2019 M.I.A.M.I. WOMEN Symposium program

Jean Chatzky KEYNOTE SPEAKER

LEADERSHIP SYMPOSIUM KNOW YOUR VALUE SELF-WORTH, EMPOWERMENT AND PROGRESS APRIL 11, 2019 • OXFORD, OH

KNOW YOUR VALUE Our values define us. The value we put on ourselves will define our relationships, our careers, our wealth and the trajectory of our lives.

Our values are shaped early in life. Do we have ‘old tapes’ playing in our minds? Are we afraid of money?

Are we afraid we will look ‘selfish’ if we place the highest value on ourselves?

What do we value? Have we orchestrated our lives according to what we value most?

The purpose of this year’s Symposium – “Know Your Value” – is to promote alignment with your own value set and to inspire new practices of discovery.

Learn about the paths that your peers followed to uncover their ‘why.’ The speakers chosen to participate in this day with you will offer insight into assigning ourselves the highest value to accomplish our goals, be financially healthy and lead with confidence. Our time and resources are assets; are we acting in accordance to our individual highest principles?

I’m excited to spend the day with you – I hope you will have the opportunity to reflect on the ways you can place the highest value on yourself and how strong core beliefs can shape every facet of your life.

Miami University and M.I.A.M.I. WOMEN welcome you!

Love and Honor,

Heidi Bortel ’99 Director of Development, Women’s Initiatives

SYMPOSIUM PROGRAM All symposium events take place in Armstrong Student Center. Bathrooms are located on the Pavilion level (third floor) just past sections A and B. The elevator is located outside of section C. Please note that breaks may be shortened as needed to stay on schedule.

8:30-9 a.m.

Registration and breakfast 9 a.m.

Welcome and symposium opening 9:15-10 a.m.

“Know Your Value: Live Your Why” by Daniela Pierre-Bravo ’12 and Rachel Rudwall ’08 10-11 a.m.

“Women with Money” keynote presentation by Jean Chatzky 11:15 a.m.-noon “Go Confidently: Managing your MUlaa for Life!” by Karin Maloney Stifler ’81 and Sarah O'Neil Hannibal ’93 Noon-12:30 p.m.

Lunch break 12:30-12:45 p.m.

“Fund a Life you Love” by Anne Megerle ’04

1:30-2:15 p.m.

“Values-Driven Leadership: Following Your Own Path to Success” by Dr. Megan Gerhardt 2:15-3:15 p.m.

“The Value of Diversity and Inclusion” panel discussion by Candice Matthews of Hillman Accelerator in Cincinnati, Dr. Bennyce Hamilton and Dr. Gillian Oakenfull. Moderated by Dr. Renate Crawford 3:15-4 p.m.

Hawk Tank awards presentation 4 p.m.

Closing remarks

NOTE All symposium events are at capacity.

Please fill all seats and place your personal items under your chair or on the coat racks.

12:45-1:15 p.m.

“The Intersection of Leadership, Passion and Purpose”

by Jenny Berg ’83

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KEYNOTE SPEAKER

Jean Chatzky Financial Editor, “TODAY” show

Jean Chatzky, the financial editor of NBC’s “TODAY” show and AARP’s personal finance ambassador, is an award-winning personal finance journalist and founder and CEO of HerMoney, a multimedia company changing the relationships women have with money – inspired by her weekly podcast, HerMoney with Jean Chatzky. You can follow HerMoney on Twitter and Instagram at @HerMoneyMedia and online at HerMoney.com.

Jean is also a best-selling author. Her latest book, “AgeProof: Living Longer Without Running Out of Money or Breaking a Hip,” is a New York Times and Wall Street Journal bestseller. Her new book, “Women with Money,” was published in March 2019. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching over two million schoolchildren each month.

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FEATURED SPEAKERS Jenny Berg ’83

Executive Director, The Leadership Council for Nonprofits In her position as executive director of The Leadership Council for Nonprofits, Jenny Berg has the opportunity to connect with leaders of many nonprofit agencies in her community to find out what their needs are. Jenny also served as the president of the board for Impact 100, a women’s grant-making organization founded in Cincinnati in 2001 which has awarded over $4.6 million back into the community through grants of at least $100,000. She currently serves as a focus area committee chair. Jenny also is the board chair of the national board of the Catalist, which is a network supporting the creation, development and expansion of women’s collective giving nationwide.

