Diversified Search Group

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About

In the wake of unprecedented times, broad and lasting changes to the workplace have advanced a more integrated approach to talent management built around culture. Organizations that once synchronized their talent to corporate vision, core values, and strategic objectives are now aligning people around purpose. And for good reason: building sustainable cultures in the long run will attract, engage, and retain talent – and give organizations with strong cultures a key competitive edge.

Hunt Scanlon Media is convening hundreds of corporate culture leaders, business transformation experts, DE&I leaders, chief talent officers, heads of HR, and executive recruiters at The Plaza Hotel of New York on March 16, 2023 to explore how organizations are designing sustainable culture blueprints.

Agenda

Welcome

A Special Thanks To Our Premier Sponsor

7:15AM-8:30AM

REGISTRATION & CONTINENTAL BREAKFAST

Sponsored by:

Rob Adams
8:30AM-8:40AM

OPENING REMARKS

Rob Adams Moderator – Hunt Scanlon Media
Carolyn Taylor
8:40AM-9:10AM

Building an Accountable and Agile Culture

Carolyn Taylor Founder & Executive Chair – Walking the Talk

When assessing and transforming your culture, it’s imperative that you focus on developing certain key features of your culture rather than thinking you can change everything at once. In this Keynote presentation, Carolyn Taylor, founder and executive chair at Walking the Talk, will reveal two examples of culture goals she has seen many organizations set in pursuit of their business imperatives – building a more accountable and agile culture. She will then use these two examples to teach how leadership teams can select any aspect of their culture to transform.

9:10AM-9:20AM

AUDIENCE Q&A

Introduction by: Faith Montgomery
Laura Agharkar
9:20AM-9:50AM

Aligning Culture to Growth

Introduction by: Faith Montgomery Vice President & Managing Director – Lindauer Global Laura Agharkar Global Head of Diversity, Equity and Culture – Nasdaq

The pursuit of culture as a driver of financial performance is the priority of most senior management today. They understand that a thriving and forward-looking corporate culture creates the greatest benefit and highest impact possible on how an organization achieves its financial objectives. In a recent survey by executive search firm, Heidrick & Struggles, 82 percent of CEOs say they had made culture a priority over the past three years, often to improve financial performance. In the following presentation, Laura Agharkar, Global Head of Diversity, Equity & Culture at Nasdaq, will discuss Nasdaq’s culture journey. As a company that has recently completely diversified its business strategy – from a financial institution to a FinTech firm – Nasdaq was intentional to make sure that its culture evolved with its strategy and growth ambitions. Laura will walk us through when the Nasdaq leaders knew they needed to make this shift and the outputs and benefits they anticipate.

9:50AM-10:00AM

AUDIENCE Q&A

10:00AM-10:15AM

Networking Break

Moderator: Jonathan Hoyt
10:15AM-10:45AM

How Remote Work is Impacting Corporate Culture

Moderator: Jonathan Hoyt Partner, Leadership Consulting – DHR Global

Over the past several years we have all witnessed drastic changes to the workplace. The biggest shift, of course, has been the move to remote work, which has ignited one of the most significant debates around company culture. In the following discussion, leading talent, culture and executive search professionals will explore the changes that are shaping the nature of work environments and the resulting challenges for both employee and employer. These experts will share best practices on how to address this shift and reveal how to create a sustainable remote work culture.

JJ Jelks
Head of People & Culture
Wieden+Kennedy

Sarah Garber
Chief People Officer
Saks

Darcie Murray
Senior Vice President & Head of the Americas
Mercuri Urval

Steve Dwyer
Senior Vice President, Consulting
Teamalytics

Angela Navarro
CEO & Managing Partner
Kinavic Leadership Acceleration

10:45AM-10:55AM

AUDIENCE Q&A

Dr . Philipia Hillman
Tom Rausch
10:55AM-11:25AM

How to Lead Growth with Humans at the Center

Dr . Philipia Hillman VP of Leadership & Transformation – THRUUE Tom Rausch Director of Consulting – Barrett Values Centre

Today, only 10 percent of businesses return to growth after reaching maturity. As a result, leaders are looking for new ways to drive sustainable revenue growth. Yet most growth strategies fail to meet their full potential. Why? Because leaders neglect the human needs involved in growth and change. In this presentation, Philipia and Tom will share tangible ways leaders and organizations are taking a human-centered approach to revenue growth. They will discuss the critical culture levers that must be addressed for successful business model changes and explore how to use culture data to guide your decisions. They will also reveal the new skillsets that chief people officers must implement to drive sustainable growth.

11:25AM-11:35AM

AUDIENCE Q&A

11:40AM-1:05PM

Luncheon Reception

Sponsored by:

Lisa Baird
Jonathan McBride
1:10PM-1:40PM

Driving a Culture of Inclusion Through Allyship

Lisa Baird Global Managing Partner of the Human Resources Officers Practice – Heidrick & Struggles Jonathan McBride Global Managing Partner of the Diversity, Equity & Inclusion Practice – Heidrick & Struggles

Companies today are navigating various disruptive challenges and one of these includes how to foster an inclusive culture internally. Many leaders are shifting to adopt Kenji Yoshino’s “allyship model” to help propel progress and organizational growth. Join Heidrick & Struggles’ global managing partners, Lisa Baird and Jonathan McBride, for a lively discussion where they will unpack more about the allyship model – what it is, why it matters, with specific examples and practical tips on how organizations are leveraging allyship to take their DE&I efforts to the next level in 2023 and beyond.

1:40PM-1:50PM

AUDIENCE Q&A

Moderator: Denielle Pemberton-Heard
1:50PM-2:30PM

How to Develop a Lasting Culture of Belonging

Moderator: Denielle Pemberton-Heard Managing Director and Chief Legal Officer – Diversified Search Group

Although the majority of organizations are moving toward more diverse and inclusive workplaces, there is still a lot of progress to be made. It’s not enough to simply hire people of different nationalities, races or genders anymore – but to make sure every employee feels welcome, safe and free to be themselves. In the following panel discussion, six leading talent, DE&I, culture and executive search professionals will examine how to create an inclusive culture of belonging that will benefit your organizations’ bottom line.

