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3 Executives Unpack Planning for Everything from Families to Careers in Retirement

Monday, September 16, 2024
12:00 PM - 1:00 PM ET
Webinar
154 attending
Sponsored by
Bank of America
Bank of America
3 Executives Unpack Planning for Everything from Families to Careers in Retirement
WEBINAR
Monday, September 16, 2024
12:00 PM - 1:00 PM ET
Sponsored by
Bank of America
Bank of America

Event details

At least one parent is employed in 91.9 percent of families with children (both parents are employed in 67 percent of two-parent households), according to the U.S. Bureau of Labor Statistics. And those numbers continue to climb, which means that work-life balance is becoming more of a critical conversation in companies across the country. But it’s not just important for employees; companies need to care, too, since more workers prioritize a healthy work-life balance over pay, according to RAND.AS research.

That’s why we’re sitting down with three panelists—executives at Bank of America—who are leaders in the Bank’s Workplace Benefits business. Workplace Benefits focuses on providing the very products and services companies need to support their employees’ retirement, child care, and wellness offerings.  All are key to supporting an employee’s work/life integration.  Bank of America prefers work/life integration because balance implies something will fall which is defeatist.  Our panelist will discuss their work/life integration, and building long-growth careers while being truly present for their families at home.  They are in the unique situation of seeing how the benefits that they offer their client’s employees, impact their own lives.

In this webinar, you’ll learn about:

  • How to find and maintain a healthy work-life integration by sharing their career journeys

  • How a company’s culture impacts career options

  • Explain Bank of America’s Workplace Benefits team and opportunities

  •  What current skills translate to a Workplace Benefits career


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Want to attend but can’t make the webinar date work? No problem! Register anyway and we’ll send you the recording for you to watch on your own time.


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Meet the speakers

Stacy Bucchere, Head of Institutional Retirement Client Management, Workplace Benefits, Bank of America

Stacy Bucchere

Head of Institutional Retirement Client Management, Workplace Benefits, Bank of America

Stacy Bucchere

Head of Institutional Retirement Client Management, Workplace Benefits, Bank of America

Stacy Bucchere is a managing director in the Workplace Benefits business. In her current role, she leads Institutional Retirement Client Management which includes Client Service, Client Relationship Management, Plan Sponsor Experience and Onboarding. She is focused on delivering service excellence for clients and understanding what clients need for success. Prior to her current role, she was Head of Business Enablement for RPWS which included project management, technology budget oversight, initiative deployment and business governance. ...

Erin Donnelly, Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits, Bank of America

Erin Donnelly

Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits, Bank of America

Erin Donnelly

Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits, Bank of America

Erin Donnelly is Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits at Bank of America. In this role she leads our defined contribution products, institutional retirement investments platform and our consultant and industry relations team. Prior to joining Bank of America, Erin was EVP and Head of Defined Contribution for Nuveen, the investment arm of TIAA. Erin also previously ran Global Funds & Insured Solutions at Merrill Lynch, where she served as Managing Director of domestic and ...

Amanda N. Ross, Managing Director Workplace Benefits, Bank of America

Amanda N. Ross

Managing Director Workplace Benefits, Bank of America

Amanda N. Ross

Managing Director Workplace Benefits, Bank of America

Amanda Ross is a Managing Director and Head of Participant Experience within Bank of America’s Workplace Benefits. In this role, she leads the end-to-end participant engagement strategy to deliver a differentiated and personalized experience that helps participants live their best financial lives. Amanda is a very involved leader holding seats on the Workplace Benefits Executive Operating Committee and is Executive Sponsor for the New England Parents and Caregivers Network. She is a Global Diversity & Inclusion Manager award ...

Stacy Bucchere, Head of Institutional Retirement Client Management, Workplace Benefits, Bank of America

Stacy Bucchere

Head of Institutional Retirement Client Management, Workplace Benefits, Bank of America

