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Holly Morphew
Founder + CEO Financial Impact
Holly Morphew is the Founder & CEO at Financial Impact. Financial Impact has a propriety system is designed to get you to financial independence as fast as possible, with your personal values at the core. Whether you are a career-driven professional or a creative entrepreneur, their programs meet you where you are right now.
Her first book, Simple Wealth will be published in January 2021. It is a practical guide to transform your relationship with money and live in abundance.
Holly’s audience on social media is greater than 13,000 and she is happy to share your episode with his fans!
- Personal Finance
- Entrepreneur
- Author
- 📍Boulder, CO
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Let's talk about
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Personal Finance
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Entrepreneurs
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Fitness
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Tech
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Becoming financially independent in my thirties
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Regaining health after a handicap diagnosis
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Envisioning and activating a life based on what was important to me
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Holly Morphew, AFC® is a global speaker, author, coach, serial entrepreneur, and founder and CEO of Financial Impact. Her proprietary programs have helped thousands create personal wealth and reach financial independence since they were first introduced in 2006. Her new book, Simple Wealth, is coming out in January 2021. In it, she shares practical tips to transform your relationship with money and live in abundance. Holly is on a mission to save the planet, one wealthy person at a time.
Growing up in a family of entrepreneurs and real estate investors, Holly Morphew developed an interest in money and wealth-building at a young age. She graduated from the University of Colorado at Boulder with a degree in International Affairs, Japanese, and a minor in business, and went on to work in real estate and finance until founding her company, Financial Impact, in 2016. She has helped thousands of people to create wealth and achieve financial independence using the Financial Impact System and has taught personal finance at local high schools as a service project with Rotary International. In 2008, she received the prestigious “Rotarian of the Year” award for her work in financial literacy. In 2017, Holly was recognized by the Association for Financial Planning and Counseling Education with the “Bridging the Gap” award for outstanding work as an Accredited Financial Counselor in private practice.
Today, she is a global speaker and coach, and her unique approach to money has been featured in Forbes, Yahoo Finance, HerMoney, and more. Holly lives in Boulder, Colorado, and enjoys hiking fourteeners, watching the sun rise, and traveling. She is the co-founder of the Global Healing Collective, a non-profit that collaborates with and supports purpose-driven leaders by creating community and making positive impact in people lives, businesses, and the world.

Anne Gannon
Principal at The Largo Group
Anne Gannon is the Principal at The Largo Group. The Largo Group offers innovative solutions to businesses and individuals to meet their accounting and bookkeeping needs. In 2016 The Largo Group’s revenue was at $100,000 that experienced 5-=75% growth year-over-year over the last 5 years. The Large Group has over 500+ customers from Alaska to Maine and a team size of over 8.
Thee Largo Group is perfect for those looking for specialized monthly bookkeeping, tax services, and business consulting focused on improving efficiencies and the bottom line. The uniqueness of our firm is that Anne is the sole owner as most accounting firms are partnerships. We are set up as a corporate model. If we win, the team wins.
Anne’s audience on social media is greater than 1,500+ and she is happy to share your episode with her fans!
- Accounting
- Business Consulting
- Bookkeeping
- 📍Boston, MA
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Let's talk about
- Traveling the country pursuing a dream and all of the amazing people I met along the way.
- My goal is still to travel to see my clients on my own $ as much as possible.
- In 2019 traveled to Alaska in January to visit a client.
- In March 2020 was with a client doing tax planning when the world was falling apart.
- My love of travel and knowledge of the country helps me relate to our clients from a more personal level.
- During covid our family bought an RV and traveled south to SC - where we ended up working remotely and visiting clients for 2+ weeks.
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Anne Gannon is a Certified Public Accountant who specializes in providing a monthly accounting and tax service that works for the business owner, not just the accountant. What makes Anne unique is that she is anything but your typical accountant. Afterall, she spent her early years chasing the dream of professional golf. In 2013 Anne was ranked 11th nationally in the Titleist US Women’s Amateur rankings and was the reigning Women’s Eastern Amateur Champion. In 2004 Anne turned pro, but quickly realized as she drove around the country that summer listening to CNBC and reading the Wall Street Journal that her true love was economics and business.
Not the golf course. Anne returned to school in 2004 to pursue her Masters's in Accounting, and in 2007 was a licensed CPA working for one of the largest regional public accounting firms in Boston. The time spent traveling the country playing golf had an impact, and Anne quickly realized that all of the entrepreneurs and members of the hospitality industry she had met along the way were being underserved by their accountants! In 2012 Anne left the large public accounting firm to build her own practice, and in 2016 Anne founded The Largo Group, a firm specializing in over-delivering for the entrepreneur and business owner. Since 2016 The Largo Group has grown to provide accounting assistance to businesses and individuals nationally. Currently The Largo Group services over 150 multi-unit restaurants nationally, and has experienced over 50% growth annually since their inception in 2016.
Anne believes this unprecedented growth is due to their belief in providing a team of experts to their clients at an affordable and flat-fee rate so that their clients have the peace of mind of knowing the Largo Group is only a phone call away. In March 2020, in the early days of the Covid-19 pandemic, Anne pivoted The Largo Group to provide boots on the ground for the hospitality industry that was in a free fall. Anne and the other members of the Largo Group team provided free offerings to major corporations as well as individuals nationally, which included weekly check-in sessions to provide updates on everything from cash flow to government assistance. Anne has remained committed to providing free education and assistance to those in need believing that for many business owners, their business is their largest financial asset. And something that will still have value in 2021. Her belief is that now is the time to write your comeback strategy.
Since March 2020, The Largo Group has offered over 25 free 2-4 week educational courses, free to all business owners, which have been attended by over 1500 individuals nationally. Anne’s golf background has given her a passion for over-delivering for the hospitality industry, and she believes that now more than ever all business owners must be in constant communication with their accountants so that they can pivot and create a comeback strategy in 2021 and beyond. In addition to her passion for accounting, Anne enjoys spending time with her husband Steve and two sons James & Fraser, and exploring the outdoors as much as possible.

