Discover new ideas.
This year’s speakers will educate you, entertain you, and challenge you to think in new ways to help your clients achieve their goals.
Walter W. Bettinger II
Chief Executive Officer
Co-Chairman of the
Board of Directors
The Charles Schwab Corporation
Charles Schwab & Co., Inc.
Liz Ann Sonders
Chief Investment Strategist
Charles Schwab & Co., Inc.
CFA®, Managing Director
Chief Global Investment Strategist
Charles Schwab & Co., Inc.
Michael C. Bush
Chief Executive Officer
Great Place to Work®
Stephanie Kelton, PhD
Author and Professor
of Economics and Public Policy
Stony Brook University
The Charles Schwab Corporation
Chief Executive Officer
Author and Journalist
Founder and President
Eurasia Group and GZERO Media
Entrepreneur and Professor of Marketing
NYU Stern School of Business
Chief Operating Officer
Charles Schwab & Co., Inc.
Host, Fast Money Halftime Report and Closing Bell: Overtime
Author, Podcaster, and Speaker
Hear relevant voices.
Check out our full list of speakers and timely topics that you can find only at IMPACT. The IMPACT Catalog is updated often, so check back periodically to see what sessions are offered.
Bob Iger was the chief executive officer and chair of The Walt Disney Company. During his 15-year tenure as CEO, he built Disney into one of the world’s largest and most admired media and entertainment companies, focusing on three fundamental strategies: generating the best creative content possible, fostering innovation and using the latest technology, and expanding into new markets around the world.
Mr. Iger broadened Disney’s rich storytelling history with the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox. He oversaw the opening of Disney’s first theme park and resort in Mainland China—Shanghai Disney Resort—and the release of several record-setting films. He helped make Disney an industry leader through its creative content offerings across multiple platforms, most recently with the highly successful launch of the Disney+ and ESPN+ streaming services.
Before that Mr. Iger held senior executive roles at Disney, including president and chief operating officer. As the chair of the Disney-owned ABC Group, he oversaw the broadcast television network and station group, cable television properties, and radio and publishing businesses, and he guided the merger between Capital Cities/ABC Inc. and The Walt Disney Company.
He has received numerous awards, including Time magazine’s “Businessperson of the Year.” Forbes named him one of the “world’s most powerful people” and one of its “top gun CEOs.” Mr. Iger has twice appeared on Fortune’s “25 most powerful people in business” list and was featured four times on Institutional Investor’s list of the “best CEOs.” Both MarketWatch and Chief Executive have named him “CEO of the Year.”
Mr. Iger was inducted into the Television Academy Hall of Fame and the Broadcasting + Cable Hall of Fame. He is a member of the American Academy of Arts and Sciences, which recognizes accomplished scholars, scientists, writers, artists, and civic, corporate, and philanthropic leaders. He is the author of the New York Times best seller The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of The Walt Disney Company. He holds a bachelor’s degree from Ithaca College.
Walter W. Bettinger II, 61, has been Chief Executive Officer since late 2008. In addition, Mr. Bettinger serves as Co-Chairman of the Board of Directors of The Charles Schwab Corporation, Charles Schwab & Co., Inc. and the Charles Schwab Bank, as well as Chairman of the Board of Trustees for the Schwab managed mutual funds and exchange traded funds. Prior to assuming his current role, he was most recently President and Chief Operating Officer of The Charles Schwab Corporation.
He leads a workforce of approximately 35,000 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico.
As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:
- $6.83 trillion in client assets
- 33.9 million client brokerage accounts, 1.7 million bank accounts and 2.3 million retirement plan participants
- ~13,000 independent investment advisors
Mr. Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest – either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan.
Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $84.10 as of year-end 2021. During the same period, Schwab’s market capitalization has grown from ~$18B to ~$160B.
Mr. Bettinger has been recognized throughout his career as a leader in financial services including:
- in 2014, 2016, 2017 and 2018 he was recognized in Fortune magazine’s Businessperson of the Year listing – in 2018 he was ranked the #7 businessperson globally;
- in 2010 to the Power 30 by Smart Money magazine of the world’s most powerful and influential players; and
- the 2009 lifetime achievement award for contributions to the retirement security of working Americans by Plan Sponsor magazine.
In 1983, at the age of 22, Mr. Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. The Charles Schwab Corporation acquired Hampton in 1995.
In addition to his professional duties, Mr. Bettinger is active in numerous charitable and philanthropic efforts. He and his wife, Teri, are founders of the Walt & Teri Bettinger Foundation and the parents of five children. A native of Ada, Ohio, Mr. Bettinger attended Delta State University in Cleveland, Mississippi and holds a bachelor of business administration degree with a major in finance, summa cum laude, from Ohio University. He has also completed the General Management program offered by the Harvard Business School.
