Speakers

PRESENTERS:


Andy Costanzo

Andy_CostanzoAndy Costanzo has been an educator for more than 40 years at Interboro High School in Prospect Park, Pa., including 35 years as a social studies teacher. He is now the student activities coordinator and student council advisor. Along with his teaching responsibilities, he is the senior high workshop director and executive board member of the Pennsylvania Association for Student Councils.

During his career, Costanzo has won numerous state and national awards, including the Pennsylvania Student Council Advisor of the Year, Regional Advisor of the Year, National Advisor of the Year, Regional Workshop Director of the Year and National Association of Student Councils Speakers’ Showcase Presenter. In 2006, he was inducted into the Interboro High School Hall of Fame.

Costanzo, who earned his bachelor’s and master’s degrees from the University of Pennsylvania, has made presentations on educational issues in more than 35 states.


Diana Drake

Diana Drake is managing editor of Knowledge@Wharton High School, an initiative of the Wharton School that promotes financial literacy, entrepreneurship and leadership among high school students and teachers around the world. Drake has been working as a business journalist for more than 22 years. She spent 10 years as a reporter, award-winning writer and ultimately managing editor for NJBIZ, New Jersey’s only weekly, statewide business publication, before leaving in 2001 to start a freelance writing and editing business.

Since then, she has written numerous business feature articles, produced monthly newsletters, managed the writing and editing for several magazine supplements, and led the content development for dynamic projects like the Goldman Sachs Knowledge@Wharton 10,000 Women e-portal. 10,000 Women promotes the power of entrepreneurship to transform emerging economies, and the portal features the stories of enterprising women and their businesses. Drake has focused much of her energy since 2008 on developing KWHS, which launched in March 2011.


Charlotte Coker Gibson

CCGCharlotte Coker Gibson, director, corporate responsibility, has served in leadership positions in the areas of diversity and inclusion, human resources and corporate responsibility during her eight years with PwC. She is currently a director on PwC’s corporate responsibility team, responsible for leading and driving initiatives in support of the firm’s youth education pillar.

In this role, Gibson identifies and implements employee engagement strategies, non-profit partnerships and volunteer opportunities aligned with PwC’s Earn Your Future commitment, an initiative to improve the financial competency of American youth.

Before joining PwC, Gibson was the vice president of corporate volunteer development at the Points of Light Foundation, the world’s leading nonprofit volunteer organization. She holds a Bachelor of Arts in public communications with a minor in international business from American University.


Olivia S. Mitchell

OSMitchellOlivia S. Mitchell, a business economics and public policy professor at Wharton, is an expert on public and private pensions, insurance and risk management, and public finance. She also is very involved in promoting financial literacy. She was awarded the Fidelity Pyramid Prize for research improving lifelong financial well-being, and she serves as associate director of the Financial Literacy Center, a RAND/Wharton/Dartmouth Consortium. In addition, she has won awards for her work on the status of women in the economics profession and for her contributions to Social Security reform. Author of more than 20 books and 150 articles, She speaks Spanish and Portuguese and has lived and worked in Latin America, Europe and Australasia.


Lori Rosenkopf

Lori-Rosenkopf Lori Rosenkopf, vice dean and director of the Wharton undergraduate division, worked as a systems engineer for Eastman Kodak and AT&T Bell Laboratories before joining the faculty in 1993. Her research examines technological communities and social networks across several high-tech industries. She analyzes how and when knowledge flows between technical professionals and between firms, mapping these flows in order to estimate which people, firms and technologies are more likely to succeed.

Rosenkopf received the Hauck Award for distinguished teaching in the undergraduate program, and has served as a senior editor for the journal Organization Science and as a consultant for the National Academy of Sciences. She was elected chair of the technology and innovation management division of the Academy of Management.


Shannon Schuyler

Shannon L. Schuyler has been with PricewaterhouseCoopers (PwC) for 16 years and is currently the corporate responsibility (CR) leader and an officer of the board for the PwC Charitable Foundation. She oversees programs that unite the firm’s internal strategy around social and environmental responsibility, aligning each initiative to PwC’s overall business strategy.

In this role, Schuyler has ownership of PwC’s US corporate responsibility goals, including a $160 million commitment to youth education — with a focus on financial literacy — called PwC’s Earn Your Future; a $10 million annual commitment to probono services; a 30% firm-wide carbon reduction goal by FY’16; and 100% staff and partner engagement in the firm’s culture of giving.