Amy Baxter
Founder & CEO at Pain Care Labs
First, I’m crazy entertaining and great on a podcast. Second, I’m known for turning down Mark Cuban, Robert Herjavec, and Mr. Wonderful on Shark Tank.
Most importantly, though, I have already disrupted how vaccinations are given, and am now taking on the opioid crisis. I invented and patented VibraCool® Vibrational Cryotherapy to treat tendinopathies and decrease opioid use, and my disruptive Buzzy® device has been used to control needle pain for over 35 million needle procedures.
To date, there are over 50 independent studies on the pain blocking frequency I isolated, a technology now called “Industry Leader in Noninvasive Pain Relief” by Frost & Sullivan. Pain Care Labs’ new DuoTherm Vibrating Low Back Pain device just received a 1.7M NIH grant, and is the first to combat opioid use by combining 6 drug free pain relief methods.
My speaking venues include Exponential Medicine, Bloomberg, Converge, AARP Life at 50+, TEDx and TEDMED. Our company won the Georgia Exporter of the Year award in the small business category, and I was named a 2018 Healthcare Gamechanger, Healthcare Transformer, Wall Street Journal “Idea Person”, Most Innovative CEO of the Year by GA Bio, a Top 10 Disruptors in Medical Tech, and “Top Women in Tech to Watch” by Inc.
- Medicine
- Entrepreneur
- 📍Denver, CO
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As Founder and CEO of Pain Care Labs Pain Relief, Dr. Amy Baxter’s mission is to eliminate unnecessary pain. She invented and patented VibraCool® Vibrating Cryotherapy to treat tendinitis and decrease opioid use, and her Buzzy® device has been used to control needle pain for over 32 million needle procedures. She has been named a Healthcare GameChanger, Healthcare Transformer, Wall Street Journal “Idea Person”, Most Innovative CEO of the Year by GA Bio, a Top 10 Disruptors in Medical Tech, and “Top Women in Tech to Watch” by Inc. She is currently developing a wearable VibraCool Low Back pain reliever to accompany VibraCool Knee Pain and VibraCool Elbow Tendinitis Relief, and exploring regenerative implications of thermal and vibratory energy. After graduating from Yale University and Emory School of Medicine, she completed pediatrics residency and child abuse and emergency pediatrics fellowships. Prior to becoming a full-time CEO, double-boarded pediatric emergency physician Dr. Baxter founded and directed PEMA Emergency Research, Scottish Rite, Children’s Healthcare of Atlanta. Federally funded for her work in needle pain management, she has published multiple first author papers and textbook chapters and lectures nationally and internationally on sedation, procedural pain management, and the incidence, cause and consequences of needle phobia. To develop her neuromodulation pain reduction platform, Dr. Baxter was awarded a 1.1MM Fast-Track SBIR by the NIH. She wrote the patents for cooling and vibration utilization to decrease pain, and prepared and filed the FDA 510K submission for medical devices, securing the FDA expansion of the utilization to include muscle pain and cosmetic injection pain control. A founding Board Member of the Society for Pediatric Sedation, additional experience includes the Standish board for hospital pain relief, Trustee of the Robert A. Heinlein Butler Library, Editorial Boards of Medscape and Elsevier Pediatrics, and Board Member of the International Women’s Forum Georgia Chapter. She has been named a Fellow of the American Academy of Pediatrics and the American College of Emergency Physicians. Dr. Baxter reviews for multiple scholarly journals, conferences, and national and international grant boards. Speaking venues include Exponential Medicine, Bloomberg, Converge, AARP Life at 50+, TEDx and TEDMED. Dr. Baxter is known for creating and validating the BARF nausea scale for children with cancer. She is also known for turning down Mark Cuban, Robert, and Mr. Wonderful on Shark Tank.

David "Ledge" Ledgerwood
Co-founder and Managing Partner/ Add1Zero
Ledge has closed over $40M in deals throughout his career.
His company Add1Zero provides fractional sales support designed to level up companies from 6 to 7 digits of revenue.
- Millionaire Maker
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 Nashville, TN
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Let's talk about
- What needs to be done at each stage to build a revenue machine?
- When is the right time to add a sales team?
- What’s the difference between a lead and a good lead?
- What do you look for when hiring sales people?
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Ledge is the Managing Partner at Add1Zero where his team provides lead-to-close sales execution for B2B tech companies ready to leap from 6 to 7 digits of revenue.
Throughout his career, Ledge has closed over $35M, with an average deal size in excess of $150,000. He has deep-rooted expertise in selling software and services, and has helped several companies grow into the mid-7 figures.
Ledge was the host of roughly 200 episodes of Gun.io's The Frontier Podcast that featured interviews with professionals across the software engineering leadership spectrum.
Ledge started his career 20-year (!!) career in professional services at PwC where he carved out a weird niche as a Bash developer. If you've received a package or deposited a check, there's a pretty decent chance some piece of code he wrote was somehow involved. It was pre-web, and the company saved the world from melting down on Y2K.
He then moved into private media for a major publishing company right about when Web 2.0 started to eat newspapers and periodicals for lunch, which gave him a front-row seat to disruption and honed his taste for entrepreneurial pursuits.
In 2007, Ledge walked out of his job and moved from New Jersey to Nashville to start a company. He got to a $500K run-rate before the Great Recession chewed him up and spit him out, but he never lost the startup bug. He then moved into EdTech and built his business development chops, hopped to a COO role, consulted, mentored, and coached. In 2015, he joined Gun.io.

