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March 
28
, 
2023
DC Spark: Financial services networking dinner
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Falls Church
, 
VA

5:00pm - 5:15pm

Agenda item

5:00pm – 5:15pm

Agenda item

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Speaker Name


5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Make sure to arrive early to meet our speakers.

Course description

Course description

5:00pm-5:15pm

Agenda item

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Title


Company


Short bio













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Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. 

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What agile event programs are and why they're essential


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What agile event programs are and why they're essential


Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
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Read more
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Mary Smith


Splash


Splash


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Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
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X
Full bio
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5:00pm – 5:15pm

Meet & greet

Mary Smith


Splash


Splash


+
Text goes here
X

Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
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X
Read more
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Name 

Title


Company


Short bio

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Name 

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Company


Short bio

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Name 

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Company


Short bio

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5:00pm – 5:15pm

Meet & greet

Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
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X
Read more
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5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

REGISTER NOW
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Details
Details
Agenda
Speakers
Contact Us
Tuesday
, 
March 
28
, 
2023
6:00PM
 – 
9:00PM
 ET
2941 Restaurant | Koi Room
Falls Church
, 
VA
DC Spark: Financial services networking dinner
DC Spark: Financial services networking dinner

Insights to inspire the future of financial services

Let's send them off with a bang.



Event description field if not using the About Block  for description.

This event may qualify you for CPE credit.


Learn More
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Event details

Join us for an evening of connections and conversation

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
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Agenda


6:00pm - 6:30Pm


Cocktails and networking

6:30Pm - 7:30pm

Dinner

7:30pm – 8:00pm

Featured speaker, Allison Shapira

8:00pm – 8:30pm

Dessert and table conversation (as time allows)

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
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Learn more about Allison:

Allison Shapira is the founder/CEO of Global Public Speaking, a leadership
communication training firm and woman-owned small business that helps people
speak clearly and concisely both virtually and in person. She has spoken at the
Most Powerful Women in Banking LEAD conference and has personally coached some
of the most senior executives in the financial services industry. She and her
team work with clients ranging from Bank of America to the World Bank to the
American Bankers Association. She is particularly passionate about using
communication skills to help women find their authentic voice and step into
executive leadership.

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

RSVP
Text goes here
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Event details

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional list element subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

Event details

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional list element subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
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This event may qualify you for CPE Credits.


Learn More
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Event cancelled

This event has been cancelled. We plan to reschedule the event and will send
communications at that time. We look forward to connecting again soon. Please
contact us if you have any questions or would like to speak with someone at
Deloitte.

Helpful resources


 * Article
 * Podcast

Stay in touch


Stay in touch
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Ricae Feigleson is a host of exceptional ability. Studies show that a vast
majority of guests attending events by Ricae have been known to leave more
elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and
the Fountain of Youth.

Let’s gather for drinks, development, and discussion on ESG



Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
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About the ESG peer-to-peer exchange

Our ESG peer-to-peer exchange will feature Monica O’Reilly, vice chair and US
financial services industry leader at Deloitte. She’ll share critical insights
on leading the effort to create a more human-centric economy and society in an
intimate dialogue.




This event is in conjunction with Deloitte’s 2022 ESG Exchange, taking place
October 17-18. The ESG Exchange will host three Dbriefs webcasts, which you are
also welcome to attend:

 


Optional List Element Subtitle:

 * The Environment Exchange: October 17, 1pm – 2pm CT
 * The Social Exchange: October 18, 11am – 12pm CT
 * The Governance Exchange: October 18, 2pm – 3pm CT

Learn more about these webcasts and how to register

This event may qualify you for CPE Credits.


Learn more about CPE
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Agenda


8:00am - 9:00am


Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
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Honoring service and dedication

Please join Deloitte as we celebrate the professional achievements of our
colleague, and their next chapter of retirement. Raise a glass as we pop the
champagne and wish them the fondest farewell!

Event details:

 * Placeholder for attire guidelines.
 * Placeholder for venue details.
 * Placeholder for parking details.
   
 * Placeholder for hotel accomodations.
   

REGISTER NOW
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Event details


•


Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a
more interactive virtual presentation.

Our Honoree

Event details


•


Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a
more interactive virtual presentation.