Bernie Clark heads Schwab Advisor Services and is a member of Charles Schwab’s Executive Committee. He oversees the business that provides custodial, operational, and trading support to nearly 15,000 independent investment advisory firms with $3.5 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms. A recognized industry leader, Clark has been named as one of the “IA 25” by Investment Advisor magazine, which annually ranks the 25 most influential people in the industry.
Clark has more than 30 years of financial industry experience serving individual and institutional investors. He began his career at Schwab in 1998 as senior vice president of Trading and Operations for Schwab Institutional. He later worked on the retail business as leader of the client services organization before returning to the advisor business to lead the sales and relationship management organization. He took on his current role as head of Schwab Advisor Services in 2010.
Prior to joining Schwab, Clark was with the London office of Deutsche Morgan Grenfell. There he held the position of managing director in charge of global sales support, hedge fund operations, and technology, including managing client service support in Asia, Europe, and the U.S. He also spent 13 years with Salomon Brothers as a member of the executive committee responsible for North American operations. Clark serves on the board of the Foundation for Financial Planning, and the Arizona State University W.P. Carey School of Business, Center for Services Leadership. He is heavily involved in organizations in the Phoenix area, including serving as president of the Saguaro High School Football Foundation and as an active supporter of the Phoenix Children’s Hospital. Clark earned his bachelor of science in accounting from St. John’s University in New York.
As Chief Investment Strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab’s clients. The output of Liz Ann’s work is via written reports, audio and video recordings, webcasts and social media. She is a regular contributor to Schwab’s publications and the keynote speaker at many of the company’s corporate and client events, as well as a keynote speaker at many outside conferences.
In 1999, Liz Ann joined U.S Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986–1999), an original division of Zweig/Avatar Group. She is a regular guest on Bloomberg TV & Radio, CNBC, CNN, CBS News, TDA Network, Yahoo! Finance and Fox Business News. She was a regular panelist and guest host on PBS’s original Wall $treet Week With Louis Rukeyser and a frequent guest on Bloomberg Wall Street Week. Liz Ann is also regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, Financial Times, MarketWatch and Associated Press articles.
Liz Ann has been named one of SmartMoney’s “Power 30,” their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger’s; one of the “25 Most Powerful Women in Finance” by American Banker/US Banker; one of the “50 Top Women in Wealth” by Wealth Manager/AdvisorOne; and, for several years, named to the “IA 25” by Investment Advisor, their list of the 25 most important people in and around the financial advisory profession. She was recently named to Barron’s Magazine “100 Most Influential Women in Finance” list for the third consecutive year, honoring women’s leadership, influence, and capacity to shape their business or the industry in the future.
In 2005, Liz Ann was appointed to and served on the President’s Advisory Panel on Federal Tax Reform, President Bush’s bi-partisan tax reform commission. In 2008 Liz Ann was honored by the Girl Scouts of New York as an “Exceptional Role Model for Young Women.” From 2007 through 2019 Liz Ann served on the national and CT chapter boards of directors for the Make-A-Wish Foundation. In 2020, she joined the board of trustees of the Nantucket Boys & Girls Club.
Liz Ann received her B.A. in economics and political science from the University of Delaware, and has served on its Investment Visiting Committee since 2000. In 2013 Liz Ann was inducted onto the University’s “Alumni Wall of Fame” and gave the Winter Commencement Address in 2014 for which she received an honorary doctorate degree. She received her M.B.A. in finance from Fordham University’s Gabelli School of Business.
As the Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary, and actionable insights to Schwab’s client-facing teams as well as the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts, and in-person events.
Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Yahoo! Finance and CNN. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured keynote speaker at dozens of industry events including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.
Kleintop earned his Bachelor of Science in business administration from the University of Delaware and received his Master of Business Administration from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®).
Driven by a love of business and an unwavering commitment to fair and equitable treatment, Michael C. Bush brings 30 years of experience leading and growing organizations to his role as chief executive officer of Great Place to Work®, a global research and analytics ﬁrm that produces the annual Fortune “100 Best Companies to Work For” list, the “World’s Best Workplaces” list, the “100 Best Workplaces for Women” list, the “Best Workplaces for Diversity™” list, and dozens of other distinguished global workplace rankings.
Previously, Mr. Bush was the chief executive officer of Tetra Tech Communications. He serves on the board for Workday, a leading provider of enterprise cloud applications for finance, human resources, and planning. He is a former member of President Barack Obama’s White House Business Council and a founding board member of Fund Good Jobs, a private equity seed fund that invests in small inner-city businesses.
Stephanie Kelton is a professor of economics and public policy at Stony Brook University and a leading authority on Modern Monetary Theory, an increasingly influential approach to economics. She is among the top economists participating in today’s policy debates. Her new book, The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy, shows how to break free of the myths and misunderstandings about money and the role that taxes, debt, and deficits have played in hamstringing policymakers around the world.
