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2010 Professional & Career Development Conference

An invaluable opportunity to network with the top financial and investment management talent, including CFA Charterholders, CFA Program candidates, and CIPM certificants in the greater Twin Cities metropolitan area.

Featuring career experts from around the country, as well as exhibitors and ample networking opportunities, this full-day conference is sure to provide you with insights and practical ideas no matter where you are on your career path.

More than 100 financial professionals will be in attendance to network, learn career development and management skills, and enhance their understanding of the investment management and financial services industry. The conference will include a full schedule of valuable break-out sessions following two topic tracks, Professional Development and Job-Seeker, as well as an etiquette lunch, and plenty of time to network with colleagues and exhibitors.

This event is a professional development day, not a job fair.  Dress for this event in business casual attire, and come ready to learn and network!   

Thursday April 8, 2010
8:00am to 5:00pm

The Millennium Hotel
1313 Nicollet Mall
Minneapolis, MN  55403
                       
Register Here:
Currently Employed (full-day conference):  Member($75)/Non-Member($95)
Currently Seeking Employment (full-day conference):  Member($65)/Non-Member($85)
Breakfast Keynote Session (only): 
Member($20)/Non-Member($30)
Lunch Keynote Session (only):  HEMember($35)/Non-Member($45) 
Social Networking Session (5:00 PM):  Free, No Registration Required

 

2010 Professional & Career Development Conference Agenda

Time

Career Search Track

Professional Development Track

8:00am

Registration Opens

8:30am

Continental Breakfast & Open Networking

9:00-9:45am

KeyNote: Roy Cohen – Career Coach, Author: The Wall Street Professionals Survival Guide
“Strategies for Managing Career and Job Search”

9:45-10am

Open Forum Networking/Transition to Breakouts

10:00-10:45am

Jared Redick – Owner/Writer, TheResumeStudio.com
“The New Finance Résumé: How to Use Innovative Design in a Traditional Industry
Part I: Design"

Mike Scott – Vice President of Client Experience,
Dale Carnegie Training
“Being a more effective presenter of financial information to a less-financial audience”

10:50-11:40am

Lee Tyree– Business Development Manager, Minneapolis/St. Paul Business Journal
“How to energize your job search using the Business Journal”

MEG Roy – President, LBL Leadership Consulting, div. of Lurie Besikoff Lepidus & Co., LLP

The Value of Assessments: WIIFM?

11:45am-12pm

Teri Gustafson – Owner, Protocol School of Minnesota
“Luncheon Etiquette”

12:00-1:00pm

KeyNote: Paul Olshwanger – Executive Recruiter, Career Consultant
“Managing your Career like you manage your Portfolio”

1:00-2:00pm

Speed Networking with the Experts!
and open-forum networking in the exhibitor hall
One-on-one sessions with event speakers and presenters! Sign up on site! First come, first served!

2:15pm-3:00pm

Jared Redick – Owner/Writer, TheResumeStudio.com
“The New Finance Résumé: How to Use Innovative Design in a Traditional Industry
Part I: Content"

Catherine Byers Breet – Owner/Coach, ARBEZ
Negotiate: Get Paid What You're Worth Despite the Tight Economy

3:15-4:00pm

Toni Barnum – Executive Recruiter, Stone Murphy
What a Difference a Year Makes!

Cathy Paper – Career Coach, RockPaperStar
“Who’s in your Fanclub?: Growing your Fanclub to grow your Career”

4:00-5:00pm

Recruiter Panel
Featuring Experts from:
Hedberg Search; Hockenberg Search; Stone Murphy; others

5:00-6:00pm

Social Networking/Happy Hour

 *NOTE: This is not a Job Fair.  None of the exhibitors or speakers will be accepting resumes at this event.
Also, s
peakers and topics listed on this agenda are subject to change as needed.  Please continue to refer back to this page for more information!

