11th Annual

VOWS Symposium Logo

NOVEMBER 4th & 5th, 2021

Veterans on Wall Street, EY and the Bob Woodruff Foundation will host the 2021 Veterans On Wall Street Symposium on November 4th and 5th, 2021, as a virtual event supporting the mission of Veterans On Wall Street.

  • Veterans on Wall Street (VOWS) is an initiative dedicated to honoring former and current military personnel by facilitating career and business opportunities in the financial services industry.

    • With the help of its strategic charity partner, the Bob Woodruff Foundation, and through a combination of educational initiatives, mentoring, outreach to the military, employee affinity groups, and an annual conference, VOWS promotes career development, support, and retention of veterans throughout the global financial services industry.
  • Our 2021 Symposium will be virtual: We have planned a two-day virtual event providing an opportunity to share relevant content, best practices and insights on Day 1 and an opportunity for veterans, spouses, and service members to meet directly with interested companies on Day 2.
  • This two-day virtual event approach provides national (even international) reach for the content and VOWS partners, creating greater access and value for VOWS partners and the veteran/mil-spouse population we serve.

Detailed Agenda (Day 1)

Time

8:45am-9:00am

EVENTS

Opening Remarks

  • Anthony Caterino, EY Americas Deputy Managing Partner

9:00am-9:15am

VOWS Mission, Update and Coming Events

  • Suni Harford, President, UBS Asset Management
  • Anne Marie Dougherty, CEO, The Bob Woodruff Foundation

9:15am-10:00am

Military Spouse Advocacy Panel

  • Diego Rubio, Wells Fargo, SVP, Risk and Control
  • Jennifer Goodman, Aramark Uniform Services, Military Initiatives Program Manager
  • Linnea Gavrillis, Partner, EY

10:00am-10:15am

Break


10:15am-11:00am

Fireside Chat: Florent and Carsen Groberg with Suzanne Vautrinot

  • Florent and Carsen Groberg
  • Suzanne Vautrinot, Wells Fargo, Board of Directors

11:00am-11:15am

Break


11:15am-12:15pm

Military to Civilian Career Transition Panel

  • *Introductory Remarks by Bruce Mosler, CEO, Cushman and Wakefield
  • Chris Crace, EY (Moderator)
  • Stephen Toth, Barclays
  • Will Williamson, Prudential
  • Chris Cook, UBS, Americas Head of Global Markets Structuring
  • Giselle Valdez, Wells Fargo, VP, Public Finance
  • Matt Disher, Chairman, Veterans ERG, Cushman and Wakefield

12:15pm-1:00pm

Break


1:00pm-4:00pm

Breakout Sessions


1:00pm-1:45pm

Job Interview Best Practices for the Modern Era

  • Francisco Pineda, Quality Assurance Manager, Santander
  • Michael Fuoco, Associate Director, Sales and Service, Santander
  • Jason Price, Director, UBS HR Internal Mobility

Veterans: Understanding and Communicating Your Value

  • Casey Minnick, UBS Wealth Advisor
  • Mike Caraballo, Wells Fargo

MilSpouse: Understanding and Communicating Your Value

  • Laura Roberts, Prudential, Military Pathways Program
  • Colleen Deere, American Corporate Partners
  • Leslie Coffey, American Corporate Partners

Building a Business Case for Hiring Vets and MilSpouses

  • James Perduto, Head of HR and Talent Acquisition for BNP Americas
  • Jeremy Turner, UBS, Financial Intelligence Unit

1:45pm-2:00pm

Break


2:00pm-2:45pm

Developing and Maintaining a Powerful Personal Brand

  • Nick Schuman, HSBC
  • Frank Van Buren, Wells Fargo, Manager Director, Development
    Officer, M&A

Making a Career Pivot After the Military

  • Noriko Utzig, UBS, ED Financing, Americas COO
  • Mike Smith, HSBC, SVP, Chief Privacy Officer

Navigating MilSpouse Resources and Support Offerings

  • Leslie Coffey, American Corporate Partners
  • Nila Thompson, Veteran Ascend

MilVet/MilSpouse Recruiting and Onboarding Considerations

  • Bruno Pell, Citi, VP, Head of Veteran and Military Recruiting
  • Marvin McMillan, Veteran Sourcing Specialist
  • Samantha O’Mara, Prudential, Talent Acquisition

2:45pm-3:00pm

Break


3:00pm-3:45pm

The Power of Effective Networking

  • Stephen Toth, Barclays
  • Nathanael Herman, Wells Fargo, Chief Control Management

Career Mentors vs. Career Champions

  • Mike Riley, Wells Fargo, Managing Director, Co-Head of Equities
  • Robert Opp, TD Bank, Diversity Sourcing – Veteran and IwDA

Advancing Your Career While Serving as a MilSpouse

  • Ann Peterson, Wells Fargo, SVP, Human Resources, Capital Group
  • Katrina Schurter, Wells Fargo Glide-Relaunch Fellow

Creating and Sustaining a Vet Employee Resource Group (ERG)

  • Chris Crace, EY
  • Bill Connolly, HSBC, SVP, RCP WPB Deposits, Digital and Distribution

3:45pm-4:00pm

Break


4:00pm-5:00pm

Roles for Veterans: More Than Meets the Eye Panel

  • *Introductory Remarks by Gerry Byrne, Vice Chairman, Penske Media
  • Jeff Barden, HSBC, Chief of Strategy and Chief of Staff (Moderator)
  • Bob Shiflet, Wells Fargo, Head of Fraud, Operational Risk
  • Michelle Brick, Citi, AVP, Infrastructure Senior Tech Analyst
  • Didiar Padilla, Citi, Director of Cyber Operations

5:00pm-5:30pm

Closing Remarks and Day 2 Overview

  • Ken Bouyer, EY
  • Marshall Lauck, The Bob Woodruff Foundation

*   Please note times and session content are subject to change

Detailed Agenda (Day 2)

Time

EVENTS

Day 2 Zoom Link: VOWS Symposium Day 2


9:00am-10:00am

  • Symposium Hosts provide 10-15 min overview of agenda and procedures for Day 2
  • 9:20-10 AM (in 10 min increments): Corporate representatives provide a topline overview on their company and repeat this every 10 min, allowing candidates to see four companies in this timeframe.

Breakout Rooms
BlackRock* (9AM-12PM only)
BNP Paribas
CITI
Cushman and Wakefield
EY
Fiserv
Gemini
HSBC
John Hancock
Prudential
Santander Bank
Societe Generale
UBS Financial Services Inc.
Wells Fargo


10:00am-2:00pm

  • Individual company zoom rooms will open to candidates
  • First 15 min of each hour is intended for overview/presentation by each company
  • Remaining 45 min is discussion, Q&A, and additional material that companies would like to present
  • Candidates will be able to come in and out of individual company rooms using breakout selection in zoom

Breakout Rooms
BNP Paribas
CITI
Cushman and Wakefield
EY
Fiserv
Gemini
HSBC
John Hancock
Prudential
Santander Bank
Societe Generale
UBS Financial Services Inc.
Wells Fargo


10:00am-2:00pm

Day 2 Session Ends

Portfolio

*   Please note times and session content are subject to change

Make An Impact

Interested in more? Have an idea for an event that may benefit a veteran seeking a career? Learn more about becoming a sponsor.