Speakers: Strategy Forum 2024

View all current speakers for Strategy Forum 2024 and read their bios and session details. New speakers are added regularly, check back soon for the latest lineup.

Keynotes & General Sessions

More Keynote & General Session speakers and sessions to be posted soon.

Merle Erickson

Professor of Accounting, The University of Chicago Booth School of Business

Azish Filabi

Associate Professor of Business Ethics, Executive Director, American College Cary M. Maguire Center for Ethics in Financial Services

Bruce Mehlman

Partner, Mehlman Consulting

Breakout Sessions

More Breakout speakers and sessions to be posted soon.

Dana Anspach

Founder and Chief Executive Officer, Sensible Money, LLC

Griffin Bridgers

Of Counsel, Hutchins & Associates

Michael Finke

Professor and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services

Christine Gaze

Founder & Managing Partner, Purpose Consulting Group

Jon Lukomnik

Brandmeyer Fellow for Sustainable Investing and adjunct Professor of International and Public Affairs at Columbia University; Founder and Managing Partner of Sinclair Capital

Carolyn McClanahan

Founder, Life Planning Partners, Inc.

Jeff Schwartz

President, MPI

Jackie Wilke

VP, Advisor Consultant, First Trust