Moderator—Suzie MurphyConsultant, Monitor Group Suzie Murphy is a member of the Monitor Group’s Global Human Asset team and is responsible for the M2C Member population in North America and Asia. She facilitates the growth and professional development of consultants through strategic staffing, one-on-one coaching and facilitated mentoring. She is also responsible for retention, workforce strategies and talent management. Ms. Murphy joined the Human Asset team after spending many years as a management consultant.

Ms. Murphy holds a BA in English from the College of the Holy Cross and an MBA from the Carroll Graduate School of Management at Boston College.

Teri HillSenior Executive, Accenture Teri Hill is a Senior Executive in Accenture’s Organization Strategy Practice with 20 plus years of experience. Prior to joining Accenture, she was a Managing Director and Global Leader of Merger Services at BearingPoint and previously a Partner with Arthur Andersen Business Consulting. Ms. Hill received her MBA from the University of Chicago and her Bachelor of Science in Commerce from DePaul University.

Annica BlakeManaging Director, Custom Research Group Annica Blake joined Monitor as a Strategy Consultant. After six years managing projects, she helped found Grail Research which provides support to case teams and external clients. Currently, she oversees nearly 200 employees across Beijing, New Delhi, Johannesburg, Europe and the U.S.

Jill ZimmermanDirector, Marketing Insights, American Express Jill Zimmerman is currently Director of Marketing Insights for key Merchant accounts. Her team is responsible for developing customized approaches to leverage American Express data and analytic techniques to drive growth with key Merchant accounts. Previously, she worked as a financial analyst at Bank of America and a market researcher for an internet company. She holds a BS from Cornell University.

Moderator—Banu TanseverManaging Director, UBS Banu Tansever is an Executive Director in the Business Development Group of UBS, leading the cross selling efforts between Investment Banking and Global Asset Management. Previously, Ms. Tansever worked as a banker in the Consumer Products Group. Prior to joining UBS, she worked at BCG. She holds a BA from Mount Holyoke College and an MBA/MA in International Studies from Wharton and Lauder Institute.

Carol A. SchaferManaging Director, Wachovia Securities Carol A. Schafer is a Managing Director in Wachovia Securities’ Equity Capital Markets group with a focus on healthcare origination. Prior to joining Wachovia, Ms. Schafer spent 17 years at JP Morgan and was VP of Finance and Business Development for a publicly traded biotechnology company. Ms. Schafer received her BA from Boston College and her MBA from New York University.

Umber AhmadPrincipal and Co-Founder, Goldenridge Capital Umber Ahmad is a Principal and Co-Founder of Goldenridge Capital. Prior to Goldenridge, Ms. Ahmad was a Vice President in the Goldman Sachs Private Equity Group. She also worked in Morgan Stanley’s Investment Banking Division. Ms. Ahmad received a BS from the Massachusetts Institute of Technology, an MPH from the University of Michigan, and an MBA from The Wharton School.

Surina ShukriVice President—Investment Banking, J.P. Morgan Surina Shukri is a Vice President in the Natural Resources Investment Banking group at J.P. Morgan. She began her career in the Oil & Gas Investment Banking coverage group in 2001 as an Analyst and has been promoted through the ranks since. Ms. Shukri graduated from University of Pennsylvania’s Management & Technology dual degree program in 1999.

Isabelle HalphenVice President—Research, Morgan Stanley Isabelle Halphen joined Morgan Stanley as an Investment Banker in 2000 after graduating from MIT and transitioned to the Equity Research division in 2002. She returned to MS after graduating from Harvard Business School in 2006. As a Vice President she now sits on Research’s stock selection committee, reviewing and providing guidance on valuation, financial forecasting and accounting topics.

Moderator—Emily CieriManaging Director, Wharton Entrepreneurial Programs, The Wharton School As the managing director of Wharton Entrepreneurial Programs, Emily Cieri leads all WEP student and outreach programs and administers the teaching program in entrepreneurship. This includes overseeing the program that supports students building businesses and entrepreneurial career programs. She holds a BS and an MBA in Financial Management from Drexel University.

Michelle Thompson-DolberryDirector of Advocacy Marketing, American Express OPEN Michelle Thompson-Dolberry is the Director of Advocacy Marketing for American Express OPEN where she delivers educational and outreach initiatives and leads strategic alliances supporting the success of women and minority small business owners, including OPEN’s partnership with Make Mine a $Million Business, a national movement inspiring one million women to reach $1M in revenue by 2010. She earned a BA from Penn and an Executive MBA from Penn State.