She is a sought after expert on CR in the areas of social innovation, youth education and financial literacy, probono and implications on the environmental impact of service organizations.


SESSION PRESENTERS:


Peter Cappelli

Peter-CapelliWharton management professor Peter Cappelli’s most recent research examines changes in employment relations in the U.S. and their implications. His publications include The New Deal at Work: Managing the Market-Driven Workforce, Talent Management: Managing Talent in an Age of Uncertainty, and The India Way: How India’s Top Business Leaders are Revolutionizing Management (co-authored). His 2012 book titled, Why Good People Can’t Get Jobs, identifies shortfalls with current hiring and training practices.

Cappelli, who is director of Wharton’s Center for Human Resources, served as senior advisor to the Kingdom of Bahrain for employment policy from 2003 to 2005, and since 2007 has been a distinguished scholar at the Ministry of Manpower in Singapore. He was recently named by HR Magazine as one of the top 20 most influential management thinkers. In addition, Cappelli is a research associate at the National Bureau of Economic Research in Cambridge, Ma.


Amy Lynn Flood

Amy-Lynn-FloodAmy Lynn Flood is a partner in the PricewaterhouseCoopers global human resource solutions group. Her practice centers on executive compensation and its related tax issues. She primarily focuses on the implementation and maintenance of global equity-based compensation plans.

Flood has significant experience addressing the impact of corporate restructuring — such as mergers and spin-offs — on global equity-based compensation plans. She also addresses domestic issues such as golden parachute payments, deferred compensation planning and administration of equity-based plans.

A graduate of LaSalle University, Flood received her Masters of Science in taxation at Drexel University. She serves on a number of boards and recently became a member of the Philadelphia Business Journal’s 2012 “40 Under 40,” which recognizes professionals for outstanding success and contribution to the community.


Christopher Geczy

Chris-Geczy Wharton finance professor Christopher C. Geczy teaches investment management and co-created the first full course on hedge funds at Wharton. His current research focuses on various topics, including wealth management, risk management, asset allocation, the performance of managed funds, and various aspects of equity lending and short-selling. He has taught Investment Management in the Penn-Securities Association of China (Penn-SAC) program for a number of years.

Geczy has served on the economic advisory board of NASDAQ and is a founding board member and chairman of the Mid-Atlantic Hedge Fund Association. His work has been covered in The Wall Street Journal, The New York Times, The Financial Times, Forbes, NPR, SmartMoney magazine and numerous other media outlets. He currently consults with and advises a number of private and institutional investors, including pension plans, insurance companies and ultra-high net worth families.


Maria Castañón Moats

MCM-HS-2187Maria Castañón Moats is one of 17 members of PwC’s U.S. Leadership team and reports directly to the senior partner. Since 2011, she has served as the chief diversity officer — setting strategy and deployment of PwC’s U.S. diversity and inclusion efforts. In addition, she is currently serving as the lead engagement partner in client audit engagements.

Moats has more than 23 years of professional accounting and auditing experience with financial services, retail, consumer and industrial product clients. She is a graduate of the University of Texas at El Paso and is a licensed CPA in Texas, New Jersey and New York. In addition, she is a board member for the March of Dimes and an advocate of children’s adoptions. She is a first generation Mexican American and speaks Spanish fluently.


Gary Price

gary price Gary Price, partner affairs leader and chief administrative officer at PricewaterhouseCoopers, serves clients in the firm’s Assurance and Advisory practices. His clients represent a broad range of industries, including global manufacturing, transportation, technology and utilities. Most recently, he was the market managing partner in Greater Atlanta.

Price is involved in the Atlanta community through service on the following boards: executive committee of the Metro Atlanta Chamber of Commerce; executive committee of the Midtown Alliance; governing board and chair of the audit committee of the Woodruff Arts Center; the United Way of Metropolitan Atlanta; and chair of the Georgia Council on Economic Education. He is also a member of the accounting advisory board at The Ohio State University.
Price, who received his undergraduate degree in accounting from Ohio State, joined the firm in 1983 and became a partner in 1995.


David J. Reibstein

reibstein_david-230x300Wharton marketing professor David J. Reibstein has consulted for companies ranging from Fortune 500 firms to startups, including Google, GE, British Airways and Royal Dutch Shell, and he has run executive programs for more than 300 companies in 30 countries. In addition, he was a co-founder of Bizrate.com (Shopzilla) and a member of the founding board of And1, the basketball apparel company.

