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The Bottom Line of Disabilities 2015

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The Bottom Line of Disabilities 2015 The Bottom Line of Disabilities A symposium on innovative ways to address social, financial, and economic issues related to disabilities Inesting in Social Change Sarah, the Face of a New Generation. TUESDAY, JANUARY 20, 2015 3495 SOUTH WEST TEMPLE, SALT LAKE CITY, UT EVENT PARTNERS Columbus Community Center (www.columbusserves.org) is recognized locally and nationally as a well-established, innovative nonprofit agency. Columbus works strategically with many stakehold - ers to support individuals with disabilities so they can make informed decisions and live with in - dependence in the community. After nearly five decades of serving thousands of individuals, Columbus is still finding innovative ways to provide individuals with disabilities the support to live with independence and dignity in our community. The Global Interdependence Center (www.interdependence.org) is a neutral convener of dialogue, organizing conferences and roundtable discussions around the country and around the world to identify and address important global issues. Its programming promotes global partnerships among government officials, financial institutions, businesses leaders, and academic researchers. EVENT SPONSORS AGENDA EVENT EMCEES 8:30 A.M. TO 9:30 A.M. Michael Drury, McVean Trading The Policies that Shape Opportunity, & Investments Controversy, and Change Stephanie Mackay, Columbus Public policy and traditional funding sources have created safety nets, pro - vided opportunity for community inte - gration, and given a voice to some of the most vulnerable in our communi - ties. There have been significant social changes as well as some unintended 7:30 A.M. TO 8 A.M. consequences. Registration & Continental Breakfast MODERATOR: Palmer DePaulis, Former 8:00 A.M. TO 8:30 A.M. Mayor of Salt Lake City KEYNOTE SPEAKER • “A Washington Insider’s Salt Lake County Mayor Look at the Americans Ben McAdams with Disabilities Act,” James Lucier , Principal, Capital Alpha • “Disability Benefit Reform: What We Can Learn from OECD Nations,” Philippa Dunne , Co- “A Call to Action: Using ‘Pay for editor, The Liscio Report Success’ Impact Investing to Address • “The Role Utah Non- Large-Scale Social Change,” A discus - profits Play in Stewarding sion of how Salt Lake County is chal - Government and Donor lenging the community to leverage Funds to Deliver Disability Services,” Ann Williamson , Executive private, government, and non-profit Director, State of Utah Health and resources to transform the delivery of Human Services social services while demonstrating “Healthcare for Individuals with system-wide change. • Disabilities: What Works and Where –3– AGENDA We Can Innovate, ” Dr. Lee Sorenson Center for Global William McMahon , Impact Investing Chair, U of U Department • “Local Governments and of Psychiatry Nonprofits Working with • “What will the Future Wall Street to Tackle So - Look Like for Sarah?,” cial Issues through Capital Mike Willhard , Vice Allocation,” Mike McKee, Bloomberg President and CIO, • “A CIO’s Thoughts on Workers Compensation Fund Impact Investing: the Risks and Rewards for In - vestors,” Steve Sexauer , Allianz 9:45 A.M. TO 10:45 A.M. Harnessing Entrepreneurs and Capital Markets to Drive Social Change 11 A.M. TO NOON through Impact Investing Public/Private Partnerships Social impact investing is not a new Tackling Autism notion, but new practices and ideas Young adults with autism are leaving continue to emerge and change how public school in record numbers. we implement meaningful solutions to Educators, families, nonprofit agencies, challenging social issues. corporations, and social entrepreneurs MODERATOR: are finding ways to work collectively Peter Gold, to support young adults as they transi - TheGoldGroup, LLC tion from school to the community. • “The Community Rein - MODERATOR: vestment Act (CRA) in Michael Drury, Chief Targeting Community Economist, McVean Need,” Jan Bergeson , Trading & Investments CRA Director, Ally Bank • “Tapping into Tech Talent: • “The New Venture Capi - How Creativity Unlocks tal :Social Impact Invest - Potential Among Youth ing,” Lewis Hower , with Autism,” Dr. Cheryl Executive Director, James Wright , University of Utah NeuroVersity –4– AGENDA • “The Power of Different – • “So Many Questions, So Employing People with Few Answers: One Fam - Autism,” Thorkil Sonne , ily’s Story of Living with Founder, Specialisterne Autism,” Laura Anderson , • “Autism at Work: SAP’s President, Autism Council of Utah International Commit - ment,” José Velasco , Head, SAP U.S. Autism at Work Program NOON TO 1:00 P.M. • “The LaunchPad Program Closing Remarks for Young Adults with Michael Drury Autism: A Collective Lunch and Tour of Columbus Impact Initiative,” Gary Knapp , Executive Director, Columbus SPEAKER BIOS Laura Anderson , President, Autism Council of Utah. Laura is a licensed health facil - ity administrator and has worked as an SNF administrator and consultant for the past 25 years. She has an undergraduate degree in psychology and certificate in gerontology from Utah State University and a master’s degree from the University of San Francisco in rehabilitation administration. She left working as an administrator to become an advo - cate for her son Ty, who was diagnosed with autism. She is currently on the leadership team of the Autism Council of Utah and serves on various boards and committees advo - cating for autism services, education, and awareness. ––––––––––––––––––––––– Jan Bergeson , CRA Director, Ally Bank. Jan manages the $1.4 billion community development portfolio at Ally Bank, a $100 billion bank located in Salt Lake City, Utah. Prior to joining Ally Bank she served as executive director and CRA officer for UBS Bank USA. She also worked for the law firm Callister Nebeker & McCullough where she was an associate and partner. She attended Brigham Young University where whe received her J.D. from the J. Reuben Clark Law School and her B.A. in English Language and Literature/Letters. She has served on the board of directors for Utah Bankers Associa - –5– SPEAKER BIOS tion, Junior Achievement, the Utah Community Reinvestment Corporation, and the Utah Shakespeare Festival. ––––––––––––––––––––––– Palmer DePaulis , Former Mayor of Salt Lake City. Palmer was appointed as mayor of Salt Lake City for seven months after Ted Wilson resigned in 1985 and was subse - quently elected to that position in November of 1985. In 1993 he became director of public relations and then chief of staff to Attorney General Jan Graham and served in that office for six years. From 1999 through June of 2006, Mr. DePaulis served as a commissioner at the Utah State Tax Commission. In June of 2006, he was appointed by Governor Huntsman as executive director of the Department of Community and Culture. In June of 2010, Governor Herbert appointed him as executive director of the Depart - ment of Health and Human Services, where he served until his retirement in 2013. ––––––––––––––––––––––– Michael Drury , Chief Economist, McVean Trading & Investments. Michael is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison. Michael assesses macroeconomic developments around the world to help develop hedging strategies using futures markets in interest rates, currencies, and industrial materials. ––––––––––––––––––––––– Philippa Dunne , Co-Editor, The Liscio Report and Sightlines Bulletin . Philippa is co-editor of two independent macro-economic newsletters: The Liscio Report , with a trading focus, and Sightlines Bulletin , which takes a longer perspective. She has a long history in independent research, has completed research and writing for the American Museum of Natural History and the office of Ray and Charles Eames, and has taught at the college level. A graduate of the University of California, she has a graduate degree from Wesleyan University. ––––––––––––––––––––––– Peter A. Gold , Principal, TheGoldGroup LLC. Peter is the founder and president of TheGoldGroup, LLC. Prior to founding TheGoldGroup, Gold earned his bachelor’s de - gree at Cornell University and then went on to graduate magna cum laude from Temple University Law School. Eight years later, he became a partner and then member of the –6– SPEAKER BIOS Board of Directors of one of America’s top 100 law and government relations firms. At the end of 2005, Gold became associate provost of economic initiatives, senior asso - ciate dean of the School of Business and CEO of the business incubator operations at Rutgers University-Camden. In 2007, he launched TheGoldGroup, a consultancy that has brought businesses, universities, governments and not-for-profits together in order to create value, seize new opportunities, meet new challenges and reduce exposure to the risks created by today’s global economy. ––––––––––––––––––––––– Lewis Hower , Executive Director, James Lee Sorenson Center for Global Impact Investing. Lewis is the executive director of the James Lee Sorenson Center for Global Impact Investing (SGII). Prior to the creation of SGII, he served as the marketing man - ager for the Sorenson Housing Opportunity Fund. Previously, Mr. Hower managed fi - nance and operations for Unitus Investment
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