Speakers

Kevin is a finance professional with over 15 years of experience in the Consumer and Small Business banking space. His previous experiences include a range of roles from building digital products, managing marketing campaigns, launching internal innovation strategies, creating new product strategies, and delivering loyalty and rewards to customers.

Currently at Bank of America, Kevin is the new lead for BankAmeriDeals, a program that offers cash back, discounts, and coupons to millions of Bank of America debit card and credit card customers. In addition, he leads strategic partnership development with select brands on the platform.

SuAnn Carriero is a Rewards Executive at Bank of America and head of Loyalty and Rewards Program, Product and Channel Integration and Business Insights. In this role, she connects partner initiatives and develops business insights across Preferred Rewards, BankAmeriDeals®, the Travel Center, and Card Rewards Redemption, all designed to deepen client engagement, drive satisfaction, and increase retention and spend.

Prior to her current role, SuAnn served as Head of BankAmeriDeals, where she led the launch of a new, intuitive offers platform in partnership with a third‑party provider. This transformation significantly enhanced functionality, personalization, and the overall client experience, enabling clients to save seamlessly during everyday spending.

Earlier in her career, SuAnn led Quantitative Analytics teams, overseeing segmentation, investment, and rewards analytics. She supported the launch of the Preferred Rewards® program in 2014, leading the Quantitative Analytics team responsible for measuring client impact, optimizing benefits, and scaling the program successfully across the enterprise. Beyond Loyalty and Rewards, SuAnn has held leadership roles across several critical areas at Bank of America, including Business Intelligence, External Reporting, and Finance, and previously served as Chief Financial Officer for America’s Investment Banking business.

With more than 30 years at Bank of America and Merrill, SuAnn is deeply committed to associate development and employee engagement. Over the past five years, she has helped establish employee satisfaction initiatives focused on cross‑team collaboration and the sharing of best practices, reinforcing a culture of growth, inclusion, and high performance.

SuAnn has an MBA from Lehigh University and is a certified public accountant.

SuAnn resides in Scarborough, Maine, and loves to spend time outside hiking, skiing, paddleboarding, and biking.  She is also active in her community across various school and non-profit organizations.

Brad Federman is the Founder and President of PerformancePoint LLC, a leading performance improvement company. With over 30 years of corporate experience, Brad is an international author, speaker, coach, and consultant dedicated to helping organizations build thriving cultures,  level up leadership, energize employees, and captivate customers. Brad has won several industry awards including: 2024 and 2025 Top 30 Global Gurus in Organizational Culture, Top Keynote Speakers You Must Follow to Change Your Life 2025 and the 2025 James House Williamson Award Recipient. He is an accomplished author with 4 published books, and numerous articles," His latest book “Never Delegate Again: Uncover the Secret to Growing Your Company, Your People and Yourself” with an introduction by Marshall Goldsmith is garnering much praise. Brad is a highly requested speaker at conferences worldwide and frequently featured in spaces and places such as Fortune, FOX Business and Forbes. He holds degrees from Vanderbilt University and the University of Maryland.  He also advises organizations such as CuesHub and has served on and led several charitable boards.

With over 25 years of commercial leadership experience in the Animal Health and Vaccines sector, Jennifer Shook is an expert in enterprise P&L management, channel strategy, and complex corporate accounts. Currently serving as the Sr. Associate Director of the Loyalty and Programs team for Boehringer Ingelheim in the US, Jennifer is the chief architect behind the highly successful Vetsperity Rewards ecosystem.

A Certified Loyalty Expert™ (CPD Certification Service) with a certificate in Customer Loyalty: Strategy and Application from Kellogg Executive Education, Jennifer bridges the gap between rigorous commercial strategy and actionable customer loyalty. Drawing on a deep background in behavioral psychology, as well as being a certified DiSC trainer, she specializes in understanding the human elements of enterprise partnerships. By combining this behavioral insight with financial orchestration and agile alignment, Jennifer builds sustainable, customer-centric frameworks that drive measurable engagement across the veterinary industry.

Justin Levy is the Senior Vice President of Marketing at Tao Group Hospitality, where he oversees marketing strategy across 35+ premier restaurant, nightlife, and daylife venues in New York City, while leading all marketing technology initiatives globally. His scope spans the full marketing stack: Rewards App development, loyalty program strategy, CRM, ticketing, web, digital, social media, and digital advertising, positioning him at the intersection of creative vision and technical execution.

With nearly 16 years at Tao Group, Justin is one of the longest tenured executives at the company and has been a driving force in keeping Tao Group Hospitality at the forefront of innovative marketing and creative thinking in the hospitality industry, consistently pushing the boundaries of what guest engagement looks like at the intersection of culture, nightlife, and dining. Most notably, he conceived and built the Tao Group Rewards program from the ground up, leading its development, design, and growth over the past 3.5 years into a cornerstone of the brand's guest retention and loyalty strategy.

