Make Maternity Leave a Leadership Opportunity

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Bring Order to the Chaos with a Maternity Leave Plan

Many women worry about leaving their team in a lurch, and losing control of existing projects when they go out on maternity leave. In this webinar expecting mothers will strategize an exit that anticipates their needs and those of their organization. You will learn to create a master plan with management that removes the confusion and disorganization a maternity leave can bring. Expecting mothers will address practical considerations by:

  • Establishing leave and return dates considering company, state and FMLA policies

  • Illustrate your worth by providing a review of current projects and their status

  • Making recommendations for coverage of your responsibilities

  • Developing an early delivery contingency plan

  • Creating a re-entry plan that helps ease the return-to-work transition and makes sure nobody misses a beat

  • Scheduling a pre-return meeting so you can return hitting the ground running

About Robyn:

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Robyn Stein DeLuca is a psychologist and postpartum consultant, providing speeches, seminars, and private coaching to help working women and managers navigate parental leaves and returns with confidence. After fifteen years on the faculty at Stony Brook University teaching and researching how to cope with pregnancy and postpartum adjustment, she decided to apply her expertise and develop the Back to Business Parental Leave Support Programs. Dr. DeLuca’s commentary on gender issues, work/life balance, and parenting has appeared in national and international news outlets such as Yahoo Finance, Fox5News, The Times (of London), the Huffington Post, the International Business Times, and the Voice of America. In 2017, New Harbinger published Robyn’s book “The Hormone Myth,” which uses scientific data to dispel the myth that women’s reproductive hormones make them incompetent and irrational maniacs. Her 2015 Tedx talk has been viewed by over 1.4million people, and was translated into 23 languages. In 2017, Robyn completed the NYU Advanced Diploma in Coaching. She is also the mother of two daughters. With Robyn Stein DeLuca you get a dynamic combination of the latest research and practical common sense to manage the major life transition of new parenthood.

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Financial Freedom for Special-Needs Families – planning essentials

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Families with special-needs members do not plan because they don’t know where to start and are afraid to begin.

Financial Freedom for Special Needs Families helps families get started, first by taking time to address their fears and then by taking them through a step-by-step process on how to put the right plans in place to ensure a bright and fulfilling life for the entire family.

This webinar covers essential reasons to plan and helps you get motivated to take action.

At the end of this webinar, you will know what steps to take next, the role of the special-needs trust and how to stay motivated to preserve benefits, get out of debt and build a strong financial life to seek the highest quality of life for each member of your family.

About Rob:

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Rob Wrubel, CFP® AIF® AEP® is the best-selling, award-winning author of Financial Freedom for Special Needs Families and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom. Rob is the recipient of the Don Haney Award for his outstanding service on behalf of people with intellectual and developmental disabilities.

As a parent of a daughter with Down syndrome and as a professional working with families across the country, Rob Wrubel understands many of the issues faced by families with a member with an intellectual or developmental disability. He works with those families to put financial plans in place that take into account estate and legal issues, potential government benefits and the medical and social needs of the individual.

Rob Wrubel, CFP® AIF® AEP® is a Senior Vice President with Cascade Investment Group, Inc. Founded in 1993 with a mission to enhance and protect the financial well-being of its clients, Cascade Investment Group is an independent, locally-owned firm made up of professionals with over 100 years of combined investment and planning experience. At Cascade Investment Group, Rob works with families with a special-needs member, professionals and non-profit organizations on investment management, retirement plans and financial planning.

Rob has three children and his middle daughter has Down syndrome. Rob heads the investment committee of the Pikes Peak Community Foundation. He has served as President of the Board for Cheyenne Village and CASA of the Pikes Peak Region. He has been on the board of directors of the Ronald McDonald House Charities of Southern Colorado and the Colorado Fund for People with Disabilities. He is also a member of the Colorado Springs Estate Planning Council.

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Rethinking Retirement: Preparing for Your Second Act

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Retirement isn’t what it used to be – thank goodness! Today’s retirees are using their freedom to pursue new careers, experience the world and even pursue new interests. That’s great, but it takes planning. You need to take charge of your retirement and ensure you’ll have the income you need to chase your dreams. See how to do that, and how an annuity can help.

