OCTOBER 17-19, 2022

Andaz Scottsdale Resort & Bungalows

About Impact Summit

EVERFI’s Impact Summit is an invite-only gathering of top executives whose organizations are tackling the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct & other critical topics in our communities. The three-day event includes inspiring keynotes; breakout sessions with experts; and networking opportunities with a community of peers. Accommodations are complimentary for invited guests.

Drive innovation and lay the foundation for lifelong learning in our communities

Connect with peers and industry leaders through networking events

Recognize and celebrate the organizations and individuals powering lasting impact in their community

Speaker Announcements


Kausik Rajgopal


Kausik Rajgopal is PayPal’s Executive Vice President of People and Sourcing, leading the company’s global Human Resources (HR), Procurement, Real Estate, and Payments Markets & Partnerships (PM&P) teams. Drawing on nearly 20 years of experience, Kausik brings a unique blend of senior leadership expertise in human resources, technology, and payments to this role. He also serves as the co-Executive Champion of Unity, the company’s community of women and allies working together to empower women at PayPal.


Jeff Weiner


As the CEO of LinkedIn, Jeff Weiner grew the social networking company from $78M to over $7.5B in revenue, while also earning the distinction of a Top 10 CEO on GlassDoor, with a nearly perfect approval score of 99.74%. Throughout his career, Jeff has pioneered the concept of compassionate management as a way to build better teams and better companies. With the belief that compassion is a skill that can be taught, he started The Compassion Project, a non-profit on a mission to ensure that every primary school student in the US understands what compassion is and how to practice it in their lives.


Jean M. Twenge

San Diego State University

Jean M. Twenge, Professor of Psychology at San Diego State University, is the author of more than 180 scientific publications and six books, the latest of which is iGen: Why Today's Super-Connected Kids Are Growing Up Less Rebellious, More Tolerant, Less Happy--and Completely Unprepared for Adulthood. She holds a BA and MA from the University of Chicago and a Ph.D. from the University of Michigan and speaks frequently to audiences across the country on generational differences, marketing across generations, generations in the workplace, youth mental health, iGen and GenZ, and teens, technology, and social media.


Time Session & Description Speakers Location
Monday, October 17, 2022
4:00 – 7:00 PM Registration Hotel Lobby
7:00 – 10:00 PM Welcome & Opening Remarks Tom Davidson, CEO, EVERFI and Executive Vice President, Blackbaud Cholla Lawn
Tuesday, October 18, 2022
7:00 – 8:00 AM Breakfast Foundry Terrace
8:00 – 8:30 AM Welcome & Opening Remarks Tom Davidson, CEO, EVERFI and Executive Vice President, Blackbaud Foundry Ballroom
8:30 – 9:15 AM Impact Storytelling for Corporations

Companies with strong ESG values are better able to attract and retain top talent and forge emotional connections with consumers. But traditional ESG reporting often involves a range of industry-specific data that is not easily comprehended by stakeholders. How can impact storytelling bridge gaps and put social impact data into easily comprehensible contexts and perspectives? How can communicators integrate impact storytelling into broader corporate storytelling in a transparent and authentic way?

• Dennis Duquette, President, MassMutual Foundation, MassMutual

• Cara Knox, Principal, Reputation Management, Edward Jones

• Paola Garcia Abbo, Vice President and Head of Impact, OneMain Financial

• Moderator: Ray Martinez, Co-Founder, EVERFI

Foundry Ballroom
9:15 – 9:30 AM Networking Break
9:30 – 10:10 AM Breakout Discussions

Data and Governance: How to Use Data to Meet Regulatory Pressures

With the emerging ESG and CSR environment, leaders are increasingly asked to report on their impact commitments while also needing to prepare for upcoming regulations, meet stakeholders’ desires, and define a completely new strategy to propel their company forward. This is all against the current political backdrop for ESG measures. There is an opportunity for regulations to level the playing field, requiring consistency and transparency among organizations. However, there isn’t a one-size fits all solution. We need measurable, digital solutions for the short term and long term to know if companies’ actions are working, and if the measures are repeatable and sustainable.

Calli Hartman, Director of Customer Success, Blackbaud Loom 1
9:30 – 10:10 AM Breakout Discussions

The New Educator Experience: State of Education and Challenges Facing Teachers and Communities

Cultivating strong, meaningful connections with educators is at the top of our priority list.