Jason Javer
Managing Partner at Vista Homes
At 32 years young, Jason leads a team of 8 to drive a $20 million ARR. His design / build firm has 60 units currently in production.
Jason is eager to talk about overcoming challenges, including how they have prospered during COVID-19 lockdown.
Jason’s audience numbers greater than 2,000. He is happy to share your episode with his fans!
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 Charlotte, North Carolina
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Let's talk about
- How to build a business and using entrepreneurship to increase happiness.
- Long, continued process of investing in yourself and the business.
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I believe success isn’t about being a millionaire or having fancy ‘things’, but it is based on happiness. I believe happiness comes from hard work, a disciplined/consistent approach and understanding your own personal goals. Everyone’s goals are different and the most rewarding experiences in my life have come from understanding exactly what I want and pushing everyday toward this goal. Personal Insights: ●
Introduction- Background on my story. Entrepreneurship is tough. Started 8 years ago with initial failures. I tried real estate full time and when I failed, I found a job initially as a financial analyst making $15/hr. At the time I was 23 years years old and had ~$50K in student debt. I didn’t give up on my dream to own my own business in real estate. o Throughout the first several years I worked nights and weekends to build my business. There were a lot of long hours and many setbacks along the way. o I think my story is currently interesting because unlike some of the big names you see on social media my goal isn’t to have a private jet, fancy cars, etc, but instead it’s to understand what makes me happy and continue to push toward how that works for me. o I’m happier than I have ever been and I want to help people find their happiness. o Happiness to me is an ongoing investment and mindset. o The more I sacrifice the happier I get.
Consumed thousands of hours of information trying to learn real estate. Have to be willing to put in the work in order to be successful.
Need to understand what makes you happy. The plan has to be matched by actions every single day. Money won’t make you happy. o My happiness formula is using financial leverage to create more time/security. ● Many people want to be successful entrepreneurs, but in order to be successful you have to be willing to do more and go further than your competition. ● Perspective is key! Doesn’t matter where you start, but instead matters where you go. ● Parents- Grew up with divorced parents. Two completely different backgrounds. My Dad is an entrepreneur. Mom worked hard, disciplined approach every day. ● You have to love the process of getting a little better every day. Have to be willing to step outside of your comfort zone. ● Understand the numbers. Proper margin allows you to reinvest properly in your business. ● Work on your business, not in your business. ● Building a business is like building a castle. Need to constantly reinvest in resources to weather any storm. ● Importance of Hiring ● One on Ones with employees are huge o Not everyone has the same goals as you do as the owner. You have to understand each employee and what their goals are. As the employer you work for them and have to design a business that allows them to hit their goals while they help your company move forward. ● Importance of Building Culture o Just started team events each month and an employee chooses the team event. The little things add up with culture, need to commit. ● Importance of tracking and creating Personal Financial Statements. o By having to do this for banks I have been able to track my progress since they are all dated. It’s great to go back and see the progress over time. It’s so easy to lose track of progress made without tracking. ● So much fake entrepreneurship out there. It’s not about the fancy things that you see on Instagram ● As an entrepreneur when I spend money on things or things are going well, I try not to lose sight of how hard that initial momentum and money was to make. Things can change overnight. ● Best business in the world is yourself- it is the only business where you can have income coming in without having to invest in more people, processes, and/or systems. ● A lot of times in business simpler is better. ● I’m more afraid of not trying vs failing

Greg Edwards
CEO at CryptoStopper
CryptoStopper™ provides ransomware protection by automatically detecting and stopping actively running ransomware attacks. The are the world’s first digital security product to offer 100% ransomware protection.
Greg’s audience is engaged and numbers more than 5,000. He is happy to share your episode with his fans!
- Millionaire Maker
- Podcast Pro
- Entrepreneur
- 📍 Cedar Rapids, IA
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Let's talk about
- CyberSecurity
- Ransomware
- Airplanes & Piloting
- Entrepreneurialism
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Greg has been a technology entrepreneur since 1998. Before Greg founded CryptoStopper, he started Axis Backup, a backup and disaster recovery company for the insurance industry. He saw firsthand the rapid increase in the damage cyber criminals were doing with debilitating malware resulting in high financial loss to vulnerable companies. Between 2012 and 2015, one in five of Axis Backup’s clients was hit by cybercrime. Greg realized effective cyber security could save businesses from costly downtime and compromised systems. In 2015, Axis Backup was acquired by J2 Global, freeing Greg to create CryptoStopper and focus exclusively on cybersecurity.

Chris Beall
Owner of Posted Social & Director of M&A at Globalsource Infrastructure Partners
Chris is currently CEO of ConnectAndSell based in Silicon Valley. The world’s only technology that lets a B2B sales professional effortlessly talk to as many targeted prospects in a day as they normally would in a month.
For most of the past 30 years, Chris Beall has participated in software startups as a founder or at a very early stage of development.
- Computer Software
- Millionaire Maker
- Entrepreneur
- Sales Development
- 📍Seattle, WA
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Let's talk about
- Using trust-building conversations to dominate markets, from business strategy down to the nitty-gritty of voice inflection.
- Sales rep coaching, and data management.
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For most of the past 30 years, Chris Beall has participated in software startups as a founder or at a very early stage of development. His focus has consistently been on creating and taking to market simple products that can be used successfully the first time they are touched, without having to take a course or read a manual.
His belief is that the most powerful part of any software system is the human being that we inappropriately call a “user,” and that the value key in software is to let the computer do what it does well — go fast without getting bored — in order to free up human potential.
Toward that end, Chris has been involved with Requisite Technology, GXS, Epiance, Qlip Media, Aptara, Cadis, Sun Microsystems, and Unisyn. He is currently CEO of ConnectAndSell, Inc., based in Silicon Valley.