Reibstein has authored seven books – most recently, Marketing Metrics: The Definitive Guide to Measuring Marketing Performance — and dozens of articles in major marketing journals. He previously taught at Harvard and was a visiting professor at Stanford, INSEAD, and ISB (in India). He is currently chairman of the American Marketing Association.


G. Richard Shell

Richard ShellRichard Shell, a professor of legal studies, business ethics and management at Wharton, is the creator of Wharton’s popular “Success Course.” His latest book is Springboard: Launching Your Personal Search for Success (Penguin/Portfolio 2013).

A well-known expert on negotiation and interpersonal influence, he directs two executive education programs for working professionals – one on negotiation and the other on strategic persuasion. His other books include: The Art of Woo: Using Strategic Persuasion to Sell Your Ideas (Penguin/Portfolio 2007) (with Mario Moussa), Bargaining for Advantage: Negotiation Strategies for Reasonable People (2nd Edition, Penguin 2006) and Make the Rules or Your Rivals Will (Crown Business 2004). He has presented to top business and government leaders at the World Economic Forum in Davos, Switzerland, and the World Negotiation Forum in New York City. His students have ranged from Navy SEALs and Fortune 500 CEOs to front-line teachers and nurses.


APPLIED LEARNING:


Carol T. Auer

IMG_3611-resizedCarol T. Auer, managing director, risk assurance – process assurance in Philadelphia, Pa., has more than 21 years experience in leading and performing information technology and business process controls engagements for financial services clients. She also works with clients in the health care and higher education sectors.

Auer leads numerous systems and controls audits for public and private companies, and compliance reviews for investment management service providers. She has helped her clients evaluate IT and business process controls, vendor management oversight controls, and privacy compliance monitoring. She has managed the development and execution of automated testing techniques utilized to test controls, and the accuracy and completeness of reports and financial transactions.

Auer is a member and former vice president of the Philadelphia Chapter of the information systems audit and Control Association (ISACA).


Rebecca Caplan

R-Caplan (3)Rebecca Caplan is the PwC Charitable Foundation director in the U.S. and serves on the national Corporate Responsibility (CR) team. In her role with the Foundation, a 501c3 public charity, she oversees strategic and operational elements while working directly with the Foundation board of trustees and executive committee.

Caplan, who has been with PwC for 12 years, collaborates as part of the broader CR team and contributes to the overall CR goal of engaging people at a deeper level by connecting the efforts of the firm and the Foundation. Her volunteer activities outside of PwC include serving on the board of trustees of Developmental and Disability Services of Lebanon Valley, which provides training and education services to children with developmental delays and adults with disabilities. She graduated from Villanova University with an undergraduate degree in business administration and Chinese, and studied at Fudan University in Shanghai, China.


Aaron Greberman

Aaron_Greberman Aaron Greberman is an International Baccalaureate business management teacher for 11th and 12th grade students at the William Bodine High School for International Affairs in Philadelphia. He also teaches instructional technology to 9th and 10th grade students.

Greberman earned his bachelor of arts degree in political science at Brandeis University in 1989 and a master’s in education degree at Temple University in 1998. He was the 2012 Teacher of the Year in the 181st Legislative District, the 2010 Philadelphia School District Teacher of the Year (Dr. Ruth Wright Hayre Award for Distinguished Teaching) and a 2010 finalist for the Christian R. and Mary F. Lindback Foundation Award for Distinguished Teaching. Greberman coaches the Bodine girls varsity volleyball team and the boys varsity tennis team.


Andrea Lane

image003 (3)Andrea Lane, a forensic services senior associate at PwC, joined the firm in 2007 and specializes in forensic investigative services. She has several years of experience providing a variety of financial advisory services to clients, primarily in the areas of forensic accounting investigations and litigation matters.

As a former member of the Assurance practice for three years, she has a strong working knowledge of SEC requirements, audit methodology, evaluation of internal controls, and the insurance industry. Lane earned her undergraduate degree at Villanova University and is a licensed CPA in Pennsylvania.


Jodi Singer

Jodi-Singer (2)Jodi Singer is the Corporate Responsibility communications director, focused on inspiring employee engagement through multiple communications channels. Prior to joining the CR team more than a year ago, she held various roles in PwC’s sales and marketing organization, most recently on the marketing & sales innovation team where she developed and rolled out PursuitTM — the PwC way for creating opportunities and winning work — across the firm and to global offices.