TAKEAWAYS:

  1. Why financial planning is especially important for women.

  2. How to take control of your retirement plan and make it happen.

  3. Understand how lifetime income can help.

About Melissa:

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Melissa Kivett is chief marketing and customer experience officer for Prudential’s Individual Solutions Group (ISG). She is a member of the ISG, Individual Life Insurance and Annuities Senior Leadership Teams, responsible for creating relevancy and adoption of the unique financial solutions that meet protection and income needs of Americans. Kivett represents Prudential as a founding member of the Alliance for Lifetime Income, a groundbreaking non-profit, whose mission is to educate and grow the number of protected households in America. Previously, she was the chief strategy and marketing & customer experience officer for Annuities, where the new strategy she led, drove double digit growth and holistically aligned the strategy with business operations and key capabilities in marketing, customer experience, communications and business intelligence.

Prior to joining Prudential, Kivett was responsible for building the strategy, and driving growth and innovation as the senior vice president of business development and strategy at Assurant, with responsibility for business strategy, innovation, consumer research and analytics. Her team developed new businesses, launched new products, funded innovative growth and invested in start-ups globally. Kivett was also a member of Assurant’s Board of Directors in Europe and the Assurant Leadership Committee.

Throughout her 20-plus year career, Kivett has held diverse global roles. These include taking a Fortune 500 company public, launching a global financial services brand, building an investor relations team, and leading during the 2008 financial crisis. She is a published innovator whose work has been recognized by Innovation Leader magazine and the Corporate Executive Board. Her work to build a strategic investor relations function received recognition as a best practice from the Insurance Advisory Board. Institutional Investor magazine recognized her work for being one of the most shareholder friendly teams in the financial services sector.

Kivett received a Bachelor of Arts from the University of Massachusetts and a Master of Business Administration from Columbia Business School. She is a member of the Financial Woman’s Association, Columbia Women in Business and previously served on the Advisory Council for the Investor Relations Roundtable and New York Stock Exchange Advisory Group. Kivett has coached and developed leaders for Assurant’s leadership development programs and continues to be a coach for the 92Y’s Women in Power Fellowship program.

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It's Not Who You Know: It's How Well You Leverage Your Network

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Nobody thrives alone. Learn how to get there faster. After any professional or personal transition event, we lose people from our network whom we rely on for support.

In this webinar, learn a simple 3-step process to;

1) reassess and reactivate your existing network,

2) reciprocate and rebuild your post-transition network and

3) explore and expand your leveraged network.

About Alison:

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Alison Pena, aka Bad Widow, is a thought-provoking speaker, business and lifestyle consultant, and creator of the Affluence Code. She has appeared as a guest expert on many podcasts and radio shows, including John Lee Dumas’ Entrepreneur on Fire, Joan Sotkin’s Prosperity Place, Define U Radio with Valencia Griffin-Wallace and Lori DiGuardi’s The Visionary Voice. Alison specializes in coaching entrepreneurial women with innovative, practical strategies to thrive after any transitional event, such as a bereavement, job loss, divorce or foreclosure. As her client, Marina D. wrote, “I have personally seen a transformation in how I care for myself, connect to others, and set (and ACHIEVE) insanely amazing goals that I never dreamed possible."

After Alison Pena's husband passed away in 2016, her professional and personal support network developed holes in it, as people vanished from her life when her grief was “too much” or lasted for “too long”. Designing time-tested strategies to rebuild and leverage her network of support proactively was essential to getting back to wholeness and success on her terms. To book a Building Resilience Breakthrough Session, schedule a complimentary 20-minute appointment with her to talk about resources for specific challenges..

No Such Thing as the Perfect Resume

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This webinar will address everything you wanted to know about creating a resume including format, accomplishments, using the P.A.R. method, skills, key words, how to use it, do’s and don’ts.

About Amy:

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Amy Geffen, PhD is President and Chief Career Coach of Geffen Careers. She brings to her practice over thirty years of experience in such industries as finance, engineering, higher education, risk management, health, non-profit organizations and associations.