Dr. Kelton has worked in both academia and politics. She was a professor of economics and the department chair at the University of Missouri–Kansas City. She served as the chief economist on the U.S. Senate Budget Committee (Democratic staff) in 2015 and as a senior economic advisor to Bernie Sanders’ 2016 presidential campaign. She is a regular contributor to Bloomberg Opinion and has written for the New York Times, the Los Angeles Times, U.S. News & World Report, CNN, and other media outlets.
Dr. Kelton holds bachelor’s degrees in economics and business from California State University, Sacramento; a master of economics degree from the University of Cambridge; and a doctorate in economics from The New School.
Rick Wurster was appointed President of The Charles Schwab Corporation in October 2021. In his role, Wurster oversees Investor Services, Advisor Services, Workplace Financial Services, Digital Services, Schwab Asset Management, Third-Party Platforms, and Investor Advice Solutions. He is also CEO of Charles Schwab Investment Management, Inc. (CSIM).
Wurster joined Schwab in early 2016. He was most recently head of Schwab Asset Management Solutions which provided money management and portfolio advice solutions, wealth management services, financial research, and market insights. He previously served as CEO of Charles Schwab Investment Advisory, Inc. (CSIA), as well as CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc. prior to their integration into CSIA.
Before joining Schwab, Wurster was employed at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and Associate Principal.
Wurster earned a Master of Business Administration from The Tuck School of Business at Dartmouth College and a Bachelor of Science in economics from Villanova University. He holds both the Chartered Financial Analyst® (CFA) and Chartered Market Technician® (CMT) designations. He also serves on the investment committees for the San Francisco Museum of Modern Art and the Menlo Park-Atherton Education Foundation, as well as the Board of Governors for First Tee.
FutureThink CEO Lisa Bodell is a well-known speaker and the bestselling author of Kill the Company: End the Status Quo, Start an Innovation Revolution and Why Simple Wins: Escape the Complexity Trap and Get to Work That Matters. She is a leading global thinker on the topics of simplification, productivity, and innovation whose keynotes arm audiences with radically simple tools to do work that matters and leave them inspired to change. Real Leaders ranked her among the top 50 keynote speakers worldwide.
A thought leader and serial entrepreneur, Ms. Bodell brings her compelling perspective on simplification and innovation to more than 100,000 people each year. Her message has inspired executives at such organizations as Google, Cisco, Citigroup, and the U.S. Navy War College. Using her books as a starting point, Ms. Bodell provides a provocative yet practical approach that enables individuals and organizations to eradicate the unnecessary complexity and time-draining activities that hold them back from meaningful work, allowing simplicity to become their new operating system.
Ms. Bodell is a monthly contributor to Forbes and has appeared in Fast Company, WIRED, the New York Times, Bloomberg Businessweek, Harvard Business Review, and HuffPost, as well as on CNN and FOX News. She has been featured in such books as Warren Berger’s A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas; Adam Grant’s Originals: How Non-conformists Move the World; and the essay compendium After Shock: The World’s Foremost Futurists Reflect on 50 Years of Future Shock—and Look Ahead to the Next 50, which marks the anniversary of futurist Alvin Toffler’s Future Shock.
She has taught innovation at both American University and Fordham University and gave a TED Talk on the topic. She has served on the board of advisors of several organizations, including the Global Agenda Council for the World Economic Forum, the U.S. National Security Agency, the Association of Professional Futurists, and the Novartis board of diversity and inclusion.
Ms. Bodell holds a bachelor’s degree in business administration and marketing from the University of Michigan.
Rana Foroohar is a global business columnist and an associate editor at the Financial Times, as well as a global economic analyst for CNN, covering the intersection of business, politics, economics, and foreign affairs. She has profiled leaders in finance and business, including Mary Barra, Warren Buffett, Bill Gross, Carl Icahn, and Howard Schultz. This fall Crown is publishing her third book, Homecoming: The Path to Prosperity in a Post-Global World, in which Ms. Foroohar suggests that a new age of local economic growth will reunite place and prosperity, ending a half-century of globalization. She is the author of two previous books, Makers and Takers: How Wall Street Destroyed Main Street and Don’t Be Evil: How Big Tech Betrayed Its Founding Principles—And All of Us, which won a Porchlight Business Book Award.
A sought-after commentator, Ms. Foroohar speaks about the shifts occurring in globalization, the political economy, and the digital economy. She draws from her weekly column to offer real-time analyses on education, emerging markets, women in the workplace, and the disruption of big tech. She has chaired panel discussions with world leaders, economists, and intellectuals at the World Economic Forum and elsewhere, including a Harvard Business School program on improving U.S. competitiveness.
