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2019 Inquirer Influencers of Finance Awards

Feb 28, 2019 from 11:00 am to 2:00 pm

Crystal Tea Room, Philadelphia, PA

Click Here for Tickets!

Event Summary

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. - 11:45 a.m. - Registration, networking & beer/wine bar
12:00 p.m. - 12:15 p.m. - Welcome remarks by Terry Egger, Publisher & CEO, Philadelphia Inquirer and served lunch
12:15 p.m. - 12:30 p.m. - Keynote by Patrick T. Harker, President & CEO of the Federal Reserve Bank of Philadelphia
12:30 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

  • Half-page, black & white advertisement alongside winner profiles in Sunday Inquirer (color upgrade available)
  • Reserved table of 10 guests in premium location
  • Company logo on event signage, power point presentation and "After-event" advertisement 

Corporate Table: $3,500 

  • Quarter-page, black & white advertisement alongside winner profiles in Sunday Inquirer (color upgrade available)
  • Reserved half table for 5 guests in premium location
  • Company name on event signage, power point presentation and "After-event" advertisement

Supporter Seating: $2,500 

  • Eighth-page, black & white advertisement alongside winner profiles in Sunday Inquirer (color upgrade available)
  • Reserved seating for 3 guests 
  • Company name on event signage, power point presentation and "After-event" advertisement

 

Event questions and Sponsorship Opportunities: Contact Ron Maver at rmaver@philly.com 

Crystal Tea Room

100 East Penn Square
Philadelphia, PA 19107

Event Details

2019 INFLUENCERS OF FINANCE WINNERS

ALTERNATIVE 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 He er
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



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