Amy has transitioned into four new careers with increasing levels of responsibility, so she understands the challenges people face when changing jobs and careers. She has been praised for her accomplishments in management, strategic planning, marketing, distance learning, and continuing education. She served as the President and CEO of the New York Society of Security Analysts, the Interim Executive Director of the Financial Women’s Association and the Interim Executive Director at All Souls Church in New York City.

She has been the Director of Continuing Education, Strategic Initiatives, and Volunteer Leadership at the American Society of Mechanical Engineers. Amy is a former Assistant Dean of Continuing Education at Westchester Community College, the Dean of Professional Development at The College of Insurance (now St. John’s University), and Director of Corporate Programs at LIU/Brooklyn Center.

She uses a 5 step process to help job seekers achieve the job of their dreams: Assessment of skills and values; Branding with pitch, cover letter, resume and LinkedIn profile; Connecting through expanding networks and building relationships; Differentiating through accomplishments; and Enhancing by follow-through and compensation negotiation.

A graduate of Brooklyn College, with a Master’s Degree from Harvard University, and a PhD from New York University, she lives in Forest Hills with her husband. She enjoys making pottery, film, theatre and concerts.

Using LinkedIn for Your Job Search

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In this webinar, you will learn everything you wanted to know about using LinkedIn for your job search.

Topics include: creating your profile, using key words, getting recommendations, connecting to build your network, and researching companies and interviewers.

About Amy:

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Amy Geffen, PhD is President and Chief Career Coach of Geffen Careers. She brings to her practice over thirty years of experience in such industries as finance, engineering, higher education, risk management, health, non-profit organizations and associations.

Amy has transitioned into four new careers with increasing levels of responsibility, so she understands the challenges people face when changing jobs and careers. She has been praised for her accomplishments in management, strategic planning, marketing, distance learning, and continuing education. She served as the President and CEO of the New York Society of Security Analysts, the Interim Executive Director of the Financial Women’s Association and the Interim Executive Director at All Souls Church in New York City.

She has been the Director of Continuing Education, Strategic Initiatives, and Volunteer Leadership at the American Society of Mechanical Engineers. Amy is a former Assistant Dean of Continuing Education at Westchester Community College, the Dean of Professional Development at The College of Insurance (now St. John’s University), and Director of Corporate Programs at LIU/Brooklyn Center.

She uses a 5 step process to help job seekers achieve the job of their dreams: Assessment of skills and values; Branding with pitch, cover letter, resume and LinkedIn profile; Connecting through expanding networks and building relationships; Differentiating through accomplishments; and Enhancing by follow-through and compensation negotiation.

A graduate of Brooklyn College, with a Master’s Degree from Harvard University, and a PhD from New York University, she lives in Forest Hills with her husband. She enjoys making pottery, film, theatre and concerts.

Six Secrets to Effective, Strategic Networking

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Strategic networking requires a plan, adaptation of networking strategies to further the plan and implementation tactics to round out the process. The six secrets highlight the most important segments of the process.

About Carol:

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Effective Trainer, Supportive Coach, Thought-provoking Speaker

I have spent the last two+ decades fostering the business development skills of professionals, especially lawyers and accountants.

I love my work, because:

  • I consider strategic networking to be the most effective form of personal marketing.

  • I know that any professional ─ introvert, extrovert, ambivert ─ can find a comfortable way to network.

  • I believe that networking is more about focus and attitude, than activity and aptitude.

  • I understand that strategy adds intention to the process, so that networking can become a pathway to personal, career and firm goals.

I am a marketing and management strategist, trainer and business development coach. I work with professionals and professional service firms to structure and implement practical, targeted, strategic programs. Our goal is to increase your success ratio by bringing in business that fuels profitability.

My most recent book, Strategic Networking for Introverts, Extroverts and Everyone In-between (American Bar Association, Law Practice Division, January 2019) forms the basis for a training and coaching program that links business development activities with both personal and firm goals.

My previous book, Build Your Practice the Logical Way – Maximize Your Client Relationships (with Steven Skyles-Mulligan, American Bar Association, First Chair Press, 2012), provides a guide for creating a client-centric practice.