Washington, D.C.The American Agenda

International Conference

215 Park Avenue South | Suite 1712 | New York, NY 10003Tel: (212) 533-2141 | FWA.org

28th Annual International Conference: WASHINGTON, D.C.

FWA DELEGATESStephanie Lynn Ackler, CFAManaging Director, PIM Portfolio ManagerAckler Wealth Management of Wells Fargo

Advisors

Maureen Emmert AdolfCorporate Vice PresidentPrudential Financial, Inc.

Barbara AlbomAttorney at Law

Christiane BergevinExecutive Vice President – Strategic

Partnerships – Office of the President Desjardins Group

Charles BernardChief Executive OfficerCriteria For Success, Inc.

Marina BykovaManaging Director, Head of Corporate and

Investment BankingSberbank Europe

Sheila ColucciSenior ConsultantThe Chatham Group

Kathleen Cuocolo, CPAManaging Director BNY Mellon

Margaret E. DarlowDirectorUBS Investment Bank

Karen E. ElinskiSVP, General Counsel and Head of

Government RelationsTIAA-CREF

Jennifer FelibertySenior TraderTD Ameritrade

Diane FergusonManaging DirectorRoyal Bank of Scotland (RBS)

Susan L. HarperFWA President 2012-13DirectorBates Group LLC

Eileen IsolaDirectorBNP Paribas

Anne IzzilloAssociate Vice President, Financial Planning

Specialist/Portfolio ManagerMorgan Stanley Wealth Management

Karen KarpowichInterim Executive DirectorFinancial Women’s Association of New York

Deborah H. KayeManaging Director & Senior Managing CounselBNY Mellon

C. Mindy S. KipnessSenior Vice PresidentEaglestone, subsidiary of American International

Group, Inc.

Donna La SpinaVice PresidentBNP Paribas

Joan E. Lappin, CFAChairman and Chief Investment OfficerGramercy Capital Management Corp.

Jacinta M. Mathis Attorney

Suzanne K. MatthewsDirectorWestchester Community College

Michele MaybaumCPA and Profitability ConsultantMGI Repetti LLP

Kristin McDonoughDirectorThe New York Public Library (SIBL)

Lisa M. MezzettiPartnerCohen Milstein Sellers & Toll PLLC

Rainer A. Miller, CFPFirst Vice President, Senior Portfolio ManagerStone/Miller Group

Sheila OakSenior ConsultantDeloitte and Touche LLP

Christiane OlsenManaging DirectorUBS Financial, Inc.

Allison S. PazSenior Sales AssociateBNY Mellon

Halle B. SchlatherSenior ConsultantDeloitte Consulting, LLP

Fredrick J. SmithVice President UBS Financial Services

Amy A. TitusDirectorDeloitte Consulting LLP

Vanessa Van BruntSenior Vice PresidentWells Fargo Bank, N.A.

Simone G. VinocourManaging DirectorBNP Paribas

Tina M. VizziniBusiness & Real Estate Asset StrategistTMV Consulting

Alan B. Krueger, Chairman of the White House Council of Economic Advisers

Jolynn Shoemaker: Stockholm International Peace Research Institute

Joan Wages, President & CEO of the National Women’s History Museum

28th Annual International Conference: WASHINGTON, D.C.

CONFERENCE HIGHLIGHTS

Media Panel : Maisha Walker, FWA Committee Member Jennifer Feliberty, Tonia Lee, Victoria Harker and Mark Murray

Campaign Finance System Panel: Allen Dickerson, Siobhan ‘Sam’ Bennett and Larry Noble

Delegates Marina Bykova, Christiane Olsen and Stephanie Acker

Delegate Rainey Miller with Hon. Carolyn Maloney

FWA Conference Delegates at Deloitte’s HIVE presentation

FWA President Susan L. Harper

28th Annual International Conference: WASHINGTON, D.C.

HIGHLIGHTS

CONTRIBUTORSSpecial thanks to the following members of the FWA and its Washington Conference Committee, and other interested and supportive individuals, who have generously donated their time, and resources to the planning of this conference.

