Before that she was a managing director and a senior portfolio manager at Avatar Associates. Trust-which Schwab acquired-as a managing director and a member of its Investment Policy Committee. She is a regular contributor to Schwab’s publications and is the keynote speaker at many of the firm’s corporate and client events, as well as at outside conferences. Her analyses and interpretations of the economy and the markets reach Schwab’s clients in written reports, audio and video recordings, conference calls, and webcasts. In January 2020, the JBJ Soul Foundation opened a first of its kind kitchen on the Newark campus of Rutgers University to serve college students challenged by food insecurity.Īs a managing director and the chief investment strategist at Charles Schwab & Co., Inc., Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. These community restaurants have since served over 100,000 meals. In the aftermath of Hurricane Sandy, they opened a second location in Toms River, NJ. There, they created a pay-it-forward model, that serves an in-need and paying customer. In October 2011, Jon along with his wife Dorothea, opened the first JBJ Soul Kitchen nonprofit community restaurant in Red Bank, NJ. Adding to these efforts, is the recently opened Walter Reed veterans housing facility which opened in October 2019, giving homes to 77 previously homeless veterans along with a stable of support services on site. Since its inception in 2006, the JBJSF has provided over 700 units of affordable and supportive housing in 11 states. Jon is also the Chairman of the Jon Bon Jovi Soul Foundation, a nonprofit organization dedicated to bringing about positive change and helping those in need “one SOUL at a time.” The Foundation funds partnerships that address the issues of food and shelter. Jon is also a member of the Songwriters Hall of Fame. After selling more than 130 million albums and performing in over 50 countries for more than 40 million fans, the band was inducted into the Rock and Roll Hall of Fame in recognition of their longevity and impact on popular music for the past three decades. The front man for the Grammy Award-winning band Bon Jovi has not only written and performed countless rock anthems, he has utilized his spotlight and raised millions of dollars to aid the working poor, the homeless, and the hungry. Self-reliance, optimism, and community are key concepts that define Jon Bon Jovi’s music and charitable efforts. She lives with her family outside of Boston. David is on the faculty of Harvard Medical School and is a cofounder of the Institute of Coaching (a Harvard Medical School/McLean affiliate). She is a frequent contributor to the New York Times, Washington Post, and Wall Street Journal and a guest on national radio and television.ĭr. David is a sought-after keynote speaker and advisor, with clients that include the World Economic Forum, EY, the United Nations, Google, Microsoft, Nasdaq, and many other national and multinational organizations. Named to the Thinkers50 global list of the top management thinkers, Dr. David’s TED Talk on emotional agility has been viewed by more than 8 million people. 1 Wall Street Journal bestselling book, Emotional Agility: Get Unstuck, Embrace Change, and Thrive in Work and Life -based on the concept that Harvard Business Review heralded as a “Management Idea of the Year” and winner of the Thinkers50 Breakthrough Idea Award -describes the psychological skills critical to thriving in times of complexity and change. Susan David is one of the world’s leading management thinkers and an award-winning Harvard Medical School psychologist. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit.
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Make a copy of each submission to keep on file.Ĭharles Schwab & Co., Inc., is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. To receive credit, you must complete one CPE certification form per session and submit it to the appropriate membership association(s) or state board(s). Schwab will submit credit for your attendance at CIMA-approved sessions on your behalf within 30 days after the event ends on October 20, 2021.įor CPE designations. You will receive a continuing professional education (CPE) certification form for credit submission via email within 30 days after the event ends on October 20, 2021. If you need your CFP credit reported before the 14 days, you are welcome to self-report your attendance to the CFP Board.įor CIMA designations. Schwab will submit credit for your attendance at CFP-approved sessions on your behalf within 14 days after the event ends on October 20, 2021.