 

 Speaker and Session Details

The Following information is listed alphabetically, by speaker last name:

ToniBarnum

Toni Barnum
Partner, Stone Murphy,
www.stonemurphy.com

What a Difference a Year Makes (S’09–S‘10) Employment Outlook

Join Toni Barnum, Partner, Stone Murphy for an overview of the current employment market.  Back by popular demand, Toni was one of our highest rated presenters in 2009, and we’re sure you’ll find this session engaging and informative.

Toni Barnum, Partner, joined Stone Murphy in 1983, and is the Managing Partner of the firm.  She is also in charge of the firm’s Financial Services practice.  Toni is recognized as an expert in recruitment within the financial services industry.  Clients served are investment management firms, investment banks, private equity and real estate funds, hedge funds, insurance and trust companies, and banking institutions headquartered in the Midwest.  Toni has conducted national searches for Presidents, Chief Investment Officers and other experienced investment professionals in the functional areas of portfolio management, investment research, trading, corporate finance, marketing and sales for fixed income, equity and alternative asset classes.  Other assignments include recruitment of senior management professionals in finance, operations, risk, compliance, legal, product development and marketing. 

Catherine Byers Breet

Catherine Byers Breet
Owner/Coach, ARBEZ,
www.arbez.com

Negotiate: Get paid what you’re worth, despite the tight economy

Did you know that someone who routinely negotiates salary increases will earn over $1M more in a lifetime than equally-qualified peers who fail to ask for what they’re worth? Are you leaving money on the table?  Gone are the days of the 30-year employee. The world of work has changed forever, and your future is up to you. The great news is this: the people who are taking control of their careers are getting what they want – and more. Are you? Whether asking for a promotion, more flexibility at work or a great new job, there is a trick to negotiating for what you want. Join us to learn how.

Catherine Byers Breet is transforming the way people look for work. She is the Chief Stripe Changer with ARBEZ,™ author of 4 Steps to a Great New Job workbook (as seen on Amazon.com - over 3000 copies sold) and creator of the Job Hunt Coaching System (http://www.arbez.com/job-hunt-coaching-system). Since 1997, she has placed top talent at Fortune 500 companies and coached hundreds through their career transitions. Catherine has been quoted by the Associated Press, Star Tribune, American Way magazine and Campus Career Counselor, and has also been a guest on radio and television. She packs her sales & recruiting expertise (and  personal job hunt nightmare) into inspiring presentations that will leave you wanting more. She is a highly-sought speaker who will give you the practical, tactical “how-to” you need to get what you want out of work.

Roy Cohen

Roy Cohen – KEYNOTE
Career Counselor & Executive Coach

Strategies for Managing Career and Job Search
It's a tough market and it will continue to be for the indefinite future.  Roy Cohen will offer career advice on what you need to do to stay whole and to maximize your time in both job search and on-the-job.  Roy is the author of the soon-to-be released, The Wall Street Professional's Survival Guide (Financial Times Press).  Roy will offer his perspective on what makes job search and career management different for finance professionals versus people in other careers. He'll address how to best address, manage, and leverage these differences to maximize your career ROI. He'll identify some of these differences and share his thoughts on career strategy. He'll also focus specific attention on techniques for success in job search.

Roy Cohen (New York City) spent almost 14 years providing career counseling and outplacement support to Goldman Sachs. He now maintains an active private practice in career management, executive coaching and leadership development. He delivers career services to executives in industries including finance, retailing, law, consumer products, and entertainment. He has spoken to many of the world's leading business school alumni groups, and has been quoted and featured in various media ranging from The Wall Street Journal to CNN and The Today Show. He is currently an adjunct faculty member at New York University.

Teri Gustafson

Teri Gustafson
Owner/Founder, Protocol School of Minnesota,
www.protocolschoolmn.com

Luncheon Etiquette
BACK BY POPULAR DEMAND! Teri Gustafson will provide us a brief refresher of proper luncheon etiquette.  Her warm interactive fast-paced style will keep you engaged while you learn or re-learn helpful tips of proper meal-time etiquette.