With Financial Times editor Edward Luce, she publishes the semiweekly newsletter “Swamp Notes” about the trends driving politics, business, and markets. She recently appeared in the Frontline documentary “Left Behind America,” about Dayton, Ohio’s struggle to recover in the post-recession economy. She received a Society of American Business Editors and Writers award for her technology and policy coverage in the Financial Times.
Previously, Ms. Foroohar was an economic columnist and assistant managing editor for Times magazine. Before that she was the deputy editor in charge of international business and economics for Newsweek’s European correspondent in London. This coming spring, she will be a Visiting Professor in Economics and Business at the Columbia University Journalism School.
Ms. Foroohar holds a bachelor’s degree from Barnard College and is a life member of the Council on Foreign Relations.
Ian Bremmer is a political scientist who helps business leaders, policy makers, and the general public better understand global trends and events. He is the founder and president of Eurasia Group, a political risk research and consulting firm, and GZERO Media, a company dedicated to providing intelligent and engaging coverage of international affairs. He is an independent voice on critical issues around the globe, offering clearheaded insights through speeches, written commentary, and other channels.
Ian is the author of 11 books, including the New York Times bestsellers Us vs. Them: The Failure of Globalism, which examines the rise of populism across the world, and his latest book, The Power of Crisis: How Three Threats—and Our Response—Will Change the World, which covers a trio of looming global crises—health emergencies, climate change, and technological revolution—and outlines how these crises can create global prosperity and opportunity.
He serves as the foreign affairs columnist and an editor-at-large for Time magazine, and is the host of GZERO World with Ian Bremmer, which airs weekly on US national public television. Ian is also a frequent guest on CNN, Fox News, MSNBC, and other global media outlets.
Mr. Bremmer teaches at Columbia University’s School of International and Public Affairs and previously was a professor at New York University. He lives in New York City with his wife, Ann, and their wily Norfolk Terrier, Moose.
Find him on Facebook, LinkedIn, and regularly tweeting from @IanBremmer.
Scott Galloway is a serial entrepreneur and a professor of marketing at the Leonard N. Stern School of Business of New York University (NYU). Poets & Quants named him one of the “world’s 50 best business school professors.”
Mr. Galloway has founded nine companies, including Prophet, a global brand strategy consultancy with 250+ professionals; Red Envelope, an e-commerce firm; L2, a subscription business intelligence firm serving prestige brands; and Section4, which equips curious, ambitious thinkers with the business know-how they need to excel.
He is the bestselling author of The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google; The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning; and Post Corona: From Crisis to Opportunity. His latest book, Adrift: America in 100 Charts, was just released in September.
Mr. Galloway has served on the boards of The New York Times Company, Urban Outfitters, and the Haas School of Business of the University of California, Berkeley. His Prof G and Pivot podcasts, No Mercy/No Malice blog, and Prof G YouTube channel reach an audience of millions. He has won multiple Webby and “best business podcast” awards.
Jon Beatty serves as Chief Operating Officer for Schwab Advisor Services, which provides custodial, operational, and trading support to nearly 15,000 independent investment advisory firms with $3.5 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms.
Beatty heads relationship management and business development and co-leads the service organization. He has served as a member of the Advisor Services leadership team for nearly 15 years, working with fee-based advisors to provide counsel on strategic business issues and identify solutions to help clients meet their unique business needs.
Beatty joined Schwab 25 years ago and has held several key sales leadership positions within Advisor Services over the past two decades. Prior to joining Schwab, Beatty was a registered representative with Great Western Securities. He has a bachelor’s degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations.
Scott Wapner is the host of CNBC’s Fast Money Halftime Report, which broadcasts from CNBC Global Headquarters in Englewood Cliffs, New Jersey, and Closing Bell: Overtime, which broadcasts from the New York Stock Exchange. Mr. Wapner is known for interviewing some of the world’s most influential investors, drilling down into stocks and sectors to provide investors with insight and navigating viewers through breaking news and market moves during and after the trading day. He is the author of When the Wolves Bite, which documents the battle between billionaire investors Bill Ackman and Carl Icahn over Herbalife.
Paula Faris is an Emmy Award-winning journalist, podcaster, and best-selling author who, in 2022, founded CARRY Media™ to champion working moms through content and storytelling.
Ms. Faris spent almost a decade at ABC News, where she was the co-anchor of Good Morning America Weekend and co-host of The View. While at the network she reported on everything from politics, news, and entertainment to sports and faith, interviewing such people as Reese Witherspoon, Tiger Woods, Joe Biden, and Kellyanne Conway.
As the founder of CARRY, Ms. Faris runs her company from South Carolina while enjoying the small-town life with her husband John and their three children. Ms. Faris holds a bachelor’s degree in broadcasting from Cedarville University.