Tim Powell


Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X

Mary Smith


Splash


Splash


+
Text goes here
X

Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Full bio
Text goes here
X

This event may qualify you for CPE Credits.


Learn More
Text goes here
X

This event may qualify you for CPE credits

Optional additional content


Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time.
 * Steps that the guest may need to take ahead of the event.

Learn More
Text goes here
X

Event details


Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

8:00am - 9:00am


Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

This event may qualify you for CPE Credits.


Learn More
Text goes here
X

Speakers


Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Mary Smith


Splash


Splash


+
Text goes here
X

Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X

Mary Smith


Splash


Splash


+
Text goes here
X

Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X
Learn More
Text goes here
X

Agenda

Tuesday
, 
March 
28
, 
2023
6:00PM
 – 
9:00PM 
EDT

4:30PM - 4:45PM

Guests check-in/ get seated



4:45Am – 5:00Pm

Opening remarks/ welcome

5:00pm – 5:30pm

Pre-recorded fireside chat hosted by Monica O’Reilly

5:30pm – 6:300pm

Peer-to-peer discussions

6:30pm – 7:30pm

Cocktail reception

Tuesday
, 
March 
28
, 
2023
6:00PM
 – 
9:00PM 
EDT

9:00am - 10:00am


Agenda item



10:00am - 11:00am


Agenda item



11:00am - 3:00pm


Agenda item

Event details

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Kimberli Faison is a host of exceptional ability. Studies show that a vast
majority of guests attending events by Kimberli have been known to leave more
elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and
the Fountain of Youth.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
Text goes here
X

Kimberli Faison is a host of exceptional ability. Studies show that a vast
majority of guests attending events by Kimberli have been known to leave more
elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and
the Fountain of Youth.

Agenda


5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
Text goes here
X

Agenda


8:00am - 9:00am


Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Learn More
Text goes here
X

Speakers


Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

Optional List Element Subtitle:

 * This is a space to list event details in a bulleted list format.
 * List key takeaways and other event details for guests to learn ahead of time
 * Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.


Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X


Name 

Title


Company


Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year
veteran of Realogy Holdings Corp, serving in numerous capacities along the way.
In their previous role as senior vice president of Splash, Smith focused on
brand development and market share development strategy. They are a member of
both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X

Learn More
Text goes here
X

Agenda

Tuesday
, 
March 
28
6:00PM
 – 
9:00PM 
EDT

8:00am - 9:00am


Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the
day


Optional Speaker Name


9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name


Tuesday
, 
March 
28
6:00PM
 – 
9:00PM 
EDT

9:00am - 10:00am


Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am


Breakfast [Optional]


Join us in the Deloitte University Market Alcove to meet other attendees


Optional Speaker Name

11:00am - 3:00pm


Deloitte Greenhouse Breakthrough Lab


Workshop Sessions


Optional Speaker Name

Meet Caroline

Caroline Davis Schoenecker

Experience Director

Center for Board Effectiveness

Caroline currently serves as the experience director for Deloitte’s Center for
Board Effectiveness, helping to lead boardroom experiences and insights that
support corporate boards and directors in fulfilling their governance-related
responsibilities. She guides the team in helping directors deliver value to the
organizations they serve by providing a portfolio of high quality, innovative
experiences and thought leadership relevant throughout their tenure as board
members. Prior to this role, Caroline served as the chief of staff for the chief
inclusion officer for Deloitte US, where she supported Deloitte’s diversity,
equity, and inclusion strategy that continues to impact Deloitte’s people, firm,
and communities.

Read more
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Featured speakers


Name 

Title


Company


Short bio


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Title


Company


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Panel members


Theresa Drew

Retired Managing Partner, Carolinas Practice Deloitte LLP, Board member at
Sonoco Products Company and The Cato Corporation




Short bio

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Carol Y. Kendrick

Chair-elect of the Board of Directors for Opera Carolina and Assistant General
Counsel at Brighthouse Financial  




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Theresa LaPlaca

Board member at EagleBank; Past member of the advisory board of Friends of The
Arts at Queens University, and formerly with Wells Fargo 




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Panel members


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Company


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Featured speakers


Name 

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This session leverages Zoom Enterprise technology and requires you to be on the
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Thinking about corporate board service? What’s top of mind for corporate boards
today? What are the benefits of board service? What skill sets are boards
looking for today? We hope you can join your industry peers at our upcoming
Spark networking dinner, where Caroline Schoenecker, the experience director for
Deloitte’s Center for Board Effectiveness, will discuss everything you need to
know about corporate boards and how to market your management experience for
board positions.

