Book Event: Berta Aldrich and “Winning the Talent Shift”

VIDEO REPLAY (note: may not play on Chrome)

The FCS will present a virtual book event with Berta Aldrich, the president of FCS Philadelphia, in celebration of the publication of "Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace." Berta's first book exposes today’s barriers for women, diverse talent, and high performers while showing boards, executives, and C-suite leaders the path to industry leadership.

Berta is the Chief Marketing and Human Resources Officer for Private Advisor Group, a national financial advisory firm headquartered in Morristown, NJ, with more than $21 billion under management. In 2016, Berta was the inaugural recipient of the FCS Jamie E. DePeau Leadership Award.

During our one-on-one conversation with Berta on November 18th, Berta will talk about her new book, the insights she's gleaned over a career that's included Principal, Vanguard and FS Investments, and the many successes of working in and leading successful teams.

We will stage a raffle for several attendees to win autographed copies of Berta's book.

REGISTER FOR THIS FREE VIRTUAL EVENT

Start November 18, 2020 05:30 PM EDT
End November 18, 2020 06:00 PM EDT
Location ONLINE ONLY

Speakers

Guest Speaker Berta Aldrich

FCS Marketing Leadership Roundtable

Berta Aldrich has over 20 years of industry-leading marketing experience serving plan sponsors, investors and advisors. In her most recent position as CMO at FS Investments, she was responsible for all aspects of marketing, including brand, client experience, education program, advertising, data & analytics and sales integration. Prior to FS Investments, she served in a variety of marketing and leadership roles at Vanguard, most recently as Head of Advisor Channel Marketing Strategy and Planning. She also served as the Head of Marketing Operations, Head of Participant Education and Marketing Executive for full-service Institutional Plan Sponsors. Prior to joining Vanguard in 2004, Berta spent 13 years at the Principal Financial Group where she led departments responsible for marketing, financial education and underwriting in both the Pension and Group Divisions. Berta is active in the financial marketing community where she is a frequent panelist and expert on the topics of brand and financial education and served as a Board Member for the Mutual Fund Education Association and judge for both the FCS and Gramercy Institute. She volunteers and provides both strategic and motivational leadership to a variety of worthy causes, including serving on the board of Camphill Special School; the Executive Leadership Team for the American Heart Association Go Red for Women Campaign in 2016 and 2017; Co-chaired the annual scholarship drive for Leadership Philadelphia; presides as Co-President for the Downingtown Cheer Association, where she established a breast cancer fundraiser; and is a Eucharistic Minister at St. Elizabeth Parish. She has received numerous awards, including the prestigious FCS Jamie E. Depeau Leadership Award and in 2013, was named one of Gramercy Institutes 20 Rising Stars in Financial Marketing. Berta received her M.B.A. from St. Joseph’s University where she was inducted into the Alpha Iota Delta Honor Society for academic excellence in Strategy & Statistics and a B.A. in Business, with a concentration in Finance, from Iowa State University. Berta resides in Chester Springs with her husband Mike, an architect, and their two children.