Katherine Denton is a taskmaster, bookkeeper, personal assistant, professional writer, and senior advisor. She has over 20 years of experience working with small businesses, real estate brokers, agents and owners, high net-income / net-worth individuals, seniors and their adult children, and people in transition. Katherine is the owner of My Friend, Katherine, where she offers financial and business management services.
Anese Cavanaugh is an author, speaker, creator of IEP Method®, and leadership and culture advisor. She is the Chief IEP Officer of Active Choices, Inc., which provides virtual monthly “IEP Learning Labs” and online self-paced programs that can be completed individually or licensed by your organization for greater scale and impact. Anese is devoted to helping people show up, bring their best selves to the table, and unlock new levels of leadership potential in order to create a significant positive impact in their lives and organizations.
Jessica Fox is an Advanced Certified QuickBooks Online ProAdvisor, Xero-certified advisor, and AccountingSuite certified specializing in service-based businesses and small non-profit organizations. She is the owner of Florida Virtual Bookkeeper LLC, a company that offers cloud-based bookkeeping services to small service-based businesses and nonprofits. Fox is passionate about helping small business owners have peace of mind by taking the burden of bookkeeping off their shoulders so they can focus on growing their business.
Emily Scott is a certified Financial Transition Professional and part of the Advisory Committee of the Financial Transition Institute. She is the creator, though partner, and financial navigator at Emily Scott AND. Scott started her company with a mission to fill the void of merging the technical side of money with the human side of money, especially during transition.
Pat Hedley is an investor, advisor, author, and TedX speaker. She is the Founder and CEO of The Path Ahead, a company that offers financial advisory and planning services. Hedley is the author of Meet 100 People, A How to Guide to the Career and Life Edge Everyone’s Missing, a book that encourages young people (and all of us) to meet people and build valuable life-long relationships.
Lisa Levy is a trusted advisor, bestselling author, speaker, and internationally recognized authority helping leaders and organizations adapt and transform quickly to achieve their strategic goals. She is the Founder and CEO of Lcubed Consulting, a firm that helps companies exceed business objectives by optimizing processes and aligning culture while fostering creativity and innovation. Lisa is also the #1 best selling author of Future-Proofing Cubed: The Definitive Guide to Improving Productivity, Refining Process and Bolstering Profitability and a frequent speaker at conferences for business executives across the country.
Beth Miller is a leadership development advisor, executive coach, author, and speaker. She is the founder of Executive Velocity and a board member at 1Source International. Miller is passionate about partnering with business owners and executives as they develop goals to optimize their workforce, their most important asset.
Karen Weeks is a people and culture advisor, speaker, certified career coach, podcast host, and published author. She is passionate about helping people in their careers, and therefore their lives while helping companies create a safe and supportive culture where people can thrive. She is the author of Setting the Stage: A Guide to Preparing for any Feedback Conversation and the host of the podcast Getting Off The Hamster Wheel. Weeks is currently the senior vice president of people at Ordergroove and was named one of the 2020 Notable Women in Talent by Crain’s New York Business.