 

We look forward to bringing together this select group of senior women
representing financial services companies in the DC area and hope to see you
there.

This event is in conjunction with Deloitte’s 2022 ESG Exchange taking place
October 17–18. The ESG Exchange will feature three virtual panel discussions,
which you are also welcome to attend:

 * The Environmental Exchange: The evolution of a more sustainable industry |
   October 17, 12PM – 1PM CT 
 * The Social Exchange: The coexistence of equity and financial services |
   October 18, 10AM – 11AM CT 
 * The Governance Exchange: Fostering transparency and stability | October 18,
   1PM – 2PM CT 

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Location 
2941 Restaurant | Koi Room
2941 Fairview Park Drive
Falls Church
, 
VA 
22042

Within Reach

Complimentary parking is available outside the restaurant.

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Theresa Drew

Retired Managing Partner, Carolinas Practice Deloitte LLP; Board member at
Sonoco Products Company and The Cato Corporation

Deloitte LLP

Work Experience

Theresa Drew was Deloitte’s Managing Partner for the Carolinas practice from
2011 to 2019 where she oversaw the growth of the practice from 600 to more than
1,800 professionals.  She was responsible for the strategic direction of
Deloitte’s efforts and activities across North and South Carolina.




As a Partner at Deloitte from 1991 to 2019, Theresa previously served in a
variety of leadership roles including Managing Partner of the San Diego Practice
and Audit Partner-in-Charge in Phoenix. In addition to her leadership roles, she
served as a Lead Client Service Partner, Advisory Partner, and Audit Partner.
Theresa served clients for four decades in a variety of industries including
manufacturing, retail, and hospitality. She assisted numerous clients with IPO
services, start-up and growth company activities, SEC matters, and regulatory
issues. She is licensed as a Certified Public Accountant and qualifies as an
audit committee financial expert under the SEC’s rules.

   

Governance Experience

Theresa has over 25 years of governance experience having served on numerous
boards of not-for-profit organizations and corporate entities. Since 2018, she
has served on the Board of Directors of Sonoco Products Company (NYSE: SON) and
is the Chair of the Audit Committee, as well as a member of the Financial Policy
Committee.  She joined the Board of Directors of The Cato Corporation (NYSE:
CATO) in 2019 and is a member of the Audit Committee and the Corporate
Governance Committee. Theresa is also the immediate Past Chairman of the Board
of Directors of the YMCA of Greater Charlotte, a member of the Board of
Directors of the Carolinas Chapter of NACD, and a member of International
Women’s Forum and Women Executives of Charlotte.




Professional Recognition

During Theresa’s 40-year career, she received numerous regional and national
recognitions. Most recently, Women INC. designated Theresa as one of their 2019
Most Influential Corporate Board Directors.  She was also recognized by Queens
University as the 2017 Charlotte BusinessWoman of the Year and by the Charlotte
Business Journal as a Most Admired CEO. Theresa was honored by the North
Carolina Association of CPAs with the 2016 Woman to Watch Experienced Leader
Award, crediting her as a pioneer in the advancement of women leaders and in
2015, she was recognized by The Charlotte Business Journal as a Women in
Business Award recipient. In 2014, Leadership Charlotte presented Theresa with
the Newcomer of the Year Award and business fraternity Delta Sigma Pi recognized
her with their Career Achievement Award. In 1995, Theresa received the
Outstanding Woman CPA of the Year award from the American Woman’s Society of
CPAs, a national recognition for her contributions to women in the accounting
profession.




Background

Theresa began her career in Deloitte’s Phoenix practice in 1979, after
graduating Summa Cum Laude from Northern Arizona University with a BS in
Accountancy.  She has been married for 39 years and has one son.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast
majority of guests attending events by Ricae have been known to leave more
elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and
the Fountain of Youth.

