Carolyn J. Stefanco, Founder and CEO, Baret Leadership Consultancy (moderator)
Christina Cutlip, Senior Managing Director, Institutional Relationships, TIAA
Liz Morse, Managing Director, Client Engagement and National Advocacy, TIAA
Brad A. Sloan, Managing Director, Client Relationships, TIAA
Presented by the ILA, TIAA, and Baret Leadership Consultancy.
Date: 17 February 2021
Nearly a year has passed since the WHO declared the coronavirus outbreak a pandemic. After an overview of the disproportionate impact of COVID on the financial well-being of women, and especially women of color, the panelists will discuss the role leaders can play in supporting women employees, developing and implementing policies that recognize and address gender and racial inequities, and advocating for changes across industries and sectors. The webinar will conclude with insights into how individuals can navigate these challenging financial times.
Outcome of Attending
The impact of COVID 19 on women, and especially women of color, in terms of long-term financial well-being.
Financial planning tools and programs that can help individuals to make good decisions for their long-term success.
How leaders can support women and our communities during these challenging times.
Christina Cutlip, Ph.D. is a Senior Managing Director for the Institutional Financial Services division of TIAA. She is the head of the Client Engagement & National Advocacy team, which is responsible for expanding relationships with industry and government associations, while also focusing on client engagement. Christina is on the board of The Council of Independent Colleges, and chairs the board of Almasi Collaborative Arts, which facilitates artistic collaborations between African and American arts and American artistic institutions. She also serves on the board of retirement healthcare provider Emerti, the Board of Trustees for Grinnell College, and on the advisory councils of WISER and ERIC. Christina earned a B.A. in economics from Grinnell College, an MBA from Regis University, and a Ph.D. in organizational leadership from Northcentral University.
Liz Morse is Managing Director in Client Engagement and National Advocacy, responsible for orchestrating TIAA’s partnership with higher education associations for key influencer relationships including presidents, chancellors, and other key c-suite officers leading the institutions. Her main focus is to reinforce the TIAA brand and differentiated offer, identify new business opportunities, and build and deepen relationships with key clients through meaningful engagement opportunities. She also cultivates relationships with association leaders, and provides TIAA thought leadership and educational content at a national, regional, and state level. Liz has led the Women’s Employee Resource Group, which focuses on leadership training, networking, and volunteerism, for the past eight years. In 2012, she won the TIAA-CREF Excellence in Service Annual Award.
Brad A. Sloan brings over twenty years of experience in the financial services industry to his work at TIAA as a Managing Director of Client Relations, serving individual and institutional clients in Upstate New York. He focuses on empowering his team of Wealth Management Advisors, Financial Consultants, and Institutional Relationship Managers to leverage cross-functional business relationships and positioning them for professional growth. Brad obtained a B.S. in finance from Siena College, and an MBA from The College of Saint Rose, where he has taught as a part-time faculty member. Prior to TIAA, Brad worked as a financial planner at Ayco, a Goldman Sach’s Company.
Carolyn J. Stefanco, Ph.D. is a global higher education and women’s leadership expert. Following two decades as a tenured Professor of History, she held positions as Dean, Vice President, and President in both public and private universities in the United States. Carolyn speaks regularly on women’s issues and international education, publishes in popular and scholarly venues, and serves on numerous boards. She earned a Ph.D. in history from Duke University, an M.A. in women’s history from Binghamton University, and a B.A. in history and a women’s studies certificate from the University of Colorado at Boulder. Carolyn now serves as Founder and CEO of Baret Leadership Consultancy, where she offers executive coaching to individuals, and assistance with global engagement and board development to universities and organizations.