EVERFI teacher ambassadors are community leaders and edtech enthusiasts who advocate for real-world resources, and represent the educator experience. By understanding tangible challenges within education as expressed by teachers currently in the field, you’ll leave feeling grounded in your contribution towards alleviating these challenges, along with a general sense of hopefulness from those who contribute directly to our kids’ lives.

• Stephanie DeYoung, Teacher Librarian• Glenn Gamble, Business Teacher

• Eileen Lennon, 6th Grade Technology Teacher

• Moderator: Jessie Fox, Senior Director of K12 Community Engagement, EVERFI

Loom 2
10:10 – 10:15 AM Break Foundry Ballroom
10:15 – 10:45 AM Leading with Compassion: How Cultivating the Ability to Relate to Others Can Change the World

As the CEO of LinkedIn for more than a decade, Jeff Weiner grew the social networking company from a staff of 338 people to nearly 16,000, and ratings from those employees helped name him a GlassDoor Top 10 CEO with a nearly perfect approval score of 99.74%. But besides being liked, Jeff also grew LinkedIn’s membership base from 33M to more than 675M, increased its revenue from $78M to over $7.5B. Throughout his career, Jeff has pioneered the concept of compassionate management as a way to build better teams and better companies. With the belief that compassion is a skill that can be taught, he started The Compassion Project, a non-profit on a mission to ensure that every primary school student in the US understands what compassion is and how to practice it in their lives. In this session, we’ll learn about the benefits of leading with compassion, and why compassion education is so important as a means to build better companies and a better world.

• Jeff Weiner, Executive Chairman, LinkedIn

• Tom Davidson, CEO, EVERFI and Executive Vice President, Blackbaud

Foundry Ballroom
10:45 – 11:30 AM Networking Break + Innovation Meetings with EVERFI
11:30 – 12:20 PM Understanding the Mental Health Crisis Facing Today's Youth

Today’s kids, teens, and young adults are iGen (born after 1995), the first generation to spend their adolescence with smartphones. iGen’ers are growing up more slowly as adolescents, spending more time online, and spending less time hanging out with their friends in person. They are also spending less time sleeping. Perhaps as a result, they are more likely to experience unhappiness and depression – and that was true even before the pandemic.

Dr. Jean Twenge, Professor of Psychology at San Diego State University Foundry Ballroom
12:15 – 1:00 PM Lunch Foundry Terrace
1:00 – 1:30 PM The Diversity Dividend: A Conversation with WNBA All Star Alana Beard

While perhaps best known for her storied athletic career as a four-time WNBA All-Star, philanthropist and entrepreneur Alana Beard is utilizing the power of business and sports to create a culture shift in how women and girls experience opportunities. Today, she is the Founder of Transition Play, a talent firm specializing in transition readiness. As research by McKinsey & Morgan Stanley attests, America is struggling to close the diversity gap that exists in business, social impact, and civic leadership. Transition Play bridges the gap between the world-class, diverse, and transferable talent pool of professionals that exists in sport, and the corporate, social, and civic organizations in need of a diversity dividend.

• Alana Beard, WNBA All-Star, Philanthropist, Entrepreneur

• Lauren Bernstein, Executive Vice President of Account Management, EVERFI

Foundry Ballroom
1:30 – 2:00 PM Colliding Crises: Youth Mental Health & Substance Abuse

In December 2021, the US Surgeon General called for a swift and coordinated response to the “devastating mental health crisis” facing America’s youth, as the prevalence of teen depression and anxiety has doubled compared to before the pandemic. Alongside this mental health crisis, youth e-cigarette use and prescription drug misuse remain at epidemic levels. Today, many forward-looking organizations are taking a population-level approach to supporting mental health and preventing substance abuse. This panel will share innovative strategies to tackle these issues for your community – and share educator perspectives on the impact of these interventions.

• Nick Gonzales, Health and Wellness Compliance Officer, The Kroger Co.

• Lorraine Montague, Nutrition, Food Science & Gifted Educator, Westover Comprehensive High School

• Moderator: Ellen Patterson, President of Strategy, EVERFI

Foundry Ballroom
2:00 – 2:15 PM Break Foundry Ballroom
2:15 – 3:00 PM Employee Engagement in the Era of Stakeholder Capitalism

Employee activism is becoming a defining feature of today’s workplace, with 80% of CEOs predicting a rise in workforce activism across the next few years. In this climate, how can leaders respond cautiously and compassionately? In a world where you are navigating your job as a leader to define your organization’s purpose and its potential impact on society, what are the toolsets you need to respond and support wider social movements and environmental issues? How can EVERFI add value for you?

