AI Impact

Impact Awards Breakfast Celebration & Panel Discussion

How AI is Expanding the Financial Landscape & Positively Impacting Women's Lives for a More Secure Financial Future


Join us Tuesday, April 2nd at 8 am ET for breakfast and a panel discussion at the NYC office of Marcum LLP. 730 3rd Avenue, NYC.

Be a part of the Savvy Ladies Impact Award celebration honoring professionals doing meaningful work to impact women’s lives positively for a more secure financial future.


Panel Discussion:  How AI is Making Financial Education Accessible


Savvy Ladies Impact Award Honorees

The Savvy Ladies Impact Award recognizes professionals doing meaningful work to impact women’s lives positively for a more secure financial future. The Impact Award honorees are highly distinguished leaders who are making significant contributions and have demonstrated a deep commitment to the advancement of women’s financial well-being.


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Cathleen Callahan

Regional Director

Read Cathleen's Bio

Cathy Callahan

Northeast Regional Executive Business Banking SVP

Cathy Callahan, Business Banking Northeast Region Executive and Senior Vice President, is based in NJ and leads banking teams serving mid-sized privately held companies in all sectors from Maine to Delaware. She and her team provide a client experience that is local, digital and advisory in 15 markets and 9 states throughout the Northeast. They deliver a variety of integrated financial solutions, including treasury, credit, risk management, and wealth management, to help companies grow, prosper and invest for the future.

Cathy joined predecessor bank, FleetBank, in 2003 and has served in a variety of leadership roles. Most recently, she was New Jersey market executive for Global Commercial Banking. Previously, she has served as senior relationship manager, sales performance manager and risk partner in Global Commercial Banking, with coverage in the New York Metro, New Jersey and Pennsylvania markets. Prior to joining the bank, she held roles at Chase Manhattan Bank, UBS, SwissBank Corp and First Minneapolis. In addition, Cathy has had several entrepreneurial ventures.

Cathy holds a BSFS from Georgetown University and an International Business Degree from Stichting Nijenrode, The Netherlands School of Business. Actively involved in her community, Cathy is chair of the Board of Trustees of her alma mater, St. Dominic Academy in Jersey City; a trustee of TriCounty Scholarship Fund; a member of the NJ Economic Recovery Advisory Board and Choose NJ; a member of the Harding Historical Society; and a friend of Harding Land Trust. Previously, she was actively involved as a volunteer with PDA Soccer club; Kent Place School in Summit, NJ; served as president of the Executive Board of St. Peter’s Prep Parent’s Association in Jersey City, NJ; as a Finance Committee member of her church; and as a member of the Maplewood, NJ Planning Board and Zoning Board of Adjustment.

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Tina Ambrozy

Senior Vice President

Strategic Customer Solutions

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Tina Ambrozy

Senior Vice President, Nationwide Financial Strategic Customer Solutions

Tina Ambrozy is Senior Vice President of Nationwide Financial Strategic Customer Solutions. In this role, she has responsibility for the teams that enable and accelerate results for internal and/or external partners across the portfolio of NF businesses. As a center of excellence, the organization supports Nationwide Financial’s efforts to drive growth, retention, efficiency and the customer experience.

Prior to her current role, Tina served as President of Nationwide Financial Distributors, Inc. She was responsible for Nationwide Financial’s distribution and servicing strategy for life insurance, annuities, mutual funds and emerging distribution channels through intermediaries. Tina previously served as Vice President of National Accounts, responsible for establishing and growing Nationwide Financial’s important distribution partner relationships.

Joining the company in 1996, Tina’s 20-plus year career at Nationwide includes executive leadership roles in business development, distribution strategy, sales and national account management.

Tina is a graduate of The Ohio State University, earning a Bachelor of Arts degree. She also earned a Masters of Science in Management from the American College. In addition, Tina holds the FINRA Series 6 and 26 licenses and is a Certified Business Coach through the Worldwide Association of Business Coaches.

In 2021, Tina became the executive sponsor for Nationwide’s All Women Associate Resource Group. She currently serves on The American College’s Women’s Center Advisory Board. Previously, Tina served on the Maryhaven Board of Directors – a non-profit addressing addiction and mental health issues through education, treatment and support – for 3 years. She also served on the Board of Big Brothers Big Sisters of Central Ohio for 10 years and is a Past Chair of the Board of Directors. In addition, Tina served on Insured Retirement Institute’s Board of Directors. She was Nationwide’s 2018 Executive Sponsor of national associate blood donations and is currently serving as the executive sponsor of Nationwide Financial’s Diversity, Equity & Inclusion and Future of Work efforts. Tina co-led Nationwide Financial’s United Way campaign in 2013 and 2014.

About Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customerfocused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit Follow us on Facebook and Twitter.

Charles Morris

Chief Data Scientist for Financial Services at Microsoft

Will speak about getting clarity around building AI strategies and execution plans for financial services and how AI can impact women’s financial education around building better learning opportunities. Savvy Ladies is embarking on an AI build to enhance learnings for women on the website.

AI and Personal Finances for Women Panel Discussion

AI and Personal Finance for Women

Julia and our panelists will have an engaging conversation on AI and Personal Finance, covering questions on how AI can help women manage their personal finances, how AI can elevate accessibility to financial knowledge by democratizing the process, how AI can help women reach their financial goals, how users can ensure its credibility and a host of other questions.

AI Impact
AI Impact

Julia Carpenter, Panel Moderator

WSJ Personal Finance Reporter

Julia Carpenter is an award-winning writer, reporter and podcast host. Her work has appeared in The Wall Street Journal, The Washington Post and Glamour magazine, among others. This spring, she will be hosting Apple News in Conversation, the flagship podcast from Apple News.


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Jessica Sieminski

Director of Learning Performance


Noreen Gillen

Noreen Gillen

Financial Advisor

Bank of America Merrill Lynch

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Amy Goldsmith

Chair of Cybersecurity, Data Management Tarter Krinsky & Drogin

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Brittney Brothers

Director Advisory Data Organization


Event is sold-out @ 4/1

Morning Program

8:00 am – 8:15 am ET

Continental Breakfast & Networking

8:15 am – 8:30 am ET

Welcome Remarks

Savvy Ladies Technology Advancements 

8:30 am – 8:45 am ET

Savvy Ladies New Impact Award Honoree Presentation

The Savvy Ladies Impact Award recognizes professionals doing meaningful work to impact women’s lives positively for a more secure financial future. The Impact Award honorees are highly distinguished leaders who are making significant contributions and have demonstrated a deep commitment to the advancement of women’s financial well-being.

8:45 am – 9:30 am ET

Panel Discussion

9:30 – 9:50 am ET

Final Remarks + Networking

AI Impact Breakfast Event

Our Sponsors

Francis Financial
Miller Zeiderman LLP