Ken Auer
Developing & Implementing Software for your Unique Expertise | Master Software Craftsmen, Founder & CEO
Ken Auer’s passion and commitment to software craftsmanship has made him a respected leader in the creation of sustainable software and high performance teams. He founded RoleModel Software in 1997 and has operated as its visionary CEO ever since. After two decades of applying his craft, he co-authored the inspirational yet practical book “Extreme Programming Applied: Playing to Win!” in 2001.
RoleModel Software’s founder and peerless leader was introduced as “the father of software craftsmanship” at the inaugural Software Craftsmanship North America conference in 2009. Since ‘97, Ken has continued to pursue innovation and has driven RoleModel to provide sustainable tailored software solutions for over 100 companies.
- Software Development
- Entrepreneur
- Lean Development
- Agile Project Management
- Mobile App Development
- 📍Holly Springs, NC
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Let's talk about
- The importance of situated learning.
- The value of hard-earned expertise turned into custom software.
- The importance of tight feedback loops from concept through ongoing support of software.
- Multi-generational, multi-disciplinary, high-performance teams.
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Ken Auer’s passion and commitment to software craftsmanship has made him a respected leader in the creation of sustainable software and high performance teams. He founded RoleModel Software in 1997 and has operated as its visionary CEO ever since. After two decades of applying his craft, he co-authored the inspirational yet practical book “Extreme Programming Applied: Playing to Win!” in 2001. RoleModel Software’s founder and peerless leader was introduced as "the father of software craftsmanship" at the inaugural Software Craftsmanship North America conference in 2009. Since ‘97, Ken has continued to pursue innovation and has driven RoleModel to provide sustainable tailored software solutions for over 100 companies. Long: If you know anything about the software world, you'll know that object-oriented programming and thought has advanced the state of the art. Ken Auer is one of the few people in the world that has been building systems with object-oriented tools since the mid 1980s.
He has mentored hundreds of software developers in the use of object-oriented thought and practice and has been a pioneer in many of the movements that has advanced the craft: object-oriented analysis and design, patterns, extreme programming, agile software development, software craftsmanship, and high-performance/multi-generational/cross-disciplinary/full-stack teams. Since founding RoleModel Software, he has spent a lot of his time as a trusted advisor to businesses of all sizes who want to amplify their hard-earned expertise by leveraging custom sustainable software solutions built by or with his team. He was introduced as "the father of software craftsmanship" at the first Software Craftsmanship North America conference in 2009.
Ken's first book (co-authored with colleague Roy Miller), "Extreme Programming Applied: Playing to Win!" received excellent reviews as he explained how to practically apply the principles of Extreme Programming in the real world by relating his own thoughts and experiences as well as contributions from other pioneers. Though he has written many articles and been interviewed several times over the years, he spends most of the time focusing on the application of his craft and values. As he has helped others launch and advance their businesses leveraging the custom software RoleModel develops, he has leveraged the lessons learned in his own entrepreneurial efforts. Building a business within a business, Ken began RoleModel’s Technology-Based Services several years ago.
As a subject-matter-expert in the sport of ninja-warrior style obstacle-course racing, he was the catalyst for Ninja Master software - the premiere SaaS for coordinating and running ninja-warrior style obstacle course races and leagues. Ken was also the original architect and visionary for LightningCAD, RoleModel’s framework for helping design-to-order and engineer-to-order streamline their processes from prospecting to fulfillment. In his current transition from CEO, he is increasing his role as RoleModel’s Chief Product Officer, exploring new software offerings to serve small-to-medium businesses in fractured markets.
In 2019, Ken leveraged the subject matter expertise of his family and helped them launch Rock Solid Warrior, a premiere ninja warrior and rock climbing facility and is in negotiations to launch several more. This was a natural progression of his vision of having a multi-generational, family-integrated life with his homeschooled family that has designed and built their multi-generation home and been involved in church planting, musical theatre, audio/video production of live events and more. Ken's been married to his wonderful wife, Carol, since 1985, and has three children (including two who are married) who all take part in some part of RoleModel Software or Rock Solid Warrior with their various skills and talents.

Meredith Erin
Founder & CEO at Boredwalk
Meredith is the Founder and CEO of Boredwalk, an apparel and creative goods company in California.
Known for their progressive values and dark, cynical humor, married couple Matt and Meredith started Boredwalk – a graphic apparel, gifts, and accessories company. Together they create original and clever designs, placing witty copy and art at the heart of everything they do. As introverts, the idea of working for themselves and having control over who they spent time with appealed to them. Thus, the company was born.
Boredwalk has seen drastic growth year after year, and now generates around $150,000 a month.
Meredith’s audience on social media is greater than 100,000 and she is happy to share your episode with her fans!
- Apparel
- Comedy
- Politics
- 📍Santa Fe Springs, CA
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Let's talk about
- progressive politics
- mental health
- dark humor
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Meredith started Boredwalk in 2014 in her home garage with her husband/creative partner Matt Snow. The company has developed a cult following and grown to 7 figures in annual revenue. Boredwalk employs a team of 10 in the Los Angeles metro area and is known for progressive values, original design, and cerebral dark humor. Meredith's audience is greater than 100,000 and she is happy to share with her fans.
Meredith started her career as a software engineer in the Washington DC area after graduating from The George Washington University at age 20. Having grown up with housing and food insecurity, Meredith chose the stability of a steady paycheck over her passion for the arts. After 15 years in the boys club that is the tech industry, Meredith finally raised enough money to start her own venture and with the help of her husband/partner she launched Boredwalk in 2014. She has since grown her business to millions of dollars in annual revenue with a diverse predominantly female staff.
Meredith has spurned conventional wisdom about growing a business, eschewing the lure of selling on Amazon and taking on outside investors. She has been outspoken about her progressive values and open with her audience about her struggles with mental health. Known for dark humor, progressive values, authenticity, and unconventional style, Meredith has carved out a niche that straddles the line between e-commerce and entertainment.