Johnathan Medina
Global Head of DE&I
Macquarie Asset Management

Amy Bayer
Global Director, DE&I, Engagement & Culture 
Duck Creek Technologies

Tallulah Tadlock
Co-Founder 
Jensen DiversityMetrics™

Chris Beck
President & CFO
Caldwell

Beth Ann Namey
Partner, Executive Search
Frederickson Partners

2:30PM-2:40PM

Networking Break

Stacie Ruen
2:40PM-3:10PM

Building a Cohesive Culture

Stacie Ruen Global Culture and Talent Leader – General Motors

Building an effective corporate culture is not just about hitting the numbers; it begins and ends with developing people and understanding objectives. When a cohesive culture is firmly in place, individuals are better able to relate to those who are in other parts of the organization in which employees have a sense they belong, that they are valued, and that they commit to personal and organizational goals. Groups must have all three elements – belonging, value, and commitment – to guarantee cohesion. In the following presentation, Stacie Ruen, Leader, Global Culture & People Development at GM, discusses how a company with a 150,000 workforce is creating a culture by knitting key elements together towards its nucleus: the employee. Stacie will also discuss why the foundation of psychological safety and trust leads to curiosity which translates to boldness and where innovation then follows. The result is a workforce that speaks the same language from top to bottom.

3:10PM-3:20PM

AUDIENCE Q&A

Recipient: James Quincey
Presented by: Christopher W. Hunt
3:20PM-3:30PM

"Excellence in Culture" Award Ceremony

Recipient: James Quincey Chief Executive Officer – The Coca-Cola Company Presented by: Christopher W. Hunt President – Hunt Scanlon Media

Developing a corporate culture at any company requires a continual focus on its employees. And for a global company of 79,000, this can be challenging at the very least. But The Coca-Cola Company has succeeded at the highest curve and has built a worldwide organization where each employee is respected and feels a sense of belonging. The recipient of Hunt Scanlon’s 2023 “Excellence in Culture” Award is James Quincey, Chairman and CEO of The Coca-Cola Company who, with his dedicated team of top professionals, have committed themselves to be leaders in corporate responsibility in which they express their aspiration to be among the world’s most respected companies. Among the keys to earning that respect is maintaining world-class standards for fair and dignified treatment for all the people who work for the company. They believe that work is more than a place you go everyday. It should be a place of exploration, creativity, professional growth and interpersonal relationships. It is about being inspired and motivated to achieve extraordinary things. The Coca-Cola Company wants their team to take pride in their work and in building the brand others love. As it is the combined talents, skills, knowledge, experience and passion of their team that makes them who they are.

Lisa Chang
James Quincey
3:30PM-3:45PM

Roundtable Discussion: Coca-Cola: A Company That Inspires A Culture of Belonging and Respect

Lisa Chang Global Chief People Officer – The Coca-Cola Company James Quincey Chairman and Chief Executive Officer – The Coca-Cola Company
Moderator: Bert Miller
3:45PM-4:15PM

Fireside Chat: Additional Reflections on Culture

Moderator: Bert Miller Chairman & CEO – Protis Global Lisa Chang Chief People Officer – The Coca-Cola Company
Rob Adams
4:15PM-4:30PM

CLOSING REMARKS

Rob Adams Moderator – Hunt Scanlon Media

‘Designing a Sustainable Culture Blueprint’ will include leaders from across the field, including: Carolyn Taylor, founder and executive chair at Walking the Talk; Faith Montgomery, vice president and managing director at Lindauer Global; Laura Agharkar, global head of diversity, equity and culture at Nasdaq; Jonathan Hoyt, partner – leadership consulting at DHR Global; Joyce “JJ” Jelks, head of people & culture at Wieden+Kennedy; Sarah Garber, chief people officer at Saks; Darcie Murray, senior vice president & head of the Americas at Mercuri Urval; Steve Dwyer, senior vice president, consulting at Teamalytics; Angela Navarro, CEO & managing partner at Kinavic Leadership Acceleration; Dr. Philipia Hillman, VP of leadership & transformation at THRUUE; Tom Rausch, director of consulting of Barrett Values Centre; Lisa Baird, global managing partner of the human resources officers practice and Jonathan McBride, global managing partner of the diversity, equity and inclusion practice at Heidrick & Struggles; Denielle Pemberton-Heard, managing director and chief legal officer at Diversified Search Group; Johnathan Medina, chief diversity & inclusion officer at Macquarie Asset Management; Amy Bayer, global director DE&I, engagement & culture at Duck Creek Technologies; Tallulah Tadlock, co-founder of Jensen DiversityMetrics™; Chris Beck, president & CFO at Caldwell; Beth Ann Namey, partner, executive search at Frederickson Partners; Stacie Ruen, Global Culture and Talent Leader at General Motors; Lisa Chang, global chief people officer at The Coca-Cola Company; James Quincey, chairman and chief executive officer at The Coca-Cola Company; Bert Miller, chairman and CEO of Protis Global and others.

Join our exclusive network of hundreds of culture transformation leaders, CHROs, chief talent officers and executive recruiters on March 16, 2023 at the prestigious Plaza Hotel of New York. Our thought-provoking presentations and Q&A sessions exploring corporate culture today is a must-attend event. Our formal sessions will include continental breakfast, mid-morning and afternoon networking breaks and a delicious main course.

The Plaza Hotel of New York
Fifth Avenue at Central Park South – New York, NY 10022

(Cancellation notice: any passes canceled after January 15, 2023 will not be refunded. Sponsorships non-refundable.)

Speakers

Laura Agharkar, Global Head of Diversity, Equity and Culture – Nasdaq

Laura Agharkar leads Nasdaq’s global diversity, equity and culture team, responsible for a strategy that encompasses 39 countries spread throughout the globe. By appreciating each employees’ individual strengths combined with driving a culture of belonging for all employees, Laura helps to power Nasdaq’s talent engine.

Prior to leading the DEC team, Laura managed Nasdaq’s talent and culture team, and similar roles at Global Pharmaceutical, Ferring, and Samsung Electronics America.

