Fresh perspectives. Inspiring Experiences.
Shedding light on the subjects that matter most in this transformative time.
Edward Jones Financial
Tim Rea began his career at Edward Jones in February 2016 as the principal responsible for the Marketing division. Rea has more than 20 years of marketing experience. Prior to joining Edward Jones, he served as the executive vice president and chief marketing officer for Office Depot Inc., senior vice president of brand marketing for Darden Restaurants, and had increasing brand management leadership positions at Hershey Foods Inc. and the Procter & Gamble Co. Prior to working in the private sector, Rea served as a Captain in the United States Army.
Rea earned a bachelor’s degree in economics from Harvard University and both a master’s in economics and an MPA from the University of Texas. He also serves on the executive board of the Office Depot Foundation as chair emeritus.
Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.
Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.
Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.
Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles.
“Imagine a society without insurance, without the ability to plan for retirement. This industry serves a noble purpose that adds value and meaning and helps restore people’s lives.” — Terrance Williams
Terrance Williams, named Nationwide’s Executive Vice President and President of Emerging Businesses in April 2015, has a long history with Nationwide – and a deep passion for insurance and financial services. His career has touched almost every segment of the Property & Casualty business since he began with the company in 1995, including underwriting, claims, sales, and operations roles, taking him on a journey that spanned multiple cities across the U.S. This wide range of experience has enabled him to see all aspects of the industry holistically.
Known as a purpose-driven leader, Williams saw the opportunity to guide Nationwide Marketing as an important responsibility that allowed him to live his belief that insurance and financial services serve a noble purpose. He believes that the essence of his responsibilities is to advocate and show the work the industry does as lofty and meaningful. Not only to protect and restore lives, but also to help America’s workers prepare for and live in retirement. These specific Marketing responsibilities include leading and overseeing a multitude of departments: brand, digital and social media, sports sponsorships, cause and multicultural marketing, advertising, media planning and buying, customer insights and analytics, customer advocacy, and public relations and communications.
His early interest and passion for the industry is reflected in his earning a Bachelor of Science degree in Insurance at the University of South Carolina – followed by a Masters of Business Administration degree at Walden University. Over the years, he’s been active in a variety of local and national organizations, including volunteer board commitments – currently the board of directors for the Ad Council and the Columbus (Ohio) Regional Airport Authority.
A Southerner at heart, Terrance was born and raised in the Lowcountry of South Carolina. He enjoys traveling, reading and is an avid classic car enthusiast. Additionally, on the weekends you can usually find him at his sons’ various sporting events. He, his wife Carla, and sons, Trey and Cameron, currently reside in the Central Ohio area.
Keynote: Garry Kasparov
Author, Member of the executive board of the Foundation for Responsible Robotics
Winning in the Age of AI
Garry Kasparov is widely regarded as the greatest chessplayer in history, becoming the youngest world champion ever at 22 in 1985 and spending twenty years as the world’s top-rated player. His legendary matches against the IBM supercomputer Deep Blue in 1996 and 1997 made him a central figure in artificial intelligence and the evolution of the human-machine relationship. He retired from chess in 2005 to become a leader of the Russian pro-democracy movement against the rising dictatorship of Vladimir Putin. He is the chairman of the New York-based Human Rights Foundation and has become a powerful voice for individual freedom worldwide. As a Senior Visiting Fellow at the Oxford Martin School, Kasparov specializes in interdisciplinary collaboration and, as he puts it, “how our technology can make us more human.” He is a member of the executive board of the Foundation for Responsible Robotics.
Kasparov speaks and writes frequently on innovation, decision-making, and risk. His latest book is Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins. His earlier books include How Life Imitates Chess (2007), Winter Is Coming: Why Putin and the Enemies of the Free World Must Be Stopped (2015) and two acclaimed series of chess books, My Great Predecessors and Modern Chess. The Kasparov Chess Foundation promotes chess in education around the world with five centers on four continents.
Robert V. Kozinets, BBA, MBA, Ph.D.
University of Southern California
The New Rules of Engagement
In just twenty years, the world of corporate communications has been completely upended. With paid and earned media shading into shared and social, the boundaries between advertising, public relations, and marketing are becoming hopelessly blurred. Forward-thinking managers need a new brand playbook for this new age of media, and that’s exactly what our next speaker has been developing for the past twenty years.
