A Convener of Leaders
Timely, Relevant, Authentic Discussions on Ethics
Our annual forum brings together thought leaders, academics, and industry luminaries for challenging and valuable discussions on the biggest ethical questions facing the financial services profession. See how we’re shaping the conversation.
2025 Participants
- Joanne B. Ciulla, PhD, Professor of Leadership Ethics, Department of Business and Global Management, Director, Institute for Ethical Leadership, Rutgers University
- Azish Filabi, JD, MA, Managing Director, Cary M. Maguire Center for Ethics in Financial Services, Associate Professor of Business Ethics, Charles Lamont Post Chair of Business Ethics, The American College of Financial Services
- Derek Leben, PhD, Associate Teaching Professor of Ethics, Tepper School of Business, Carnegie Mellon University
- Kevin Werbach, JD, Liem Sioe Liong/First Pacific Company Professor, Professor of Legal Studies and Business Ethics, Chairperson, Legal Studies and Business Ethics, The Wharton School, University of Pennsylvania
- JoAnne Breese-Jaeck, Vice President and Chief Privacy Officer, Northwestern Mutual
- Michael Carrel, Senior Vice President and Chief Technology Officer, Nationwide Financial
- Marguerita Cheng, CFP®, Founder and CEO, Blue Ocean Global Wealth
- Ian Collins, Chief Compliance Officer, Chief Privacy Officer and Associate General Counsel, Foresters Financial
- Andrea Doss, Senior Vice President and Chief Risk Officer, State Farm
- Gregg George, JD, LL.M., Founder, Managing Director and Senior Client Advisor, Crescent Grove Advisors
- James Mitchell, CLU®, ChFC®, Chairmanof the Advisory Board, Cary M. MaguireCenter for Ethics in Financial Services; Chairman and CEO (Retired), IDS Life Insurance Company
- George Nichols III, CAP®, President and CEO, The American College of Financial Services
Forum History and Founders
James A. and Linda R. Mitchell, in cooperation with The American College of Financial Services, founded the Forum on Ethical Leadership in 2001.
The Forum is an event that emphasizes collaboration and conversation among academics and executives. The Forum is a cornerstone of the Cary M. Maguire Center for Ethics in Financial Services and its activities, bringing together industry leaders, accomplished producers, and prominent business ethicists to reinforce the need to connect values and good business practices.