In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Daniel Wolfe, Content Director, American Banker
May 23
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A special presentation to recognize American Banker's 2023 Most Influential Women in Payments over lunch. The awards will be handed out to honorees in attendance.
May 23
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What are the systemic, long term challenges posed by global economic uncertainty, and how will this affects the workplace, talent recruitment and retention, and what are the skills and mindset required by leaders to successfully weather this storm.
May 23
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Hear senior women discuss how a mentor helped forge their career paths and why it is important for the future of their institutions to help the next generation create a successful path.
May 23
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The Consumer Financial Protection Bureau alleged in 2020 that Citizens failed to investigate certain fraud claims and billing disputes. A key allegation was that the bank required customers to provide a notarized affidavit to support a fraud claim.
May 23
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Hear research that explores the state of women in leadership in payments and identifies the drivers that are critical to developing more women in leadership positions and how women-led company cultures routinely rank high in employee satisfaction.
May 23
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A panel discussion featuring 2023 honorees and their stories on becoming a leader and what the key components of leadership are to their organizations.
May 23
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Chana Schoenberger, Editor-in-Chief, American Banker
May 23
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Ravi has over 13 years of actuarial experience in the property and casualty insurance industry. Working in WTW's Insurance, Consulting, and Technology practice as an Associate Director, Ravi works with clients to provide industry leading insights and solutions. Throughout his tenure, he has worked as an effective leader and business partner on both the carrier and consulting side. Ravi's experience includes exposure to a vast array disciplines including analytics, ratemaking, reserving, capital management, and enterprise risk management.
In addition to his professional responsibilities, Ravi actively volunteers with the Casualty Actuarial Society.
Ravi holds a Bachelor of Science degree in Applied Mathematics from Kettering University. He is also a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.
May 23
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Patrick Walsh, CPA, MBA, is the managing partner and CEO of
Withum , an advisory, tax and accounting firm with 2,200 team members across the U.S. and internationally. He served on the firm's management committee for six years, leading up to his role as managing partner. Walsh led the firm's national tax practice strategy for five years and oversaw the corporate tax services practice. He is also the executive sponsor for Withum's expansion overseas in opening and growing its India office. Walsh is actively involved in the firm's alliance with HLB International and is committed to leading an inclusive and diverse place of work as seen in his CEO Statement on Inclusion and Diversity.May 23
