Dina Berger Koecher, PhD
Aisha Ghori Ozaki
David Guralnick, PhD
Kacie J Walters
Laura joined LGIMA in 2017 as a Project Manager and Business Analyst, responsible for the
global vendor migration of a critical portfolio and risk analytics platform. In 2019, she was
promoted to Global Initiatives Team Lead. Her current responsibilities include strategic project
analysis and prioritization for LGIMA.
Prior to LGIMA, Laura worked at BMO Harris Bank for 9 years, most recently on large-scale process re-engineering initiatives.
Laura obtained her BA in Sociology from the University of Michigan and she earned an MBA in Finance and Operations Management from Loyola University Chicago.
Linda is a Senior Director and Global Head of Learning & Talent Development for Aon. In her
current role, she is responsible for Aon’s learning strategy and Aon University including
leadership development, professional skills curriculum and early career programs. In 2017 she
initiated the learning transformation through implementing Workday globally and launching an
internally developed agile micro-learning site delivering curated content to 30,000 leaders
simultaneously. Additionally, she led the team to revamp and digitalize leadership curriculum
using a blended approach, focusing on building an inclusive and collaborative culture that will
reach 9,000 people leaders by 2020 across Aon.
Previously Linda served in multiple functional leadership roles for Fortune 10 global companies in the UK and US and has extensive experience in organizational design, workplace culture, workforce planning and change leadership. As the Global Organizational Effectiveness Director for Diageo, she oversaw a workforce optimization program that delivered $70 million savings across 28 markets. Prior to that, she led large-scale digitalization and workforce transformation projects for State Farm and global culture change programs for HSBC.
Linda is passionate about equipping leaders and workers with skills and mindsets to navigate the complex and volatile world today. When not working, she is a fan of Beachbody workouts and British Bake-off shows and enjoys spending time with her husband and six-year-old daughter.
Grant joined LGIMA in 2013 as Head of Data Management and was promoted to Head of Data
Management and IT, US in 2015. In 2017, he was appointed to Head of Corporate Development.
His responsibilities include overseeing the firm’s operating models to ensure LGIMA continues
to meet and exceed the needs of our clients, ensuring continued success within the range of
capabilities offered, the execution of the firm’s strategic growth initiatives and working in
collaboration with the firm’s executive management team on business ventures and strategic
Prior to LGIMA, Grant worked at UBS Global Asset Management as Director, Head of Change Management, Operations where he was responsible for the global coordination of multiple projects across multiple functions. While at UBS he was also Head of Operations and Fund Services, Poland and Head of Data Management, Americas.
Grant graduated from the Loyola University Chicago with Bachelors of Business Administration and has an MBA from the TRIUM Global Executive MBA program, an alliance between New York University Stern School of Business, London School of Economics and Political Science and HEC Paris School of Management.
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.
Rebecca Goldberg has been involved in internal training at Travelers Insurance for more than a decade. She’s worked on all levels of training planning, design, development, and delivery, presenting a wide range of topics (from application training to soft-skill development) to diverse audiences (entry-level to executive). She strives to deliver training products that motivate learners to seek out educational experiences, and which use technology as a tool for increasing knowledge transfer and retention.
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.
Andrea Hart serves as the Global Human Resources Director for Caterpillar Financial Services Corporation (CFSC). Andrea has responsibility for leading CFSC’s human resources team globally with a specific focus on building upon the strong culture and preparing it for the future. Additionally, she emphasizes talent development and succession planning for the organization, and champions the focus on diversity and inclusion.
Andrea has deep human resources expertise and was most recently the HR Director for Caterpillar’s Global Supply Network Division (GSND). Andrea led the division through the formation of GSND, managing functional succession planning for supply network and led the division-wide job role transformation, design and implementation. Prior to her role with in GSND, Andrea was the HR Manager for Caterpillar’s Reman Components Division, Strategic HR Consultant for the Human Services Division and a variety of other operational and human resources positions across Caterpillar.
Andrea received her Bachelor of Arts degree in Communications from Eastern Illinois University and her Master of Business Administration (MBA) from Millikin University. She also attended Caterpillar’s Leadership Excellence in Accountability and Development (L.E.A.D.) program, known as – Powering Up. Andrea is also a Board Member for the Middle Tennessee Boys and Girls Club.
Cecelia Dettloff is a Director of Learning and Development for The Auto Club Group (AAA). In her current role, she oversees Succession and Performance management, Leadership Development and many technical training functions, including sales and customer service training. She began her career at The Auto Club Group in 1994 and has held progressive roles within various business units, with the majority of her tenure focused on training and development. Cecelia received her Bachelor of Arts degree in Management from Davenport University, a Graduate Certificate in Leadership and Master of Science in Administration, with a focus in Human Resources Administration, from Central Michigan University.
Jeff Jara joined Baird in 2017 as a Senior Talent Development Consultant in the Human Resources department, where he directs leadership development programs for people managers and senior leaders of the firm. Prior to Baird, he spent 19 years at Northwestern Mutual, where he held various positions in the Compliance, Legal, and Financial Planning departments and was a member-at-large of the Governance Board of the Hispanic Employee Resource Group. Jeff was originally trained as an art historian: he earned a Bachelor’s degree summa cum laude in Art History and Humanities from Augsburg College in Minneapolis, a Master’s degree in Art History from the University of Wisconsin-Milwaukee, and undertook Ph.D. studies in the History of American Art at the University of Delaware. Jeff has been an adjunct professor of Art History at UW-Milwaukee since 2005, teaching courses in American art, and folk and self-taught art. Jeff is a lifelong musician and was a recording artist for MCA—Universal Records in the mid-1990s, and he continues to record and perform today. He lives in Shorewood with his wife, Marie, and their two dogs, Frieda and Schnitzel.