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We encourage you to join using your laptop or phone video camera. An audio
and/or visual warning will be provided upon entering the meeting and once
recording commences. If you continue to participate in the meeting following
this warning, your participation will serve as your express consent to such
recording. Participant names may also be visible to all who join.

Carol Y. Kendrick

Chair-elect of the Board of Directors for Opera Carolina and Assistant General
Counsel at Brighthouse Financial

Brighthouse Financial

Carol Y. Kendrick is Assistant General Counsel of Brighthouse Financial, where
she specializes in life insurance product development and administration,
electronic commerce, directors’ and officers’ liability coverage, and some
litigation. Her previous experience includes working as an Assistant District
Attorney in the Office of the Bronx District Attorney, litigation and employment
counsel for New York Life Insurance Company, bankruptcy litigation for a New
York law firm, and in-house counsel for AnnTaylor. Carol is chair-elect of the
Board of Directors for Opera Carolina, where she takes the helm this summer.

 

Originally from New York, Carol received her law degree from New York University
School of Law, and has a master’s degree in Corporations Law, also from NYU. She
is married and has one daughter.


Theresa LaPlaca

Board member at EagleBank; past member of the advisory board of Friends of The
Arts at Queens University, and formerly with Wells Fargo

EagleBank

Theresa LaPlaca is an accomplished board member, former lead director and
finance executive with 30+ years of experience in the financial services
industry, including a Fortune 50 banking institution. Theresa’s career reflects
notable accomplishments helping companies and boards of

directors manage risks and create value across the enterprise. Theresa is also a
financial expert qualified to serve on the audit committee.

 

Theresa serves as the Risk Committee Chair and Audit Committee member on the
Board of Directors at Eagle Bancorp, Inc. & EagleBank based in Bethesda, MD.
Theresa has taken a leadership role in improving regulatory relationships,
overseeing internal investigations as well as navigating the enterprise risk
management alignment with the heightened supervisory standards associated with
the Bank’s growth towards a $10B asset depository institution. Theresa served as
Executive Vice president and Chief Financial Officer for Wells Fargo’s
Wealth and Investment Management (WIM) division which included Wells Fargo
Advisors, Wealth Management, Asset Management and Institutional Retirement. In
this role, she oversaw all finance activities, client information and analytics,
and operations across WIM.

 

Before retiring from Wells Fargo, Theresa was asked to lead and build a conduct
risk management office for Wells Fargo to address the sales practice issues.
Theresa was responsible for leading a team of 500 to manage and mitigate conduct
risks that would arise from employee and business misconduct. The functions
involved in rebuilding the organizations ethics and compliance program included:
the company’s Ethics Line, sales practices, ethics (e.g., conflicts of interest,
gifts & entertainment, Foreign Corrupt Practices Act and code of ethics
related compliance), and internal investigations program as well as oversight in
reviewing the front-line customer complaints to identify any potential risk
issues. She also oversaw the consolidated enterprise conduct risk analytics for
management and Board reporting.

 

During her four years with Wachovia before the merger with Wells Fargo, she
served as the Chief Financial Officer for the Capital Management Group which
included retail brokerage, asset management, institutional retirement and
insurance services. Prior to that, she was the chief financial officer for
Citigroup’s CitiStreet Retirement Services division, where she spent 14 years.
Theresa is a certified executive coach, founder, and president of TLP Leadership
Advisory Services (TLPLAS). TLPLAS assists companies and boards assess talent,
coach and define the best talent for organizations.

 

Theresa is a past member of the advisory board of Friends of The Arts at Queens
University of Charlotte and past finance committee member for the Nevins
Foundation. She was named to the “Most Powerful Women in Banking” list by
American Banker magazine as part of “Top Team” two years in a row. Theresa is
also a recognized speaker on the topics of conduct and culture risk for the
Association of Certified Fraud Examiners, Deloitte’s annual regulatory &
operational risk conferences and webcasts, IBM/Promontory Financial Group events
for C-Suite clients. Theresa participates regularly in risk management classes
at the University of Southern California, including guest lecturing on
establishing a conduct risk management program, serving as a judge of students’
public company board-level risk reports, and discussing the benefits of
networking for professional advancement.



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