VLS | Virtual Learning Series
WiM Virtual Learning Library
September 10, 2024
Strategies for Advancing Diversity, Equity, and Inclusion in the Workplace
| Keisha Grell | Victor Reyes | Charity Migwi | Zac Quayle | Cathy Chukulebe |
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Join us for an insightful panel webinar where our expert panelists from Deloitte will share practical strategies and innovative approaches to creating a more inclusive and equitable work environment. Learn how to implement effective DEI initiatives, overcome common challenges, and foster a culture where everyone can thrive. Whether you’re a DEI professional, HR leader, or simply passionate about inclusion, this webinar will provide valuable insights and actionable takeaways.
Keisha is a Manager in Workforce Transformation service line within Deloitte’s Human Capital Management practice. Her background includes diversity, equity & inclusion (DEI), future of work, change management, employee engagement, talent assessment, employee lifecycle surveys and predictive analytics. Keisha received her M.Sc. in Business/Occupational Psychology from Kingston University in London, and holds a B.A. in Psychology from University of Maryland, Baltimore County (UMBC).
Victor Reyes is a managing director in Deloitte’s Human Capital practice, focused on helping organizations reimagine their people strategies and HR capabilities to deliver business results, enhance talent experience, and anticipate and embrace future workforce challenges. He serves as Deloitte’s Human Capital consulting leader for the Industrial Products & Construction sector. In his more than 23 years as a management consultant, he has designed and implemented programs that include talent strategy, acquisition, and development; HR technology strategy and deployment; global shared services and outsourcing; mergers, acquisitions and divestitures; and workforce analytics. Reyes holds an MBA from Harvard Business School and a BA in Government from Harvard College.
Charity is an Engagement Manager in Deloitte’s Human Capital Workforce Transformation practice. She supports Energy, Consumer and Technology organizations to address workforce challenges particularly at the intersection of talent, diversity, equity & inclusion, culture and leadership. Her most recent work has included developing enterprise-wide DEI strategies, implementing career pathing and performance management interventions that address inequities, providing executive coaching in DEI and inclusive leadership, and designing approaches for assessing for skills in the future of work. Charity co-authored Deloitte’s paper on how to Support Your Black Workforce, Now and is a frequent speaker and facilitator on DEI topics. Prior to joining Deloitte, she graduated from the University of Pennsylvania in Environmental Studies with a focus on Sustainability Management.
Zac is a leader in Deloitte’s HR Transformation Human Capital team with 23 years of HR consulting and industry experience across the globe. At Deloitte, Zac partners with CHROs to lead major HR transformations across the manufacturing spectrum and he is the Human Capital AI and Sustainability, Climate and Equity lead for the Industrial Products sector. Prior to Deloitte, Zac was a Global HR Executive and has held leadership positions across US and Europe. He has negotiated joint ventures with the Economic Development Board of Singapore, was chairperson of the European Works Council Select Committee and an author of Binding Corporate Rules with the EU (precursor to GDPR).
Cathy is a leader at Deloitte Workforce Strategy that focuses on helping clients with their talent transformation strategy, skills-based hiring, apprenticeship, DEI, and workforce development initiatives. She often leverages her experience as a manufacturing engineer at Caterpillar while working with manufacturing clients across industries. Having received her MBA from Harvard Business School and completed the Project on Workforce fellowship working with the Office of Innovation at the Department of Labor, Cathy is also interested in the intersection of education, public policy, and corporate social responsibility in building the workforce of the future.
August 13, 2024
Powerful You
Everyone can benefit from upleveling their presence. Your confidence can not only help you advance in the workplace but can open up new lenses to new career opportunities and interests. Tap into the boldest version of yourself with The Bolder Company.
The Bolder Company connects individuals to themselves, to each other, and to the futures of their organizations. Their fully interactive, improvisation-based programs act as catalysts for the lasting behavioral change that empowers all of us to thrive.
Founding Partners Ellen Feldman Ornato and Jenny Drescher have been developing programs that bridge the gap between aspirational and actual behaviors since 2014. They’re dedicated to freeing people to live powerfully and to find joy in the work that they perform. Their most popular programs focus on empowering the confidence, clarity, ease, and power of emerging leaders and executives.
July 9, 2024
Decoding Employee Benefits: A Strategic Approach to Package Evaluation
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Jamie Bachman |
Maria Grieco | Dené Sanfillipo |
Robin Baumgartner |
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Join our Virtual Learning Series’ sponsor, Principal, as we dive into the complexities of employee benefit packages. Learn how to assess the multi-faceted layers of a benefits package to ensure that it aligns with your career goals and personal needs.