Dr. Aditya Nagrath
CEO, and Co-Founder at Elephant Learning Math Academy
Aditya Nagrath is the CEO and Co-Founder at Elephant Learning Math Academy. Elephant Learning is an automated math academy that guarantees your child will learn one year of math in three months. All it takes is 30 minutes of math on the Elephant Learning app per week.
Elephant Learning has a team of 26 and revenue upwards of $4,000,000. Elephant Learning was founded by two university mathematicians and based on hundreds of years of research. In under 26 months, we have gone from blank files to teaching over 60k months of math to children in over 2,500+ families.
Aditya’s audience on social media is greater than 5,500 and he is happy to share your episode with his fans!
- E-Learning
- Mobile Application
- 📍Denver, CO
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Let's talk about
- How e-learning is transforming education.
- Improving math proficiency and how our app is improving that.
- How our platform equips parents and children with the tools necessary to fully understand math concepts.
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Hi, I’m Aditya, founder, and CEO of the world’s most effective math learning platform — Elephant Learning. Build math intuition and overcome math anxiety from preschool to middle school mathematics with a low monthly subscription fee.
Elephant Learning is a story about the concerning math proficiency statistics that continue to trend down. Students begin that downward spiral as early as pre-school. Our platform equips parents and children with the tools necessary to fully understand math concepts and ultimately build confidence.
I know that it is never too late to understand math. At a young age, many of us had the experience of being told that “we are just not a numbers person.” Books have been written on this social phenomenon, and half of all Americans report having math anxiety. As it turns out, mathematics is really about learning jargon, a jargon that is so fundamental to humanity that we consider it vocabulary.

Jason Reichl
Here to bring the message of #SiloNoMoreFounder - GoNimbly
The world’s first revenue operations company
- Millionaire Maker
- Influencer
- Podcast Pro
- 📍 San Francisco, CA
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Jason's audience is greater than 10,000
and his is happy to share with his fans!
I co-founded Go Nimbly, the first revenue operations consultancy with the goal of allowing high-growth companies to increase the revenue of each of their customers by 26% through eliminating operational silos.
Since 2013, we’ve transformed the most innovative SaaS and PaaS businesses from the inside, exponentially improving the way they are able to deliver the Go To Market experience their customers demand.
We’re working in a new paradigm: it’s no longer about customers being connected & informed. It’s now all about customers’ demand for a personal buying experience. This means their expectations are higher, and that they will feel — and point out in dollars — every gap in GTM processes. Those kinds of experiential gaps in the customer journey lead to the one thing we never want to see: loss in maximized revenue.
I believe in the integral role empathy plays in creating trust in a partnership, and at Go Nimbly, trust is at the heart of everything we do. As RevOps consultants, we’re hyper-aware that we rise and fall along the same tide that moves our clients. If we are successful, it is because we have changed others for the better.
I’m currently:
- Bringing the message of #SiloNoMore to podcasts, interviews, and interesting speaking engagements
- Proudly motivating and mentoring the world first Revenue Operations professionals at Go Nimbly HQ
- Telling jokes through music, theater, stand up and writing on my third shift

Greg Spillane
CEO at Fancy.com
Fancy.com’s early investors were Kanye West, Drake, Justin Bieber, Ashton Kutcher and others. Valued at nearly a billion $ Fancy.com through lavish parties and over extended their resources. Hear how Greg is getting them back to their roots as a leader in online retail.
Greag has an audience of 1.2 million people and he is happy to share the episode with his fans!
- Unicorn Club
- Influencer
- Podcast Pro
- 📍 San Diego, CA
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Greg brings a unique combination of hands-on technical experience and a track record of large-scale business development. Greg’s professional career began as a developer.
Shortly afterward he founded a technology company, where he brought several cloud-based products to market. After they were acquired, Greg went on to lead business development with several of the top global technology consulting firms in the world, where he was directly responsible for generating over $250M in revenue. In 2014, Greg’s passion for building high-growth technology companies led him back to startups, where he joined BUMP as their COO.
He spearheaded their eventual pivot to Events.com, maintaining responsibility for all product development, sales, marketing, and client services. Greg has since led the successful turnaround of several other technology companies and has built a reputation as a team builder who can identify market opportunities, design innovative offerings and then effectively commercialize them to large markets.
Greg is a former Division I athlete and holds an MBA from the University of Southern California, Marshall School of Business.

Jeremy Parker
Co-Founder and CEO at Swag.com
Swag.com is the best place to buy quality promotional products that you’ll actually want to keep.
Swag.com sold $7M in products in 2019. Sales have more than doubled every year
When the pandemic hit, Swag.com started to sell branded facemasks. For every 100 bought, they are donating 10 to people in need. Since March 2020 they have donated more than 4k masks.
They work with 1,000s of companies including TikTok, Facebook, Google, Amazon, Netflix, and Spotify.
Named to Crain’s NY 40 under 40 (Class of 2020)
Jeremy’s audience is greater than 35,000 and he is happy to share your episode with his fans!
- Millionaire Maker
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 New York, NY
read more
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I graduated from Boston University in 2007, majoring in film production. When I was a Jr in college my feature-length documentary won the Audience Award at the 2006 Vail Film Festival. Started a creative Promotional Product Division under MV Sport. Started a company with my brother David and Jesse Itzler, Co-Founder of Marquis Jet, investor and partner in Zico Coconut Water, and owner of Atlanta Hawks.
Our e-commerce platform that distributes unique promotion codes through social media influencers’ Facebook and Twitter posts was acquired by a publicly-traded company. Currently the Co-Founder and CEO of Swag.com. Swag.com is the best place for companies to buy quality promotional products that people will actually want to keep.
We work with 1,000s of companies including Facebook, Google, Amazon, Netflix, Spotify and Tik Tok.
Named to Crain's NY 40 under 40 (Class of 2020)