Rachel SchechtmanFounder, Cube Ventures In 2003, Rachel Shechtman launched Cube Ventures, a retail consulting practice guided by the philosophy that a successful retail transaction results from the coexistence of the following six economic and creative principles: Innovation, Demand, Passion, Expertise, Margin and Execution. Ms. Schechtman has worked with such clients as Cotton Incorporated, Vosges Chocolate, Flight 001 and Shop.org.

Shelley BoyceFounder, MedRisk, Inc. Shelley L. Boyce is founder and chief executive officer of MedRisk, Inc.—the nation’s leading provider of specialty managed care services and automated, expert-based claims management tools for the workers’ compensation industry. Ms. Boyce holds a bachelor’s degree in Nursing from the University of Virginia and an MBA from the Wharton School of Business at the University of Pennsylvania.

Stephanie Hanbury-BrownManaging Director, Golden Seeds Investment Forum Stephanie Hanbury-Brown is General Partner of the Golden Seeds Fund and MD of Golden Seeds Investment Forum, an investor network that invests in early-stage, high-growth companies owned by women entrepreneurs. Previously, she held several positions at J.P. Morgan, including Global Head of Futures & Options, Head of International Private Banking, COO of Global Equities and Head of eCommerce. She retains board positions with Foster Wheeler Limited, Artemis Woman, and Count Me In. She received a BA from the University of Sydney.

Cristina MillerCo-Founder, StoreAdore Cristina Miller is the Co-Founder and President of StoreAdore.com. Store Adore is a web-based editorial guide to the best boutique shopping around the country and online. Ms. Miller has a BA from Stanford University and an MBA from the Harvard Business School.

Moderator—Dawn PelonManager, Regional Marketing, Navistar—International
Truck & Engine
President, Philadelphia American Marketing Association Dawn Pelon has 15 years of experience in integrated marketing and currently works with Navistar’s International Truck & Engine Division in regional marketing. Navistar is paving the way for green technology with aerodynamic vehicles, green diesel technology and with the first full production hybrid commercial truck. Ms. Pelon received her master’s from Michigan State University and her bachelor’s from the University of Michigan.

Andrea LopusInternational Market Intelligence Manager—Greenworks, The Clorox Company Andrea Lopus, Wharton/Lauder ’06, is International Market Intelligence Manager for Clorox’s Green Works line of natural cleaning products. Her responsibilities include planning quantitative and qualitative research around the world to gauge interest in natural cleaning products and optimize the Green Works global marketing and positioning.

Sue IgoeVice President of Marketing, RecycleBank Sue Igoe is a founding member of the executive team and head of the marketing group at RecycleBank. Previously, she helped start a successful online men’s lifestyle magazine that was purchased by Playboy Enterprises where she became the Director of Marketing and Events. Ms. Igoe graduated magna cum laude from Boston College and earned her MBA at Columbia Business School.

Eve SmithBranding Strategist, BBMG In addition to leading a variety of branding and marketing assignments for BBMG’s corporate/CSR practice, Eve Smith plays a role in writing and managing the BBMG Conscious Consumer Report and elevating BBMG’s research and discovery methodology. Prior to joining BBMG, she consulted for The CSR Group. She graduated Phi Beta Kappa from the University of Texas at Austin.

Ewa AsmarFormer Global Product Manager, The Body Shop, L'Oreal Group Ewa Asmar has five years of experience in the natural and green beauty industry, most recently as Global Product Manager for The Body Shop, which manufactures and distributes natural cosmetic products through 2,000 stores in more than 50 countries. She holds a master’s degree in Marketing Management from ESSEC Business School in France.

Jim GarrityDirector, Private Banking, Credit Suisse Jim Garrity has provided investment services to successful entrepreneurs and wealthy families for nearly twenty years. He started his career at IBM, but joined Goldman Sachs’ Private Client group after business school, followed by Donaldson Lufkin Jenrette and finally Credit Suisse. He holds a BA from Colby College and an MBA from The Wharton School of the University of Pennsylvania.