As the Director of Market Development at Principal Financial Group, Jamie serves as a dedicated brand ambassador representing the Principal Financial Network with individuals, business owners and associations. Jamie’s commitment to financial inclusion is evident as she passionately believes in the power of financial education and opportunity to uplift individuals from diverse backgrounds. Her approach combines data-driven insights, innovative strategies, and a genuine connection with people to deliver resonate information and resources.
Maria joined the Principal Financial Group in 2018 after 16 years as an Associate Agent for a P&C and Financial Services Agency. She focuses on holistic financial planning for individuals, multi-generational families, and small business owners by educating, guiding, and helping them develop financial behaviors to work towards achieving their financial goals. She has a Bachelor’s degree from the University of Houston, FINRA Series 6, 63, and 65 Securities Registration, Life & Health Insurance License, and a Certified Long Term Care Designation. Maria has a passion for travel, and is an avid reader and enjoys fitness, especially yoga.
Dené is a financial professional serving medical professionals, business owners, and executives. She started her career with Principal Financial Group in 1997 immediately following graduation from The Ohio State University. She later established Sanfillipo Financial in 2001. Dené has been actively educating physicians at Wexner Medical center since 1998. She presents often to the residents and fellows during their training on the importance of disability income insurance and financial planning. Dene’ also enjoys working with business owners in the areas of employee benefits, risk management and exit planning. She obtained her Certified Exit Planning Advisor designation in 2023 to enhance her education and expertise in Business Consulting and Exit Strategies for business owners. Her spouse, James S. Sanfillipo III, has been an owner in the family produce business since 1996. Their dual self-employed household has contributed to Dene’s experience understanding the challenges owners face during growth and transitioning to retirement. Dené feels that "This business isn't just about dollars and cents, it's about the clients ability to take care of what's most important. Whether it be a spouse, partner, children, friends, parents, a business or all of the above; executing a solid path to success can be simple with the right team of educators." She feels that simple education of complex matters is best to help clients feel comfortable implementing a plan of action. Dené and James married in 2000 and have three daughters Maria, Gina & Julia. They currently reside in Dublin, Ohio. In her spare time she enjoys coaching & playing volleyball, golf, boating, and is a huge sports fan...especially of THE Ohio State Buckeyes and Cincinnati Bearcats.
Robin Baumgartner has been in the financial services and insurance industry since 1993 and specializes in retirement plans and benefits strategies for business owners with a focus on manufacturing industries to include WiM, PMA and SRMA. She is the owner and CEO of the BCT Corporation, which specializes in group benefits including retirement plans, health, dental, life, disability, HSA, HRA/105, Flex/125, COBRA, Level/Self-Funded Products, and Pet Insurance. With her combination of experience, professionalism, and access to a wide variety of products and services, she can help your company and your employees’ financial goals, estate strategies and insurance needs. Robin is committed to helping you and your employees succeed.
June 11, 2024
From Turbulent Seas to Steady at the Helm: Navigating Leadership with Confidence
Leadership can be uncomfortable. For many of us, discomfort stems from nagging self-doubt and a fear of not measuring up. Our self-created crisis of confidence is so prevalent we’ve even coined the term “imposter syndrome”.
Yet confidence breakdowns don’t need to get in our way. True confidence comes from effectively harnessing our inner narrative. While not easy, it is entirely within our capacity to move from an insecure to empowered state-of-mind.
We’ll explore the “how” of confidence: what it is, where it resides, and how to reconnect once lost. Through client stories and practical tools, participants learn that insecure narrative drives insecurity—and that we can take dominion.
We'll work with the ultimate confidence pitfall: “I’m not enough; not smart / good / fast / (blank) enough. Participants are invited to create a new narrative centered in “I am enough”, and experience the impact true confidence can have on themselves, those they lead, and the projects they care about.
Alex Cary, MA is an Executive Coach and the Chief Transformation Officer of The Map & The Territory Leadership, a consulting firm based in Los Angeles, California. Alex comes to WIM with 25+ years of experience, facilitating thousands of conversations centered on effective leadership, personal fulfillment, and meaningful contribution. Her work spans industry, expertise, and culture—creating lasting impact and tangible results for individuals and organizations worldwide.
May 14, 2024
Handling Live Wires: The Psychological Hazards of Leading Others
Presented by: Dr. Allessandria Polizzi
The World Health Organization recently published global guidelines for addressing the "2nd pandemic" of mental health crises at work. In their policy, they identified common hazards in business that are detrimental to emotional wellbeing and accelerate burnout.
