THURSDAY, SEPTEMBER 29: AttractHER

3:50 pm

 

Professor Maja  

Terrance Johnson

Pastor, Higher Dimension Church

 

Title:

"Coaching Leaders"

 

 

 

Summary:

 To achieve greatness in life it will take more than ambition, it requires aptitude. The better the skills, the greater the results. In this session, we will focus on sharpening leadership skills. Because when the leader improves, everything around them benefits.

 

Bio:

Terrance Johnson is a pastor, an excellent communicator and a recognized leader in his community. As founder and lead pastor of Higher Dimension Church in Southwest Houston and Katy, Texas, he has worked as a community pioneer in redevelopment of impoverished areas to help meet the economic needs of their people.

Terrance is a native of Houston and holds a bachelor of arts degree in Bible and sociology. Pastor Terrance and his wife, Torsha, reside in their hometown with their three sons, Terrance, Thailan and Theophilus, and their daughter, Tirzah.

 

Alanah PhillipsAlanah Phillips

Regional Director of Recruiting, West Region, Lincoln Financial Network

 

Title:

"Project Inspire/Project '36: Recruiting Strategies Rooted in Service"

 

Summary:

 How to attract next-gen financial professionals to your team without all the sleazy selling, terrible job descriptions, and confusion about IF someone is even a fit for your team. No, you don’t need to create a full-blown internship or mentorship program, as every panel on next-gen hiring suggests - that’s just SO unrealistic for small teams.

But you can use your knowledge and experience to provide valuable education and service to potential nex-gen professionals that will make it easy to attract them to your practice and increase the chances they succeed.

You’ll walk away with tools to provide value to potential candidates that will have them knocking down your doors to work for you.

Bio:

Alanah joined Lincoln Financial Advisors 4 years ago supporting their intern and financial professionals recruiting efforts nationwide. During that time, she has spearheaded the hiring, coaching and development of the next generation of financial professionals through Lincoln's Financial Professional Training Program. She has also worked as a consultant to financial professional teams to leverage these new planners to increase productivity, the client experience and profitable growth. She's a nerd for understanding and expanding financial professionals businesses through recruiting and acquisitions and utilizes her background in Human Resources to bring creative growth ideas to the table.

Extreme passion is an understatement for how she feels about helping young people be successful in their careers. In 2017, she launched a program called Project Inspire to specifically inspire and educate young women about careers in financial services. Through this project she is able to spend time mentoring college-aged ladies about their professional development and financial literacy and empower them to take control of their career trajectory.

Alanah holds the Series 7, 66 and California State Life & Health licenses. She attended Arizona State University where she studied Mass Communications and Media Studies. She is a master of time management, a lover of interesting people, and an avid reader. When she’s not making friends with strangers you can find her kickboxing, watching Oakland A’s baseball, or spending time with family. She is also a member of WIFS and president of the Northern California Chapter; FAN (Female Advisor Network); NAIFA; and the FPA.

 

Sue KurajaSue Kuraja

V.P. Brokerage Director, MassMutual Arizona

 

Title:

"Insurtech/Fintech: A Deeper Dive into Blockchain"

 

Summary:

A review on what led to the surge in tech awareness with a discussion on the current landscape. Sue describes trends, use cases and matters that will affect your future business.

 

Bio:

Sue has been in the insurance and financial services industry for 21 years. She has worked in sales and the business development and training arena for both banks and insurance companies. Her research of insurtech innovation and IoT has become more than a personal passion. She serves the MassMutual Blockchain community of practice helping build new POC’s and delivering new use cases for readiness and application on the blockchain. Her involvement with legislative bodies and non-profits will bring readiness of modern blockchain architecture to the insurance industry as it prepares for big data evolution, distributed ledger ecosystems and tokenization.

Sue came to the U.S. in the late 1970s from Eastern Europe and credits her strong work ethic and perseverance to her parents. Having strong mentors and working in non-traditional environments early on has allowed her to bridge income and generational gaps, climbing the career ladder early in her career. She is currently the Brokerage Director for Mass Mutual Arizona and dedicates much of her career advancement to hands-on learning.

