Women Leaders in Finance Breakfast
Monday, July 24, 2023
7:00 am - 7:45 am
Julia Pollak is Chief Economist at ZipRecruiter, a leading online employment marketplace that uses AI-driven smart matching technology to connect millions of businesses and job seekers. She uses data from the ZipRecruiter marketplace to measure the health of the labor market, identify hiring trends, and help employers and job seekers prepare for the future of work. Her research is frequently cited in leading national outlets, like the New York Times, Wall Street Journal, and NPR. She is also a contributor to Barron’s and a member of the Forbes Human Resources Council.
Prior to working at ZipRecruiter, Julia was an Assistant Policy Analyst at the RAND Corporation and an adjunct economics instructor at Pepperdine University.
Julia holds a B.A. in economics from Harvard and an M.Phil. in policy analysis from Pardee RAND Graduate School. She was a drilling reservist in the U.S. Navy from 2011 to 2022.
Global Speaker, Entertainer, Consultant
Creating a Limitless Culture
Monday, July 24, 2023
8:00 am - 9:30 am
Ben Whiting achieved international success as an award-winning magician and mind-reader by creating an atmosphere on stage where the impossible was possible and where human connection had no limits. As an entertainer, he's performed in over 30 countries, had multiple television appearances, and his clients include the likes of Crystal Cruises, Oprah's HARPO studios, and Facebook.
Recognizing his passion for helping others in their careers and day-to-day lives, Ben began focusing on keynote speaking and leadership development in 2014. Shortly after delivering his first TEDx talk, he was hired by an international leadership development firm to create and deliver content around the globe. His consulting clients have included international companies like UNiDAYS, as well as Fortune 50 corporations such as Schlumberger.
Today, Ben combines his backgrounds in leadership development and corporate entertainment to help organizations create cultures that can achieve the impossible (while having A LOT of fun). He's been featured in Entrepreneur Magazine, the New York Times, and his clients include Apple, Google, American Express, and Amazon.
Jerry Maginnis, CPA
Advice for a Successful Career in Accounting
Tuesday, July 25, 2023
8:00 am - 9:00 am
Jerry Maginnis is a seasoned executive with broad and deep business and leadership experience including serving as the Office Managing Partner for KPMG's 1,100 person Philadelphia office for 8 years. He previously led KPMG's Pennsylvania audit practice for 5 years. Jerry is currently serving as a Board Member and Audit Committee Chair for Cohen & Steers Mutual Funds and as an Executive in Residence at Rowan University in Southern New Jersey. Jerry also serves as a board member and audit committee chair for inTEST Corporation, a publicly traded Technology Company (NYSE, INTT) and as a senior advisor to the CEO and leadership team of Centri Business Consulting, LLC (Centri). Jerry is the author of "Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities", published by Wiley and released nationally in October of 2021. The book is available on Amazon and Wiley's websites and various retail locations in the U.S. and Canada, including selected Barnes & Noble stores. Jerry is also a past president of the Pennsylvania Institute of Certified Public Accountants (PICPA), a 22,000 member association. He is also a member of the board of directors of the Faith in the Future Foundation and serves as the board chair of the PICPA Foundation. Jerry previously chaired the Rowan University Accounting Advisory Board and served on the board of trustees of Saint Joseph’s Preparatory School, Gwynedd Mercy University, the PICPA and the Historical Society of Pennsylvania. He is also a past member of the CEO Council and the board of directors and executive committee of the Greater Philadelphia Chamber of Commerce and the board of directors of the Union League of Philadelphia. Jerry graduated with a B.S. in Accounting from St. Joseph’s University and is a CPA licensed in Pennsylvania.
Former U.S. Comptroller General, Advisor, Author
America's Fiscal Future & Silver Bowl Awards Luncheon, Hosted by NSAC
Tuesday, July 25, 2023
11:45 am - 1:15 pm
David Walker has over 40 years of award-winning domestic and international leadership experience in the public, private and non-profit sectors. Dave is a former practicing CPA, a strategic advisor to top government officials, and the immediate former Comptroller General of the United States. Most recently, he was a Distinguished Visiting Professor at the U.S. Naval Academy.
Dave is a speaker and best-selling author of the book entitled America in 2040: Still A Superpower was published in October 2020 and updated in February 2022.
Previously, Dave earned three presidential appointments with unanimous Senate confirmation from Reagan, Bush, and Clinton with the last being his appointment as Comptroller General of the U.S. and head of the U.S. Government Accountability Office (GAO) for a total of 15 years of federal service. Dave also has over 20 years of private sector experience, including approximately 10 years as a Partner and Global Managing Director of Human Capital Services for Arthur Andersen LLP.
Dave currently serves on various boards and advisory groups. He is a member of the Board of Directors for the Committee for a Responsible Federal Budget, the Center for the Study of the Presidency and the Congress, and the Public Accounting Oversight Board. He is Chairman of the Board of Directors of the Government Transformation Initiative and Co-Chair of the Institute of Medicine’s End of Life Panel. He is an Advisory Committee member for the Peterson Foundation and the Institute for Truth In Accounting, and a member of the Advisory Board of The Can Kicks Back. He is a national co-founder of No Labels. He is also a member of the Accounting Hall of Fame, the Trilateral Commission, the National Academy of Public Administration, the National Academy of Social Insurance, the Association of Government Accountants (AGA), and the Sons of the American Revolution. He previously served as Chairman of the United Nations Independent Audit Advisory Committee and on the Boards of the International Association of Supreme Audit Institutions and the Partnership for Public Service.
Dave has won many international and domestic leadership awards. He has authored three books, is a frequent media commentator and is the subject of the critically acclaimed documentary I.O.U.S.A. He is also listed in the Who’s Who in the World and Who’s Who in America.
Dave holds a B.S. in accounting from Jacksonville University, a Senior Management in Government Certificate in public policy from Harvard University’s John F. Kennedy School of Government, and several honorary doctorate degrees. Dave currently resides in Bridgeport, CT with his wife Mary. They have one son and one daughter and three grandchildren.
Author, Speaker, and Mentor
Build a Bigger Life at Work!
Wednesday, July 26, 2023
10:30 am - 11:30 am
Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator. Adam is the Author of three Amazon best-sellers, a two-time TED talk speaker with over six million views on YouTube, and the creator of Broke, Busted & Disgusted, a CNBC documentary. Adam is passionate about helping people create financial freedom in their lives through somewhat unconventional strategies and modified habit patterns.