Become more financially independent with powerful insights from Kathleen McQuiggan. In our conversation, Kathleen shares how women can become more empowered and financially literate, and what business vitals are essential for you to know.

This podcast was recorded live for our community. If you would like to attend live recordings, please reach out to [email protected]

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Kathleen passionately advocates for women, encouraging them to take control of their financial futures. As a wealth advisor at Artemis Financial Advisors, Kathleen channels her positivity and enthusiasm for finance to motivate women around money and help them build sustainable financial plans.

For the diverse women she advises, Kathleen provides a fresh and lighthearted approach to investing that is grounded in over three decades of experience. She understands that “talking money” can sometimes be uncomfortable and she strives to create a safe space where women can feel free to discuss their financial concerns, hopes, and dreams. Talking money might not be easy, but in Kathleen’s eyes, it’s imperative.

Kathleen was named to InvestmentNews’ inaugural Women to Watch list, which honors female financial advisors and industry executives, who are distinguished leaders at their firms. A longtime advocate for advancing women in leadership, Kathleen currently serves on the Board of Directors at the Forte Foundation, a non-profit on a mission to change the balance of power in the workplace.  She is also Co-Chair of the Board of Directors at Women Working for Oceans.

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Learn how to develop the skill of agile thinking for greater innovation and stronger Leadership. In our conversation, Beeta Ansari reveals how to focus on your north star and embrace the uncertainty along the way.

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Beeta is COO of Ashoka U, an initiative within Ashoka that partners with colleges and universities to transform them into drivers of social innovation and changemaking. In this role, she leads Ashoka U’s strategic planning, staffing, budgeting, and organizational design. In addition to her responsibilities as COO, Beeta also serves as Director of the Exchange, a global convening for social innovation and changemaking education. Beeta has been with the Ashoka U team since 2009. Previously, Beeta worked as a Procurement Manager at a high-growth tech startup and tutored students at KIPP Academy in Houston. Beeta graduated from Southern Methodist University with a BS in Economics.

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Transform your company into a catalyst for justice, equity, and innovation. Our conversation with Sloan Leo reveals how bringing purpose and authenticity to your career can make you a powerful agent of change.

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Rise up, get the support you need, and learn how to support your teams during these uncertain times. Our conversation with Cindy Mascheroni will give you tips on strategy, communication, productivity and empathy, how to empower others, and perspective on how to lead in times of stress.

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Cindy’s business background includes an early career with Morgan Stanley and Apple and executive positions building start-up companies into profitable, high-growth businesses. Over the past 15 years, Cindy’s work has primarily been with emerging growth and mid-market CEOs, business owners and executives from diverse industries. She understands the focus, perspective, courage, integrity, and resilience it takes to be a successful CEO, while also knowing the demands and dilemmas leaders must navigate to fully engage in work, family and community.

As a Vistage Chair, Cindy sets the stage for CEOs to work together and get to the heart of what is needed to take their businesses, leadership, and lives to the next level. Her group members are committed to one another's success and known for challenging each other to test assumptions, see new perspectives, make tough decisions, and take bold action.

When she’s not working, Cindy loves to be with her family and friends enjoying mountain living, skiing, hiking, biking, and engaged conversation. She serves on the Board of the Wood River Community YMCA.

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What does it mean for a child to be resilient, and how can you help kids build resilience during these unprecedented times? Jaime Rivetts joined us to discuss how we can strengthen stress-management, problem-solving, and conflict resolution for ourselves and for our children to build resilience as a life-long skill.

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Jaime Rivetts MS Ed is the Executive Director and founder of Idaho Social Learning Center. ISLC was founded in 2012 and Jaime has been in private practice helping families understand the social world for the past 15 years.

Jaime is deeply passionate about helping children and families find their place in the social world. No child should feel left out or alone and struggle to make friends. Jaime runs weekly social learning groups in a variety of different schools, after school groups at her clinic, and individual sessions to dive deeper into a child's needs.

