Blogs

Content  /  Blog
Nicsa | Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020

Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020

By Nicsa posted Feb 05, 2020

Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020

Nicsa is pleased to announce the winners of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26-28, 2020 in Fort Lauderdale, Florida.

“We look forward to honoring Nicsa committee members who have demonstrated committed excellence in driving forward educational content for our members. Their leadership has driven member collaboration and increased industry dialogue, which in turn paves the way toward the building of best practices in the global asset management industry,” said Jim Fitzpatrick, President and CEO of Nicsa.

Nicsa’s committees work on behalf of the organization to provide its members with content, resources, and events to keep up to date on evolving issues within the global asset management industry. By doing so, the committees support the association’s mission of developing, sharing, and advancing leading practices among industry participants. Each year, Nicsa recognizes outstanding volunteers whose sustained contributions over the previous twelve months were deemed exceptional.

A list of this year’s honorees, by Committee, follows:

Abandoned Property
Leeann Dionne, SS&C

Alternative Investments
Julie Collison, Merrill Lynch

Compliance & Risk
Erik Olsen, ACA Compliance

Content
David Parks, EY

Data Analytics
Jason Dauwen, SS&C

Diversity Project Best Practices
Paula Modugno Tepper, PGIM

Diversity Project Public Relations
Tom Collimore, CFA Institute

Diversity Project Talent
Pam Burns, Northern Trust

General Membership Meeting Planning Committee
Sonja Formato, Foreside

Membership
David Halligan, SFS Mars Solutions

Next Gen
Lana Bergstein, Dimensional Funds

Product & Distribution
Sonja Formato, Foreside 

Regional Events
Beverly Dube, Celera Systems

Retirement
Rob O’Brien, Putnam

Strategic Leadership Forum Planning Committee
Jennifer Hoopes, Foreside 

SMA Working Group
Patrick Mullins, Columbia Threadneedle 

TA
Karen Walsh, Putnam

Technology
Sam Perone, Merrill Lynch

Webinar Advisory
Lisa Light, SS&C

President's Award
Lynette Turner, BNY Mellon
Veronica Lee, FIS

If you are interested in learning more about the Nicsa Awards or attending the 2020 Strategic Leadership Forum, visit: nicsa.org .

Read More Blogs from Nicsa

Help Shape the Future of Data Analytics in the Asset and Wealth Management Industry

Data continues to play an increasingly critical role across the asset and wealth management industry, influencing everything from business strategy and operational efficiency to client engagement and regulatory readiness. As organizations navigate evolving technologies, growing data demands, and new opportunities for innovation, understanding the industry's priorities has never been more important. To help capture these […]

Digital Assets: Observations from Market Participants

By: Nicsa Technology & Innovation Committee Recent survey results from the Nicsa Technology & Innovation Committee offer a directional view into how Committee members are thinking about digital assets—highlighting both areas of strong understanding and where questions are now shifting toward practical application. A Closer Look at the Survey Results While foundational concepts such as […]

Advancing Clarity in Unclaimed Property: Industry Collaboration Driving Better Outcomes

Collaboration is essential as regulatory expectations for unclaimed property continue to evolve across the asset and wealth management industry. Through a joint effort by NICSA’s Unclaimed Property Committee and Retirement Committee, members are aligning perspectives and navigating increasingly complex requirements across ERISA and non-ERISA frameworks. Central to this effort is the ERISA and Non-ERISA Unclaimed […]
Copyright 2026. All rights reserved.

Website Design By Branophia LLC

LinkedIn IconMail Icon
magnifiercrossmenuchevron-down