President, FWASusan L. Harper, Bates Group LLC

Co-Chairs, Washington ConferenceSheila Colucci, The Chatham GroupMargaret Darlow, UBS Investment BankLisa M. Mezzetti, Cohen Milstein Sellers & Toll

PLLC

Washington Conference Committee Katrin Y. Dambrot, Dambrot & CompanyAndrea Dinneen, Deloitte Consulting LLPElizabeth Dries, Deloitte Consulting LLPJanice Dru, Wolters Kluwer N.V.Libby Dubick, Dubick & Associates, Ltd.Karen Elinski, TIAA-CREFJennifer Feliberty, TD AmeritradeAmanda Gallagher, New York Life Insurance

CompanyAnne Izzillo, Morgan Stanley Wealth

ManagementJoan E. Lappin, Gramercy Capital

Management Corp.Kathy Lajoie Malik, BNY MellonAllison S. Paz, BNY MellonHalle Schlather, Deloitte Consulting LLPValerie J. Simson, Badger Financial GroupAmy Titus, Deloitte Consulting LLPSimone Vinocour, BNP ParibasShoya Zichy, Zichy and Associates

General CounselLinda Lerner, Crowell & Moring LLP

FWA Interim Executive DirectorKaren Karpowich

Other ContributorsDeloitte Consulting LLPThe United States Air Force

Marketing & Communications,Briefing Book Graphics and EditingLisa N. Buddenhagen, FWA

CoordinationAnja DeRosa, FWA

Printing ServiceNuhan DemrkanCliCKS Document Management

PhotographyAnne McDonoughAnne McDonough Photographywww.annemcdononoughphotography.com

FWA Social Media CommitteeJean E. ClearyJoanne Dillon, JPMogan Chase & Co.Cornelia Levy-Bencheton, Fireman’s FundKathryn Lineberger, Digital StrategyBarbara Shrager, Strategy XXIJoyce M. Sullivan, SocMediaFin, Inc.

The Current Landscape for Regulation of Financial Institutions Panel: Frank Kelly, FWA Member and Moderator Simone Vinocour, Stephen Strombelline,Julie Williams, Heather Koenig, Beth Zorc and FWA President Susan L. Harper

Washington Conference Co-Chairs: Sheila Colucci, Lisa Mezzetti and Margaret Darlow

Jolynn ShoemakerIndependent Consultant;Non-Resident Fellow Stockholm International Peace Research

Institute;Non-Resident Senior AssociateCenter for Strategic and International

Studies (CSIS)

Stephen C. StrombellineManaging Director, Head of Ethics and

ComplianceBNP Paribas in North America

Marilyn M. ThomasMember of the Senior Executive

Service,Principal Deputy Assistant Secretary for

the Financial Management and Comptroller

Headquarters United States Air Force, Washington, D.C.

Joan Bradley WagesPresident and CEONational Women’s History Museum

Maisha WalkerThe Internet StrategistInc. MagazinePresidentmessage medium

Julie L. WilliamsManaging Director and Director of

Domestic Advisory Practice Promontory Financial Group, LLC

Beth ZorcSenior Counsel for Financial

Institutions and Consumer CreditHouse Financial Services Committee

28th Annual International Conference: WASHINGTON, D.C.

DISTINGUISHED SPEAKERS

Lily BatchelderChief Tax Counsel toSenate Finance Committee Chairman

Max Baucus (D – Montana)

Siobhan “Sam” BennettPresident and CEOWomen’s Campaign Fund

Allen Dickerson Legal Director Center for Competitive Politics

Michael B. DonleySecretary of theU.S. Air Force, Washington, D.C.

Derek B. DornPartnerDavis & Harman LLP

Peter D. DugasDirector of Government AffairsClark Hill PLC

Karen ElinskiSVP, General Counsel and Head of

Government RelationsTIAA-CREF

Kate Fulton Managing DirectorBlackRock

Victoria D. HarkerChief Financial OfficerGannett Co. Inc.

Jill HersheyExecutive Managing Director and

Head of Government AffairsThe Clearing House Association

Stuart IshimaruDirector of the Office of Minority and

Women InclusionConsumer Financial Protection Bureau

Francis J. KellyManaging Director & Head Communications

& Public Affairs - Americas Deutsche Bank

Heather KoenigGlobal Chief Regulatory CounselThe Bank of New York Mellon Corporation

Alan B. Krueger Chairman of President Barack Obama’s Council of Economic

Advisers

Tonia Lee Vice President, Business Operations and

StrategyTV ONE, LLC

US Congresswoman Carolyn Maloney (D-12-NY), Senior MemberHouse Financial Committee;Ranking MemberSubcommittee on Financial Institutions and

Consumer Credit

Mark Murray Senior Political EditorNBC News

Lawrence M. NoblePresident and CEOAmericans for Campaign Reform

Lori PraterLegislative Counsel forCongressman Jim Gerlach (R-PA)

John G. SavercoolManaging Director and Senior LobbyistUBS Americas Inc.

Delegation visits the Lincoln MemorialTax Reform Panel: Lori Prater, Lily Batchelder, FWA Member and Moderator Karen Elinski and Derek B. Dorn

Delegates Sheila Oak and Allison Paz