Speakers to Date

Joseph C. Atkinson

Joe AtkinsonJoseph Atkinson is the U.S. advisory leader for the Entertainment, Media and Communications practice at PwC.

Atkinson has held roles with increasing responsibilities during his career at PwC, including serving as the U.S. leader for PwC’s Governance, Risk & Compliance practice and as the market leader for PwC’s advisory practice in Philadelphia. He is a recognized thought leader contributing to multiple industry publications, and he speaks frequently to industry and trade organizations on emerging issues, including consumer trends around video consumption and the impact of the changing regulatory landscape on entertainment and communications companies.

In addition to his professional responsibilities, Atkinson holds leadership roles in the community. He is the vice chairman of the board and finance committee chairman of Bancroft, a health and human services organization in Haddonfield, N.J. He is also a member of the advisory board to the Penn State College of Information Sciences & Technology. In addition, Atkinson serves as trustee and secretary for the PwC Charitable Foundation.

Atkinson graduated from the Smeal College of Business at the Pennsylvania State University with a B.S. in finance. He lives in Haddonfield with his wife and three children.


Dustin Bartolomeo-Damon

Dustin Bartolomeo-DamonDustin Bartolomeo-Damon is a campus sourcing manager at PwC. As a talent advisor, Bartolomeo-Damon is responsible for recruiting the next generation of talent. He helps drive the firm’s people strategy, designed to create a unique experience for each professional. Bartolomeo-Damon builds meaningful relationships with thousands of students and faculty to secure the best, most diverse talent to support PwC’s growth.

Bartolomeo-Damon spent four years as an auditor in PwC’s assurance practice. At the same time, he was involved with PwC’s people initiatives locally and the firm’s campus recruiting strategy. These experiences inspired him to grow his career by joining PwC’s human capital team and becoming a talent advisor.

Bartolomeo-Damon graduated from Penn State’s Smeal College of Business with a B.S. in accounting. Both he and his wife are Penn State graduates and enjoy their trips back to campus. Outside of work, Bartolomeo-Damon is passionate about youth education. As the husband of an educator, he not only has an appreciation for teaching, but also recognizes the system’s critical shortfall in financial literacy.


Charlotte Coker Gibson

Charlotte Coker GibsonCharlotte 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.


Megan De Lena

meganMegan De Lena teaches business, entrepreneurship and diversified occupations at Pottsgrove High in Pottstown, Pa. De Lena began her teaching career in 2000 in the Pottstown School District, where in 2004 she was named Pottstown’s Teacher of the Year. In 2005, after she moved to the Pottsgrove School District, she started DECA in Pottsgrove and developed popular business and marketing courses.

Most recently, De Lena started an entrepreneurship course based on operating a school store with an online component. She was also instrumental in opening a credit union branch at the school offering on-site banking to students and staff. Prior to her teaching career, she worked in management in a variety of service industries, including amusement parks, restaurants, hotels, fitness centers and real estate. De Lena graduated from Princeton University in 1984 and earned a master’s degree in education from Temple University.


Joe DiVito

Joe DiVito, principal in PwC’s Data Protection & Privacy practice, works with clients to identify, assess and validate risks that may impact their ability to meet their objectives.

DiVito began his career working in information technology risk, focused primarily on internal controls over financial reporting. Since joining PwC in 1990, he has built a solid foundation of knowledge and expertise in the areas of privacy, security, risk assurance, business processes and information technology.

Earning his Juris Doctor, MBA and BSBA in finance and management information systems from Duquesne University, DeVito is a member of the Pennsylvania and American Bar Associations, the International Association of Privacy Professionals and the Information Systems Audit and Control Association. He is a Certified Information Privacy Professional (CIPP/US), a Certified Information Privacy Manager (CIPM) and a Certified Information Systems Auditor (CISA). DeVito is active in the community, serving on the Board of Directors for the Japan America Society of Pennsylvania, the Pittsburgh Civic Light Opera and the Finance Council for Our Lady of the Angels Parish.


Diana Drake

Diana Drake is managing editor of Knowledge@Wharton High School (KWHS), 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.


AmyLynn Flood

Amy 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.


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.


Mauro F. Guillén

Mauro F. GuillénMauro F. Guillén is director of the Joseph H. Lauder Institute at Penn, a research-and-teaching program on management and international relations. His current research deals with the internationalization of the firm and the impact of globalization on patterns of organization. His most recent books include Global turning Points (2012) and Emerging Markets Rule (2012).

He has been interviewed by numerous media outlets, including The Wall Street Journal, The New York Times, Entrepreneur Magazine, The Economist, Business Mexico, Bloomberg TV, BBC, Forbes, Hispanic Business and Foreign Policy, among others.

In addition to being a former Guggenheim and Fulbright Fellow and a member of the Institute for Advanced Study in Princeton, Guillén was a member of the University of Oviedo team that won the Spain National Basketball University championship in 1987. He holds a PhD in sociology from Yale University and a PhD in political economy from the University of Oviedo.


Laura Huang

Laura Huang is an assistant professor of management and entrepreneurship at the Wharton School, University of Pennsylvania. Huang’s research examines early-stage investment decisions and how perceptions and cues influence an individual’s ability to make important, high-stakes decisions.

Prior to entering academia, professor Huang worked across North America, Europe and Asia in investment banking, consulting and general management, for corporations such as Standard Chartered Bank, IBM Global Services and Johnson & Johnson. She has also served as a consultant and advisor to a number of entrepreneurial startups in Europe, Southeast Asia and China.

Professor Huang holds a Ph.D. from the University of California-Irvine, an MBA from INSEAD and both an M.S. and a B.S. in engineering from Duke University.