Lisa Baird, Global Managing Partner of the Human Resources Officers Practice – Heidrick & Struggles

Lisa Baird is a partner in Heidrick & Struggles’ New York City and Stamford, CT offices and the global managing partner of the human resources officers practice. She has more than 25 years of diverse management consulting, executive recruiting, and human capital management experience across industry sectors. Lisa recruits CHROs and their direct reports including leaders of talent management, talent acquisition, total reward, diversity and inclusion, HR operations/shared services, learning and development, employee experience, and other critical HR leadership functions. Lisa is co-leader of #HEID, Heidrick’s internal employee resource group for individuals with disabilities.

Prior to joining Heidrick & Struggles, Lisa was chief human resources officer for Taconic Capital Advisors, a global alternative investment manager. Before that, Lisa was a partner with two different global executive search firms where she conducted executive searches for senior leaders in the financial services and not-for-profit sectors. Earlier in her career, Lisa led strategic planning for Fidelity Investments Institutional Retirement Services Company and was an engagement manager for McKinsey & Company. She began her career in real estate investment banking at Goldman Sachs.

In addition to her search work, Lisa conducts executive assessments and is an associate certified coach with the International Coaching Federation and a certified team accelerator coach. She is trained in a variety of assessment tools including Myers Brigg Personality Inventory, Hogan Assessments, FIRO-B, TTI Insights, H&S Leadership Accelerator Questionnaire, H&S Team Accelerator Questionnaire, and Saville Assessments.

Amy Bayer, Global Director DE&I, Engagement & Culture – Duck Creek Technologies

Amy Bayer is the global director for DE&I, engagement, and culture at Duck Creek Technologies. Her role involves developing employee engagement programs and building the corporate strategy for fostering a diverse, equitable, and inclusive culture that instills a sense of belonging. Prior to her current role, Amy amassed almost 20 years of HR experience in a variety of roles across the technology, publishing, manufacturing, and healthcare industries.

Chris Beck, President & CFO – Caldwell

Chris Beck is the president of Caldwell’s executive search group and chief financial officer of the enterprise. Responsible for all financial and investor relations functions, he provides day-to-day leadership and management across the executive search and Caldwell Analytics businesses. His chief areas of focus are the firm’s growth strategies, processes and fostering a success-oriented environment inside the firm. He also leads Caldwell’s diversity, equity and inclusion initiatives.

Chris joined Caldwell in 2013 as chief financial officer and corporate secretary and was additionally appointed chief operating officer in 2018 before becoming president of the executive search group in 2021. Based in Boston, MA, he has more than 25 years of experience with a successful track record of leading and managing operations, finance and accounting. His ownership and management of specific departments and functions include accounting, finance, human resources, strategic planning, business process improvement, information technology, and treasury.

Before joining Caldwell Partners in 2013, Chris was chief financial officer of BirdDog, a transportation business services company focused on providing solutions to both shippers and motor carriers. BirdDog, with its flagship parcel contract optimization services and its subsidiary Foley Services, was named to the Inc. 5000 fastest-growing companies for five consecutive years as well as Deloitte’s Technology Fast 500 list for four of the five years of Chris’ tenure.

From 2000-2007, Chris was chief financial officer at Highland Partners, a global executive search firm and a division of the public company Hudson Highland Group (formerly part of TMP/Monster Worldwide). From 1996-2000, he held various finance function roles at Alper Ink Group, including M&A, controllership and ultimately chief financial officer. He began his career in 1992 at Deloitte in the audit practice.

Lisa Chang, Global Chief People Officer – The Coca-Cola Company

Lisa Chang is the global chief people officer for The Coca-Cola Company, overseeing the company’s talent and people strategies, culture, and diversity, equity and inclusion efforts. In her role, which she has held since 2019, she is responsible for leading the company’s global people strategy, aligned to the company’s purpose of refreshing the world and making a difference. Lisa and her team are focused on creating an environment where employees can thrive, and equips the organization to win.

Prior to joining Coca-Cola, Lisa served as senior vice president and chief human resources officer for AMB Group, LLC in Atlanta, a privately held sports and entertainment conglomerate.

Lisa has held HR roles at various companies, including Equifax, Turner Broadcasting System Inc. and The Weather Channel Companies.

Lisa serves on the Board of Advisors for Catalyst, a non-profit organization with a mission to accelerate progress for women through workplace inclusion. She also serves as a board member for the Coca-Cola Scholars Foundation, Atlanta Symphony Orchestra and on the Board of Directors for Frontier Communications.

Steve Dwyer, Senior Vice President, Consulting – Teamalytics

Steve Dwyer joined Teamalytics in January 2014 as a senior consultant. He brings over 43 years of experience in both the military and corporate worlds, along with a selfless passion for coaching and mentoring.

Steve retired from the US Army after 30 years of service, which included aviation commands at the tactical, operational and strategic levels. His military tours included command assignments at Ft Ord, Ft. Campbell, Ft. Rucker, Germany, Korea, and Iraq. He served as a staff officer at the Pentagon and Aberdeen Proving Ground. He considers his most rewarding experiences to be the years spent leading, coaching, and mentoring soldiers.

After his retirement, Steve served as a senior vice president for leadership development with Alltel Corporation in Little Rock, AR, where he developed, planned, and implemented a leadership program for Alltel’s top 3000 leaders. As vice president for human resources for Science and Engineering Services, he implemented initiatives that identified and developed leaders in the company. He also served as program manager, running a business that built an Armed helicopter for the Iraqi army. In 2011, Steve was named the first chief learning officer for DynCorp International, where he worked with Teamalytics to develop the company’s 2500 top leaders stationed around the globe. Prior to joining Teamalytics, he served as the US Army Aviation business manager for Sikorsky Aircraft Corporation.

His ability to inspire and lead stems from his genuine concern for people and their talents. He is excited to bring this passion to Teamalytics.

Sarah Garber, Chief People Officer – Saks

Sarah Garber is the current chief people officer at Saks Fifth Avenue. Sarah has previously held the position of senior director, corporate human resources at Saks Fifth Avenue and director of human resources at Niles Audio Corporation.

Sarah has a wealth of experience in human resources and has been instrumental in leading the merger and integration of two portfolio companies and five brands (Niles Audio, Elan Home Systems, Xantech, Sunfire and HomeLogic) to form The AVC Group, LLC. Sarah has also been nominated and selected for 40 under 40 rising stars in consumer technology.

