REGISTRATION WILL CLOSE TUESDAY, FEBRUARY 27, 2019, AT 12:00PM
Tickets can be purchased on site at the event.
Join the Philadelphia Inquirer for a celebratory luncheon honoring Philadelphia's financial elite. In addition to being publicly recognized at the awards program, winners will be profiled in expanded coverage of the Sunday Business section on Sunday, February 24.
The program will feature a thought-provoking panel discussion led by Erin Arvedlund, Financial Columnist at the Philadelphia Inquirer, highlighting FinTech (Financial Technology), an emerging industry that uses innovative technology that improves traditional activities in finance and delivery of finance.
When: Thursday, February 28, 11:00 a.m. - 2:00 p.m.
Where: Crystal Tea Room, 100 E Penn Square, Philadelphia, PA 19107
Individual ticket: $95, includes beer/wine bar and sit-down lunch
Keynote by Patrick T. Harker, President and CEO of the Federal Reserve Bank of Philadelphia
Patrick T. Harker took office on July 1, 2015, as the 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Harker participates on the Federal Open Market Committee, which formulates the nation's monetary policy. Harker has a Ph.D. in civil and urban engineering, an M.A. in economics, and an M.S.E. and B.S.E. in civil engineering, all from the University of Pennsylvania.
What to Expect: Subject to change.
11:00 a.m. - 11:30 a.m. - Registration, networking & beer/wine bar
11:45 a.m. - 11:50 a.m. - Welcome remarks by Michael Zimbalist, Chief Innovation Officer, Philadelphia Inquirer and served lunch
12:00 p.m. - 12:15 p.m. - Keynote by Patrick T. Harker, President & CEO of the Federal Reserve Bank of Philadelphia
12:20 p.m. - 1:00 p.m. - FinTech Panel Discussion led by Erin Arvedlund,Financial Columnist, The Philadelphia Inquirer
1:00 p.m. - 2:00 p.m. - Awards Program
Panelists:
Erin Arvedlund, Financial Columnist, The Philadelphia Inquirer
Julapa Jagtiani, Senior Special Advisor, Federal Reserve Bank of Philadelphia
Jessica Liberi, Head of Product, eMoney Advisor
Frank Coates, Founder and CEO, Wheelhouse Analytics
Premium Seating
Executive Table: $5,500
Corporate Table: $3,500
Supporter Seating: $2,500
Event questions and Sponsorship Opportunities: Contact Ron Maver at rmaver@philly.com
100 East Penn Square
Philadelphia, PA 19107
Feb 28, 2019 from 11:00 AM to 2:00 PM EDT
Add Event to CalendarALTERNATIVE INVESTMENT
Jared E. Pontz, President & Managing Partner, Direct Mortgage Loan Company
BANKERS
Charles B. Crawford Jr., Chairman & CEO, Hyperion Bank
Jay Goldstein, Chairman & CEO, Spring Garden Lending
Susan Lonergan, Regional President, Fulton Bank
CFOS
Thomas Hess, Senior Vice President & CFO, Genomind
Anthony J. Vitullo, CFO, Arora Engineers, Inc.
CPAS
Frances Sperling Feldbaum, Principal, St. Clair CPA Solutions
Rosalind W. Sutch, Shareholder, Drucker & Scaccetti
FINANCIAL PLANNING
Harris Fishman, President & CEO, MassMutual Greater Philadelphia
William St. Clair IV, Shareholder, St. Clair CPA Solutions
FINTECH
Michael Carter, President & CEO, BizEquity
H. Adam Holt, Founder & CEO, Asset-Map, LC
INVESTMENT BANKING
Patrick Hurley, Managing Director, MidMarket Capital Advisors, LLC
Michael Jacoby, Senior Managing Director & Shareholder, Phoenix Capital Resources
Michael Lefkowitz, Founder and Managing Partner, The Benjamin Ross Group
Michael Mufson, Founder and Managing Partner, Mufson, Howe, Hunter & Company LLC
J. Scott Victor, Founding Partner & Managing Director, SSG Capital Advisors, LLC
LIFETIME ACHIEVEMENT
Nina Cohen, Glenmede, Director of Endowment & Foundation Advisory
Vernon W. Hill, Chairman, Republic First Bancorp, Inc.
Robin L. Wiessmann, Secretary, Pennsylvania Department of Banking and Securities
MINORITY-OWNED FINANCE LEADER
Michael Horsey, Chairman and CEO, Horsey, Buckner and Heffler
John Milligan, CEO and Managing Principal, Milligan and Company, LLC
MONEY MANAGEMENT
Jennifer Wong, Glenmede, Impact Research Analyst
PERSONAL & COMMERCIAL INSURANCE
Brian Block, President and CEO, Simkiss & Block
WEALTH MANAGEMENT
Alan B. Gubernick, Co-Managing Partner, St. Clair CPA Solutions
Laura LaRosa, Glenmede, Executive Director of Client Development
Lee James Woolley, President, Mid-Atlantic Region, BNY Mellon Wealth Management
WOMEN LED FINANCE LEADER
Patricia Hasson, President and Executive Director, Clarifi