.tmb-thmbmw260.jpg?Culture=en&sfvrsn=6aab17ca_1 "Cheri-Tree-headshot (1)")
Cheri Tree
Special Guest
Cheri Tree is a best-selling author, professional keynote speaker, executive business coach, world-renowned sales trainer, and entrepreneur. She is the Founder and CEO of BANKCODE, with clients in more than 40 countries worldwide. Cheri has spoken to hundreds of thousands of entrepreneurs and sales professionals globally. She has been featured in numerous international publications and shared the stage with icons such as Tony Robbins, Robert Kiyosaki, Suze Orman, Les Brown, and Sir Richard Branson. Cheri has also lectured at Harvard University and UC Berkeley, and she is considered the number one personality sales trainer in the world. She lives in Laguna Beach, California.
Rudy Giuliani
Keynote Speaker
Rudolph W. Giuliani, the former Mayor of New York City, was born in Brooklyn, New York. As the grandson of Italian immigrants, he was taught the value of a strong work ethic and a deep respect for America's ideal of equal opportunity. He attended Bishop Loughlin Memorial High School, Manhattan College, and New York University Law School.
After joining the office of the United States Attorney for the Southern District of New York, Giuliani rose quickly through the ranks, becoming the chief of the Narcotics Unit at age 29.
In 1983, President Reagan appointed Giuliani as the United States Attorney for the Southern District of New York. Giuliani spearheaded successful efforts against organized crime, white-collar criminals, drug dealers and corrupt elected officials. Few U.S. Attorneys in history can match his record of 4,152 convictions with only 25 reversals.
In 1993, Giuliani was elected Mayor of the City of New York. Campaigning on the slogan “One City, One Standard,” he focused on reducing crime, reforming welfare, and improving the quality of life. In 1997, he was re-elected with 57% of the vote in a city in which Democrats outnumbered Republicans five to one.
Under his leadership, overall crime was cut by 56%, murder was cut by 66%, and New York City—once considered the crime capital of the country—became the safest large city in America according to the FBI. New York City's law enforcement strategy has become a model for other cities around the world. This is particularly true of the CompStat statistical accountability program, which won the 1996 Innovations in Government Award from the Kennedy School of Government at Harvard University.
When Giuliani took office, one of every seven New Yorkers was on welfare. Giuliani implemented the largest and most successful welfare-to-work initiative in the country, turning welfare offices into Job Centers and reduced welfare rolls by 640,000—nearly 60%.
On September 11, 2001, America suffered the worst attack in its history when terrorists crashed planes into the Twin Towers of the World Trade Center. Thousands of New Yorkers were killed, including hundreds of members of the city's uniformed services, who rushed to the scene to lead the heroic rescue of tens of thousands of people. Having narrowly missed being crushed when the Towers fell, Giuliani immediately began leading the recovery of the city as it faced its darkest hour. Giuliani was widely lauded for his steady hand during challenging times. He was named “Person of the Year” by TIME magazine, knighted by the Queen of England, dubbed “Rudy the Rock” by French President Jacques Chirac, and former first lady Nancy Reagan presented him with the Ronald Reagan Presidential Freedom Award.
Limited by New York City law to two terms as mayor, Giuliani founded Giuliani Partners in January, 2002, quickly establishing the professional services firm as a leader in emergency preparedness, public safety, leadership during crises, and financial management. Drawing on his experience in turning a city described as ungovernable into a city that is now a worldwide example of good government and effective management, Giuliani was recognized in the Spring 2002 as “Consultant of the Year” by Consulting magazine. Currently, Giuliani serves as a Senior Advisor to Greenberg Traurig’s Executive Chairman and as the Chair of the Cybersecurity, Privacy and Crisis Management Practice. Greenberg Traurig is an international law firm with nearly 1900 attorneys worldwide.
In May of 2003, Giuliani married Judith S. Nathan, who was at the time a Managing Director of Changing Our World, Inc., a national fundraising and philanthropic services company headquartered in New York. Prior to joining Changing Our World, Mrs. Giuliani, a registered nurse with an extensive medical and scientific background, worked with U. S. Surgical Corporation and Bristol-Myers Squibb. In the aftermath of September 11, 2001, Mrs. Giuliani helped coordinate the efforts of the Family Assistance Center at Pier 94. Judith was a Founding Member of the Board of Trustees of the Twin Towers Fund, which raised and distributed $216,000,000 to over 600 recipients.
In 2008, Giuliani ran for the Republican nomination for President of the United States. During his campaign, he galvanized the national debate on such critical issues as national security, education, energy independence, healthcare, and the economy. The policy commitments Mayor Giuliani made to the American people remain vitally important to America’s future.
Marilyn Mohrman-Gillis, Esq.
Special Guest
Marilyn Mohrman-Gillis is Executive Director of the CFP Board Center for Financial Planning.
A highly regarded leader within the financial planning community, Mohrman-Gillis was appointed the Center’s first Executive Director in 2016 to lead a profession-wide effort to build a more inclusive and sustainable financial planner workforce. She guides the development and implementation of research and programmatic initiatives focusing on workforce development, diversity, and advancing the profession’s body of knowledge.
Mohrman-Gillis joined CFP Board as Managing Director of Public Policy & Communications in 2008. In that role, she developed and oversaw CFP Board’s advocacy initiatives to ensure the visibility and credibility of the CFP® certification with legislators, regulators and other policy makers. Under her tenure, CFP Board became a nationally recognized leader in areas related to investor protection, the delivery of financial advice under a fiduciary standard, and advancing standards to promote competent and ethical financial planning services to the public.
Adept at developing strategic partnerships to advance common goals, Mohrman-Gillis helped create the Financial Planning Coalition, which – along with members CFP Board, the Financial Planning Association and the National Association of Personal Financial Advisors – helped influence policy outcomes to benefit the public. On behalf of the Coalition, Mohrman-Gillis was recognized as a key spokesperson in support of the Department of Labor’s 2016 fiduciary rule, testifying at several public hearings including on Capitol Hill.
Prior to joining CFP Board, Mohrman-Gillis established an impressive track record of successful advocacy on behalf of the American public during a 30-year career in Washington. She began her career as a litigator in the Washington, DC, office of the law firm Steptoe & Johnson.
Mohrman-Gillis has a BA in Psychology from St. Mary’s College, Notre Dame, a MSW from Catholic University and a JD from the Columbus School of Law, Catholic University.
.tmb-thumbnail.jpg?Culture=en&sfvrsn=419c6ca8_1)
.tmb-thumbnail.jpg?Culture=en&sfvrsn=cfa24113_1){kind=logo}
.tmb-thumbnail.png?Culture=en&sfvrsn=fb55f702_1)
.tmb-thumbnail.jpg?Culture=en&sfvrsn=d9a6abdd_1)
.tmb-thumbnail.png?Culture=en&sfvrsn=969e4941_1){kind=logo}
All exhibitors need to send a current logo to