Daniela Pierre-Bravo ’12 TV Producer, “Morning Joe”

Daniela Pierre-Bravo is a New York City-based TV producer for MSNBC’s “Morning Joe,” which features indepth and informed discussions that help drive the day’s political conversation. Daniela books a wide variety of guests, including top newsmakers, Washington insiders, journalists and cultural influencers. Daniela is also a contributing writer and the millennial ambassador for Mika Brzezinski’s “Know Your Value” platform – a movement that empowers women to recognize their personal and professional value by developing and inspiring their individual growth. Her writing has been featured in NBC Latino.

Daniela is the co-author of “Earn It! Know Your Value and Grow Your Career, in Your 20s and Beyond” with Mika, which focuses on young women navigating the workforce (out May 7, 2019).

Dr. Renate Crawford

Ambassador and Adjunct Professor of Physics, Miami University M.I.A.M.I. WOMEN Steering Committee Co-Chair Dr. Renate Crawford is Miami University’s ambassador and an adjunct professor of physics. Upon receiving her doctorate in physics at Kent State University, she became a National Research Council Postdoctoral Fellow at the Center for Biomolecular Engineering at the Naval Research Laboratory in Washington, D.C. Most recently, she served as director of engagement for academic recruitment at the University of Notre Dame. She has nearly 30 scientific and teaching publications and is co-inventor on three U.S. patents.

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Dr. Megan Gerhardt

Professor of Management and Leadership, Farmer School of Business M.I.A.M.I. WOMEN Grants Committee Member Megan W. Gerhardt, Ph.D. is a professor of management and leadership at the Farmer School of Business at Miami University. Megan specializes in individual and team leadership development, where she also serves as co-director of the Isaac & Oxley Center for Business Leadership. Megan is an associate editor for the Academy of Management Learning and Education journal, and her research has been published in the Journal of Applied Psychology, Personnel Psychology, Personality and Individual Differences, Journal of Leadership and Organizational Studies, and Learning and Individual Differences, among others. Her current academic work focuses on how generational differences can be leveraged as a valuable type of organizational diversity. Dr. Gerhardt leads professional development workshops for organizations, is a Gallup-Certified Strengths Coach and speaks frequently to top companies on managing multiple generations in the workforce, emotional intelligence, authentic leadership and women in leadership in the 21st century. She is founder and owner of The Gerhardt Group, LLC, specializing in leadership development solutions, and serves as vice chair of the board of trustees for the McGuffey Montessori School in Oxford.

Dr. Bennyce Hamilton

Regional Director of Diversity and Multicultural Services, Miami University Co-Chair of Miami University’s Council on Diversity and Inclusion Dr. Bennyce Hamilton is the regional director of diversity and multicultural services and deputy Title IX coordinator at Miami University. There she coordinates educational, cultural and social programs for faculty, staff, students and community members. As Title IX coordinator, she is the first responder for victims of sexual assault, interpersonal violence, sexual harassment and stalking for the regional campuses.

Dr. Hamilton holds a bachelor’s degree in psychology from Kentucky State University. She also holds a master’s degree in education and is certified to teach English to grades seven through 12, and she has a doctorate in education (literacy) from the University of Cincinnati.

Dr. Hamilton believes that diversity begins with appreciating one’s self and all that makes us unique. It is out of that self-appreciation that we become open to dialoging with others to get a deeper understanding and appreciation of our differences. One of her favorite sayings comes from Nikki Giovanni: “Once you know who you are, you don’t have to worry anymore.”

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Sarah O’Neil Hannibal ’93

Co-Founder, Walden Wealth Partners M.I.A.M.I. WOMEN Giving Circle Member Sarah O’Neil Hannibal is a chartered financial analyst and certified public accountant and brings 25 years of experience as a finance professional to the clients she serves. She is passionate about helping people gain clarity over their financial situation and managing their wealth to provide for a fulfilling life. She specializes in working with professionals and families involved in commercial real estate.

Sarah graduated from Miami University in 1993 with a B.S. in accounting. Sarah obtained an MBA from the University of Michigan in 2000, with distinction.

Sarah started her professional career in 1993 with Deloitte, auditing financial institutions. After returning to school for her MBA, she worked at the JPMorgan Private Bank as an investment specialist and vice president. Sarah then worked for a small independent wealth management firm based in Michigan. She founded Walden Wealth Partners in 2015 with Karin Maloney Stifler ’81. Walden Wealth provides financial planning and investment management for a small number of high-net-worth families.

