Murat Philippe
principal consultant
Avatar Solutions
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Murat Philippe is Principal Consultant at Avatar HR Solutions and has worked in social sciences for over 15 years. At Avatar, he functions as a key analyst and has been vital to revolutionizing the organization’s employee engagement philosophy, developing several of the firm’s signature reports, and conducting breakthrough research into the linkage between diversity and engagement. An expert on employee engagement, change management, and leadership development, Murat is frequently a featured speaker at conferences nationwide. To learn more about Murat’s work at Avatar HR Solutions, visit www.avatarhrsolutions.com
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Ralph Petti, MBCI, CBCP
managing director
Continuity First, Inc.
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Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication. 

Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem.  We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.

 

 

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Rich Lynch
COO
Fiduciary360
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Rich is the COO of Fiduciary360, which delivers training, tools and resources for investment fiduciaries. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.

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Robert Evangelista
VP-Midwest Regional & National Labor Accounts
First National Administrators
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Adam Bosworth
founder & CTO
Keas
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Adam Bosworth is a technology leader and innovator who was instrumental in building numerous technology products, including Google Health, Microsoft Access, Microsoft Internet Explorer and BEA WebLogic Integration and Workshop. Adam founded Keas in 2008 to help people improve their lives by helping them to be healthier, and to help employers have a healthier, happier and more productive workforce.

Adam received a bachelor’s degree in history from Harvard University.

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Thomas Collimore
head, Industry Relations
CFA Institute
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Tom Collimore is Head, Industry Relations, for CFA Institute, the global non-profit association of investment professionals. In this role, he is responsible for establishing and enhancing industry and employer partnerships with CFA Institute. Previously, Mr. Collimore managed the investor education group of CFA Institute.  

Before joining CFA Institute, he served as Managing Director, Investor Relations, for CIFG Holding, a group of bond insurance companies based in Paris and Bermuda.  In past positions, Mr. Collimore managed asset-backed investor marketing initiatives for Enhance Financial Services Group (now Radian Group) and private asset-backed sales for Société Générale.  
 
Earlier in his career, he managed portfolios of financial institution and real estate credits for several North American banks, including Canadian Imperial Bank of Commerce and predecessors of J.P. Morgan Chase.  Mr. Collimore previously served as adjunct professor of finance at the College of Insurance, now St. John's University School of Risk Management, Insurance and Actuarial Science.  He also worked as a high school teacher of mathematics.
 
Mr. Collimore holds a Master’s in Business Administration, with a finance concentration, from New York University’s Stern School of Business and a Bachelor’s in Foreign Service, with a concentration in international finance and commerce, from Georgetown University. He has held the Chartered Financial Analyst (CFA) designation since 1997.    
 

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Scott Cawood
executive vice president
Synygy, Inc.
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Joan M. Cotkin
partner
Nossaman, LLP
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Joan Cotkin is a litigator with more than 30 years of experience, specializing in insurance coverage and employment litigation matters. As a member of Nossaman's Employment, Insurance Coverage, and Litigation Practice Groups, Ms. Cotkin has extensive experience dealing with a variety of complex business litigation, general civil litigation, and commercial litigation matters. She has helped corporate and public sector clients recover hundreds of millions of dollars in insurance coverage by successfully litigating landmark cases, including appeals in state and circuit courts. Ms. Cotkin advises clients on insurance matters ranging from directors and officers coverage, property and liability insurance to intellectual property coverage, excess insurance coverage, and professional liability defense, and bad faith litigation matters. 

Ms. Cotkin regularly comments on legal developments, news, and events impacting insurance policyholders on Nossaman's California Insurance Law Observer blog.  The blog can be viewed by going to www.CaliforniaInsuranceLawObserver.com.

 

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Margaret C. Bell
partner
Andrews Lagasse Branch & Bell, LLP
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A founding member of Andrews • Lagasse • Branch & Bell LLP and specializes in all aspects of employment law.   She provides quality and result-oriented representation for employers who are sued for harassment, discrimination, retaliation, wrongful termination, wage and hour violations, breach of contract and other related issues.  She also represents employers before administrative agencies, such as the California Labor Commissioner, the U.S. Department of Labor, the California Department of Fair Employment and Housing, the Equal Employment Opportunity Commission, the California Unemployment Insurance Appeals Board and others. 

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Janet Walsh
CEO and president
Birchtree Global, LLC
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