Teri Gustafson is the founder and Director of the Protocol School of Minnesota.  After 15 years doing human resource work in two Fortune 100 companies, local government and academia, she was certified as an etiquette consultant and opened the Protocol School in 1999.  She works with executives, management candidates, employee groups, professional and social organizations and student groups; preparing people to interact confidently in all social business situations. 

 

 

Scott Hedberg
Owner/Founder, hedberg search, www.hedbergsearch.com

Recruiter Panelist

Scott Hedberg is the Managing Principal of hedberg search, conducting a national search practice out of Minneapolis, Minnesota. Performing searches in the areas of midlevel to senior-level positions. Scott has a decade’s worth of experience in the area of search, which is the why many well-respected businesses use and recommend his services.  Before becoming a successful executive talent scout, Scott excelled as a financial advisor while working at Smith Barney and Robert W. Baird. After an impressive 10-year run, Scott decided it was time to pursue his long-term goal of owning and running his own business.

 

In 1996 Scott formed hedberg search, a boutique search firm conducting searches on a national level. Over the past ten plus years Scott has established himself in the executive recruiting industry and has become a highly regarded name. Scott holds a Business Degree from Winona State University and was on the Winona State University Business Advisory Board from 2001-2004. Scott also served as President on the Minnesota Association of Personnel Service (MAPS) Board in 2005.

Marni Hockenberg

Marni Hockenberg
Owner/Founder, Hockenberg Search, www.hockenbergsearch.com   

Recruiter Panelist

With more than two decades of recruiting and business consulting experience, Marni Hockenberg has a proven track record of providing focused, personalized search services to small- and medium-sized businesses to help them find, recruit, and retain top-tier talent.  As a partner with her clients, Marni provides personalized service and a recruiting strategy customized to the needs of each respective client and in sync with its core business goals. Before establishing Hockenberg Search, Marni was co-founder of The Hiring Experts, where she provided searches for companies of all sizes and in most industries. A professionally trained recruiter and interviewer, Marni was previously an award-winning senior search consultant for an agency that would become part of one the largest staffing agencies in the U.S.; while at the firm, she was repeatedly honored with top sales awards, qualities that she uses today to help generate successful search results for her business clients. Marni also was a founding member of and provided leadership to an information technology training company, where she focused on business development initiatives.

Marni is frequently sought out as a speaker and expert commentator on hiring- and employment-related issues. She has been quoted by the Star Tribune, Monster.com, One Nation News, Upsize Magazine, and CollegeRecruiter.com, to name a few.

Paul Olschwanger

Paul Olschwanger - KEYNOTE
Owner/Founder, Olschwanger Partners, LLC,
http://osearch.org

Managing Your Career Like You Manage Your Portfolio
As an investment professional who analyzes and makes critical decisions every day on behalf of clients, you have the ability to do the same when it comes to managing your own career.  The last two years have reconfirmed the importance of establishing your own personal brand, building a network of true friends and taking control of your career.  Paul Olschwanger will share his experiences within the investment management industry as a senior marketer, executive recruiter and coach to help you stay one step ahead of the next recession.

Mr. Olschwanger is founder and managing director at Olschwanger Partners, LLC, a consulting firm specializing in executive-level recruiting, organizational consulting, career transition and coaching services for investment management, plan sponsor, pension consulting organizations and investment professionals throughout the world. Prior to establishing Olschwanger Partners in 1998, he formerly held senior positions with a variety of money managers, including Fidelity and John Hancock. Paul’s responsibilities were always in business development, sales management and strategic analysis. He has marketed traditional investment products to corporate/public pension funds, foundations and endowments, insurance companies, investment advisors and consultants, brokerage houses and financial institutions. This unique background provides him a comprehensive understanding of the inner-workings of these organizations and the industry. Most recently, Olschwanger Partners has expanded and formalized its coaching offering to provide our clients with opportunities for personal, team and organizational growth. We utilize the Birkman Method Assessment, a motivational assessment that identifies the interests, behaviors, needs and potential stress behaviors of everyone who takes it.