Dr. Philipia Hillman, VP of Leadership & Transformation – THRUUE

Dr. Philipia Hillman is the VP of leadership & transformation at THRUUE. She has more than 25 years of professional experience in government, academia, and private consulting. This blend of organizational experience gives her a wide lens to observe, analyze, and appreciate an array of professional, personal, communal, and social concerns. Philipia believes in a strengths-based approach, and encourages individuals, teams, and organizations to identify and recognize existing gifts and ignite them to guide the change they seek.

Throughout her career, Philipia has led cultural change efforts from assessment to organizational adoption. As part of the cultural change work, Philipia coaches leaders and guides enterprise-wide communications that accompany large scale transformation efforts. Additionally, she serves as an adjunct sociology professor at Howard and American Universities. Her classes focus on American society and the complexity of social change, race, class, gender and intersectionality.

Prior to joining THRUUE, Philipia led the cultural integration between legacy CSRA and GDIT as vice president of culture and engagement. Philipia also established the company’s diversity and inclusion framework and corporate philanthropy philosophy.

Jonathan Hoyt, Partner, Leadership Consulting – DHR Global

Jonathan serves as a partner at DHR Global helping clients improve performance through executive coaching, succession planning, talent assessment and organization design. He has spent the last 20 years helping organizations create the leadership capability they need to thrive in times of rapid growth and change.

Jonathan was a principal in the leadership consulting practice at a leading global talent consulting firm for eight years, where he led the company’s private equity talent advisory work and advised the leadership teams of companies ranging from technology startups to Fortune 10. His clients have included private equity, technology, financial services, natural resources, professional services, nonprofit and healthcare organizations around the world.

Jonathan’s advisory work is also informed by five years of experience in human resources leadership roles. He helped leaders and founders create high-performing and inclusive team cultures and delivered results in talent acquisition, leadership development, talent management and business transformation.

Joyce "JJ" Jelks, Head of People & Culture – Wieden+Kennedy

Joyce “JJ’ Jelks, currently serves as head of people & culture at Wieden+Kennedy NY, where she oversees all facets of the human resources department. Nothing short of a Power-house, JJ also serves as a Major in the Army Reserves within the Inspectors General Office at United States Southern Command based in Miami, FL. She is Founder of Ottawa Park HR Advisory, an organization that shares “out of the box” human resources solutions with culturally woke and outwardly progressive companies. Ottawa Park’s most noted client list includes retail brands such as Aimé Leon Dore, Studio Butch, American professional soccer player Sean Johnson and Meteorite.

JJ has extensive experience in the world of HR and sports as she previously served as head of human resources at Excel Sports Management, New York City Football Club (NYCFC), NJ Devils/Prudential Center and Brooklyn Sports and Entertainment. JJ currently resides in New Jersey with her husband and son.

Jonathan McBride, Global Managing Partner of the Diversity, Equity & Inclusion Practice – Heidrick & Struggles

Jonathan McBride is a partner in Heidrick & Struggles’ Los Angeles office and global managing partner of the diversity, equity, & inclusion practice. He is an advisor to boards, CEOs, and leadership teams on matters related to culture, people, diversity, equity, inclusion, and belonging.

Prior to joining Heidrick & Struggles, Jonathan co-founded Gradient Consulting, a small advisory firm created in the wake of George Floyd’s murder, to help organizations evolve their cultures and build better teams.

Jonathan is the former global head of inclusion and diversity at BlackRock where he served on the operating committee and held other leadership roles. While at BlackRock, he and a co-worker helped launch the Science of Diversity and Inclusion Initiative at the University of Chicago. It is now housed at the Center for Equity, Gender, and Leadership at University of California, Berkeley.

Prior to BlackRock, Jonathan was appointed in 2013 to serve as director of the presidential personnel office for the Obama White House. He joined the administration as a special assistant to the President and the deputy director of the Presidential Personnel Office in 2009. During his tenure he led initiatives including co-chairing an initiative to reform management and ‘work’ in government.
Prior to serving in the White House, he was the chief strategy officer of Universum, a global employer branding company, and served as the company’s most senior consultant to companies and organizations looking to attract and retain top talent.

In 2000, Jonathan co-founded Jungle Media Group. Jungle’s magazines, websites, and live events served a variety of audiences including MBAs, JDs, college students, African American young professionals, and Hispanic young professionals. Jungle Media was nominated for three National Magazine Awards. He also was an associate at Goldman Sachs and a legislative aide to United States Senator Herb Kohl at the start of his career.

Johnathan Medina, Global Head of DE&I – Macquarie Asset Management

Johnathan Medina is the global head of DE&I for Macquarie Asset Management. In this global role, Johnathan is responsible for fostering inclusion and bolstering diversity across Macquarie. With a personal and professional passion for inclusion, he partners portfolio companies to both embed I&D as a business imperative to drive a competitive advantage and increase diversity in their boardrooms.

Prior to this role, Johnathan was a partner within Accenture’s strategy practice, where he advised Fortune 500 companies and their C-Suites on large scale business transformation. He guided clients in reimagining their business models, organizational structures, cultures, talent strategies, and employee experiences.

Johnathan is the co-founder of Accenture’s Global Inclusion and Diversity Service Offering. As lead of this offering, he managed all client engagements, business development, it’s P&L, as well as the development of its assets and methodologies. Johnathan has advised global clients across multiple industries (e.g., retail, healthcare, professional services, technology) on how to leverage existing data to create actionable I&D strategies that enable their business strategies. He also has deep expertise in creating work environments where people feel safe, seen, and connected.

He has partnered with the Retail Industry Leaders Association (RILA) and the Petroleum Equipment & Services Association (PESA) to develop corporate pledges that champion inclusion and diversity goals.

Johnathan started his career in capital markets. As a vice president in Merrill Lynch’s financial products group, he developed and marketed investment strategies to help clients capitalize on movements of the equity, commodity, and foreign exchange markets.

Bert Miller, Chairman and CEO – Protis Global

Bert Miller is the chairman and CEO of Protis Global and ace Talent Curators. A search expert, respected entrepreneur, and successful investor, Bert is highly regarded for his 25+ year career in business and executive recruitment. He is known for building the teams behind many of the world’s most renowned household names, spearheading digital transition within a legacy category, and identifying winning business opportunities in their earliest stages.