Aaron Hurst

Aaron Hurst is a globally recognized entrepreneur who works to create communities that are empowered to realize their potential. He is the CEO of Imperative, a technology platform that enables people to discover, connect and act on what gives them purpose in their work. Aaron is a close advisor to many global brands and a frequent speaker and writer on the development of the Purpose Economy.

Widely known for his thought leadership, he is the author of The Purpose Economy (April 2, 2014) and co-author of the children’s book, Mommy & Daddy Do It Pro Bono, and Powered by Pro Bono. He is also a regular blogger for the Huffington Post, Stanford Social Innovation Review and LinkedIn.

Hurst is a member of the Nonprofit Times’ Power & Influence Top 50 and has been recognized as a top social entrepreneur by Fast Company, Ashoka, Draper Richards Kaplan Foundation, Manhattan Institute and the Common Wealth Club. In 2009, he received the highest honor bestowed on an alumnus of the University of Michigan.

Born in Aspen, Colo., Hurst has lived in many colorful cities, including Prague, Chicago, San Francisco and Brooklyn. He currently resides in Seattle with his wife Kara Hurst, their two children and dog.


Annamaria Lusardi

Annamaria LusardiAnnamaria Lusardi is the Denit Trust Distinguished Scholar and chair professor of economics and accountancy at the George Washington University School of Business (GWSB). She is the founder and academic director of the GWSB Global Financial Literacy Excellence Center (GFLEC). Previously, she was the Joel Z. and Susan Hyatt professor of economics at Dartmouth College, where she taught for 20 years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School.

Lusardi has written more than 50 academic articles and edited two books: Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs published by the University of Chicago Press in 2008, and Financial Literacy: Implications for Retirement Security and the Financial Marketplace, joint with Olivia Mitchell, published by Oxford University Press in 2011.

Lusardi has advised the Dartmouth Hitchcock Medical Center, FINRA Investor Education Foundation, the Dutch Central Bank, the OECD, and the World Bank on issues related to financial literacy and saving. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. In 2010, she was recognized by the New York Times as one of the six most influential economists in the area of financial reform.

Lusardi holds a Ph.D. in economics from Princeton University and a BA in economics from Bocconi University.


Cassie Mogilner

Cassie MogilnerCassie Mogilner is a professor in the marketing department at Wharton. She earned her PhD in Marketing from Stanford and her undergraduate degree in psychology from Columbia. She is an award winning teacher, and currently teaches Strategic Brand Management to Wharton MBAs and undergrads.

Mogilner’s research focuses on happiness, highlighting the role of time. She has examined such questions as how focusing on time (rather than money) increases happiness, how the meaning of happiness changes over the course of one’s lifetime, and how much happiness people enjoy from extraordinary versus ordinary experiences. Mogilner’s research has been published in such top-tier academic journals as Psychological Science and the Journal of Consumer Research, and her work has been featured on NPR and in such publications as The Economist, The New York Times, The Wall Street Journal, and the Huffington Post.


Louisa Quittman

Louisa M. Quittman is director of the office of financial education in the U.S. Treasury Department’s Office of Consumer Policy where she is responsible for policy development and coordination related to promoting the financial decision making of Americans. She also coordinates the interagency Financial Literacy and Education Commission and the President’s Advisory Council on Financial Capability for Young Americans. Her role includes overseeing research related to financial education, financial access, consumer lending and related topics.

Previously, Quittman served as director of community programs for the Department of the Treasury, focusing on financial access in traditionally underserved communities. In addition, she was program manager at the Community Development Financial Institutions Fund, and spent nine years in various positions at the CDFI Fund.


Krista Schwarz

Krista Schwarz is an assistant professor of finance at the Wharton School of the University of Pennsylvania and is a faculty affiliate of the Wharton Public Policy Initiative. She received her Ph.D. in finance and economics from Columbia University in 2010.

Her research identifies the effects of different risks on asset prices and investors’ trades; she has a particular interest in the effects of market liquidity. Schwarz teaches a course on capital markets to Wharton MBA and undergraduate students. Prior to joining the Wharton faculty, she worked on the open market desk at the Federal Reserve Bank of New York from 1999 to 2005, where she transacted in the repo, bond, and foreign exchange markets. She also worked in the International Finance Research Division of the Federal Reserve Board, the World Bank in Washington D.C., the European Commission in Luxembourg, and the Economics Bureau of the U.S. Embassy in Berlin.


G. Richard Shell

Richard 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.


Jodi Singer

Jodi-Singer (2)Jodi Singer is a director on PwC’s Corporate Responsibility Team and focuses on developing internal communications to inspire employee engagement. She also works with account teams to drive conversations with clients on shared values and corporate responsibility efforts and explore opportunities for collaborating around similar social interests. Prior to joining the CR team more than two years ago, she held various roles in PwC’s marketing and sales organization, most recently on a national team where she developed and rolled out Pursuit — the PwC way for creating opportunities and winning work — across the firm and to global offices.

Singer, who has been at PwC for 15 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 inclusion leader for the Philadelphia Metro market of PricewaterhouseCoopers. In this role, she focuses on success strategies for women, minorities, LGBT, veterans and working parents, as well as enhancing cultural dexterity for all.

Strickland joined PwC’s assurance line of service in 2001. In this role, she provided service to clients within the consumer products industry. In 2006, Strickland joined PwC’s New York Metropolitan market human capital team, where she focused on talent management, coaching, facilitation and diversity & inclusion. In 2012, she became the Philadelphia market inclusion leader.

Strickland graduated from Widener University with a degree in accounting. She holds a Senior Professional in Human Resources (SPHR) certification and is currently pursuing a professional coaching certification. She is an AmeriCorps alumna, and is passionate about community service. In her free time, Strickland enjoys travel, scuba diving, rock climbing and all things culinary.