Paul earned his undergraduate degree in Finance from the University of Texas at Austin and participated in the first AIMSE Investment Institute at Wharton. He is a long-time and active Board Member of the CFA Society of Dallas-Ft. Worth (CFA-DFW), member of the CFA Institute (CFAI) and former member of the Executive Search Roundtable (ESR), the National Career Development Association (NCDA) and the Association of Investment Management Sales Executives (AIMSE). Paul recently earned the designation of Certified Birkman Consultant. Additionally, Paul is a frequent speaker around the country focusing on career development issues within the investment management industry. He is often quoted in industry publications for his insight on the latest trends in hiring practices, compensation and strategic thoughts.

Cathy Paper

Cathy Paper
Owner/Founder, RockPaperStar,
www.rockpaperstar.com

Who’s in your Fanclub?: Growing your Fanclub to Grow your Career

Description Forthcoming

Cathy Paper Bottern, M.A., works with individuals and teams to create better results through inspiration, reflection and action.  With seventeen years of experience in leadership development and marketing and nearly 10,000 coaching hours and experience guiding hundreds of organizations through change management strategy and implementation, she knows how to improve people and increase results. She has founded, launched and sold three companies PaperPlus Recycling, JumpStartResults and Live Dynamite and nearly a dozen products.

Her quick wit and competitive spirit makes her a trusted advisor and repeat consultant for companies, individuals and associations such as Best Buy, Paramount Studios, Ameriprise, Harvey Mackay #1 New York Times Best Selling Author of Swim With The Sharks, National Association of Women Business Owners, The University of Minnesota Carlson School and Schwan’s. She holds her Master’s Degree from St. Thomas in Organization Development and a BA from Williams College. She gets #$*@ done!

Jared Redick

Jared Redick
Owner/Writer,
www.theresumestudio.com 

The New Finance Résumé: How to Use Innovative Design in a Traditional Industry 6 Ways Finance Professionals Can Maximize Today's Customizable Résumé

The finance world is known for developing innovative finance products, ideas, and solutions. But the industry trails others in embracing new résumé writing strategies.
  This two-part breakout session presents two elements of San Francisco résumé writer Jared Redick’s “Purpose, Content, Design” strategy, tailored to the conservative needs of finance industry recruiters.

Part I: Design
- Struggling with design? Think “simplicity.” Finance résumés are buttoned up documents but they can still take advantage of simple yet powerful emerging design ideas.

Walk away from this breakout knowing how to: 
 
·       
Choose the right design elements for your finance résumé
·        Use job descriptions to focus and customize document architecture
·        Deconstruct your professional background to maximize a reader's 5-10 second skim

Part II: Content - Writing new content? Think “intersection.” A résumé is nothing more than the intersection between what you’ve done, and what your audience wants. It isn’t a platform, it’s a marketing tool. Build content around clarity. Walk away from this breakout knowing how to:
·       
Quantify your "scope of work" in a three line paragraph to persuade (or dissuade) your reader
·       
Choose and quantify accomplishments so you're not overlooked
·        Turn a 30-second elevator pitch into a compelling executive summary

San Francisco-based résumé writer, Jared Redick, helps people discover the marketable intersection between their background, interests, audience expectations, and career goals. His strategic “purpose, content, design” approach helps people transform rusty résumés into barrier breaking documents.

MEG Roy

M.E.G. Roy
President, LBL Leadership Consulting, div. of Lurie Besikoff Lepidus & Co., LLP,
www.lblco.com   

The Value of Assessments: WIIFM?
Whether you are an employer, employee or job seeker, the value of behavioral assessments is uncontested.  Learn how to differentiate yourself, build productive teams, and become a best-in-class organization with the use of performance and coaching tools.  Accelerate your career and increase your effectiveness with important insights.  Cut the costs and mitigate the impact of employee turnover on you and your organization now.