Candice Matthews

Founder and CEO, Hillman Candice Matthews is the founder and CEO of Hillman, the Cincinnati-based business accelerator empowering tech-driven, market-ready businesses started by underrepresented founders.

In operating the first accelerator in the Midwest to provide support exclusively to this demographic, Candice has influenced state policy around required allocation of funds to founders identifying as part of an ethnic minority, in addition to establishing meaningful partnerships with companies like Proctor & Gamble, Kroger and Chase in support of Hillman’s work.

Candice has over 15 years of entrepreneurial experience including co-founding Hello Parent, a national safety technology partner of the Brady Campaign to Prevent Gun Violence and the American Academy of Pediatrics. She later founded the Cincinnati chapter of the Black Founders Network (BFN), to address the need for increased diversity and inclusion efforts in the local entrepreneurial ecosystem.

Candice recently served on the board of directors at Beech Acres Parenting Center where she chaired the Parenting Innovation and Technology Committee. She also holds a director seat on the board of the Justin T. Wright Suicide Prevention Initiative and Depression Research Foundation.

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Anne Megerle ’04

Principal, Lenox M.I.A.M.I. WOMEN Giving Circle Member A principal at Lenox, Anne Megerle’s focus is serving as a wealth adviser to high-net-worth clients. Not one to be satisfied with “what is”, Anne’s role allows her to apply her inherent creative vision, strategic planning and solid investment skills to each client’s financial well-being, constantly challenging herself and her team to deliver the forward-thinking ideas and watchful eye Lenox clients deserve. Her dedicated and thoughtful approach makes her a trusted adviser in both finances and in life.

Anne joined Lenox in 2007, first as operations manager during which she helped implement many of the firm’s key systems before transitioning to a senior analyst in 2010. She received her certification in financial planning in 2011.

Prior to Lenox, Anne was a senior purchasing manager at Procter & Gamble, working as part of a bid team that consolidated display and contract manufacturing suppliers for P&G and Gillette and whose work was recognized with an award for Purchases Excellence.

Anne graduated from the Farmer School of Business at Miami University with a Bachelor of Science in economics. Anne was recognized as a YWCA Rising Star in 2012. She graduated from the YWCA’s Rising Stars Board Leadership Program in 2013 and today serves on the board for the local YWCA.

Dr. Gillian Oakenfull

Professor of Marketing, Miami University Gillian Oakenfull, Ph.D. is a professor of marketing in the Farmer School of Business at Miami University. She earned her doctoral degree in marketing at the University of Houston and an MBA and BBA from Lamar University.

She currently serves as the director of corporate partnerships for the Department of Marketing.

Her research focuses on three areas of expertise: measuring brand meaning and brand management; sports marketing; and marketing to multicultural audiences. Her research on both topics has been published in high quality academic journals in both business and the social sciences.

She teaches the experiential capstones that provide students with realworld experiences working on actual client projects. In 2012, she was named Professor of the Year for the state of Ohio by the Carnegie Foundation for the Advancement of Teaching and has won various national and university teaching awards. She is currently leading the department’s creation of KICKGLASS marketing, a program designed to provide people-centered solutions to gender inequality within the marketing industry.

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Courney Reagan ’05 Retail Reporter, CNBC

Courtney Reagan is CNBC’s retail reporter. In 2011, Courtney was named general assignment reporter for CNBC’s Business Day programming. She also contributes to NBC’s “TODAY,” “NBC Nightly News” and “Nightly Business Report” on public television. Courtney also regularly contributes to CNBC.com.

Previously, Courtney anchored the daily business headline reports for CNBC, the NBC affiliate stations, MSNBC and CNBC world. She also worked on CNBC’s planning team and was a segment producer for CNBC’s “On the Money,” where she pitched, wrote and produced feature and news stories and packages for the program. Courtney began her career at CNBC in 2006 on the News Desk.

Prior to CNBC, Courtney participated in the NBC Page program, where she held positions at “Dateline NBC” and “Weekend Today” and also worked in guest relations for the network. Courtney also held positions at ESPN Networks and Merrill Lynch.

She holds bachelor's degrees in finance and mass communication from Miami University. Courtney graduated with distinction from NYU’s Stern School of Business with an MBA with specializations in economics, luxury marketing and entertainment/media/technology. She was her class recipient of the “Excellence in Economics” award for academic achievement in economics while at NYU.