Bert’s expertise in search and recruitment dates back to 1995, when he co-founded Protis Global, an award-winning search and recruitment firm. Bert is an active speaker, mentor, advisor, and investor with start-up beverage companies, including Angels Envy Bourbon, a showstopping Louisville bourbon, and Vybes, an innovative hemp-based beverage company based in Los Angeles.

He also hosts his own podcast series entitled, Beyond the Bottom Line.

Faith Montgomery, Vice President and Managing Director – Lindauer Global

Faith Montgomery serves as vice president and managing director at Lindauer Global and brings over 25 years of deep experience, passion, and expertise in both the nonprofit and for-profit sectors to the firm and its clients. Prior to joining Lindauer in 2014, Faith held senior leadership positions across the nonprofit sector. She is currently focused on executive level search, talent management initiatives, and coaching for client partners and individuals. Faith brings extensive organizational and operational expertise to clients, with experience in strategic planning, process integration, team building, mitigating bias in hiring and other DEIB principals.

With an extensive background in leadership-level fundraising, building, and managing teams, Faith is well-versed in search and talent management in higher education, healthcare, think tanks, arts and culture and K-12 organizations. She has successfully completed major executive level searches for dozens of reputable institutions such as Fenway Health, Duke Health, Brigham and Women’s Hospital, Howard University, Princeton University, Stanford University, Harvard University, University of Minnesota Foundation, Babson College, University of Texas Austin, St. Paul’s School, Lawrenceville, Hackley, National Cathedral School, Greenhill School, Sidwell Friends, Lovett, Durham Academy and more.

Faith serves on the national board of the African American Development Officer’s Network (AADO) and is a member of Women of Color in Fundraising and Philanthropy (WOC), and Women in Development (WID), among others.

Darcie Murray, Senior Vice President and Head of the Americas – Mercuri Urval

Based in Houston, Darcie Murray serves as senior vice president & head of the Americas for Mercuri Urval. Darcie conducts C-suite and senior executive level engagements and advises clients on disciplined hiring and human capital issues.

Her experience spans across multiple sectors including professional advisory services, industrial, financial services & life sciences and healthcare and she has a passion around diversity, equity & inclusion.

Darcie is responsible for the growth of the business in the United States, and across the Americas for Mercuri Urval, as well as further developing the import and export business for the firm. Her responsibilities include client engagement and service, search execution, talent acquisition for Mercuri Urval in the Americas and professional development.

Prior to this, Darcie was the senior managing partner for a boutique executive search and leadership advisory firm. Before stepping into that role, she spent 14 years with a mid-level international executive firm as an equity partner, COO & head of North America. She began her executive search career whilst living in Prague, and spent more than a decade in Europe, which provided her a deep exposure and invaluable insights to cultures and business needs across more than 50 countries globally. Darcie considers herself a true global citizen and enjoys sharing those perspectives with her clients.

Prior to entering executive search, Darcie worked within the professional advisory services industry for eight years in Houston, Texas in the functional areas of administration, university recruiting, marketing, event coordination, employee relations, training, and project management. During her career, Darcie has provided leadership advisory and executive search services to clients across all sectors globally.

Beth Ann Namey, Partner, Executive Search – Frederickson Partners

Beth Ann Namey was recruited by Valerie Frederickson in 2015, and has held various roles at the firm since, including the company’s first chief of staff position prior to her current role as partner, executive search. Her excellent track record partnering with innovative startups and enterprises provides her with expertise in technology and many other sectors, both in the U.S. and Latin America. During her time at Frederickson Partners, she has worked on more than 75 searches with U.S. and global-based companies in a wide range of industries, including Workday, NuBank, Playvox, Realtor.com, Northwestern Mutual, Waymo, New Relic, X the moonshot factory, Western Digital, Rakuten USA, Relativity Space, GRAIL, Klaviyo, Beyond Identity, and The Nature Conservancy.

At the end of 2020, after 5+ years working with the company, Beth Ann was appointed to lead Frederickson’s expansion into the Southeast U.S. and Latin America. She recently re-located to Nashville, Tennessee to open the company’s Southeast regional hub.

Earlier in her professional career, Beth Ann Namey was an accomplished professional ballet dancer and coach and served as a union representative, and on the negotiation committee for the American Guild of Musical Artists. There she took part in contract work, business development advisory, public relations, and human resources acting as liaison between the dancers and management.

Angela Navarro, CEO and Managing Partner – Kinavic Leadership Acceleration

Angela Navarro is the CEO and managing partner at Kinavic Leadership Acceleration, a Beecher Reagan Company. Angela has dedicated her entire career to accelerating performance – of leaders, clients, and firms. She has a true passion for maximizing the potential of executive talent to drive measurable improvements, including greater return on human capital investments, significant practice growth, and increased diversity.

Angela previously served as the president & COO of Beecher Reagan, joining directly from the management consulting industry. Prior to Beecher Reagan, she served as senior vice president of global operations at North Highland Worldwide Consulting, a global consulting firm. As global SVP, Angela oversaw operations including workforce solutions, talent attraction, resource deployment, and business development.

Prior to North Highland, Angela spent 20 years within the professional staffing and search industries, earning a strong and consistent legacy of developing internal teams and external alliances to stimulate and deliver year-over-year growth and profitability. She has a proven track record in strategic planning and sustainable continuous improvement.

Denielle Pemberton-Heard, Managing Director and General Counsel – Diversified Search Group

Denielle Pemberton-Heard is the general counsel and managing director for Diversified Search Group, based in the firm’s Washington, DC office. She joined Diversified in 2018 following fifteen years as group counsel, programming and business affairs at the Public Broadcasting Service (PBS), the nation’s largest non-commercial media enterprise. There, she directed transactional work related to the production, distribution, and syndication of content across all platforms on behalf of PBS and its 300-plus member stations, and led negotiations between and among PBS, the Corporation for Public Broadcasting, on-air talent, program funders, and foundations. Before joining PBS, she served as group counsel for Thales, Inc., a French-owned communications concern, and as vice president, legal and business affairs at Time Life. She has also held in-house positions at Discovery Communications, Inc.

