Chris Footit has been with the IRS for 32 years. She is the Branch Chief for the Tax Outreach, Partnership and Education branch in Communications & Liaison. Prior to her current position, she was a Revenue Officer in Collection for 19 years (1991 – 2009)...

Lucius C. Davis III is the Small Business Liaison in the Taxpayers’ Rights Advocate’s Office. He assists with the development of small business education and outreach programs in order to help business owners better understand their income tax requirements...

Stacy Harris dedicates her expertise and experience to illuminating pathways to fulfillment for individuals and teams alike. With a rich background spanning 20+ years in communications and business strategy, Stacy has become a beacon of positive transformation...

Fred Voss is senior managing director in Bridge Bank’s Corporate Banking Group. Based in San Jose, Fred is responsible for relationship management and business development throughout Northern California and manages teams in San Jose, San Francisco, Oakland a...

Jerome Dees Jr is a highly motivated leader and entrepreneur with the gift of inspiring and engaging stakeholders at all levels. His journey in entrepreneurship began at the age of 21 when he started his first company “Dees Catering” which operated in the ...

Bijan Ghorbani is a master storyteller with an unwavering passion for enabling and empowering others. His Storytelling Masterclass has ignited the potential of thousands in the tech industry worldwide, enabling them to elevate their leadership, negotiation, an...

Bob has the responsibility of heading up one of the most prolific cloud-based Artificial Intelligence service providers in the financial services industry. benefitRFP continues to capture awards for their A.I. technology and client-centric consulting processes...

Over a 40-year career, James worked in marketing and advertising at a high level. Since 2010, he has built his clients’ businesses with digital marketing. James is an accomplished, forward-thinking marketing professional. His clients included Sprint, Appl...

Anne Scottlin is founding partner of Focused MetaMindset, Inc. She trains and coaches business teams and entrepreneurs to maximize profits while making business easier. Anne is an international speaker and best-selling author. Her popular talk show, Global Soc...

Ashleigh Ohm is an experienced CFO and co-founder with a focus on providing security services for small and medium-sized businesses. With a background in developing comprehensive security plans, she can help companies identify vulnerabilities, optimize budgets...

Sobha Potu is the Founder & CEO of Vensa Solutions, where she provides training and support to financial professionals, helping them succeed in the industry. Her unique approach blends personal attention with comprehensive financial education, empowering clien...

Ravi Kapalli is the Founder & CEO Wealth Summit Financial. With 20 years of distinguished corporate experience, Ravi transitioned into the financial industry with a clear vision to cultivate a team of skilled financial professionals and create transformative e...

Linda Shively has been featured in the Wall Street Journal and is a best-selling author, international award-winning speaker, and neuroscience and mindset expert. She has presented at Nasdaq, the Mexican Stock Exchange, the New York Academy of Medicine, the Me...

Jason Matthews established Matthews Financial & Insurance Solutions in 2009, specializing in financial planning for clients experiencing significant financial windfalls. Industry Recognition: A member of the International Million Dollar Round Table (MDRT) a...

Greer Westerink is an evangelist for financial empowerment. Her mission is to drive multigenerational wealth creation in the African American community by increasing financial literacy and awareness. Greer and her team at New York Life work with individuals, f...

Desmond Lim is co-founder and CEO of Workstream, a mobile-first hiring and onboarding platform for the hourly workforce. He is a Harvard University and MIT Media Lab graduate, a former Product Manager at WeChat, and an investor at Dorm Room Fund. He contribute...

The technology buzz in San Francisco keeps Natalie Jin thinking about the future and what could be. “When you’re around that kind of energy all the time, it’s hard not to think about what technology could be,” she says. Natalie is head of corporate ...