Rachel Rudwall ’08 TV Host and Producer

As an Emmy-nominated on-camera host, producer, camera operator, speaker, writer and photographer, Rachel Rudwall has traveled all seven continents, lived in three countries and journeyed through nearly 70 nations.

Rachel loves dropping herself into faraway lands to relate their stories to outsiders. She has worked in every stage of TV production, from development and pre-pro to field and post, and is skilled with varied editing systems, digital cameras and gear.

As a result of her extensive travel experience, Rachel has been a featured expert for Travel + Leisure, Forbes, Expedia, Marie Claire Magazine, Verizon and many more. Her audience spans over 315,000 adventurous souls around the world.

Rachel is tough and thinks quickly on her feet. She manages severe weather, high speeds, squat toilets and creepy-crawly foods. Entertaining and authentic, her work connects with a wide variety of demographics.

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Karin Maloney Stifler ’81

Co-Founder, Walden Wealth Partners M.I.A.M.I. WOMEN Giving Circle Member Karin Maloney Stifler has served on the personal and institutional sides of fiduciary financial services for over 25 years with nationally known firms in Chicago, Boston and Cleveland. As a certified financial planner and accredited investment fiduciary, Karin specializes in helping others intentionally manage every facet of their personal finances under one cohesive plan that enriches their life in meaningful ways. Karin most enjoys guiding people through significant life transitions, transforming uncertainty and fear to renewed clarity, control and confidence.

In 2015, Karin and Sarah O’Neil Hannibal ’93 co-founded Walden Wealth Partners, a boutique fiduciary wealth management firm serving high-networth individuals and families through a “Go Confidently” process tailored to their unique goals and needs.

Karin graduated from Miami University with a B.A. in international studies, with minors in economics and Spanish. Highlights of her Miami experience included leadership roles in AIESEC (International Association of Students in Economics and Business), her social sorority, time as a resident assistant and a semester abroad in Bogota, Colombia. She earned an MBA in finance from Northeastern University in Boston, Massachusetts, while pursuing her corporate banking career. Karin is honored to be appointed by the Ohio Treasurer of State as the first female investment trustee to serve on the $16 billion Ohio Police & Fire Pension Fund.

ADDITIONAL INFO Shuttle service for guests staying at the Marcum Hotel and Conference Center will be on Thursday from 8-9:30 a.m. and 4-5 p.m. The shuttle pickup/dropoff location is off the Bishop Woods circle, near the East Wing of Armstrong Student Center.

Contact info The Marcum Hotel and Conference Center 951 E. Withrow St. 513-529-6911 Armstrong Student Center 550 E. Spring St. 513-529-2310

Miami University Office of Development Murstein Alumni Center 725 E. Chestnut St. Oxford, OH 45056 513-529-1230 MUDevelopment@MiamiOH.edu

Surveys Please expect an emailed survey in the next few weeks regarding today’s event. We are always seeking feedback and would love to hear from you!

Thank you to all staff, volunteers, vendors and supporters for helping make this event happen. We appreciate all that you do to make today such a success!

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2018 GIVING CIRCLE MEMBERS Amy Altman ’93

Jan Donahue ’70

Pat McKay ’76

Janet Sarran ’77

Jane Anderson ’79

Meghan Foley ’99

Mary Schell ’87

Jessica Anderson ’99

Alison Frederick ’86

Elizabeth McNellie ’86

Susan Anthony ’74

Marcia Frederick ’93

Laura Baerenklau ’98

Cheryl Gabe ’69

Sarah Barden ’78

Jill Gaby ’91

Stephanie Bartos ’05

Barnali Gupta

Kim Beach ’85 Kathleen Beran ’74 Terry Bevis ’73

Sarah Hannibal ’93 Victoria Hart ’83 Patricia Hassel ’83

Kathryn Blaszak ’91

Nadine Heithaus ’87

Penny Boes ’84

Sue Henry ’73

Amy Brenner ’92

Terry Hershey ’69

Theresa Bridge ’92

Megen Hilmer ’79

Marsha Brown ’73

Malea Hornback ’92

Stephanie Browne ’74

Sandra Hughes ’77

Annie Megerle ’04 Christine Millen ’05

Catherine Scruggs ’88

Susan Miller ’61

Molly Shapiro ’92

Sharon Mitchell ’73

Lee Ann Shoker ’96

Louise Morman ’75

Julie Shuffelton ’78

Kristin Mullin ’83

Constance Sidley ’72

Cherre Myers Lynne Naus ’95 Susan Naus ’67 Elizabeth Niehaus ’86 Elizabeth O'Beirne Rukmini Pal ’22

