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Thursday, July 22, 2021 Live Webcast

Women, Wealth and Wellness Conference (E2107010)

8:00 AM - 4:00 PM EDT


7.5 CPE Credits in PD


Female thought leaders will share their stories of overcoming setbacks, breaking boundaries- and rising to the occasion to build the lives and careers they want. #whatglassceiling. This conference is being hosted by the Ohio Society of Certified Public Accountants.


Make 2021 the year to:
  • Change course
  • Invest in yourself
  • Simplify
  • Learn to lead
  • Diversify thoughts
  • Eradicate norms


8-9:10 a.m
How Women Rise
Sally Helgesen, co-author of How Women Rise
Internationally best-selling author, speaker and leadership coach, Sally Helgesen, will provide an interactive deep dive into her most recent book, How Women Rise, co-authored with executive coach Marshall Goldsmith. Cited in Forbes as the world's premier expert on women's leadership, Sally will examine the most common behaviors most likely to hold women back from achieving success.

9:15-10:15 a.m.
The Art of Minimalization
Rose Lounsbury, simplicity coach and author of Less, Minimalism for Real
Today’s professional women are often at their max. The demands of work, home and (maybe?) a social life can leave them feeling stressed and perpetually stretched thin. In this humorous, engaging talk, Rose Lounsbury-simplicity coach, still-sane triplet mom, TEDx speaker and author of the Amazon bestselling Less: Minimalism for Real-shows professional women how simplicity-the age-old philosophy that less is more-can create more space for joy, balance and mental wellbeing in all areas of their lives.

10:15-10:30 a.m.

10:30-11:10 a.m.
Your Journey to Serving on a Board of Directors
Barb Smoot, president & CEO, Women for Economic and Leadership Development
Are you interested in expanding your professional portfolio by adding board service to your resume? Whether you're looking to enhance your leadership skills or build connections within the community, this session will provide you with guidance on how to prepare for and take on a board position.

11:15-12:15 p.m.
Developing Your Professional Presence in Today’s Work Environment
Nora Fink, owner, Nora Fink Personal Styling
Personal stylist Nora Fink believes in the importance of establishing your own professional presence and will guide you on your journey by answering the following questions:
  • What is professional presence in today's work environment?
  • What are the four components of professional presence and the psychology behind these components?
  • How do you hone these four components?
  • How do you sensitively address poor professional presence among team members?
12:15-1 p.m.
Lunch, Scholarships & Awards

1-1:55 p.m.
Negotiating Your Next Promotion
Kim Radison, SHRM-SCP, founder, KKR Consult LLC
Do you find it difficult to advocate for yourself during your annual review and salary negotiation? Is it hard for you to acknowledge your achievements, much less use them as a bargaining tool for your next promotion? Sixty percent of women say they have never negotiated their salary. If you don’t ask for it, chances are, you won’t get it. This means women are easily missing out on over $1 million of pay in their careers. Why work hard and not be fairly compensated? This session will give you the tools to be successful in negotiating what you want out of your next role and earning what you deserve.

2-3 p.m.
Privilege Power Control
Margaret Finley, diversity, equity & inclusion strategist, The Ohio Society of CPAs
Issues of gender and privilege have been a common theme in society for many years. The women’s liberation movement in the 1960’s and 1970’s brought into focus some of the privileges that men enjoyed based on gender and how their use of power affected the lives of women. We will look closely at the social status of women and men and see that men continue to have privilege over women in many aspects of life as it pertains to power and control. We will also take a look at the progress we’ve made in this new century and how we can support each other on our continued journey to gender equity.

3-3:15 p.m.

3:15-3:55 p.m.
Panel Discussion: Why Successful Women Leaders Put Themselves First
Rachael Sampson, Senior Vice President, Director, Key4Women
  • Explore the importance of making yourself a priority.
  • Learn to focus on your own personal and professional development.
  • Discover how to maximize your productivity at work.

4-5 p.m.
Virtual Networking Event








Various Speakers

Various Speakers


$289.00 - Member

$339.00 - Nonmember

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