She has been active in the community, participating and volunteering in such organizations as the American Diabetes Association, Phoenix Children’s Hospital and Junior Achievement. She is the current president of WIFS Phoenix and a member of NAIFA and Finseca.

Sue, her husband, Robert, and their four children have been living in Arizona for 16 years. She enjoys stand-up paddleboarding and volleyball in her spare time. 

 

Kay CarreonKay Carreon

CEO and Financial Consultant, REACH Consulting Services

 

Title:

"Positive ME ( My Experience) Journey"

 

Summary:

With the changing world, it is important to find balance in our priorities in working in the financial Iindustry as well as living in purpose.

 

Bio:

Kay Carreon, CFEI, CFF, CRTP, MBA is a Certified Financial Education Instructor and CEO and financial consultant at REACH Consulting Services.

After 23 years of intensive experience in sales and marketing, Kay transtioned to financial consulting. She experienced a life event that changed her life and led to financial literacy advocacy. She became an independent financial consultant in 2010, independently starting her own wealth management team in San Diego and is now a National Broker.

She specializes in financial consulting, wealth management and support, estate planning; executive planning, and corporate executive compensation programs; she also establishes foundations and manages family offices. Working with attorneys and CPAs, she coordinates a team approach to assure her first and foremost concern, the client’s overall financial well-being.

Kay and her family reside in beautiful San Diego, where she enjoys cooking/baking, gardening, and spending time with her two daughters, Karyn and Kamryn.

 

Daralee Barbera, Thomasina Skipper and Linda Witham

Panelists

 

Title:

"Women Matter: What Women Can Do for Gender Parity in our Profession": A Panel Discussion

  

Bios:

Dr. Daralee Barbera

 

Dr. Daralee Barbera is a professor, professional business coach, consultant, speaker and author. Daralee has been featured in Forbes.com, The GAMA International Journal, GAMA's Best Ideas Series, National Underwriter, Life Health Pro, Advisor Today, The Wealth Channel, The Orange County Register, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, World News, International Business Times, California Broker, Investment News, Financial Planning, The Buffalo News, FindBob, and KPPC and KNX radio in Los Angeles.

 

 

Thomasina SkipperThomasina Skipper, CFP, ChFC, CPBC is President of Diversified Professional Coaching (DPC), LLC and maintains her own business as CEO of Thomasina Skipper, Business Growth Specialist, Inc.

Thomasina  was born in Cleveland, Ohio and began her career with Fireman’s Fund Insurance Company in Cleveland, Ohio as a Personal Lines Underwriter. Two years later, she was promoted to Senior Underwriter and transferred to the Nashville, Tennessee branch office.

In 1981, Thomasina left Fireman’s Fund Insurance Companies to become the Vice President and General Manager of Citizen Insurance Agency, an independent insurance agency, which led her to establish one of the first female-owned, independent insurance agencies in the state of Tennessee.

In 1986, Thomasina joined State Farm Insurance Companies as the first female, minority agent for the company in the middle-Tennessee area. In 1992, she was again transferred and promoted to Atlanta, Georgia as an Agency Manager. In December 1995, Thomasina became the Agency Field Executive for the Metro West Agency Field Office (AFO) in Atlanta. In pursuit of personal development , she transferred to Omaha, Nebraska. She retired from State Farm April 1, 2013.

 

Linda WithamLinda Witham is a consultant and owner at LLW Leadership Consulting, Inc Linda has been a leader in the Financial Services industry since her career began in 1982. In addition to her 28 years with Thrivent Financial, culminating as a Managing partner of the Southwest Region,

Linda has also been an active leader and speaker in the financial service industry. She was President of GAMA International (now Finseca) in 2009, the first woman to serve in that position in the organization’s history.

She currently serves as an Executive Coach with Diversified Professional Coaching, LLC.