Read biographies of feature guests for the Banking and Finance Networking Forum being held tomorrow Thursday, April 11 at Chicago Chop House.
Antonio Lugo, President, Smart Wealth Strategies, Inc.
As President of Smart Wealth Strategies, Antonio’s role, supported by a team of professionals is to offer comprehensive financial planning while addressing the biggest financial threats impacting most Americans today. Our clients come to us concerned about how to efficiently plan a future, while recognizing increasing educational costs, higher health care costs, volatility in the stock market, and managing increasing tax liabilities year after year. Finally, As Americans plan a retirement lifestyle that one can enjoy, today’s entitlement Programs – Social Security and Medicare will be changing at a time
when most Americans are living longer than ever before.
As a fiduciary advisor, Antonio is properly licensed and regulated to advise clients on their best interest
at all times. His experience includes managing investments, taxable and tax-advantaged income
planning, social security and medicare benefits, health and life insurance, and property and casualty.
Antonio is a Lecturer at City Colleges of Chicago’s Adult Continuing Educational Program teaching a 2-
Part course on the Financial Survival in Retirement. Antonio has also been a featured guest speaker on
WGN Midday News, Fox Business, WCIU, and the Federal Reserve Bank of Chicago’s Money Smart Week.
Antonio received a Bachelor of Science in Finance degree from DePaul University as well as Masters of
Business Administration (MBA) from Loyola University Chicago.
Kelley Conway, Financial Services North America Lead, Technology Advisory, Accenture
Ms. Conway is an advisor to financial services firms, specializing in large digital transformations for her clients, developing sustainable operating models that help them simultaneously improve efficiency while focusing on and enhancing the critical capabilities required to execute their strategy.
As a recognized expert, Ms. Conway combines strategy, operational best practices and information technology skills to design, implement and support enterprise transformations, advising clients across financial services.
A thought-leader on the practical application of emerging technologies to financial services, Ms. Conway is the author of numerous articles, most recently "The problem with centralization – and how financial services institutions can use capabilities driven IT to fight back (Strategy&, 2017)", "Payback time: Improving ROI from digital labor in financial services (December, 2016)" and "From theory to practice: Onboarding digital labor in financial services (August, 2016)".
In addition, Ms. Conway has been asked to speak at a number of conventions, including as a lead speaker for PwC’s Financial Services Institute top financial services industry issues of 2017 (Blockchain, Cost containment and Robotic process automation), NICSA Webinar on RPA (June, 2017), and the 2014 International Securities Services Associate (ISSA) in Switzerland on “Practical Applications of Technology to Address Regulatory Challenges”.
Ms. Conway received her Bachelor of Science in Chemical Engineering and holds an MBA from The Tepper School of Business at Carnegie Mellon University.
Mario Farfan, Vice President - Market Manager, Associated Bank
Mario Farfan is the Market Manager for the Lake County region of Associated Bank. He has invested eighteen years developing his career in banking and finance. Developing and coaching his staff through a supportive and collaborative approach has been key to his success.
In addition to his banking career, Mario has held his commitment to the community in high regard. He has served on multiple chambers and community organizations to build strong relationships which are at the heart of the culture and values of every organization. Through this service leadership model, Mario noticed a profound need for Hispanic business owners in the Northwest Suburbs to unite, network and have access to common resources. This led him to become the founder and president of the Northwest Hispanic Chamber of Commerce.
Mario's experience and community engagement have helped him to create some guiding principles that he believes are essential to leading during a culture of change in the financial industry.
Kevin Mintz, Technology Research Principal, Accenture
Kevin is the Innovation Lead within the Blockchain Practice for Accenture Operations, which works with most of the Fortune 100. He and his team are at the epicenter of blockchain innovation, its application to business processes, and the assessment of future implications as the technology takes hold. Kevin applies strategic and design thinking to help clients visualize the art of the possible and technical expertise to provide clear, impactful steps towards realizing this reimagined future. He is a sought-after thought leader, with several publications such as Unlock Trapped Value with Blockchain.
Prior to launching the Operations Blockchain Practice, he led innovation for the Accenture Breakthrough Ideas team, a.k.a “Tech Garage”, an intrapreneurship-based R&D lab where Lean Startup Methods were used to disrupt business operations. Additionally, he spent years as a consultant for a multitude of projects, with common themes of agile custom development using emerging technologies for diamond clients.
Second only to family, food, and music, Kevin has the passion to foster innovation and explore new tech trends, as well as the drive to deliver results.
Time is running out to register. The 2018 Banking and Finance Networking Forum is tomorrow. Don't miss out!