Aisha Ghori Ozaki
David Guralnick, PhD
Kacie J Walters
Pat Furbush is a Vice President at Bank of America where she leads the efforts to provide
customized education for veterans and active military. She manages content and programs for
newly hired veterans transitioning form the military to the corporate world, as well as a 5 month
development program geared toward helping veterans broaden their network, build skills, and
enhance their career.
Pat began working at Bank of America in 2004 as a Learning Manager as part of the acquisition of FleetBoston Financial, which she joined in 2000. Prior to that, she held various leadership and learning positions at the Bank of New York. Pat graduated from Utica College with a B.S. in History. She volunteers at the VA Medical Center in Perryville, MD with the Bank’s Military Support and Assistance employee network. Pat has 3 grown children, one grandson and lives in Newark, Delaware.
Aisha Ghori Ozaki
Aisha Ghori Ozaki is a manager on the enterprise-wide Inclusive Diversity team at Allstate (since
2015) where she supports communication, marketing, training, education and metrics. Aisha is a
frequent presenter and facilitator on diversity and inclusion as well as professional development
topics and is devoted to ensuring that all individuals feel welcome, find their passion and
contribute toward creating an inclusive environment. Prior to joining Allstate, Aisha worked in
higher education for almost 18 years.
Aisha holds both a master’s and bachelor’s degree in Sociology from DePaul University and is certified in the administration and interpretation of the Intercultural Development Inventory (IDI) and the MBTI. Aisha volunteers with multiple organizations and especially enjoys her mentoring and time with Upwardly Global Chicago, the DePaul University Alumni Sharing Knowledge (ASK) program, Muslim Women’s Alliance (MWA) and the Career Transitions Center of Chicago (CTC). In 2013, Aisha received the Diversity Founders Award from MWACE for her hard work and commitment to the Diversity Advancement Committee. Aisha has actively engaged in various professional associations including the Forum on Workplace Inclusion where she has served on the conference programming committee since 2016 and co-presented at the annual conference in 2017 and 2019. Aisha joined the board of directors for the Muslim Women’s Alliance in 2018 and recently served as a DEI panelist at the Chief Learning Symposium and co-presented at the Forum on Workplace in 2019.
David Guralnick, PhD
David Guralnick has been a recognized leader in the field of computer-based and online learning
for over twenty years, specializing in the design of "user experiences" in e-learning. His
contributions to the field of e-learning include the creation of the first online learn-by-doing
simulation training course for corporate use (in 1993), and the first e-learning authoring tool to
allow trainers and subject matter experts to create rich e-learning products on their own (in
1995). He has since designed numerous online learning methodologies for both training and
performance-support goals, and has been the recipient of awards from several national and
international organizations, including Brandon-Hall.com, the Society for Applied Learning
Technology (SALT), and the International Association for the development of an Information Society (IADIS). He is a regular keynote speaker at industry conferences, and holds a Ph.D. from Northwestern University, where his work synthesized concepts in artificial intelligence, education, software usability, and cognitive psychology.
David serves as an Adjunct Professor at Columbia University's Teachers College; was the founding chair of the E-learning Group for ASTD-NY, the American Society for Training & Development (2002-2009); was chair of the International Conference on E-Learning (2006 and 2007) and the founding chair of International Conference on E-Learning in the Workplace (2008- present); and is president of the International E-Learning Association (2007-present). Further information about David, including lists of his awards, publications, and talks, can be found at www.davidguralnick.com. David was a founder of Kaleidoscope Learning and has been with the company since its inception in 1998.
Jeffrey Langa is the Americas Compliance Training Manager at BNP Paribas, covering the United States, Canada and Latin America. He is responsible for the creation, development and execution of the Annual Compliance Training Plan throughout the region. He is also the Chairman of a monthly Compliance Training Council meeting with the training leads in the Americas and Paris regions. Jeffrey is a former regulator having worked at FINRA for 6 years, and has been working in Compliance for over 15 years. Prior to Compliance, Jeffrey was an Institutional Sales Trader for 6 years as well.
Debra Mazloff has been a recognized leader in the area of change management for over 20
years. She currently is a Senior HR Business Consultant at Invesco where she helps transform the
business by driving change and improving organizational efficiency and effectiveness. Debra is
also an Adjunct Faculty member at Northwestern University in the School of Education’s
Masters in Learning and Organizational Change.
Prior to joining Invesco, Debra worked as a consultant for PwC, IBM and Mercer. Over the last decade, she has focused primarily worked with client in the Financial Services industry. In addition, she led change management at Fireman’s Fund Insurance, an Allianz company. Prior to joining consulting Debra was a professor in Organizational Communication. Debra received her PhD in Communication Studies from the University of Kansas, her Masters from Indiana University and BA from Tulane University.