Mindy DeRiggi is the Director of Credit at American Eagle Outfitters, where they specialize in the strategic intersection of consumer finance and brand loyalty. With over 20 years of experience in the retail marketing sector, Mindy is a seasoned leader dedicated to building long-term customer value through innovative, multi-channel engagement.

During an 11-year tenure at AEO, Mindy spent seven years leading the brand’s loyalty initiatives, notably overseeing the end-to-end development and successful transition of three distinct loyalty programs. For the past four years, Mindy has pivoted that deep loyalty expertise into the Credit space. In this role, they serve as the central architect of the credit portfolio, collaborating closely with Finance, Technology, Store Operations, and AEO’s issuer, Synchrony, to ensure a seamless and rewarding brand experience.

Prior to joining AEO, Mindy spent over a decade in marketing leadership at Dick’s Sporting Goods. This foundation in high-scale retail marketing has informed their career-long commitment to creating seamless, rewarding journeys for the customer. They are widely recognized by colleagues for their deep institutional knowledge, collaborative leadership style, and passion for the ever-evolving retail landscape.

Michael Puffer is a 15-year loyalty strategy veteran and Director of Loyalty Consulting at
Salesforce. He has worked with more than 100 brands to design, launch, and evolve loyalty
programs across retail, consumer goods, travel, hospitality, and other industries. He specializes
in sustainable program design, gamification, member engagement, and multi-brand design
systems, helping brands create differentiated experiences that move beyond transactions to
build deeper, more durable customer relationships.

Prior to joining Salesforce, Michael was a leader in loyalty and CRM consultant for Merkle,
HelloWorld, and Cheetah Digital.

As an actuary in the WTW Risk and Analytics practice, Ron provides consulting services involving most commercial property-casualty lines to a variety of insurance companies and self-insured organizations. Ron has 33 years of actuarial experience and has provided actuarial consulting services for the last 23 years. Ron provides reserve and pricing analyses spanning workers’ compensation, auto liability, general liability, hospital professional liability, product liability, garage liability, warranty, loyalty and garagekeepers liability.

Ron has completed predictive models spanning workers’ compensation, auto liability, and general liability. The models have focused on claim severity, litigation propensity, nurse case management resource allocation and claim adjuster assignment. The pricing and reserve studies analyzed food and beverage, manufacturing, retail, construction, and energy risks. He has been approved to provide captive loss reserve opinions by regulatory authorities in Vermont, Arizona, Montana, and Bermuda.

Ron earned his undergraduate degree in Mathematics with a minor in Statistics at Colorado State University in Fort Collins, CO.   Ron is a member of the American Academy of Actuaries and Casualty Actuarial Society.

 Manolis is the leader of WTW’s Loyalty Rewards Practice. He has led numerous client engagements related to liability valuation and liability management for Loyalty Programs. He has provided consulting services for Loyalty clients in the Frequent Flyer, Hospitality, Retail/Gift Cards, Financial Services/Credit Cards, Transportation, Sports Associations, OTA, Mobile Rewards programs and Cruise Line industries working with clients in four continents. He has developed various models to quantify the impact of proposed marketing and structural changes in loyalty programs, with the use of predictive analytics.

Mr. Bardis has extensive experience in the actuarial analyses of claim liabilities for all types of property and casualty (P&C) insurers. Mr. Bardis is responsible for the preparation of several Statements of Actuarial Opinions and the supporting actuarial analyses. He has performed reserve analyses for large P&C insurers, captives and risk retention groups. Manolis has analyzed the liabilities for a number of Bermuda domiciled reinsurers and has assisted reinsurers with the pricing of excess layers of coverage. He has also been responsible for several rate filings.

He has provided litigation support to two clients supporting their position that their booked liabilities are fair and reasonable. He was involved in the valuation of the claim liabilities and subsequent negotiations with creditors for a large insolvent international reinsurer. He has assisted large P&C insurance companies with developing monthly monitoring reserve systems for all of their coverages.

He has presented at the Casualty Actuarial Society meetings, the CLRS and the Casualty Actuaries of New England (CANE) meetings. He has served as member on various CAS committees.

Len Covello is the Chief Technology Officer at Engage People Inc., where he leads the company’s long-term technology strategy and drives innovation across the loyalty and payments landscape. A recognized thought leader in the industry, Len plays a central role in advancing solutions that connect loyalty programs with real-time commerce experiences.

Len’s expertise spans web-based application design and development, with a strong focus on user experience and process automation across complex business environments.

He is a member of the Forbes Technology Council, a key member of the Engage executive leadership team, and serves on the company’s Board of Directors.