Denielle began her law career in private practice with Connecticut’s Wiggin and Dana, and was subsequently associated with the New York firm of Cowan Liebowitz and Latman, where she focused on intellectual property litigation. Pemberton-Heard also serves as a senior advisor to STEMconnector, a Diversified Search company committed to increasing the number of STEM-ready workers in the global talent pool through its work with pioneering leaders across more than 200 organizations.

James Quincey, Chairman and Chief Executive Officer – The Coca-Cola Company

James Quincey is chairman and CEO of The Coca-Cola Company. Quincey, who first joined the company in 1996, has held a number of leadership roles around the world. He became CEO in 2017 and chairman of the board in 2019.

James is leading Coca-Cola in its continuing evolution as a total beverage company. Coca-Cola is a growth company that provides brands and beverages that make life’s everyday moments more enjoyable, all while doing business the right way. The result is shared opportunity for communities, customers, employees and shareowners.

Before becoming CEO, James served as president and chief operating officer of the company from 2015 to 2017.

From 2013 to 2015, he was president of the company’s Europe Group. Under his leadership, the group expanded its brand portfolio and improved market share. James also played a key role in the creation of Coca-Cola European Partners, one of the largest independent Coca-Cola bottlers in the world. He served as president of the Northwest Europe and Nordics business unit from 2008 to 2012. This role included leading the acquisition of innocent juice in 2009.

James joined the company in Atlanta in 1996 as director of learning strategy for the Latin America Group. He went on to serve in a series of operational roles in Latin America, eventually leading to his appointment as president of the South Latin division in 2003. He was president of the company’s Mexico division from 2005 to 2008, where he led the acquisition of Jugos del Valle.

Prior to joining Coca-Cola, James was a partner in strategy consulting at The Kalchas Group, a spinoff of Bain & Company and McKinsey. He serves as co-chair of The Consumer Goods Forum and is a founding member of the New York Stock Exchange Board Advisory Council. He is also a director of Pfizer Inc.

Tom Rausch, Director of Consulting – Barrett Values Centre

Tom Rausch is the director of consulting at Barrett Values Centre. He has more than 30 years of business experience, first in corporate learning and development roles, then as an entrepreneur starting, growing and selling two businesses before turning full-time to helping other organizations as an executive coach and consultant.

His current focus is on helping global companies align their leadership teams, culture, and business model to shift their focus from being best in the world to being best for the world.

Tom is an active member of the Conscious Capitalism movement and frequently presents on the topics of leadership, culture and sustainable business. He has developed highly rated programs to help leaders learn to coach and develop their people and embrace a servant leader mindset. Most recently, he developed a scalable program to encourage and develop personal resilience and well-being in response to increasing volatility, uncertainty, complexity and uncertainty (VUCA).

Stacie Ruen, Global Culture and Talent Leader – General Motors

Stacie Ruen, global culture and people development leader at General Motors, joined the company in 2015 as an Operational Excellence Master Blackbelt. In her current role, Stacie is responsible for designing and implementing new programs and experiences that will strengthen GM’s culture and help leaders and employees grow in ways that are in line with the company strategy. She works directly with global GM employees, leaders, and culture ambassadors on key culture and people development initiatives.

Previously, Stacie led and supported improvement initiatives in many diverse areas such as human resources, manufacturing, strategy, and innovation. She brings extensive experience in data and insights, design thinking, continuous improvement, and change management. Stacie is also a certified Egon Zehnder master assessor. Stacie is also a member of the Global Employee Experience Council, Workforce Strategy council.

Tallulah Tadlock, Co-Founder – Jensen DiversityMetrics™

Tallulah Tadlock is the co-founder and director of product management at Jensen DiversityMetrics™, a software platform that provides asset managers with the tools to measure, report, and improve diverse human capital representation.

With a mission-driven approach, Tallulah leads the product and engineering teams to build solutions that improve the accountability and transparency of diverse representation in the investment industry by incorporating DEI considerations in investment strategy. Her leadership has been instrumental in the development of Jensen DiversityMetrics™’ proprietary technology, which allows institutional allocators to identify emerging managers and reduce barriers to allocate funds where they have previously been excluded. As head of product management, Tallulah ensures that the platform delivers actionable insights and data to asset managers to improve their diversity goals.

Jensen DiversityMetrics serves Jensen Partners, the award-winning DEI-specialized executive search firm, by identifying diverse talent across asset classes and providing a roadmap when engaging with asset managers.

Carolyn Taylor, Founder & Executive Chair – Walking the Talk

Carolyn Taylor is one of the world’s foremost experts in organizational culture change and the executive chair of Walking the Talk. During her 30 years in the field, Carolyn has run workshops with 50,000 leaders, worked alongside 200 culture change journeys, consulted on 15 mergers & acquisitions, coached 60 CEOs and worked in 35 countries. She can certainly advise on what works and what doesn’t in terms of changing culture.

Born in London, Carolyn spent some years in Australia where she pioneered work in leadership, values and culture through her company, Corporate Vision. The firm was in the BRW 100 fastest growing Australian companies five years in a row, and her achievements led her to being a finalist Telstra Businesswoman of the Year in 1998, and Australian Business Woman’s Hall of Fame in the same year. The company provided organizational development services to most of the major companies in Australia and the UK. Her clients included the CEOs of Telstra, NAB, Westpac, Wyeth and Rio Tinto.

In 2005, Carolyn joined a global consulting firm as an academic board member, where she Introduced a culture practice, and worked with executives in some of the world’s leading companies to build the cultures they required and ensure that they themselves were walking their talk. She was global sales and marketing partner during a period of 300% growth and led several of the largest culture change projects in which the company was involved. Her clients included Henri de Castries, CEO of AXA; Roberto Setubal, president of Itau Unibanco Bank in Brazil; Sheryl Sandberg, the executive responsible for the monetization of Google and COO of Facebook; and Mark Begor, EGM GE Money.

In 2009, driven by a vision to promote her culture management methodologies to a much larger group of internal and external culture advocates, she co-founded Walking the Talk to build an integrated culture management system – diagnostic, planning and training tools – to enable companies to capitalize on their culture and to build internal capability. With hubs in Europe, Australia and Latin America, Walking the Talk’s mission is to make culture do-able, so that more and more organizations can do extraordinary things because of the behaviors and mindsets of their people. Carolyn has worked deeply in recent years with Sanofi, Vale, Novartis, BT, and Dubai Airports to help them achieve their culture goals.

