Dinner Meeting | Hosted by JPMorgan Chase


Registration for this event is closed.
Please email [email protected] to be placed on the waitlist.

Join FEI Detroit for the March Dinner Meeting hosted by Platinum Strategic Partner, JPMorgan Chase! Featuring Keynote Presentation, "Crafting Leadership: A Journey Through Sara Blackmer's Blend of Military Precision, Corporate Excellence, and Personal Authenticity", featuring Sara Blackmer, Senior Partner, Solyco Capital.


Hosted by
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Event Agenda

4:00 p.m. - 5:00 p.m.- Career Development Session, "Activating Inclusive Leadership", presented by Mandice McAllister, Diversity, Equity + Inclusion Manager, Warner Norcross + Judd, LLP.

Learning Objectives:
  • Summarize the definition of inclusive leadership 
  • Describe the characteristics of inclusive leadership
  • Demonstrate an understanding of how inclusive leadership benefits their team and organization
  • Categorize where they fall on the inclusive leadership continuum
  • Develop a plan for how to grow as an inclusive leader

1 CPE Credit Offered

5:00 p.m. - 6:00 p.m.- Professional Development Session, "Using data to understand and address plan sponsor and participant needs", presented by Alexandra Nobile; Series 7 and 63; Life Insurance Licensed, JPMorgan Chase, and Nick Carpas, 401k Partner, JPMorgan’s Retirement Services.

Presentation Summary:
J.P. Morgan’s retirement and spending research, along with our fifth Defined Contribution (DC) Plan Sponsor Survey Findings, offers insights to understand and address plan needs. This year’s survey results show that many sponsors continue to build and expand on their efforts to
help participants achieve retirement security, through financial wellness initiatives and proactive plan design. Leveraging key slides from our Guide to Retirement, we offer actionable steps to improve retirement outcomes.

Learning Objectives:

  • Understand how goals and actions can be linked to maximize the number of employees prepared for a financially secure retirement
  • Explore opportunities that exist for plan sponsors in thinking about plan design and investment decision-making
  • Discuss the continued trend of DC plans and retirement income

1 CPE Credit Offered

6:00 p.m. - 6:45 p.m. - Networking

6:45 p.m. - 7:25 p.m. - Dinner

7:25 p.m. - 8:25 p.m. - Keynote Presentation, "Crafting Leadership: A Journey Through Sara Blackmer's Blend of Military Precision, Corporate Excellence, and Personal Authenticity",
 featuring Sara Blackmer, Senior Partner, Solyco Capital.
Sara Blackmer's presentation unfolds her journey, spotlighting the evolution of leadership skills through a blend of personal, professional, and military experiences. From her tenure in the US Air Force to her corporate executive positions, she imparts insights gathered from ROTC, military, and business chapters of her life. Sara delves into pivotal moments that not only shaped her leadership aspirations but also fueled her passion for creating high-performing teams. Emphasizing authenticity, Sara highlights relentless positivity as a cornerstone in her leadership style as she explores the gradual refinement of her leadership over time and discusses her passion for cultivating future leaders.

Learning Objectives:
  • Explore the role of authenticity in leadership.
  • Understand the role of relentless positivity as a cornerstone in leadership.
  • Discover strategies to incorporate genuine leadership into your own style.

1 CPE Credit Offered

Location
The War Memorial
32 Lake Shore Drive
Grosse Pointe Farms, MI 48236
Map / Directions

Dress Code
Business Casual

Menu
Alger House Salad
Chicken Piccata
Herb Roasted Red Potatoes & Asparagus
Tiramisu with Fruit
For dietary restrictions please contact [email protected]

Cost
  • FEI Detroit Chapter Members: Free
  • Chapter Strategic Partners: Free
  • Qualified Prospective-Members: Free; contact d[email protected] for qualified membership criteria and to register.
  • Non-Strategic Partner Guests, Signficant Others - $95
  • Additional Strategic Partner Representative - $250*

*Please note: This fee applies to each strategic partner representative attending the event over the maximum allowed within a partner's sponsorship level. Please contact FEI Detroit administrator to assess registrations for your organization.

Last day to Register: March 13, 2023

Event Sponsor
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Photo/Audio/Video Release: From time to time, the FEI Detroit Chapter uses photos and/or audio/video of participants in public event spaces in our social media channels. By virtue of your attendance, you agree to the use of your likeness in such materials, including print and/or electronic media without further notification or authorization.

Speakers

Sara Blackmer

Senior Partner
Solyco Capital

Nick Carpas

Retirement Plan Client Advisor
JPMorgan Chase Investment Management

Mandice McAllister

Diversity, Equity + Inclusion Manager
Warner Norcross + Judd LLP

Alexandra Nobile

Retirement Insights Content Marketing
JPMorgan Chase Asset Management

Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.