Jaime also contributes to a variety of articles online, runs a Facebook support group, and is currently working on a children's book series.  Jaime is the mother of two adorable little girls and understands the challenges of being a parent.

You can find more information about Jaime's programs at jaimerivetts.com

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In times of chaos and uncertainty, the best-laid plans get tossed to the wayside. We move into crisis mode and devote our energy to staying afloat in the day-to-day.  Our to-do lists grow, often with more menial tasks and tactics, and strategic thinking takes a backseat.

So how can we get that back? In this episode, Amy Philbrook (she, hers) of Fidelity Investments chatted with us about why times of crises and uncertainty are opportunities to lean into strategy and higher-level thinking.

We discuss:
-Why strategic thinking is important now, more than ever
-How to tap into the power of delegation, even if you don’t manage a team
-Why this is more likely to happen among women
-How this approach can help you regain a feeling of power and control  

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Amy Philbrook (she, hers)  loves to see people operating at their full potential and thinks there is probably a significant reservoir of untapped opportunity in each of us.

Amy is really excited about agility, flexible innovation, and constant iteration. Seeing traditional structures crumble in a way that allows everybody to be the best at what they can do. Amy is the Head of Core Market Sales, Workplace Investing at Fidelity Investments. She was previously Head of Diversity and Inclusion, responsible for creating and attracting a more diverse workforce, tapping into the power of our differences to develop and retain talent, creating a culture of inclusion, and showcasing Fidelity’s reputation and brand as an inclusive employer and service provider. Ms. Philbrook joined Fidelity in 1995 and has held a variety of positions throughout the firm, including human resources, compliance, retirement investment services, marketing and sales, and quality assurance and risk management.  Prior to joining Fidelity, she worked in human resources for Fish & Richardson P.C., an intellectual property and litigation firm. Ms. Philbrook received a bachelor of science in political science and government from Northeastern University. She also holds the FINRA Principal Series 7 and 24 licenses.

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In this episode, Joanne Heyman joined us for a dynamic discussion on key techniques for banishing burnout. Learn practical, easy-to-implement exercises and practices to tackle stress, multiple roles and responsibilities, and not enough time or energy for self-care.

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Joanne Heyman, Founder, and CEO of Heyman Partners

Joanne is a highly-sought-after coach, facilitator and strategic advisor. Since 2010, she has worked with leaders and institutions across the US and abroad.  Clients include C-Suite executives, founders, boards of directors and leadership teams.

Joanne holds a Master’s Degree from the Columbia University School of Public and International Affairs and a Bachelor of Arts in Comparative Literature from Smith College. She serves on the Advisory Board of LitWorld and Compass Kids, as a Senior Advisor to the Wealth and Giving Forum, and is a member of NationSwell.  She is a regular lecturer at Columbia University.

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What does it actually mean to "do it all," and how has that changed in the middle of a global pandemic? Jill Katz joins us for an honest, poignant conversation about doing it all right now, how to give and receive feedback with #candorcourageandcare, and what you have to gain by letting go and saying no.

Jill Katz is an Influencer, Speaker and Coach that is passionate about shifting the workplace to be more #PeopleFocused. She is the Founder and Chief Change Officer of Assemble HR Consulting, a boutique Human Resources firm that focuses on Organizational Transformation through work on Culture, Communication and Conflict. Jill brings candid insights, brave questions, humor and empathy to her advisory practice. She is a seasoned executive coach, facilitator, and human capital expert with more than 20 years of success in the fashion, retail, digital technology, media, and banking industries. Jill is best known for her “3C’s Feedback Model”: #CandorCourageAndCare.