Sara Tieke ’90

Dionn Tron ’73 Ann Vyas ’03

Lori Kelleher ’78

Diane Perlmutter ’67

Anne Kelley ’93

Lynn Pistell ’70

Gail Kist-Kline ’83

Douglas Pontsler ’79 Anne Quiello ’73 Sandra Rabe ’75

Carol Cook

Susan Lame ’80

Renate Crawford

Peggy Landes ’74

Janice Culver ’73

Lynn Larson ’79

Mary Curran ’85

Molly Lucien

Wease Rhodenbaugh ’83

Chelsi Day Ghiorzi ’07

Jeneen Marziani ’93

Lisa Richert ’95

Brigid Deneen ’01

Pamela Mascio ’75

Karen Ridenour ’82

Judy Matsko ’76

Susie Sadler ’84

Lynn Matyas ’73

Alison Sanger ’93

Courtney Dietrich ’05

Pamela TaicletRarick ’79

Jayme Pendergast ’06

Mary Ann Casati ’77

Jennifer Kuty ’95

Karin Stifler ’81

Ellen Paxton

Carrie Johnson ’85

Kristin Kuehn ’97

Sara Speh

Sharon Touchton ’68

Phyllis Callahan

Jennifer Connelly ’99

Lisa Snyder ’04

Jackie Parrish ’64

Tammy Bundy ’09

Darci Congrove ’90

Deborah Scott ’70

Marissa Miller ’99

Marlayna Jeanclerc ’93

Katrina Cohill ’00

Jean Schmidt ’66

Madison Reiser ’14 Laurie Reiser ’79

Carolyn Walters ’74 Elizabeth Waters ’85 Barbara Weinrich ’68 Pat Welti ’60 Mary Kay Whiston Nancy Wiese ’67 Marcia Wilson ’65 Phyllis Wykoff ’93 Cheryl Young ’79 Kathleen Zouhary ’73

JOIN THE M.I.A.M.I. WOMEN GIVING CIRCLE Lead the charge with other Miami Women to harness the power of collective giving. Support students and meaningful programs to further the goals of inspiring young women.

For more information, visit GivetoMiamiOH.org/GivingCircle Like us on Facebook at Facebook.com/MiamiOHwomen/ to stayMiami current on University 11 M.I.A.M.I. WOMEN updates

THE M.I.A.M.I. WOMEN STEERING COMMITTEE Renate Crawford Co-Chair University Ambassador and Adjunct Professor of Physics Sharon Mitchell ’73 Co-Chair Miami University Foundation Board of Directors

Sue Henry ’73 Director, Miami University Foundation Board of Directors

Diane Perlmutter ’67 National Trustee, Miami University Board of Trustees

Susan Naus ’67 Past President, Miami University Foundation Board of Directors

Laurie Winans Reiser ’79 Catherine Scruggs ’88

THE M.I.A.M.I. WOMEN GRANTS COMMITTEE Mary Curran ’85 Chagrin Falls, OH

Jenny Levering Oxford, OH

Cheryl Gabe ’69, M.Ed ’72, Ph.D. ’88 Fort Myers, FL

Judith Matsko ’76 North Royalton, OH

Megan Gerhardt Oxford, OH

Sharon Janosik Mitchell ’73 West Chester, OH Grants Committee chair

Chelsi Day Ghiorzi ’07 Indianapolis, IN

Lynne Naus ’95 Chicago, IL

Peggy Hamman Landes ’74 Cincinnati, OH

Madison Reiser ’14 Columbus, OH

Karen Shurmer Ridenour ’82 Sylvania, OH Monica Schneider Montgomery, OH Deborah Howard Scott ’70, M.Ed. ’75 Springdale, OH Joan Ehrhardt Walker ’91 Camden, OH

The Miami Initiative for Advancing, Mentoring and Investing in Women is a university-wide initiative that works with alumni, campus offices and student groups in its efforts to encourage and support opportunities for women in leadership.

For more information, contact Heidi Bortel ’99, director of development, at 513-529-4635 or Heidi.Bortel@MiamiOH.edu.

Miami University Office of Development Panuska Development Center 725 E. Chestnut St. • Oxford, OH 45056 513-529-1230• MUDevelopment@MiamiOH.edu

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