• Kausik Rajgopal, Executive Vice President of People and Sourcing, PayPal

• Jon Chapman, Co-Founder, EVERFI

Foundry Ballroom
3:00 – 3:30 PM Break
3:30 – 5:30 PM Community Impact Activity

Volunteer opportunity in collaboration with Jayson Atienza, an award-winning visual artist and creative director, and the school students to create a visual masterpiece as part of a school beautification project.

Kino Junior High School
5:30 – 6:15 PM Break
6:15 – 10:00 PM Dinner Reception

Closing Remarks

Ellen Patterson, President of Strategy, EVERFI Meet in Hotel Lobby → Rosa’s Ranch
Wednesday, October 19, 2022
8:00 – 9:00 AM Breakfast Cholla Lawn
9:00 – 10:00 AM Innovation Meetings with EVERFI
10:00 AM Optional Activities

Shadow Mountain Golf

Meet in Hotel Lobby → Shadow Mountain Golf
10:30 AM Indigenous Experience Meet in Hotel Lobby → Native Art Market

Impact Sessions Include:

Impact Storytelling for Corporations
The New Educator Experience
Mental Health Crisis in America
The Importance of Teaching Compassion from a Young Age
The Changing Role of Social Impact in Sports
Employee Engagement in the Era of Stakeholder Capitalism




EVERFI will be providing complimentary accommodations at the Andaz Hotel 

Andaz Scottsdale Resort & Bungalows

6114 N Scottsdale Rd, Scottsdale, AZ 85253


Phoenix Sky Harbor Airport

Please try to have your flight arrive by 2:00 PM on October 17th and depart after 4:00 PM on October 19th

Scottsdale Experiences


An Indigenous Experience

Experience the stories, arts, and culture of Arizona’s Native tribes. You will explore Native dance, learn about tribal customs, and see the amazing craftsmanship of more than 200 Native artisans. After the cultural performance, you’ll enjoy a craft-making project to create an authentic memento of your visit. Join us and learn about Arizona’s Native peoples and their amazing stories!

Shadow Mountain Golf Experience

Enjoy playing a golf game at the Short Course at Shadow Mountain - Tee off on the scenic, 18-hole course that offers fun and fast rounds, ideal for beginners and pros alike. Each hole is a par 3, making this the perfect place to work on your short game.

Golf Experience

Community Impact Activity

Community Impact Activity

Join EVERFI as we volunteer on-site at a local school. We will work in collaboration with Jayson Atienza an award-winning visual artist and creative director and the school students to create a visual masterpiece as part of a school beautification project.

Past Summit Speakers

dr. anita hill speaking

Dr. Anita Hill

Attorney, Educator, and Advocate for Women's Rights

bob woodward speaking

Bob Woodward

Associate Editor of The Washington Post

dr. jean twenge speaking

Dr. Jean Twenge

Professor of Psychology and Author, San Diego State University


Tara Westover

Harvard-Educated Historian and Author of Educated: A Memoir

senator robert menendez speaking

Senator Robert Menendez

U.S. Senator for New Jersey


Victor Cruz

ESPN Analyst, Former NFL Wide Receiver & Super Bowl Champion

steve barlett speaking to a group

Steve Bartlett

Former U.S. Representative, Former Mayor of Dallas

chanel miller headshot

Chanel Miller

Artist, Human Rights Advocate and Author of New York Times Bestseller Know My Name

Past Summit Experiences

polo tournament and asado dinner in spectacular argentinian-atyle barn

Polo Tournament and Asado dinner in Spectacular Argentinian-Style Barn

hay-adams reception with white house and monument view in the background

Hay-Adams Reception with White House and Monument Views

new orleans historic french quarter reception

Second-line through New Orleans to a Historic French Quarter Reception

summit group waving out of a mini bus

Mini Bus Tours of Old Town San Juan, Puerto Rico with Dinner and Live Band

summit group in front of the capital

Tours of the U.S. Capitol & Watergate

musicians hall of fame museum in nashville

Private Reception and Entertainment at the Musicians Hall of Fame Museum in Nashville

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