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Speakers

Explore our lineup of industry experts and inspirational speakers ready to share their insights and inspire you to plan better together at the eMoney Summit.

Keynote Speaker

Erica Dhawan

Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named as one of the top 50 management thinkers in the world by Thinkers50, she is the author of two bestselling books, Get Big Things Done: The Power of Connectional Intelligence and Digital Body Language: How to Build Trust and Connection, No Matter the Distance. As we continue to experience an increasingly digital world where work practices are changing at a blistering pace, Erica shares innovative strategies to unlock the collective power of teams, build a culture of trust across any distance and create authentic engagement to ensure competitiveness.

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Keynote Speaker

Roben Farzad

For a fresh take on today’s business landscape, paired with creative analysis on hot topics in tech; innovation; the economy; policy, media; and more, look no further than widely respected journalist, broadcaster, and author Roben Farzad. Farzad hosts public radio’s “Full Disclosure,” where he takes listeners on an audio exploration into the business of culture and the culture of business. In an exceptional career spanning more than two decades, Farzad has established himself as one of the most authoritative and influential voices on the matters that are driving industry and society forward in every corner of the globe.

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Guest, Panel & Executive Speakers

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Susan McKenna

CEO

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Oscar Salazar

Head of Sales

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Tom Sullivan

Head of Product

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Matthew Schulte

Head of Financial Wellness Planning

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Michael Kitces

Head of Planning Strategy – Buckingham Wealth Partners

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Charles Chaffin

Author/Consultant/Professor

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Brad Klontz

Financial Psychologist | Managing Principal

Additional Speakers

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Chad Porche

SVP, Product Management

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Connor Sung

Director, Financial Planning

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Ricky Illigasch

VP, Product Management

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Emily Koochel

Manager, Financial Wellness

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Josh Belifore

Group Product Manager

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Chris Mauriello

Financial Planning Practice Management Consultant

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Chris Beaver

Live Training Specialist

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Chris Grant

Group Product Manager

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Michelle Riiska

Financial Planning Product and Research Consultant

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Jenn Rock

Senior Training Specialist

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Megan Thompson

Product Marketing Manager

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Brandon Tucker

Advisory Financial Planning Practice Management Consultant

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Joe Buhrmann

Advisory Financial Planning Consultant

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Sasha Grabenstetter

Senior Financial Planning Education Consultant

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Lindsay Robinson

Manager, Financial Planning

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Zac Gates

Senior Training Specialist

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Mike Garcia

Training Specialist

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Chelsea Van Osten

Senior Training Specialist

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Madeline McAleer

Senior Financial Planning Consultant

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Carla Youngs

Senior Training Specialist

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Brandon Heid

Senior Financial Planning Practice Management Consultant

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Patrick Matlick

Senior Financial Planning Product & Research Consultant

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Brett Tharp

Advisory Training Specialist