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.
As a lifelong learner, Michelle Keith most recently served as the Vice President of Talent Management, Development and Diversity & Inclusion at Fiserv in Brookfield, WI, where her focus has been focused on transforming the Fiserv approach to Talent Planning and Management and working to develop a learning and growth mindset culture to support the Fiserv as the Fintech space continues to evolve and demand new skills and capabilities from Fiserv associates.
Prior to serving at Fiserv, Michelle worked with major companies across industries, including Deloitte, Travelers, Microsoft, ManpowerGroup and Northwestern Mutual. She has worked both as an external and internal consultant, exchanging expertise and learning through others, both as a strategic advisor to business executives on people opportunities and solutions that drive business, but also as a deep practitioner with experience in business and across all HR disciplines--in particular talent planning, leadership development and learning.
Michelle has collaborated across business functions to build business cases and set up set up enterprise learning organizations and practices, implement new learning and talent technologies, engage, develop and coach leaders, develop innovative approaches to talent planning and development, and work to improve data-based decision making in the talent and learning space. She received her Masters Degree in Human and Organization Development from the University of St. Thomas in Minneapolis/St. Paul, MN.
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.
Mr. Palmblad serves as Segment Sales Director within Kaplan Professional’s Learning and Professional Development team. Leveraging more than 30 years of professional expertise in sales and leadership development, Dana works closely with client companies to align Kaplan’s extensive expertise and resources with their organizational objectives to deliver integrated technical and behavioral learning experiences that have an immediate and measurable impact, resulting in positive business outcomes and a profitable return on investment.
Dana began his career in the financial services industry and has served in numerous leadership roles in many different industries. He brings a broad range of experience in all aspects of business; strategy planning and execution, sales, marketing, business development, product management and professional services. His background and experience working with the Center for Creative Leadership and the Miller Heiman Group in the design and implementation of transformational sales and leadership development initiatives bring additional insight and experience to the Kaplan Professional team.
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.
Simone Roberts is the Early Career Program Manager on the Leadership Development Team at
AIG in New York City. In her current role, Simone oversees the design, management, and
delivery of the Early Career global programs.
She began her career at AIG as an Intern in the summer of 2013 and then returned full-time in
2014 as a part of the Human Resources Rotational Program. Simone’s HR experience spans
multiple areas including talent management, diversity & inclusion, and learning & development.
An Austin native, Simone received her Bachelor of Science in Corporate Communications from the University of Texas at Austin (Hook ‘Em Horns!) and completed a minor in Spanish Language. In her free time she enjoys dancing, creative writing, and bacon.
Kamaria is the Head of North America Learning for FIS Global, the world's largest provider of financial technology solutions. She develops, implements, and communicates the learning strategy and programs for the region and in support of global talent management strategic priorities. Her team develops customized competency-based curriculum and leverages technology to create impactful global learning experiences. Initiatives under her leadership have supported FIS in being recognized by Chief Learning Officer magazine in 2018 and 2019.
Prior to joining FIS, Kamaria was a Vice President at BNY Mellon where she led performance consulting initiatives and co-developed the Leadership and Management Development academy for BNY Mellon University.
Kamaria holds a M.S. in Industrial and Organizational Psychology from the University of Central Florida and an Ed.S in Adult Education/Human Resource Development from Florida State University and has 15 years of experience in learning and development, performance consulting and employee engagement.
Johannah Simon is Director of Risk and Regulatory Training at Charles Schwab. In her role, she
supports risk awareness training and enterprise transformation projects that help employees
better understand and manage risk across three lines of defense.
Johannah was formally Head of Compliance Training and Executive Development at Discover
Financial Services. At Discover, Johannah was instrumental in building a centralized team within
L&D, that improved learner engagement through behavior-based modules, reduced overall
seat-time, and increased regulatory rigor through traceability tracking.
Johannah has held a variety of leadership positions at Zurich North America in HR, Claims,
Operations and Regulatory Affairs. Her experience in regulated industries also includes roles in
Environmental Audit and Insurance Cost Recovery at Arthur Andersen LLP and as a Regulatory Environmental Consultant at K+ Consulting. Johannah is currently pursuing her MS in Organizational Leadership at the University of Denver has a JD from the University of Richmond. Johannah is a certified Business Analyst (GWCBA) and holds several professional designations, including CPCU, AIT, AIS and a LEAN Yellow Belt.
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.
Tamar C. Williamson is the Vice President for P&C Shared Business Services. Tamar has
responsibility for developing and delivering effective and efficient shared services for key
business functions across P&C. Tamar joined Nationwide in 2014 as the Associate Vice
President for Nationwide Retirement Plans to develop and execute on the Nationwide
Advantage initiative; including strategy development, business planning and financial oversight.
With a proven track record of linking strategy with execution to drive results, Tamar's background includes roles at The General Electric Company where she was part of their leadership development program, earned her Six Sigma Black Belt and led various product development programs. She was also a Product Manager at Acuity Brands Lighting, responsible for their demanding and hazardous Lighting category. Prior to joining Nationwide, Tamar was the Business Development Manager for the Hybrid Drives Division of Parker Hannifin Corporation here in Columbus.
Tamar earned her MBA from Case Western University in Cleveland, Ohio and a Bachelor of Science – Mechanical Engineering from Prairie View A&M University in Texas. Tamar's passions include volunteering in her community, traveling and dining. Tamar is an advent volunteer with the YWCA Family Center and sits on the board of Action for Children both in Columbus, Ohio. Tamar currently resides in Westerville, Ohio with her husband Marlon, their two children (Marcus and Myles) and her mother-in-law, Rosia.