In 2021 Walking the Talk was acquired by executive search firm ZRG, who, together with Walking the Talk, have been able to build unique ways of using recruitment as a lever for accelerating culture change.

Carolyn is known for her ability to demonstrate links between strategy, culture and leadership behavior, facilitating events with teams that are insightful, profound, fun and provocative. She is forever touched by the courage and openness her clients show as they strive to explore the relationship between their behavior and how it leads to a culture which either supports or detracts from the performance of their organization.

Sponsors

Premier Sponsors

Walking the Talk is a world leader in enhancing performance results by aligning culture with strategy.

The firm’s proven methodology creates powerful corporate culture transformations that leave organizations with lasting culture leadership and culture management capability.

Walking the Talk works with you to identify the business challenges you face and what’s causing them at the culture level to determine the solution most suited to your specific requirements. Your cultural needs are unique. Walking the Talk thinks your solutions should be too.

Walking the Talk provides end-to-end bespoke culture solutions, as well as stand-alone products and services to accelerate your culture transformation and achieve your business imperative. For more information, visit www.walkingthetalk.com.

Platinum Sponsor

THRUUE is an expert strategy and culture consultancy that helps leaders set their strategy and shift their culture to grow, achieve greater impact, and thrive. Founded in 2012, THRUUE serves clients in commercial and nonprofit sectors from its Washington, DC headquarter office. THRUUE’s work is rooted in a fundamental belief that strategy and culture are inextricably intertwined. The best strategy will fail without a culture that has the organizational behaviors to drive it. Likewise, the most engaged and dynamic organizational cultures will quickly become rudderless without clarity on a future vision, and a path to get there. For more information, visit www.thruue.com.

Lanyard Sponsor

N2Growth is a top executive search and professional services firm with more than 50 locations across the Americas, Europe, MENA, and APAC. N2Growth is known for its “next practices”​ approach in helping clients unlock value within their talent ecosystem of talent acquisition, strategy, and optimization. N2Growth is consistently ranked by Forbes as one of the Top 15 executive search firms globally. For more information, visit www.n2growth.com.

Luncheon Sponsor

Heidrick & Struggles is the premier provider of senior-level executive search, culture shaping, and leadership consulting services. The firm serves more than 70 percent of the Fortune 1000, with clients in virtually every industry and sector throughout the globe.

Across all the firm’s offerings, they employ data-driven methodologies honed over decades of engagements with the world’s leading organizations. The firm’s insights enable clients to find the world’s best leaders, build diverse, inclusive cultures, and transform their teams to achieve new levels of performance. For more information, visit www.heidrick.com.

Gold Sponsors

Beecher Reagan is a premier retained search firm for transformational leadership in digital and technology, professional services and private equity.

Beecher Reagan connects game-changing executive leaders with firms seeking rapid growth and sustained results. They combine a formidable network of leaders with decades of quantitative behavioral data to connect the right talent with the right purpose in the right culture – maximizing the potential of the leaders and firms we serve.

With over 900 direct admit partners placed, Beecher Reagan leverages decades of experience, data and wisdom to guide and de-risk leadership talent selection and acceleration. All our searches are partner-led, providing unmatched access, influence and connectivity to top leaders – opening new doors for our clients. For more information, visit www.beecherreagan.com.

At Caldwell, they believe talent transforms. As a leading provider of executive talent, the firm enables their clients to thrive and succeed by helping them identify, recruit and retain their best people. The firm’s reputation – nearly 50 years in the making – has been built on transformative searches across functions and geographies at the very highest levels of management and operations. They leverage their skills and networks to also provide agile talent solutions in the form of flexible and on-demand advisory services for companies looking for support in strategy and operations.

With offices and partners across North America, Europe, Latin America and Asia Pacific, the firm takes pride in delivering an unmatched level of service and expertise to their clients. For more information, visit www.caldwellpartners.com.

Kinavic Leadership Acceleration is a leadership acceleration and advisory firm focused on maximizing the potential of executive talent. It brings together science and data with deep leadership understanding to drive growth and performance improvements that you can actually measure.

As talent strategists, the firm sparks measurable performance acceleration in leaders and teams. The professional services and private equity firms Kinavic works with protect their investments in top talent and drive sustainable practice growth.

Kinavic’s proprietary Verity Leadership AssessmentSM is at the core of everything they do. Powered by Hogan Assessments, Verity is the only assessment built specifically for professional services executives. The firm’s clients leverage deep insight and data from Verity to benchmark top talent, accelerate leadership performance, and build more diverse and resilient teams.

Kinavic makes a material impact for the clients it serves. Their people have shaped the path and impact of high-level consulting and leadership talent for decades. Kinavic’s insights and algorithms are the product of more than 20 years of consistent results and real-world application. For more information, visit www.catalyteleadership.com.

Always connected. DHR Global is one of the largest retained executive search firms in the world, spanning 22 countries.

For more than 30 years, DHR has been a leading provider of executive search, leadership consulting and emerging leader search solutions, with more than 50 wholly-owned locations around the globe. The firm’s renowned consultants deliver unparalleled senior-level executive search and talent advisory services tailored to the unique qualities and specifications of its select client base.

DHR’s executive talent expertise includes more than 20 industry and functional areas, including advanced technology, financial services, private equity, human resources, industrial, consumer & retail and sports.

To DHR, value is a simple proposition summed up in three words. Reach delivers talent solutions that are smart in your world. Resourcefulness brings creativity, flexibility and agility tailored to you. And lasting relationships are at the heart of all they do.

The firm’s emerging leader search services are delivered through Jobplex, a DHR company. For more information, visit www.dhrglobal.com.

Diversified Search Group (DSG) is the largest woman-founded executive search firm in the world and is a new model in the industry with a combination of specialty firms: Diversified Search, BioQuest, Koya Partners, Grant Cooper, and Storbeck Search. With their collective resources and expertise, the combined firms have deep and broad industry knowledge with unparalleled access to expansive candidate networks. The firms collaborate across sectors to access diverse talent whose values align with their clients’ purpose, producing among the best rates in the industry for placements of women and people of color, repeat clients, and candidate retention. Headquartered in Philadelphia, DSG operates in over a dozen cities across the country and worldwide as the official U.S. partner of AltoPartners, the international alliance of executive search firms with 63 offices in 36 countries around the world. For more information, visit www.diversifiedsearch.com.

