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As CEO of Toffler Associates, Maria taps into deep experience with strategy development and execution, customer experience, business performance management, acquisition integration, and organizational transformation. Before joining Toffler Associates, Maria was a managing director at North Highland, overseeing media, entertainment, and communications industry. As the division president, she led the Data Analytics and Sparks Grove groups and directly contributed to the profitability and growth of the businesses. She was the executive advisor to the Managing Services division during its U.S. expansion and led the development of the Washington office. Her prior experience includes management consulting with Arthur Andersen Business Consulting and Ernst & Young, as well as roles at AllConnect and Litton Poly Scientific.
Maria earned a B.S. in Industrial Engineering and Operations Research as well as an MBA from Virginia Tech, and serves as an advisory board member for the ISE department. She holds a certificate of cuisine from Le Cordon Bleu Paris and actively volunteers to cook healthy meals for the homeless and hungry in the Washington area where she resides with her family.
Find out more about Maria at:
https://www.linkedin.com/in/mariabothwell/
Lena Trudeau is CEO of U.Group, an advanced technology and creative design company committed to creating customer-centric innovation in the public and private sectors. An early advocate for government modernization, Lena spearheaded the creation of 18F, an in-house digital services team at the U.S. General Services Administration (GSA), and brought a similar model to the Canadian Digital Service (CDS). Lena’s expertise was also tapped in the private sector as she led the Amazon Web Services Public Sector (AWS PS) global expansion, and headed up the AWS PS business in Canada.
Lena currently serves as a board member on the Canadian American Business Council, and chairs the policy committee. She is a frequent commentator, speaker, and advocate on issues of digital adoption, digital inclusion, and women in technology. Lena received an MBA from the University of Western Ontario and an undergraduate degree from the University of Ottawa.
Find out more about Lena at:
https://www.linkedin.com/in/ltrudeau/
In 2010, Bryan and Shannon Miles felt a stirring from God. After experiencing the virtual assistant (VA) model for themselves, the couple was inspired to start their own business providing virtual support to busy leaders. After much prayer and due diligence, Bryan and Shannon followed God’s call and founded Miles Advisory Group. Within two months, they had signed four contracts with leaders in Tennessee, Georgia, North Carolina and Wyoming – generating a wave of momentum that continues to this day.MAG expanded the horizons of their VA service model in eaHELP to include MAG Bookkeeping, copywriting services, and web support services. In January 2017, the Miles AG suite (eaHELP, MAG Bookkeeping, Render and Ellipsis) came together under one name – BELAY. This name has a great deal of significance to their leaders because of its core meaning: To belay is to provide the support a climber needs to ascend...And that is precisely what they do for their clients.Their suite of services allows their clients to scale with peace of mind, and take their organizations to new heights.
Find out more about Brian & Shannon at:
https://belaysolutions.com/our-company/our-story/
As a Bahnsen Group Managing Director/Partner, Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.Kimberlee’s proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce. She is a Certified Divorce Financial Analyst®, and has strong experience and knowledge that enables her to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements. These skills, coupled with her wealth management experience, provides an experienced voice for any pre/post-divorce team.Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances.
Find out more about Kimberlee at:
https://www.linkedin.com/in/daviskimberlee/
Michael Farber is a social entrepreneur and founder of Breakout. Through his work with Breakout, Michael organizes transformative and powerful events in cities across the country to celebrate and give a voice to local change makers who lift up their communities.
Find out more about Michael at:
https://www.linkedin.com/in/michael-farber-851a927/
Mark Rothschild is the founder and CEO of Right at School. Prior to that, he was COO of the JCC of Chicago and CEO of the Cincinnati JCC.
Mark has held senior-level posts at Fastweb.com, Knowledge Advisors, and the Human Capital Research Corporation, has been a consultant in workforce development, training, and communications with McKinsey and Company and Arthur Andersen, and has taught at several universities, including Loyola University, Indiana University, and Northwestern University. Mark was also the founder and first president of the non-profit National Scholarship Providers Association.
Mark Rothschild graduated from the University of Illinois with a Bachelor of Arts. He also holds a Masters degree from Northwestern University in Communications Studies, a Ph.D. from Indiana University in Education Policy and Management, and was ordained as a rabbi from HUC-JIR in 2006.
Find out more about Mark at:
https://www.linkedin.com/in/markrothschild
Stuart, is the Chair and CEO of Audubon, a membership group of St. Louis area civic-minded investors. Its 3 pillars are increasing wealth management knowledge, encouraging collaboration to make St. Louis area philanthropic efforts more effective and growing the vibrant St. Louis area start-up scene.
Find out more about Stuart at:
https://www.linkedin.com/in/stuzimmer/
James earned a Bachelor of Science degree in Marketing from Miami University in 2000. Before joining Wealthquest, James spent five years with the Northwestern Mutual Financial Network as a Financial Representative. He spent most of that time training other Financial Representatives in financial planning techniques. James earned the right to use the CFP® mark in 2004.
James is married with three children. He enjoys golfing and running. He is very active in service projects through his church including financial literacy education programs, and missions work in Haiti.
Find out more about James at:
https://www.linkedin.com/in/james-lenhoff-9457663/
Find his podcast at:
https://podcasts.apple.com/us/podcast/the-rich-life-podcast/id1454700343
Learn more about his company at:
https://wqcorp.com/
Find his book at:
https://livingarichlife.com/products/living-a-rich-life-book
Over his 25 years as a technology entrepreneur, Tom has built and led several highly profitable, industry-defining companies. Always a passionate champion of disruptive technologies, Tom began his career as an associate at BCG, where he was immersed in the shift to “big box” retail. He later served as president of Ticketmaster.com (LYV), where he helped lead the transition to online ticketing. Then, as CEO of Ancestry.com, he built one of the Internet’s first and largest online content subscription businesses. Today, as CEO of ExpertVoice, Tom leads them in pioneering a new influencer-marketing category that’s transforming retail commerce. He’s devoted to our mission of creating a better buying experience for brands, retailers and consumers through a large network of authentic influential experts who make trusted recommendations.
Find out more about Tom at:
https://www.linkedin.com/in/tomstockham/
Anson is the Co-Founder and CEO of Battery, honored as a 3-time Ad Age Small Agency of the Year and ranked as a top 10 Fastest growing private company by the Los Angeles Business Journal 3 years in a row. In June 2019, Havas acquired a majority stake in Battery.
Prior to Battery, he co-founded one of the first pure play social media agencies called Rocket XL, growing the company to 5 offices across 4 countries before selling to Cossette Communications Group in 2008.
Anson is an active member of the Young Presidents Association (YPO) and holds a Business degree from the Marshall School at the University of Southern California (USC).
Find out more about Anson at:
https://www.linkedin.com/in/ansonsowby/
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