Program

Registration and Networking

Welcome

Nancy Sims, President & CEO | Toigo Foundation

Women—The Engine of the New Economy

Kelly Williams, Managing Director, Head of Customized Fund Investment Group | Credit Suisse
Groundbreakers | Pioneer of Progress

Rosa “Rosie” Rios, Treasurer of the United States
It’s Rios’ signature on your currency—and her leadership and drive that is expanding greater access to capital for women-run businesses across the country. This first generation Mexican American with six siblings was raised by her mother—and brings a focused determination to all she does. Her background in public service (in DC and Alameda County) and with a top real estate investment firm provides Rios with an invaluable perspective.

Women in the Lead

Candid perspectives from four women leaders—each with a unique leadership style and focus.

Charlotte Relyea | Principal, McKinsey & Co.
When senior leaders commit themselves to gender diversity, they really mean it—but in the heat of the moment, deeply entrenched beliefs can cause old behaviors to resurface. McKinsey research shows that executives perceive women as a greater risk for senior positions, yet they do nothing to change “the odds.” Too many leaders fail to give women tough feedback that would help them grow, or hesitate to offer working mothers opportunities that come with more travel and stress. A majority of women who make it to senior roles have a real desire to lead, yet few think they have meaningful support to do so, and even fewer think they’re in line to move up. Charlotte Relyea will lead us in a discussion of how the cycle must change.

Lisa Rickert, Director of Clinton Global Initiative International
The Courage to Change
Wall Street and Malawi are worlds apart...Lisa Rickert will share her experiences of moving from Wall Street, to a presidential campaign, to Malawi and back to New York to talk about how they have more in common than one would think, about the skills needed to be successful across varied industries and how to manage the transitions.

Raudline Etienne, Toigo Alumna, UC Berkeley Haas School of Business, Class of 1994 Senior Director, Albright Stonebridge Group Groundbreakers | Pioneer of Progress
To Thine Own Self Be True
Know yourself/self-awareness; merits of humility; networks that happen by happenstance, and how to see opportunities; the challenges—and rewards—of building a trusted network. We’ll hear her insights, and the lessons she has learned along the way.

Jacqueline Novogratz, Founder & CEO | Acumen Fund
Jacqueline Novogratz and her team at the Acumen Fund have approved $70 million+ of investments in 65 companies that have touched 86 million lives. Her inspiring stories of work in Africa as a consultant for the World Bank and for UNICEF, and founding Duterimbere, Rwanda’s first microfinance institution showcase how one person with determination can make a difference. She will spark ideas and inspiration for us all.

Women in the Lead: Q & A

Our morning speakers join us for an interactive dialogue.

Networking Break

Sponsored by RG & Associates

360 Leadership Panel

As women—and women of color—we have unique capabilities of determination, self-reflection and fearlessness that have made us successful in business. This panel will explore these unique capabilities, as well as the conscious strategies and occurrences that have led to success. We will probe the aspects of our whole selves that shape our roles as leaders and discuss real and perceived challenges.

MODERATOR

Virginia “Ginny” Clarke, President & CEO | Talent Optimization Partners
Groundbreakers | Pioneer of Progress

Erika Irish Brown, Honorary Toigo Alumna
Diversity Recruiting & Program Management Executive | Bank of America Merrill Lynch

Nili Gilbert, Toigo Alumna | Columbia Business School, Class of 2003
Co-Founder | Matarin Capital Management

Leslie Hale, Toigo Alumna | Harvard Business School, Class of 2001
CFO | RLJ Lodging Trust

Jane Hyun, Founder and President | Hyun & Associates
Leadership Strategist, Author | Breaking the Bamboo Ceiling

Ana Duarte McCarthy, Managing Director and Chief Diversity Officer | Citi

Yolanda Ruiz, Partner | Pacific Community Ventures

Lunch

Table Discussions led by Pioneers of Progress

The Crossroad: Where Purpose & Passion Meet

A great business mind backed by true passion for a cause can be a powerful combination. We’ll explore how different leaders have channeled what matters most to them to transform the way the lead—and the path they have pursued. The discussion will be inspiring and designed to help all in the room identify ways in which they can integrate what they do every day with what they care most deeply about.

MODERATOR

Judith Samuelson, Executive Director | Aspen Institute Business and Society Program

Ginger Lew, Senior Counselor to the White House National Economic Council and the SBA Administrator
Groundbreakers | Pioneer of Progress

Terri Ludwig, President & CEO | Enterprise Community Partners

Melody Rollins, Toigo Alumna | MIT Sloan School of Management, Class of 2001
Executive Vice President | PIMCO

Carla Harris, Managing Director, Morgan Stanley Investment Management
Member Toigo Governing Board of Directors
Groundbreakers | Pioneer of Progress

Networking Break

Breaking Through & Igniting the Retail Revolution

Alexandra Wilkis Wilson, Toigo Alumna | Harvard Business School, Class of 2004
Founder & Chief Merchandising Officer | Gilt Groupe
Wilkis Wilson and team revolutionized the way we shop—and the way the muliti-billion dollar luxury retail sector merchandises its wares. Under her leadership, Gilt Groupe is at the forefront of luxury e-commerce. Before launching Gilt, Wilkis Wilson oversaw Bulgari’s 15 North American stores and managed leather goods sales planning for Louis Vuitton North America. Fluent in five languages, Wilkis Wilson was with Merrill Lynch working in New York, London and Latin America before moving to retail.

All A Board: Strategies for Increasing Diversity in the Boardroom

In a rare interview format, we’ll hear from lead governance professionals from two of the nation’s largest and most active institutional investors. Their perspectives on board performance and composition will set the stage for our panel discussion on the need for added diversity on boards today, including public, private and non-profit organizations. Governance issues, the power of three, and how the board nominating (and vetting) process works will be explored.

The panel discussion will include tabletop breakout discussions to explore individual board strategies and experiences. Groundbreaker attendees are encouraged to create a board candidate profile Toigo’s All A Board diverse board directory prior to (or immediately following) the event.

Anne Simpson, Senior Portfolio Manager, Investments | California Public Employees’ Retirement System

Anne Sheehan, Head of Corporate Governance | California State Teachers’ Retirement System

Felicia Taylor (moderator), Business Correspondent | CNN

Linda Crompton, President & CEO | BoardSource

Julie Hembrock Daum, Co-Leader North America Board & CEO Practice | Spencer Stuart

Lisa Garcia Quiroz, Senior VP, Corporate Responsibility and Chief Diversity Officer | Time Warner, Inc.

Maybel Y. Marte, Toigo Alumna | Wharton, Class of 2001
Vice President and Institutional Client Servicing Account Manager | PIMCO

Closing Remarks

Nancy Sims, President & CEO | Robert Toigo Foundation