provide insight on how to generate attention to build businesses in today’s always-on, web-driven world in minutes, rather than months. Scott will layout meaningful and measurable no-cost strategies to instantly reach your audiences. Learn how to use social media as a marketing tool, create message driven marketing and create content your audience is eager to learn more about. His session will provide a step-by-step framework for building an online sales or marketing strategy and a tactical, actionable plan to reach buyers directly. Learn powerful ways to create content that gets attention using blogs, viral marketing, podcasts, online video, search engine marketing and online thought-leadership.

Marcia S. Wagner, Esq.
Employee Benefits and Executive Compensation Expert

MSW Picture Web (A0146093x9E0D7)Marcia Wagner specializes in pension and employee benefits law, and is principal of The Wagner Law Group, one of the nation’s largest boutique law firms specializing in ERISA, employee benefits and executive compensation. A summa cum laude and Phi Beta Kappa graduate of Cornell University and a Harvard Law School graduate, she has practiced law for over 29 years. Wagner was appointed to the IRS Tax Exempt & Government Entities Advisory Committee, served as Chair of its Employee Plans subcommittee and received the IRS’ Commissioner’s Award.  Wagner is a Fellow of the American College of Employee Benefits Counsel.  For the past seven years, 401k Wire listed Wagner as one of the 100 Most Influential Persons in the 401(k) industry. She has received the Top Women of Law Award in Massachusetts and is listed among the Top 25 Attorneys in New England.  Wagner has written 14 books and hundreds of articles as well as being quoted in The Wall Street Journal, Financial Times and Pension & Investments. She is a frequent guest on FOX, CNN, Bloomberg, NBC and more.

Vanessa Oligino
RIA Practice Management Expert

VanessaVanessa Oligino is responsible for leading the practice management team including the development of thought leadership, programs, tools and resources designed to drive growth and efficiency for registered investment advisers. Prior to joining the company in 2010, Oligino held various positions at JP MorganChase, Citigroup and Pershing. Her experience spans retail banking, credit card, brokerage and securities services. Her functional practice areas include marketing, practice management and sales support. Oligino holds a B.A. from the University of Pennsylvania. She is currently Series 7 and 66 licensed.

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