GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
BREAKOUT
Jodi Rosen
Chief Development Officer
Sunrise Table Talks
Connect On LinkedIn
Jodi Rosen serves as the Chief Development Officer at Vanguard Charitable, a $23 billion grantmaking organization. She has more than 25 years of experience in the philanthropic sector, working with some of the nation’s wealthiest and most...
ABOUT JODI
Jodi Rosen serves as the Chief Development Officer at Vanguard Charitable, a $23 billion grantmaking organization. She has more than 25 years of experience in the philanthropic sector, working with some of the nation’s wealthiest and most philanthropic individuals and families. Her expertise in charitable giving, with a specific focus on donor-advised funds (DAFs), brings a unique perspective on donors’ motivations and challenges, the various ways to effectively distribute charitable dollars, and the impact of legislation and regulation on charitable giving at large. Jodi is a graduate of the University of Pittsburgh and received her Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services. She resides outside of Philadelphia with her husband, two children, and Goldendoodle.