Robert V. Kozinets is an academic innovator and a globally recognized expert on social media, branding, and innovation. Besides inventing netnography and pioneering videography as a market research method, he has authored and co-authored over 100 pieces of research on the intersection of technology, media, and consumers. This includes four books. On the industry side, he has extensive speaking, training, and consulting experience with a range of global companies and organizations, including American Express, Merck, Sony, Nissan, HSBC, TD Banking and Financial Group, eBay, Campbell Soup, L’Oréal, Zurich Insurance, and Loew’s. He holds the Hufschmid Chair of Strategic Public Relations and Business Communication at the University of Southern California’s Marshall and Annenberg Schools.
In this presentation for the financial, Professor Kozinets describes the development of a post-experience economy in which virtual experiences are on equal –and sometimes superior—footing with physical ones. For executives in financial and insurance industries, this means a set of constant challenges, disruptions, opportunities, and radical transformations, as consumer tastes shift ever more rapidly and control over brand messaging is in constant doubt. The new rules of engagement in this space require understanding the Transmedia Branding Playbook, providing a new look at the six fundamental stages of brand development and management: research, strategy, bridging, design, activation, and revival. Please join us for these brand new ideas about financial and insurance branding.
Author of The New York Times Bestseller “On the Edge: Leadership Lessons from Everest and Other Extreme Environments”
Lead from the Top
Unleash your potential in today’s competitive business environment with unconventional leadership concepts that the MBA experience and corporate America can’t – and won’t – teach you from Alison Levine.
Alison served as team captain of the first American Women’s Everest Expedition, climbed the Seven Summits and skied to the North and South Poles. A history-making adventurer who also spent time in the business world, she has survived sub-zero temperatures, hurricane-force winds and sudden avalanches – and that was while climbing the corporate ladder!
In her New York Times best-selling book, “On the Edge: Leadership Lessons from Everest and Other Extreme Environments,” Alison asserts that the principles that apply to the world of extreme adventure also apply to demanding business environments. A former part-time faculty member at West Point, Alison understands what it takes to lead teams through challenging situations.
On stage, she uses stunning imagery from her various expeditions to demonstrate how progress can be made going backward, why egos are a good thing, and how complacency can kill you. One of today’s most in-demand speakers, she inspires audiences to push themselves further than they ever thought possible.
TD Ameritrade Holding Corporation
Living With Purpose
As Chief Marketing Officer of TD Ameritrade, Denise is tackling CMO leadership in a new way; throwing away old playbooks, breaking down old systems of thinking, and challenging her team to stretch their vision and push for greatness. With a new purpose statement in place to transform lives and invest for the better, she is charged with delivering meaningfully on their brand purpose. That means driving the conversation and getting the entire organization to rally behind this purpose to aim high and execute on strategy.
Denise Karkos is Chief Marketing Officer at TD Ameritrade, responsible for the overall management of TD Ameritrade’s marketing and advertising to the long-term investor, trader and advisor segments.
In this role, she leads segment strategy, brand and advertising, social media and content marketing, marketing analytics, marketing technology and operations, and corporate communications. She serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization.
Prior to joining TD Ameritrade in 2010, Karkos spent four years with TD Bank as the senior vice president of marketing planning. In this role, she managed the retail marketing strategy and helped grow the business organically and through acquisitions.
She had early career experience in media planning and buying with a focus on digital at Initiative Media, Hill Holliday and Digitas. Karkos also drove broader marketing strategies, focusing on advertising, CRM, branding and partnership marketing at L.L.Bean, Outside Television and VIA.
Karkos was elected as a new member of the Ad Council’s Board of Directors in 2016. Throughout her career, she has received multiple marketing honors, including an Adweek Brand Genius Award and a Clio, as well as numerous Webby, ADDY, and Financial Communications Society (FCS) awards. Her more recent accolades include an Advertising Women of New York Changing the Game – Paradigm Shift award in 2015 and a 2016 Cojone’s award, presented to her at South by Southwest.
Karkos received a bachelor’s degree in marketing from the University of Notre Dame, where she was a four-year member of women’s soccer and captain of the 1992-1993 team.
Dr. David Agus
The End of Illness
The Prescription for Success
As we face the onslaught of demands and pressures in our high profile careers, how can we manage stress and maintain healthy lives? Modern life is full of hassles, frustrations, and deadlines. For many executives, stress has become a way of life, but when you’re constantly running in emergency mode, long-term stress can lead to serious health problems.