One of them was leading others.
Being a manager can often seem attractive and is commonly perceived as necessary for career advancement. Most managers strive to be inspirational, supportive, and help their team thrive. Yet, according to Gallup, 70% of managers are not effective. Further, surveys show that nearly 70% have not been trained on HOW to lead others.
Not being aware of these threats is akin to an electrician not being trained on the hazards of electricity. We are handling live wires without the equipment or knowledge to keep ourselves from getting zapped.
In this session, we reviewed the known hazards that exist for people leaders, shared the business impact of not addressing these risks, and shared established tactics that can be applied immediately to help managers and their teams flourish. As a result, participants will be able to:
- Have awareness of the hazards of leading others
- Identify their level of risk for burnout
- Articulate the business impact of these risks
- Craft an action plan to address these hazards
Dr. Allessandria Polizzi is a former HR executive who is now the CEO of Verdant Consulting, a top 20 Workplace Wellness provider and top 10 Emerging Organizational Change company for 2022 that supports mental health in the workplace through resiliency and psychological health and safety programs. Her first book, The Workplace Mental Health Strategy Workbook, was published in 2024 and provides guidance on proactive approaches for creating healthy and thriving workplaces. She is also the ISO global liaison for Occupational Health and Safety and has served as an expert on psychological health and safety for professional associations, media, and the National Safety Council.
April 9, 2024
Bridging the Multigenerational Gap
Presented by: Jenna Armato
This is a rare time in history that we have 5 generations across the workforce.
It's also a time when communication and work style misunderstandings are creating silos, driving conflict resolution requests to an all-time high, and shifting the need for Emotional Professionalism into high gear. Learning about the perspectives and drivers of each generation and applying that understanding in the workplace and with your clients, can positively impact communication, collaboration, productivity, and results. In this discussion, we’ll explore each generation and learn how you can take steps toward creating a generational synergy.
In 2018, Jenna became a certified Leadership coach and trainer to facilitate growth in people’s lives, organizations, and communities. She provides clients with tools, training and strategies in Leadership Development, Effective Communications, Growth & Resilience, and Entrepreneurship. Jenna is a John Maxwell certified Coach, Speaker and Trainer, a DISC certified Trainer, an EQ certified provider, and an Empowered Living Licensed Teacher and Faculty Member. Prior to launching her training company, Jenna spent 20 years working in the advertising and marketing industries developing strategies in customer experience, relationship development, commerce, engagement, and brand alignment. Jenna serves her local community through Board leadership in several non-profit organizations across the Capacity Building, Marketing, Health and Human Services, Education, and Community Charitable sectors.
March 12, 2024
9 Steps to Financial Wellness
Presented by: Jamie Bachman
Are you making smart decisions with your money that will help you accomplish your future goals?
Sound financial management is a process that begins with your first paycheck and continue through each stage of your life. Every decision you make about money today forms the foundation for your financial future. We’ve developed a multi-step plan to help you achieve financial success. These steps can take you from where you are now to where you want to be.
As the Director of Market Development at Principal Financial Group, Jamie serves as a dedicated brand ambassador representing the Principal Financial Network with individuals, business owners and associations. Jamie’s commitment to financial inclusion is evident as she passionately believes in the power of financial education and opportunity to uplift individuals from diverse backgrounds. Her approach combines data-driven insights, innovative strategies, and a genuine connection with people to deliver resonate information and resources
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February 13, 2024
Embracing Menopause to Springboard Personal & Professional Renewal
Presented by: Dr. Maria Luque
'Midlife Reimagined,' is a transformative webinar tailored for professional women navigating the menopausal journey. Led by Dr. Maria Luque, a renowned fitness and menopause expert, this session is more than just a discussion – it's a celebration of the possibilities that menopause brings. Uncover the myths, embrace the changes, and discover how this natural life stage can be a powerful catalyst for personal growth and professional advancement. This webinar will empower you with practical strategies and inspiring insights, helping you turn what many see as limitations into opportunities for reinvention. Let's redefine menopause together, not as an end, but as an exciting new beginning filled with potential, fun, and adventure.
January 9, 2024
Professional Lessons I Learned on My Wellness Journey
Presented by: Melissa Blinderman
In September of 2021, Melissa felt as though she was failing as a mom, wife, friend and was miserable in her job. Sound familiar? She then undertook a personal wellness journey that had a major impact on her professional life as well. Join this session to learn about the lessons she learned that she now applies every day in her professional life that has unlocked a happiness and level of success she couldn’t imagine before.