Event Speakers:

Bill Chambers, Regional Vice President, Manulife Investments

Claudia Fogelin, Managing Partner and co-founder, Interactive Communications, Inc.

Margaret Hughes, Director, Financial Services Industry Solutions Mobility Practice, AT&T

Scott Kasper, Sales Systems Manager, Ivy Funds

Michael J. King, Research Director, Gartner

Sheryl Kingstone, Director, Enterprise Research, Customer Centric Strategies, Yankee Group

Alan Lee, CRM Tech Support, Legg Mason

Christopher Perry, President, Americas Sales, Marketing and Services, Thomson Reuters

James L. Stankard, Practice Leader, Industry Solutions Mobility Practice, AT&T

Bill Chambers, Manulife Investments
Bill is an accomplished speaker offering insights from his book titled Go The Distance, which shows us how to make strides towards achieving our dream goals, how to redefine finish lines as starting lines, and how to find the strength to take one more step.

Currently, Bill is the Regional Vice President for Manulife Investments Northern Ontario region. In his 30 years of service to the financial services industry, he has developed the opportunity to work with a variety of clients and businesses and as a result, has a versatile and highly professional approach to providing superior service and sound council in a timely manner. Bill credits, in part, the discipline and commitment running has instilled in him with assisting him in reaching the level of success that he enjoys in his career. Bill is a graduate of Fanshawe College and had earned both his Securities and Mutual Funds licenses as well as successfully completed the Elderly Planning Course (EPE).

For more information visit http://www.stridingtosuccess.com/home.html

Claudia Fogelin, Interactive Communications, Inc.
Claudia Fogelin is a Managing Partner and co-founder of Interactive Communications, Inc, a sales consulting firm located in New York City. Over the last 14 years she has traveled with, listened to, and provided feedback for financial services professionals and their management teams in order to help them improve their sales results. She does this through strategic sales consulting as well as customized training and coaching.

Interactive Communications works exclusively with financial services firms — asset managers, banks, insurance companies and investment firms. Their clients include Fidelity Investments, Natixis Global Associates, AXA Advisors, Old Mutual Investment Partners, MainStay Investments, and Phoenix Investment Partners.

Claudia and her business partner Mary Anne Doggett have earned a reputation as experts in leading edge distribution strategies. They are often quoted in the financial services press, are featured speakers at industry conferences and author popular white papers such as, Essential Definitions: The Six Roles of Internal Wholesalers. They also authored the study, Reinventing Distribution: Aligning Wholesaling Initiatives with Corporate Goals, which was published in conjunction with the Financial Research Corporation.

Prior to co-founding Interactive Communications, Claudia worked for Citigroup in a variety of sales and sales management positions. She holds a BA from Kirkland (Hamilton) College and two masters degrees from Columbia University.

Margaret Hughes, AT&T

Bio Information Coming Soon!

Scott Kasper, Ivy Funds

Bio Information Coming Soon!

Michael King, Gartner Research

"Being a Gartner analyst enables me to be completely objective in my research and evaluations, and gives me insight into the industry that only an unbiased analyst could have. Add to that the prestige and quality that the Gartner name represents and it's a great job!"

Education:

Mr. King studied marketing and communications at the University of Virginia and San Diego State University.

Professional Background:

  • Neopoint, Marketing Manager/Research Lead, 1 year
  • META Group, Inc., Analyst, 4 years
  • A-Com, Sales Engineer, 2 years

For more information on Michael King, please see his profile on Gartner's website by following this link.

Sheryl Kingstone, Yankee Group
Sheryl is the director of Yankee Group’s Enterprise Research group with an expertise in customer centric strategies. Kingstone’s research helps business improve sales effectiveness, customer loyalty and acquisition. Specifically, she helps enterprise clients make decisions regarding the use of technology, business process and information to boost sales and optimize top-line business performance. She also assists vendors with custom research projects, messaging and positioning, as well as product road map evaluations. Kingstone researches and writes on the top trends in marketing and sales effectiveness and customer-centric processes, and evaluates all CRM application and delivery strategies.

Kingstone is a well-known industry analyst in the CRM market, with more than 18 years in the high-technology market. She has extensive speaking experience at conferences and seminars, is quoted in many business and industry journals and provides notable consulting experience with Fortune 1000 companies. Before joining Yankee Group, she consulted with a number of enterprise software companies in the areas of B2B e-commerce, CRM, e-services and internet infrastructure on company and product positioning, acquisitions and IPO strategies for Blanc & Otus. Prior to this, she worked at DataMirror and Praxis International, launching market making new products in the enterprise data replication, transformation and database software market.

As a recognized thought leader in the CRM space, Kingstone was awarded the 2006 CRM Influential Leaders Award and was also the first female to be inducted in the CRM Hall of Fame. She is also an advisor to variety of organizations and a judge on many annual awards.

Kingstone holds a B.S. degree from University of Massachusetts and a M.B.A. degree from Simmons College.

Alan Lee, Legg Mason

Bio Information Coming Soon!

Christopher Perry, Thomson Reuters
Christopher Perry is President of Americas Sales and Customer Service for the Markets Division of Thomson Reuters. Mr. Perry leads the client-facing activities in the Americas for the financial services business, which provides indispensable information tailored to professionals in the financial services and corporate markets.

Previously, Mr. Perry served as President of Thomson Financial, Americas Sales Marketing and Service. Mr. Perry has held a number of senior management positions over the past seven years with Thomson Financial, including Global Managing Director for Sales, Service and Marketing and General Manager of the Real-time division.

Mr. Perry has over 20 years experience in banking, brokerage and financial information services, including executive-level roles at Thomson Financial, Primark, A-T Financial and PC Quote and roles in brokerage and institutional sales with Kemper Financial and American National.

Mr. Perry serves as a director of Make-A-Wish New Jersey and Americas Scores Child Literacy for Inner City Children.

Mr. Perry has an MBA in Marketing from Lewis University and a Bachelor of Science degree in Finance and Economics from Northern Illinois University. Mr Perry also holds NASD Series 7, Series 24, and Series 63 licenses.

James L. Stankard, AT&T Industry Solutions
James brings more than sixteen years of expertise in developing and implementing strategic business solutions, corporate strategy and professional management consulting, managing process improvement initiatives, developing and implementing application solutions, emerging technology and mobile solutions, financial analysis, operations management, and marketing and sales consulting.

James presently serves as a senior executive management consultant and practice leader for AT&T Industry Solutions Mobility Practice. Working with a number of Fortune 500 companies ranging from Wal-Mart and Google to Apple and Northrop Grumman, James works with customers to plan mobile strategy, leverage best practices for CRM(SFA:FSA) and Professional Services, recommend security solutions, process improvements, and drive successful line of business application deployments. James’ direct and indirect responsibilities with AT&T have included managing more than $400mm in data & voice revenue as well as leading many large scale cross-industry Fortune 50 data deployments for AT&T.

More Speakers Coming Soon!

For more information on the conference, please contact Kylee McRae at kmcrae@pyxismobile.com or 781-997-0319.