Brant Cooper
NYT Bestselling Author - The Startup Bluebook - CEO
Brant travels the globe speaking with entrepreneurs and intrapreneurs about how to discover and create new value; about empowering individuals to make the change they want to see in the world.
Brant Cooper is the New York Times bestselling author of The Lean Entrepreneur and CEO of Moves the Needle. With over two decades of expertise helping companies bring innovative products to market, he blends agile, design thinking, and lean methodologies to ignite entrepreneurial action within large organizations.
Brant leads a team of 4 to produce a $2M annual run rate. He has helped more than 60 enterprise clients return culture to their organizations.
Brant’s audience is engaged and numbers greater than 50,000. He is happy to share your episode with his fans!
- Millionaire Maker
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 Encinitas, CA
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Let's talk about
- Startupbluebook.com
- brantcooper.com/author
- Brant's forth coming book launch focused on how to transition out of the industrial age mentality focused on command and control to serve financial ends, and toward leveraging internal creativity and inspiration to discover opportunities, overcome growth plateaus, and create new value for customers, to Gretchen Young at Grand Central, by James Levine at Levine Greenberg Rostan (world).
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Brant Cooper is the New York Times bestselling author of The Lean Entrepreneur and CEO of Moves the Needle.
With over two decades of expertise helping companies bring innovative products to market, he blends agile, design thinking, and lean methodologies to ignite entrepreneurial action within large organizations.
Brant has a unique take on disrupting our current way of thinking in order to be closer to customers, move faster, and act bolder. He has experienced monumental milestones such as IPO, acquisition, rapid growth, and crushing failure. He serves as a global keynote speaker, mentor to entrepreneurs, and trusted advisor to corporate executives.
His mission is to teach leaders how to find personal and economic growth through creating new value for fellow humans.

Katie Hess
Founder of LOTUSWEI & of the Self-Arising Nature Center
Katie Hess is an expert of flower alchemy – using the healing power of flowers to awaken our true potential. She is the author of Flowerevolution and founder of LOTUSWEI, the world’s leading flower elixir apothecary. She has created a flower essence library with elixirs now used by people in more than 50 countries. She hosts the Flowerlounge Podcast, featuring experts in unconventional paths to self-awareness, with listeners in more than 75 countries.
- Millionaire Maker
- Podcast Pro
- Entrepreneur
- Alchemist
- TEDx Speaker
- 📍 Phoenix, AZ
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Let's talk about
- Flowers and their specific healing qualities.
- How to capture those healing qualities.
- How Flower Elixirs work.
- How they are the natural medicine of the future, yet have been around for thousands of years in ancient healing wisdom.
- How flower elixirs can make you wildly happy and help you see your vast potential.
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Katie Hess is an expert of flower alchemy - using the healing power of flowers to awaken our true potential. She is the author of Flowerevolution and founder of LOTUSWEI, the world’s leading flower elixir apothecary. She travels in search of rare flowers with the healing qualities most needed by today’s world, from the forests of British Columbia, to sacred sites in India, rainforests in Costa Rica, hot springs in Iceland and the jungles of Taiwan.
Katie captures the lifeforce and activating potential of flowers and translates it into an accessible method to bring more happiness into our daily lives. One of the most sustainable forms of natural medicine, flower remedies are known for their short-term benefits like clarity, focus and sleep, with long-term benefits of rapid personal growth.
Having gathered empirical research from thousands of private clients, Katie created a flower essence library with elixirs now used by people in more than 50 countries. She teaches mindful-awareness practices at Flowerlounge events around the world, and hosts the Flowerlounge Podcast, featuring experts in unconventional paths to self-awareness, with listeners in more than 75 countries. She’s founder of the Self-Arising Nature Center in Phoenix, Arizona, a center for flower essence education, experiences and practitioner training.
Whether it’s hosting retreats, leading meditations, or her travels to find the planet’s most powerful flowers, the essence of Katie’s work is to awaken people to their own inner wisdom. Find out what your favorite flower means about you at www.lotuswei.com.

Abbey Schoenberg
Director of Marketing at Fancy.com
Abbey has spent the past 12 years gaining experience in direct-to-consumer brands, building campaigns, programs, and strategies to drive brand love and generate growth. From launching new stores and product lines at Forever 21 to leading the global digital brand team at Oakley to driving a direct-to-consumer shift and refocus to brand-building at Contiki.
She has lead and mentored integrated marketing teams across media, content, digital marketing and creative with a focus strategic, creative and collaborative planning and problem solving.
- Marketing Leader
- Marketing Strategies
- Revenue Growth
- 📍Oceanside, CA
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Let's talk about
- How to focus on branding.
- How to build sales channels and grow your brand.
- Marketing & Sales.
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Abbey has spent the past 12 years gaining experience in direct-to-consumer brands, building campaigns, programs, and strategies to drive brand love and generate growth. From launching new stores and product lines at Forever 21 to leading the global digital brand team at Oakley to driving a direct-to-consumer shift and refocus to brand-building at Contiki, she has built a well-round view across a wide range of consumer groups, industries, and sales channels.
She has lead and mentored integrated marketing teams across media, content, digital marketing and creative with a focus strategic, creative and collaborative planning and problem solving.

Shane Pounder
Vice President Operations and Interim VP Marketing at Flipp
Shane Pounder is an experienced Operations, Strategy and Marketing professional with over 20 years of experience and a proven track record of driving successful results within organizations ranging from technology to healthcare. More recently, Shane has assumed the role of interim Vice President of Marketing where he is tasked with overseeing the growth marketing, consumer insights and marketing communications functions.
Flipp has recieved some outstanding awards such as best workplaces for Women in Canada, Canada’s most admired CEO, and Canada’s 10 most admired coporate cultures. Flipp has an annual revenue upwards of $23.07 million USD.
- Technology
- Operations
- Complexity Management
- Cross-Functional Team Leadership
- Continuous Improvement
- 📍Toronto, CA
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Let's talk about
- Managing millennials.
- Continuous Improvement
- Building and analyzing processes.
- Food and wine.
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Shane Pounder is an experienced Operations, Strategy and Marketing professional with over 20 years of experience and a proven track record of driving successful results within organizations ranging from technology to healthcare. He is a dedicated team leader that is happiest when coaching his teams through a particularly difficult problem.
Currently, he is the Vice President of Operations and the interim Vice President of Marketing at Flipp, a leading retail technology company that works with North America’s largest retailers and brands. In his Operations role, he has spent the last five years scaling out the team and processes that operate Flipp’s platforms. This work includes overseeing multiple operations teams as well as the Outsource and Content Design functions (a total staff of 100). More recently, Shane has assumed the role of interim Vice President of Marketing where he is tasked with overseeing the growth marketing, consumer insights and marketing communications functions.
Prior to joining Flipp, Shane has had experience in many different industries. Starting at University Health Network, Canada's largest research hospital, in a costing and process improvement role. A key accomplishment was a full costing of the transplant patient experience resulting in improved funding. From there, Shane completed an MBA before working as a consultant at Bain & Co. completing assignments in many different industries such as recreational vehicles, industrial goods, telecommunications and outplacement services. After Bain & Co., Shane moved to Maple Leaf Foods, Canada’s leading consumer-packaged protein company, progressing to a Director of Six Sigma through project leadership including a growth strategy for the bread division and a massive complexity reduction project in the protein business. After Maple Leaf Foods, Shane moved into a Director of Operational Excellence role at the non-profit organization, Heart & Stroke Foundation. In this role, he led multiple different initiatives including three restructuring projects, which drove significant savings for the organization.
Shane holds a B.A.Sc in Systems Design Engineering from the University of Waterloo and an MBA from the Rotman School of Business.