David Agus, MD, one of the world’s leading cancer doctors, researchers, and technology innovators, tackles fundamental questions, challenging long-held wisdoms and dismantling misperceptions about what “health” means. Dr. Agus presents an eye-opening picture of the complex and endlessly enigmatic human body, the ways it works—and fails—showing us how a new perspective on our health will allow each of us to achieve the goal of a long, healthy life. Agus also offers insights and access to powerful new technologies that will transform medicine in our generation.
Dr. David B. Agus is a professor of medicine and engineering at the USC Keck School of Medicine and Viterbi School of Engineering and the founding director of USC’s Lawrence J. Ellison Institute for Transformative Medicine. He is one of the world’s leading physicians and the cofounder of several pioneering personalized medicine companies, and author of the New York Times #1 and international best seller “The End of Illness”. His most recent books “A Short Guide to a Long Life” and “The Lucky Years: How to Thrive in the Brave New World of Health” are also New York Times and international bestsellers.
Dr. Agus specializes in treating patients with advanced cancer. Over the past twenty-five years he’s received acclaim for his innovations in medicine and contributions to new technologies that will change how all of us maintain optimal health. He’s also built a reputation for having a unique way of looking at the relationship of the human body to health and disease.
As a contributor to CBS News, he comments on important health topics regularly on television. He serves leadership roles at the World Economic Forum, among other prestigious organizations. After earning his BA from Princeton University and medical degree from the University of Pennsylvania School of Medicine, he completed his medical residency training at Johns Hopkins Hospital, a research fellowship at the National Institutes of Health, and an oncology fellowship at the Memorial Sloan-Kettering Cancer Center.
The Power of Habit and Smarter Faster Better
The Power of Habit, Why We Do What We Do in Life and Business
In The Power of Habit, award-winning New York Times business reporter and bestselling author, Charles Duhigg brings to life a whole new understanding of human nature and its potential for transformation. From consumers to corporations to society, Duhigg takes us to the thrilling edge of scientific discoveries that explain why habits exist and how they can be changed, and why instilling the right habits are crucial to the success of our companies.
With engrossing narratives and success stories of leading companies like Starbucks and Procter & Gamble, he’ll examine the cues and rewards that shape automatic behaviors of our employees and our customers. You’ll learn why some people and companies struggle to change, while others transform overnight, what shapes customer behavior, and how successful leaders teach organizational habits through design that promote productive and strong corporate cultures.
Charles Duhigg is a Pulitzer Prize-winning reporter and the bestselling author of The Power of Habit: Why We Do What We Do in Life and Business, which explores the science of habit formation in our lives, companies and societies. His newest book Smarter, Better, Faster: The Secrets of Being Productive in Life and Business (2016) is a fascinating exploration of the science of productivity, and why, in today’s world, managing how you think—rather than what you think—can transform your life.
He is the winner of the National Academies of Sciences, National Journalism, and George Polk awards, and a frequent contributor to television and radio. He has authored or contributed to multiple series, including “The Reckoning” (2008), which studied the causes and outcomes of the financial crisis, and “The iEconomy”, which examined the global economy through the lens of Apple, and which won the 2013 Pulitzer prize in explanatory journalism.
He is a graduate of the Harvard Business School and Yale College.
Shift Thinking…A Whole New Mindset
Mark Bonchek is in the epiphany business. He does more than educate and engage. He helps produce profound insights into the challenges and opportunities of business in the 21st century. Mark’s message of transformative change and exponential growth will help you re-imagine your business and find new paths to growth. Through the framework of Shift Thinking™, he delivers a powerful prescription for how to organize, engage, and compete in the digital age.
You’ll learn new mental models that will help you strengthen capabilities within yourself, your team, and your organization: understand the importance of un-learning, brand orbits, and decision doctrine.
Mark Bonchek is the founder and CEO (Chief Epiphany Officer) of Shift Thinking. His mission is to update thinking for a digital age. Mark has been at the forefront of the digital revolution since receiving Harvard University’s first Ph.D. on the topic of social media in 1997. He now advises leading organizations on how to achieve exponential growth and transformative change. He is a frequent speaker and regular contributor to Harvard Business Review, faculty member for Singularity University, and author of the book Brand Orbits.