Stacy Bucchere is a managing director in the Workplace Benefits business. In her current role, she leads Institutional Retirement Client Management which includes Client Service, Client Relationship Management, Plan Sponsor Experience and Onboarding. She is focused on delivering service excellence for clients and understanding what clients need for success. Prior to her current role, she was Head of Business Enablement for RPWS which included project management, technology budget oversight, initiative deployment and business governance. Prior to that she was Head of Product Management for the Defined Contribution products including MLII (proprietary recordkeeping platform), Advisor Alliance, Fiduciary Advisory Services, and Small Business products. Stacy has been with the firm for over 25 years in several different roles and capacities. She was originally part of Merrill Lynch Asset Management (MLAM) and moved to the Retirement Group where she spent several years in various roles including head of the Internal Sales Desk. Stacy has also held several roles in Merrill Lynch Wealth Management, most notably on the National Sales Management team, focused on the coordination and execution of field-facing strategic initiatives. She was also head of Business Management and Field Engagement for the Investment Solutions Group (including the Managed Solutions Group, Alternative Investments and Capital Markets). In this role, she led the rollout and deployment of the industry-leading Merrill Lynch One Investment Advisory platform. Stacy graduated with Honors from Villanova University with a Bachelor of Arts degree in Communications. She holds the FINRA Series 7, 66 and 24 licenses. She has participated in several industry programs including SIFMA Securities Industry Institute at Wharton and Bank of America’s Women’s Leadership Program at Columbia University and Executive Leadership through Wharton. She currently serves as Enterprise co-chair for the LEAD for Women Employee Network and is the executive sponsor for the New Jersey Chapter of Intergenerational Employee Network. She is also an LGTBQ+ Ally and a member of several other employee networks. Stacy currently resides in New Jersey with her husband and two children, Dillon, and Victoria.
Erin Donnelly, Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits, Bank of America

Erin Donnelly

Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits, Bank of America

Erin Donnelly is Managing Director, Institutional Retirement Product Management & Distribution for Workplace Benefits at Bank of America. In this role she leads our defined contribution products, institutional retirement investments platform and our consultant and industry relations team. Prior to joining Bank of America, Erin was EVP and Head of Defined Contribution for Nuveen, the investment arm of TIAA. Erin also previously ran Global Funds & Insured Solutions at Merrill Lynch, where she served as Managing Director of domestic and international business platforms, including fund solutions, exchange-traded funds, money market funds and insurance products. Erin currently serves on the Advisory Board for the SPARK Institute. She is also a member of the Defined Contribution Institutional Investment Association (DCIIA) Global Committee, where she previously served on the Executive Committee for six years and was the inaugural Committee Chair for Diversity, Equity & Inclusion. At Bank of America, Erin serves as a mentor in the Lean-In Mentoring program and in the Hispanic/Latino Organization for Leadership & Advancement (HOLA) ERG. Erin earned an MBA from NYU Stern School of Business and a BA from St. Joseph’s University in Philadelphia, PA.
Amanda N. Ross, Managing Director Workplace Benefits, Bank of America

Amanda N. Ross

Managing Director Workplace Benefits, Bank of America

Amanda Ross is a Managing Director and Head of Participant Experience within Bank of America’s Workplace Benefits. In this role, she leads the end-to-end participant engagement strategy to deliver a differentiated and personalized experience that helps participants live their best financial lives. Amanda is a very involved leader holding seats on the Workplace Benefits Executive Operating Committee and is Executive Sponsor for the New England Parents and Caregivers Network. She is a Global Diversity & Inclusion Manager award recipient and is an active participant in several employee engagement networks. Amanda joined Merrill Lynch in 2006 as a Retirement Solutions Specialist. She quickly established a reputation for innovative thinking, leadership, and revenue growth. She has held numerous leadership positions across the organization and prior to her current position she was the Head of Wealth Management Sales Support for the personal retirement, insurance, and trust lines of business. Amanda received her BS in Finance and Economics at Bentley College and her Master of Business Administration at Boston University. She is a graduate of the Securities Industry & Financial Markets Association Program at the Wharton School. She holds both the Certified Retirement Planning Counselor and Certified Retirement Plan Specialist designations through the College for Financial Planning as well as a Certificate in Longevity Studies from the University of Southern California. She is also registered through numerous securities and insurance designations including the Series 7, 66, 24 and MA Life/Health Insurance licenses. Amanda currently lives in Hopkinton, MA with her husband, Patrick, and their four rambunctious children. She is an adjunct professor at Boston University Questrom School of Business and Brandeis International Business School, a town representative on the Hopkinton School Council and an avid fundraiser for the Hopkinton Center for the Arts.

Sponsored by Bank of America

Bank of America
At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better. Being a diverse and inclusive company is essential to our ability to drive responsible growth and serve our clients, communities and each other. That’s why we continue to invest every day in helping women make meaningful contributions within our company and in our communities. This includes bringing talented women to our company, developing our female employees and supporting the economic empowerment of women around the world.

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Monday, September 16, 2024
12:00 PM - 1:00 PM ET
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