Massimo A.V. MagliariSenior Financial Advisor, Kelman and Magliari Massimo A.V. Magliari is a Senior Financial Advisor with the firm of Kelman and Magliari, a financial advisory practice with Ameriprise Financial. He has been in the financial services industry for over 10 years and holds various licenses and designations, including the CFP®, ChFC®, and CIMA®. His firm specializes in helping families accumulate, preserve and transfer their wealth.

Geoffrey WalshGlobal Investment Specialist, JP Morgan Geoffrey Walsh is a Global Investment Specialist, who advises clients on discretionary and non-discretionary assets. Previously, Mr. Walsh worked in the Alternative Investments group, focusing primarily on private equity and real estate. Other experience includes managing the derivatives and self-directed trading operations groups for the Private Bank in Christiana, Delaware. Mr. Walsh received a BA in History from Villanova University.

Margie QuinnWealth Management Advisor, Merrill Lynch Margie Quinn, CFP®, is a Wealth Management Advisor in Merrill Lynch’s Philadelphia office. Ms. Quinn uses a planning-based approach to help individual and corporate clients implement and achieve their financial goals and prepare for wealth distribution in the most tax-efficient manner. Prior experience includes 20+ years in diversified executive management. Memberships include: Squash Smarts, Inc. and Billy Lake ALS Research Foundation.

Moderator—Wayne R. GuayProfessor, The Wharton School Dr. Wayne Guay is an accounting professor at Wharton. He has published in leading journals on topics such as executive compensation, stock-based incentives and corporate governance. He has consulted for public and private organizations, focusing on executive compensation, employee stock options and financial statement analysis. He received an MBA from Northeastern University, and a PhD in Accounting from the University of Rochester.

Autumn BaylesSenior Vice President—Strategic Operations, Tasty Baking Company Autumn Bayles is the SVP of Strategic Operations for Tasty Baking Company, baker of Tastykakes! Ms. Bayles has oversight of the operational departments Demand Planning, Manufacturing, Distribution, and Transportation. In addition, Ms. Bayles is responsible for the company’s new plant construction project.

Julie DaumPartner in Charge of North American Board Services Practice, Spencer Stuart Julie Hembrock Daum is the Partner in Charge of the North American Board Services Practice of Spencer Stuart. Her recent work includes recruiting Delta’s outside directors and directors for companies such as Citigroup and Eli Lilly. Directorship Magazine named her one of the 100 Most Influential People in Governance. Previously, she was an executive director at Catalyst. She received her MBA from Wharton.

Edith HuntCo-COO of Human Capital Management, Goldman Sachs Edie Hunt is an MD in Human Capital Management at Goldman Sachs, responsible for recruiting, diversity and training. She received an MBA from Chicago and BA/BS degrees from Penn. She is Vice-chair of the Trustees Council of Penn Women.

Tara WeinerManaging Partner, Greater Philadelphia Region, Deloitte & Touche Tara Weiner is the Managing Partner of the Greater Philadelphia Region of Deloitte LLP, a leading professional services organization whose member firms provide audit, tax, financial advisory and consulting services to companies across a broad spectrum of industries.

Elizabeth ValeManaging Director—Asset Management, Morgan Stanley Elizabeth Vale is an MD in Asset Management at Morgan Stanley. Previously, she was a Portfolio Manager and Analyst at The Philadelphia National Bank (now Wachovia). She was also a Legislative Assistant for Senator John Heinz on the Senate Banking and Finance Committees. She was educated at Harvard and the London School of Economics, and has the Chartered Financial Analyst (CFA) designation.

Tara WeinerManaging Partner, Greater Philadelphia Region, Deloitte & Touche Tara Weiner is the Managing Partner of the Greater Philadelphia Region of Deloitte LLP, a leading professional services organization whose member firms provide audit, tax, financial advisory and consulting services to companies across a broad spectrum of industries.

Joanna BarshDirector, McKinsey & Company Joanna Barsh is a director at McKinsey & Company, where she leads their Private Equity, Consumer, and Retail Practices and spearheads their Innovation Practice. In 2002, she was appointed to the NYC Commission on Women’s Issues by Mayor Michael Bloomberg. She is the recipient of the Girl Scouts Council Woman of Distinction Award, the National Council for Research on Women Achievement Award, and the New York Women’s Agenda STAR Award. Ms. Barsh graduated summa cum laude and Phi Beta Kappa from the University of Pennsylvania. She also holds a master’s degree from the University of Chicago and an MBA with distinction from Harvard Business School, where she was a Baker Scholar.