Jill has held senior HR leadership roles at USA Networks/IAC, Ann Taylor, Calvin Klein Inc ./PVH, Elie Tahari and Macy’s. In leading the human resources functions, Jill has worked closely with senior executive teams to build leadership capability, drive performance strategies, and focus on employee culture and experience. She has extensive experience in large-scale organizational design projects, including the selection and placement of top talent, along with the communication and rollout strategies to manage effective change. Jill works closely with executives to help them see the value in relationships and how taking accountability and focusing on authentic communication can result in better business results for teams and organizations. She is certified in assessments including the Gallup StrengthFinder, Hogan Suite of Assessments, Change Style Indicator and several 360 degree feedback methods. Jill earned her Bachelor of Arts in Psychology and Communication from the University of Michigan. Most important of all, she is a very proud Mom, a devoted wife, a Broadway fanatic, and a dog lover.

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How do we learn from and make the best out of our current situations, for abundance and growth? Dee Marshall sat down with us to discuss how to develop confidence, live intentionally, build strategically toward a better version of ourselves, and how to create plans for abundance each year.

Prior to launching Diverse & Engaged, Dee Marshall spent over twelve years working on Wall Street in training and management and organizational development for Merrill Lynch, Prudential Securities, Moody’s Investor Services and The New York Times. Dee was recently named Top 25 Most Influential Black Women in Business by The Network Journal and Top 25 Leading Women Entrepreneurs.

Dee is a genius in leveraging new media, establishing a community service movement in the height of the recession by leveraging social media that grew to a network of over 200k members in three countries and in over 25 U.S. markets. Her company provides services to major corporations to assist with strategy, programs and initiatives to support inclusion, workplace culture, learning and development goals. Dee is a survivor and go-to on career transitions and reinvention. Prior to launching her diversity consulting practice, she built her credibility coaching through career transitions as a result of her own journey down 33 flights of stairs at One New York Plaza on September 11th after witnessing the terrorists attack on the World Trade Center.

Marshall has given of her time and talent to several major nonprofit organizations, including the Board of Directors for the YWCA Central New Jersey, the Women’s Center for Education and Career Advancement New York, the Board of Advisors for Rutgers Small Business Development Center, The New York Women’s Foundation, and others. She is a United Way New York Linkages Board Fellow, a Google Tech Policy Fellow, a certified credentialed Coach and a graduate of the distinguished Skinner Leadership Institute. As a result of her service to women, she has received numerous awards that include the United States of Women Nominated Change Maker, NAACP Community Service Award, Delta Sigma Theta Women of Achievement Award, and many more.

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In this heartfelt conversation, Pamela Everhart shared her insights and wisdom on resilience and how to thrive by letting go. Through stories and insights, we examined the importance of relationships, and Pamela gave innovative strategies for building relationships during the pandemic. 

As a 25-year Fidelity Investments veteran with financial services expertise, Pamela Everhart is a senior vice president and head of Regional Public Affairs and Community Relations in Fidelity’s Communications, Public Affairs and Policy Group. In this role, Pamela oversees the firm’s state and local government relationships, public affairs and community relations activities at its Boston Headquarters and across Fidelity’s regions in the U.S.

Prior to joining Fidelity, Pamela was an associate with the global law firm of Ropes & Gray LLP, concentrating in employee benefits and corporate tax matters. She also practiced as a certified public accountant and senior tax manager with EY. 

Pamela received a Bachelor's degree in Business Administration from the University of Texas at Austin and a Juris Doctorate from Harvard Law School, where she was an Asst. Managing Editor on the Harvard Women’s Law Journal, and was a Class Marshall. She is admitted to practice law in MA and before the Supreme Court. 

Pamela worked on the campaigns for former MA Governor Deval Patrick and President Barack Obama, and as a leader in the community, Pamela is active in a number of community service organizations and sits on several not-for-profit boards, including the Beth Israel Deaconess Medical Center, Harvard Law School Alumni Association, Association of Corporate Counsel Foundation, Bentley University Business School’s Business Advisory Council, The Roxbury Latin School, the Neighborhood House Charter School (life trustee), and the Boston Symphony Orchestra (overseer Emeriti)."

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