Frederickson Partners recruits high impact human resources (HR) leaders for innovative companies. Frederickson matches growth-stage startups, thought-leading mission-based organizations and think tanks, tech unicorns, and Fortune 500 enterprises with world-class HR talent that is full-time or project-based.

As a leading people/HR executive search firm for over 25 years, Frederickson actively develops and nourishes meaningful, long-term relationships with over 20,000 rising and established people officers and HR executives worldwide. Its deep, extensive network and unparalleled reputation have earned it the role of trusted career advisor and leading talent scout for even the most out-of-reach candidates. As a result, the executive search team typically can present superstar candidates within only three weeks.

Frederickson unites technology and business leaders with people executives capable of shaping culture and attracting and retaining talent in dynamic, ultra-competitive marketplaces. These leaders know how to scale high-growth businesses and transform corporate culture, prepare for public offerings, manage public company compliance and provide trusted counsel to board members and senior leaders. For more information, visit www.fredericksonpartners.com.

Jensen Partners is a global advisory, corporate development and executive search firm that leverages its extensive relationships in the institutional asset allocator and alternative asset manager community to identify and place leading capital-raising and investment candidates. By utilizing a customized, scientific approach, proprietary 360° Investor Referencing™ methodology and advanced behavioral analytics, the firm assists its clients in raising capital by identifying and securing the ideal human capital For more information, visit www.jensen-partners.com.

Mercuri Urval is a modern, agile and capable leadership acquisition and advisory firm – working without boundaries in person and online, worldwide. A true pioneer in leader employment, development and business advisory.

“How can we make sure we have the right people in place to deliver the best possible results?”

Mercuri Urval was founded more than 50 years ago to answer this simple but important question that leaders face.

Every day since, the firm has developed and refined its methods, so you can be confident in their expert’s advice. As pioneers in predicting the impact of people’s capabilities and personality on business results, Mercuri Urval has always placed high importance on executive search and professional recruitment. Over the years the firm has developed a proven track record in assessment for selection and for development purposes.

Today, Mercuri Urval works with more than 3,000 clients – across all sectors – in over 60 countries every year. As the firm has grown, its services have expanded to include a range of talent & leadership advisory services, built to meet clients’ needs to strengthen their people’s performance.

Extraordinary results. It’s all about people™. For more information, visit www.mercuriurval.com.

Protis Global is an award-winning search and recruitment firm, helping some of the world’s most iconic consumer brands across food & beverage, pet, cannabis, and food tech to build industry-leading teams. The firm has built some of the most iconic brands in the CPG space — including Red Bull North America, Diageo, and Hostess – and has consistently ranked in the top 10 of MRINetwork offices over the last 15 years, generating over $100M including over $75M in permanent placement fees. For more information, visit www.protisglobal.com.

Teamalytics improves team dynamics and organizational performance. For the last 30 years, we have worked with some of the world’s largest and most respected organizations to help teams overcome complex challenges, including corporate changes, mergers, succession, and performance gaps.  We leverage exclusive tools, metrics, and expert coaches to evaluate your team’s current standing and guide them toward operating as an elite team. Our executive coaches are accomplished, senior-level leaders with first-hand experience using these tools to lead their own teams in military units, champion sports teams, and Fortune 500 companies. They have a particular gift for connecting with people on a personal level, building trust and inspiring growth.  Through our approach your team will eliminate counterproductive behaviors, hit goals, and have fun. For more information, visit www.teamalytics.com.

Silver Sponsor

Lindauer is proud to be one of the world’s leading retained executive search firms focused on nonprofits, recognized by clients, candidates, and peers in Forbes Best Executive Search Firms and in Women of Color in Philanthropy’s Top 10 Search Firms for Women of Color, and placed on Hunt Scanlon’s Top 50 Executive Search Firms, HR/Recruiting Diversity Power 65, Top 60 Nonprofit Recruiters, Top 40 Higher Education Firms, and Top 50 Healthcare & Life Sciences Search Firms lists. Since its founding more than 25 years ago, Lindauer has grown into a global firm serving education, health, arts, policy, foundation, and charity organizations across the United States and on four continents. For more information, visit www.lindauerglobal.com.

Exhibitor Sponsors

Invenias by Bullhorn is a leading software platform trusted by professionals responsible for executive search. More than 1,000 search firms, private equity companies and in-house executive search teams worldwide rely on the Invenias cloud-based platform to transform the productivity of their search operations. Customers range from single users, to boutique firms and large multinational organizations.

Invenias believes the ability to capture and leverage high value talent intelligence is central to building a successful strategic hiring capability. The firm drives productivity, best practice and compliance across assignment delivery, client relationship management and business operations.

Invenias was acquired by Bullhorn in July 2018 and operates within the Bullhorn family. Invenias serves thousands of users in over sixty countries across the globe. For more information, visit www.invenias.com.

Networking Sponsors

JM Search is a retained executive search firm and trusted advisor to CEOs, investors, and boards of directors in recruiting, assessing, and delivering high performance leaders and transformational leadership teams. JM Search clients include private equity firms and portfolio companies, private companies, and publicly held companies across North America.

Founded in 1980, the JM Search team brings together former operating and financial executives, investors and experienced search professionals with deep industry specialization, functional expertise and proven access to talent spanning multiple industry sectors.

With national reach and local market depth, the firm’s partner-led approach enables JM Search to deliver exceptional leaders who enhance organizational performance and drive shareholder value. For more information, visit www.jmsearch.com.

Cancellation Policy

(Cancellation notice: any passes canceled after December 15, 2021 will not be refunded. Sponsorships non-refundable.)

Register

Thank you for your interest in attending our upcoming conference, Designing a Sustainable Culture Blueprint, to be held on March 16, 2023 at the Plaza Hotel of New York. The full-day event will begin at 7:30am with continental breakfast, a mid-day luncheon along with a full day of very exciting presentations by top professionals in the sector.

We invite you to come learn how the business community is exploring how organizations can create sustainable cultures in today’s frenetic world.


 

$995

(Cancellation notice: any passes canceled after January 15, 2023 will not be refunded. Sponsorships non-refundable.)