The 39th Annual Wharton Whitney M. Young, Jr. Memorial Conference The truth is that there is nothing noble in being superior to somebody else. The only real nobility is in being superior to your former self. Conference attendees enjoy the honesty and humor of panelists as they disucss the challenges and rewards of entrepreneurship. Deniss Walcott, Chancellor of the New York City Department of Education, shares key insights from his experience in education and community development. Professional connections are made as conference speakers and attendees engage in conversation after an inspiring panel on entrepreneurship. It is better to be prepared for an opportunity and not have one than to have an opportunity and not be prepared. A second year Wharton student presents a talented Philadelphia high school senior with the WMY Future Leaders Scholarship to aid her college tuition. CEO of Darden Restaurants, Clarence Otis, Jr., shares valuable insights about his journey to managing a multi-billion dollar full-service restaurant company. Our ability to create has outreached our ability to use wisely the products of our invention. Outstanding top executives, including Wharton alumna, Valerie Mosley, discuss how to define your own path for success and the role of Leadership from a woman's perspective. Attendees mingle at the cocktail hour and enjoy live band entertainment while preparing for the dinner & evening gala

Keynotes

Richard (Dick) D. Daniels

Richard (Dick) D. Daniels

Senior Vice President, Enterprise Shared Services, Kaiser Permanente

Dick Daniels is senior vice president of Enterprise Shared Services for Kaiser Foundation Hospitals and Health Plan. The Enterprise Shared Services organization and Dick’s role were created in January 2012 with the goal to embed a robust shared services approach that delivers measurable contributions to Kaiser Permanente’s service, quality and affordability.

Dick joined Kaiser Permanente in May of 2008 as Kaiser Permanente’s Information Technology senior vice president and business information officer of Health Plan and Hospital Operations. In that role, he was accountable for developing the strategy and ensuring the delivery of innovative, leading-edge capabilities that drive Kaiser Permanente’s technology agenda, in partnership with, and supporting all business areas. Leading a diverse team that included the Regional Business Information Organizations, National Facilities IT, Pharmacy IT, Enterprise Architecture, Information Management & Innovation, Consulting & Analytics and IT Compliance, he was accountable for the strategic alignment across regional and national IT initiatives and the regional implementation of all national IT projects.

Dick has more than 30 years of shared services and information technology leadership experience. Before joining Kaiser Permanente, he served as senior vice president and divisional CIO for Capital One. In addition, as senior vice president at JPMorgan Chase, he was responsible for maintenance and support for all investor services business applications. Dick’s broad experience in large, diversified organizations is key to Kaiser Foundation Hospitals and Health Plan successfully embedding a shared services approach that reaches across the program to improve service delivery, increase efficiency, and improve affordability.

Dick has a bachelor’s of applied arts and sciences degree from Southwest Texas State University (now Texas State University).  In 2007, Computerworld honored him as one of the Premier 100 IT Leaders.

Larry Miller

Larry Miller

President, Jordan Brand, Nike

Larry Miller is the President of The Jordan Brand, a division of Nike Inc. This is Miller’s second tour with the Brand as he continues to establish his strong connections within the community having previously held executive positions with some of Oregon’s most recognized brands. He has garnered international respect for his reputation of being an inspirational leader who understands how to build premium businesses in the world of sport.

Prior to joining the Jordan Brand, Miller served as President and Alternate Governor of the Portland Trail Blazers NBA franchise. Miller was responsible for all aspects of the organization’s business portfolio, including all team business and basketball activities, and the Rose Quarter operations.

Robert A. Marchman

Robert A. Marchman

Executive Vice President and Head of the Market Regulation Department’s Legal Group, FINRA

In June 2010, Mr. Marchman joined the Financial Industry Regulatory Authority (FINRA) as Executive Vice President and Head of the Market Regulation Department’s Legal Group (the Group prosecutes violations of market rules and federal securities laws such as the recent significant disciplinary actions involving manipulative high-frequency trading activity.)

Prior to joining FINRA, Mr. Marchman was responsible for managing the New York Stock Exchange Regulation’s Enforcement Division and Regulatory Risk Group. During his tenure at the NYSE Mr. Marchman directed several high profile and significant securities regulation disciplinary actions including the research analysts conflict of interest and specialist trading ahead cases.

Mr. Marchman also served as Chairman of NYSE Diversity Council from its inception in 1999 until his departure from the NYSE. The Council directed the company’s diversity management effort, a strategic business imperative. In his role as Chairman he played a major role in leading important Exchange initiatives such as recruitment and retention efforts, financial literacy programs and outreach to communities of color. At FINRA, Mr. Marchman serves as liaison to the CEO for the company’s diversity management initiative.