Jon is a Senior Manager at Deloitte Services LLP. He is currently the Learning & Development Leader for Deloitte’s US Government and Public Services (GPS) practice. He has nearly 20 years of experience managing complex engagements and delivering innovative business solutions across multiple industries and client bases. His recent focus in the L&D space has been transforming legacy learning platforms into more time efficient and impactful vehicles leveraging technically. In giving back to his Chicago community, Jon is an active advisor to the United Way of Metropolitan Chicago (UWMC) and was recognized as a Pro Bono Partner of the year by the UWMC in 2015. He holds an M.B.A from Case Western Reserve University and a B.S from Ohio University.
Katie is a Data Science Manager for Capital One’s Tech College. Katie is currently building the learning analytics space for all of learning at Capital One. Within that space she has leveraged her technical and analytics skills to foster a cloud data-orientated culture that is built on data that emphasizes strong people measurement or direct behavioral measures. Building this foundation has enabled a self-service approach for internal learning metrics access, reporting, and storytelling. She is an engineer turned learning and evaluation expert. Katie is a mother of three and holds a PhD from Arizona State University.
Erin Patterson is a learning and development leader with over 10 years in adult learning and performance development with eight of those being in the financial services industry. During her career, Erin has served in a variety of leadership roles. Most recently, she is the VP of Compliance Learning for North America at Rabo Diversified Services, a subsidiary of Rabobank. In this role, Erin mobilized a team of learning professionals to develop a cohesive compliance training program from the ground up. The program not only meets the needs of our North American business and its regulators, but also complies with EU and Dutch National Bank standards. Erin and her team have deepened training effectiveness by incorporating performance data into their overall training program and strategy. Erin lives in St. Louis, MO with her husband and three children.
David began his career in publishing and events in London in the late 90’s before moving in to the financial training arena with DC Gardner Training in 2003. Following a successful period managing clients across Europe and Africa, David was asked to establish DC Gardner Training’s Americas office in New York in 2005 where he built a successful tailored training business delivering programs for many of the world’s largest banks and financial institutions. In 2014, David joined Fitch Learning with responsibility for business development across the Americas and as of August 2017, has been heading up the Americas region across all lines of business David grew up in Edinburgh, Scotland, attained his Bachelor’s degree in York, England before moving to London. He has been a resident of New York since 2005.
Kathy joined The Guardian Life Insurance Company of America in May 2015. Rooted in her
passionate belief that learning is a strategic asset that drives business results, Kathy and her
team are responsible for establishing a learning strategy for new financial advisors to build a
successful and sustainable career along with providing the programs, tools and resources to
support its implementation in firms across The Guardian Network.
Kathy is a results-driven talent development leader with a proven track record of applying
learning strategy to solve business challenges. Under her leadership, company initiatives have
been recognized by Bersin by Deloitte, Training Magazine, Association for Talent Development,
Working Mother Magazine and others. She was twice honored in Training Magazine as a “Top 40 under 40” and is regularly sought after to speak at conferences to share how her strategic approach to learning can be used across multiple industries. Kathy’s career journey at Horizon Blue Cross Blue Shield of NJ, Coldwell Banker Real Estate Corporation, Cablevision and Metlife provides experience in sales and leadership development, diversity and inclusion, client experience, marketing and product development, distribution and human resources. She holds a NJ life and health insurance producer license and is a graduate of Rutgers University with a B.A. in English and Secondary Education. She served as a national board member for Women in Insurance and Financial Services (WIFS), board member and president of the West Orange, NJ Board of Education, and as an invited member of the Clinton Global Initiative’s Workforce Development Committee in partnership with American Association of Community Colleges.
Kathy splits her time with her husband and family between Winter Garden, FL and South Seaside Park, NJ providing the perfect balance between her love of the beach and all things Disney!
Kacie J Walters
Kacie joined Northern Trust in April 2015 as VP, Strategic Programs, in Enterprise Learning &
Development. She has 18 years’ experience in the fields of Learning, Organizational
Development and Knowledge Management. Kacie leads a small, global team and is responsible
for building a global corporate university to organize all learning across Northern Trust along
with implementing a new Learning Management System, managing our global Onboarding
strategy, leading our client education efforts for our top-tier clients and creating global
Mentoring and Career Development programs.
Prior to coming to Northern Trust, Kacie spent her career leading Learning & Development, Knowledge Management and Communication teams for Forsythe Technology, GE Healthcare Advisory Services, Aon Hewitt and General Growth Properties. Most notably, she built 4 knowledge management functions from the ground up, launched 3 enterprise-wide employee portals, led many technology change management efforts to increase adoption and managed the creation of countless sales, business and management training programs to help groups achieve their goals.