Singer, who has been at PwC for 14 years, is passionate about community service and has been involved with a number of local nonprofit organizations, including Autism Speaks (team captain), The Friendship Circle, Flutterbye Theater Company and her synagogue’s Inclusion Committee. She has also taught financial literacy at her children’s schools.


Kimberly Strickland

StricklandKimberly Strickland is the market diversity leader for the Philadelphia metro market of PricewaterhouseCoopers. She joined PwC’s Assurance line of service in 2001 where she provided service to clients within the consumer products industry. In 2006, Strickland joined PwC’s New York metropolitan market Human Capital team, focusing on talent management, coaching, and diversity and inclusion.

In 2012, Strickland returned to the Philadelphia market to take on the role of market diversity leader, concentrating on success strategies for women, minorities, LGBT, veterans and working parents.

In addition to a Bachelor’s degree in accounting from Widener University, Strickland holds a senior professional in human resources (SPHR) certification.


Andrew Wakelee

Andrew_Wakelee (3)Andrew Wakelee is a social studies teacher at World Communications Charter School in Philadelphia, Pa. He is a member of the Network For Teaching Entrepreneurship (NFTE), a nonprofit international organization dedicated to providing entrepreneurship training and education programs to young people from low-income urban communities.

In 2012, NFTE Philadelphia selected Wakelee for its annual Global Enterprising Educator of the Year Award. In his classroom, Wakelee strives to make connections between sometimes difficult financial concepts and his students’ everyday lives. He also works to instill lifelong fiscal responsibility skills and budget awareness that his students can take with them to higher education or the workforce after graduation. He is an educator who is passionate about teaching, especially when it comes to entrepreneurial and economic concepts.


PANELISTS:


Kelley Holland

Holland-resizedKelley Holland is a business journalist who has covered everything from municipal bonds and management to major banks and MBA programs. She is currently a contributor to CNBC.com where she writes about personal finance.

Previously, Holland created and wrote a monthly management column, “Under New Management,” for The New York Times. Before that, she was a business editor for the Times. She has also been an editor at Business Week, where one of her cover stories helped the magazine win a National Magazine Award for general excellence.
Holland graduated from Amherst College and holds a Master’s Degree in public and private management from the Yale School of Management. She is a chartered financial analyst (CFA).


Keith Newman

IMG_20131010_131822-resizedKeith Newman is a personal finance teacher for 10th, 11th and 12th grade students at Bodine High School for International Affairs in Philadelphia, Pa. He has been an educator in the Philadelphia School District for 14 years, primarily teaching mathematics to at-risk students through alternative education programs, including the International Baccalaureate program.

Newman earned his bachelor’s degree in mathematics and education from Temple University in 2000 and completed his master’s degree work in science education at the University of Pennsylvania. He has also served as the roster chairperson at Bodine for the last eight years, responsible for the oversight and management of the school’s day-to-day schedule for all students and teachers.


Maggie Wohltmann

Maggie Wohltmann has been a high school business education teacher for the past eight years at Teaneck High School, a public high school in Teaneck, N.J. She has taught a variety of courses that all include financial literacy coursework. In addition to her full-time teaching job, Wohltmann is the director of student activities and has previously coached the girls’ basketball team.

Prior to teaching, Wohltmann worked for Chubb Group of Insurance Companies, a global provider of property and casualty insurance products and services to businesses and individuals. After the 2012 PwC KWHS Seminar for High School Educators on Business and Financial Responsibility, she implemented many program recommendations. She also earned Honorable Mention in PwC’s Financial Literacy Award video submission contest this past year for her video on planning and money management.


Kim Zocco

Kim-Zocco (4)Kim Zocco has been a South Florida educator for more than 17 years teaching grades K through 12 and adult education. She currently teaches business education to 11th and 12th graders at Archbishop Edward A. McCarthy High school, a private college preparatory school, and is also an adjunct professor for the dual enrollment business courses at Saint Thomas University in Miami, Florida.

In addition, Zocco teaches business education in the evenings at Here’s Help, Inc., a non-profit residential drug treatment center for male clients ages 15-25 who are placed there as an alternative to jail.

She holds a bachelor’s in information technology science and a master’s in education, and is certified by the state of Florida in computer science, business education and English. She is also certified as an Intel Master Teacher and logged over 150 hours in training at NASA’s National Educational Technology Institute in Cape Canaveral, Fla.