Prior to joining the NYSE in 1989, Mr. Marchman was a Branch Chief in the U.S. Securities and Exchange Commission’s Division of Enforcement in Washington, D.C. While at the SEC Mr. Marchman brought a number of significant disciplinary actions including the action against Boyd Jefferies in connection with the Ivan Boesky insider trading case.

Mr. Marchman is a magna cum laude graduate of Allegheny College, where he was inducted into Phi Beta Kappa, and received his J.D. from the University of Pennsylvania. In addition, Mr. Marchman attended Harvard Business School’s Program for Management Development. Mr. Marchman’s involvement in civic affairs includes Board membership service on organizations such as Operation HOPE, PFLAG, CEE, University of Pennsylvania Law School and the Community Coalition on Race of South Orange – Maplewood, New Jersey. He has also served as a member of the Maplewood, New Jersey Zoning Board and is a Lector at Our Lady of Sorrows Church in South Orange, NJ.

Mr. Marchman, the first African-American Executive Vice President at the NYSE, has been the recipient of awards for professional accomplishments as well as community and civic service including: Savoy Magazine’s “2012 Top 100 African – Americans in Corporate America”; University of Pennsylvania Law School 2012 Alumni Award of Merit; National Multicultural Institute’s Leading Light Diversity Award; NV Magazine “Wall Street” Achievement Award; Allegheny College Alumni Award (professional accomplishments); Harlem YMCA “African – American Achiever” Award; Junior Achievement Volunteerism Award; The Urban League of Essex County “Dare to Dream” Award; The South Orange Civic Association “Beloved Community Contributor” Award; Wall Street in Black “Industry Pioneer” Award; Operation HOPE Chairman’s Award and the Youth About Business “Commitment to Excellence” Award.

Marilyn F. Booker

Marilyn F. Booker

Managing Director and Head of Urban Markets Group, Morgan Stanley

Marilyn F. Booker joined Morgan Stanley in January 1994. She is a Managing Director and the Head of Morgan Stanley’s Urban Markets Group. Ms. Booker runs a wealth management business focused on inner-city communities. Her group also works with individuals, non-profit organizations, small businesses, trade organizations and financial, educational and health institutions to deliver financial wellness programs. Prior to this, Ms. Booker was Head of Diversity, Work-Life, EEO and Human Resources Policy for Morgan Stanley. The programs implemented under Ms. Booker’s watch received numerous accolades for their innovation and practical application from organizations like Working Mother magazine (one of the “100 Best Companies for Working Mothers”), Latina Style magazine (one of the “50 Best Companies for Latinas to Work for in the U.S.”), Piedmont Parent magazine (one of the “Top 40 Family-Friendly Places to Work in North Carolina”) and Essence magazine (one of the “Outstanding Companies for Black Women”), to name a few.

Ms. Booker is an attorney by training. She has practiced in the areas of criminal defense litigation, municipal finance, corporate bankruptcies and corporate restructuring. A native of Chicago, Ms. Booker received her B.A. magna cum laude from Spelman College and her J.D. from the Illinois Institute of Technology-Chicago Kent College of Law. Ms. Booker is a Trustee of the Morgan Stanley Foundation, a member of The Morgan Stanley Benefit Plan Administrative Committee and a former member of the Morgan Stanley Residential Franchise Risk Committee. She is a former board member of the Arthur Ashe Institute of Health and the Michael J. Berkeley Foundation and is the Vice-Chairman of the New York Urban League Board and a member of the Executive Leadership Council. She also testified before the U.S. House of Representatives Financial Services Subcommittee on Oversight and Investigations at its hearing on “Diversity in the Financial Services Sector.” Ms. Booker appeared on ABC World News Tonight in a segment on “Women and the Workforce” and was featured in a CBS MarketWatch Weekend segment highlighting Morgan Stanley’s Emergency Day Care program. Ms. Booker was recognized in 2012 and 2011 by Savoy Magazine as one of the “Top 100 Most Influential Blacks in Corporate America”, was recognized by Uptown Professional in 2011 as one of the “100 Top Executives in America” and was honored in 2012 by the Mt. Sinai Hospital Center for Multi-Cultural Affairs as a Diversity Champion. Ms. Booker was also selected by the Network Journal as one of the “25 Influential Black Women in Business”, was selected by Harvard College Black Men’s Forum as its “2009 Woman of the Year” and was recently honored by the United Way Pipeline Crisis, the Association for Black Women Attorneys and the Brooklyn, NY Weeksville Heritage Center. Ms. Booker holds her Series 7, Series 9, Series 10 and Series 66 Licenses. She is also the proud parent of three lovely children.

Sponsors

The Boston Consulting Group Credit Suisse McKinsey & Company Accenture Bain and Company Deloitte Deutsche Bank Exelon Johnson & Johnson American Express J.P. Morgan M&T Bank

AAMBAA     The Wharton School, University of Pennsylvania Sponsored by the African American MBA Association of the Wharton School