Adam Halim
Senior Vice President, Business Development at Flipp
Adam is the Sr. VP. of Business Development at Flipp, a leading retail technology company that is reinventing the digital shopping experience. In his role, Adam leads Flipp’s sales efforts across North America where he works to help the largest retail, CPG, and agency organizations navigate the fast changing digital shopping landscape.
Prior to joining Flipp, Adam led various businesses at Procter & Gamble including Retail Innovation, eCommerce, Market Strategy & Planning, and the Amazon Business Development Team. Flipp has recieved some outstanding awards such as best workplaces for Women in Canada, Canada’s most admired CEO, and Canada’s 10 most admired coporate cultures. Flipp has an annual revenue upwards of $23.07 million USD.
- Technology
- Operations
- Business Development
- Market Strategy
- Partner & Customer Development
- Brand Strategy
- 📍Toronto, CA
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Let's talk about
- Strategy and Leadership (and how they are connected)
- Brand Strategy
- How to Communicate Value without Killing your Brand or creating a race to the bottom
- Trade Spend between retail and CPG
- Why today's digital ad tools aren’t as good as print or analog tools.
- The glaring issue with the hyper targeting ad world that Google and Facebook created.
- The new world of pricing transparency and how companies and thrive in this world by switching from ‘selling stuff’ to ‘helping people buy’.
- Selling as a Professional Discipline
- Presenting & Communication as a Discipline
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Adam is the Senior Vice President of Business Development at Flipp, a leading retail technology company that is reinventing the digital shopping experience. In his role, Adam leads Flipp’s sales efforts across North America where he works to help the largest retail, CPG, and agency organizations navigate the fast changing digital shopping landscape. From growing up in a classified low income city, to touring worldwide on a very strict budget, Adam is no stranger to understanding the value of a dollar and looking for ways to make ends meet. It is this unique perspective that allows him to bridge the gap between retailers and consumers.
Prior to joining Flipp, Adam led various businesses at Procter & Gamble including Retail Innovation, eCommerce, Market Strategy & Planning, and the Amazon Business Development Team. Adam graduated from the University of Toronto where he studied Computer Science and Political Science. Prior to graduation, Adam took a four-year break from University to tour the world as a member of a critically acclaimed reggae-rock band called Panic & the Rebel Emergency.

Chay Lapin
Senior Vice President at Kay Properties and Investments
Chay is the Senior Vice President at Kay Properties and Investments. Kay Properties and Investments, LLC is an investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington DC.
Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $15 Billion of DST real estate.
Chay’s audience on social media is greater than 30,000 and he is happy to share your episode with his fans!
- Business Development
- Rea Estate
- 📍Los Angeles, CA
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Let's talk about
- How to thrive in commercial real estate.
- Growth Capital Services.
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Kay Properties & Investments’ Senior Vice President, Chay Lapin is an integral part of the firm’s success in participating in over $15 Billion dollars worth of real estate offerings. As part of Kay Properties, which is considered by many to be the largest DST investment firm in the United States, Chay is a leader and specialist within the 1031 DST and real estate offerings market.
He provides insight to clients nationwide concerning multifamily and commercial real estate, DST, TIC, and fractional NNN Properties. Additionally, Chay has sponsored and co-sponsored the syndication of over two million square feet of DST properties in the multifamily, net lease, industrial and office sectors as well as invested in and operated multiple net lease assets and residential properties throughout the United States.
He is a graduate of the University of California at Los Angeles, Chay was a four-time Academic All-American water polo athlete and recipient of the prestigious UCLA Athletic Department Most Courageous and Character Award. Chay was a top-ranked United States performer and represented the USA in the 2012 London Olympic Games on the U.S. Men’s National Water Polo Team.

Sandy Scholes
Chief People Officer at Flipp
Flipp’s business has surged since COVID hit because of a growing pool of value-conscious, digitally savvy shoppers. Families need to find savings, now more than ever, and Flipp is a one-stop marketplace for digital savings and deals from your favorite retailers. Browse digital savings offers from retailers near you, or search for the items you need to save time and money.
Sandy is tasked with overseeing all aspects of human resource management and industrial relations policies, practices, and operations for Flipp. Flipp curates more than 5 billion data points per month collected from over 5 million monthly active users. Their 8 year old iOS and Android app is an editor’s choice in the Apple store and regularly ranks among the top used Apps for Black Friday planning.
Sandy’s audience is greater than 1,000+ and she is happy to share your episode with her fans!
- Technology
- Human Resources
- Management
- 📍Toronto, CA
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Let's talk about
- How is organizational and performance management important to businesses?
- How Flipp became an editor's choice on the Apple store?
- People & Culture
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Sandy Scholes serves as the Chief People Officer at Flipp Corporation since March 2019. Sandy is responsible for developing and executing human resource strategy in support of the overall business plan and strategic direction of the organization, specifically in the areas of succession planning, talent management, change management, organizational and performance management, training and development, and compensation.
With a passion for People and Culture, Sandy is focused on building a culture of learning, growth and empowerment at Flipp where there is a huge appetite for trying new and innovative ways to accelerate the work experience for team members. Over 20 years of diverse Human Resources experience, Sandy has held several Executive Human Resource Leadership roles at such leading organizations as CARA, GlaxoSmithKline, Becton Dickinson and Entertainment One.
Ms. Scholes holds a Bachelor of Administration and Information Management from Ryerson University as well as a Certificate in Human Resources Management.