As President of LBL Leadership Consulting, M.E.G. Roy "Meg" directs the firm's management consulting practice around the Predictive Index (PI), a behavioral assessment tool, and the Selling Skills Assessment tool (SSAT). A licensed PI consultant, analyst and trainer, Meg directs the marketing, brand identity and business development of PI and the SSAT in Minnesota. She manages the local PI team of consultants, trainers and anlysts and their client service delivery, in addition to the relations with PIWorldwide.  Since joining the firm in March, 2009, Meg has leveraged 18 years of financial industry experience with PWC, KPMG, WIPFLI and also Ameriprise as a financial advisor.

In addition, Meg sits on the Board of the Minneapolis Job Support Workshop, and is Chair of the MJSW Women's Network, which counsels professionals in job transition.  She was a mentee with MN 100--now Menttium-- and a mentor with WOMEN Unlimited.  When asked what inspires her most about her work, Meg said, "The use of assessments to help individuals acheive their best performance at work is powerful and inspiring.  The realization that nurting people's motivations and helping them align their performance to their strengths can make any business or organization more successful... even in a depressed economy."

Mike Scott

Mike Scott
Vice President, Client Experience, Dale Carnegie Training Minnesota
www.minnesota.dalecarnegie.com

Presenting Financial Information to a Less-Financial Audience 
 Description: A presentation is one of the most important tools you have in business for getting things done. Whether you are persuading colleagues, selling a client, energizing a team or reporting financial information, the power of your presentations makes the difference between success and failure. Often we spend our time on what we’ll say and forget that our body language and vocal elements can communicate more than our message. During this session, we’ll discuss strategies to maximize our message by building congruency with our verbal, visual and vocal elements of presentations.

Mike Scott is Vice President of Client Experience for Dale Carnegie Training Minnesota. As Vice President of Client Experience, Mike leads the client delivery and operational efforts of the third largest Dale Carnegie franchise in the world. This team is charged with exceeding client expectations through exceptional delivery.

Mike joined Dale Carnegie Training in 2005. During his time, Mike was named a Rookie of the Year for sales production during the 2005-2006 & 2006 - 2007 sales years. In addition, Mike is a certified Dale Carnegie Course, High Impact Presentations and Corporate Solutions trainer. Over the last year, Mike has led training projects including Lawson, Universal Hospital Services, Johnson & Condon, Prudential, Ryan Companies, Knutson Construction Services, Eagan, Michaud Cooley Erickson, UnitedHealth Group and Accenture.

Prior to joining Dale Carnegie Training, Mike was a Senior Territory Manager and Training Consultant for a software division of Scholastic Education in Boston, MA for over seven years. These roles included team lead, training and territory management responsibilities.

Lee Tyree
Business Development Manager, MSP Business Journal
www.mspbj.com

How to Energize your Job-Search using the Business Journal
Learn how to find prospective employers and energize your job search using the Business Journal.  In the Minneapolis/St. Paul Business Journal’s SmartReader Seminar, you will:Learn how to maximize new business development or job search efforts by efficiently utilizing the information in the Minneapolis/St. Paul Business Journal.  Find specific techniques to get just what you need from the Journal in less than 30 minutes per week.  Recognize opportunities within the news stories and features to make connections and optimize your networking efforts  Get tips to make the most of the new 2010 Book of Lists   Learn how to become a newsmaker and profit with the paper .

Lee Tyree joined the Minneapolis/St. Paul Business Journal in 2003 where he has served in sales and client development.  Lee works directly with readers of the Business Journal to teach them how to mine the resources found in the paper and on the website.  In addition to educating readers on business development techniques, Lee also works with professionals in career transition to help them maximize their search.  A master networker and LinkedIn expert, Lee has worked in new business and client development throughout his career.  Lee is a graduate of Morehouse College in Atlanta and currently is involved with several organizations throughout the Twin Cities including the Black MBA Association, Minnesota State Colleges and Universities Diversity Advisory Committee, and St. Paul Area Chamber Of Commerce.


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