Rick Neuman
Chief Product & Technology Officer At FLIPP.COM
Flipp’s business has surged since COVID hit because of a growing pool of value-conscious, digitally savvy shoppers. Families need to find savings, now more than ever, and Flipp is a one-stop marketplace for digital savings and deals from your favorite retailers. Browse digital savings offers from retailers near you, or search for the items you need to save time and money.
Rick is tasked with helping merchants win new customers while bringing promotional strategies to life. Flipp curates more than 5 billion data points per month collected from over 5 million monthly active users. Their 8 year old iOS and Android app is an editor’s choice in the Apple store and regularly ranks among the top used Apps for Black Friday planning.
Rick’s audience is greater than 5,000+ and he is happy to share your episode with his fans!
- Technology
- Product Direction
- Marketing
- 📍Toronto, CA
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Let's talk about
- How Flipp became an editor's choice on the Apple store?
- How have you taken the lead for product direction in your career?
- Technology converging with retail.
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Rick is the Chief Technology and Product Officer at Flipp, a leading retail technology company that is reinventing the digital shopping experience. In his role, Rick ensures that Flipp constantly understands how shoppers connect with savings and deals to make their lives more affordable while helping merchants win new customers and bring their promotional strategies to life.
Rick has been creating and improving digital shopping experiences for tier-one retailers and start-ups since 2005 across Canada, the United States, and Internationally. He is especially passionate about helping shoppers realize the joy of finding that perfect product at a price they love while helping merchants meet shoppers in the ever-changing eCommerce marketplace to truly elevate expectations of convenience and service.
Rick joined Flipp in February 2020. Prior to joining Flipp, Rick was the VP of International Technology Strategy and Merchandising Products for Walmart International where he empowered all global Walmart companies with access to global technology and services. Before working on the International team, Rick was the EVP of eCommerce and the Chief Technology Officer for Walmart Canada where he was responsible for launching major programs like Online Grocery, Marketplace, and Store Pickup.
Rick has an MBA from Schulich School of Business, and an Honours BCOM from McMaster University. He is the father of three energetic kids; Emilia, Matilda, and Eleanor.

Erwan & Alicia Davon
Founders at Erwan Davon Teachings
Erwan and Alicia Davon have taught over 10,000 singles and couples how to have exceptional romantic relationships over the last 25 years. Erwan is the founder, senior teacher and president of San Francisco based Erwan Davon Teachings.
Alicia is a lead teacher and head of sales & marketing.
Over 10K students have participated in their work since 1995. Erwan and Alicia have been together for almost 20 years. They have demonstrated their signature sensual technique, Extended Orgasm, for over an hour in front of 100 people. Their specialties are supporting singles in getting into turned on and intimate relationships and helping couples take their relationships to new heights of passion and intimacy. Erwan & Alicia offer all of their coaching and classes online and support students all over the world.
Erwan and Alicia’s audience on social media is greater than 8,000 and they are happy to share your episode with their fans!
- Unleash Your Relationship Potential!
- 📍San Francisco, CA
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Let's talk about
- Sex Love Spirit (various traditions and approaches).
- Overcoming relationship patterns inherited from childhood.
- How to succeed in the various stages of relationship.
- Extended Orgasm, how couples can increase chemistry.
- Yoga & Tantra (body based practices to enhance awareness and increase sensual energy).
- Family (parenting, bringing romance back after having a kid and other family matters).
- Our lifestyle-fun stories past and present.
- How to work/run a business with your significant other.
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Erwan and Alicia are the best Extended Orgasm teachers in the world and arguably the most comprehensive relationship teachers in the world, covering psychological issues, lifestyle design, masculine/feminine dynamics, and sex/orgasm technique.
For over 25 years Erwan and Alicia, who joined Erwan in 2003, have been working successfully with singles and couples, teaching their signature process – the Davon Method to hundreds of students in groups, retreats, and individual sessions and helping them create the relationships of their dreams. Erwan and Alicia have a unique approach to relationship coaching that combines their educational backgrounds in psychology and sexuality and aspects of Zen Buddhism to provide a holistic method to effectively improve connection with the self and others.
Erwan studied psychology after a difficult childhood and an early introduction to therapeutic work. He went on to live and study in a Zen Monastery, direct a yoga ashram, and began teaching personal development at one of the world’s largest personal grown organizations. Erwan’s passion for helping and teaching people led him to found Erwan Davon Teachings in 1995, specifically to help people improve their relationships.
Alicia Davon holds a Master’s degree in Integral Psychology with a focus on women’s romantic and sensual expression. She trained as a therapist before meeting Erwan and led numerous women’s groups devoted to female pleasure and life fulfillment from career to relationship. She met Erwan 20 years ago and started teaching with him soon after. Together, Erwan and Alicia developed The Pleasure Course and several other programs, which have helped thousands achieve their ideal love lives. They provide a safe place to explore psychological inquiry, pleasure, and sexuality.
They have spent years perfecting their curriculum and techniques and are excited to share their expertise with newcomers so they can help improve chemistry, connection, communication, and passion in others’ lives!

Dr. Keith Westman
COO at Otus.com
Keith is the Chief Operating Officer at Otus. Otus is the first edtech platform to centralize learning management, assessment, and data on one platform, reducing chaos for educators, students, and their families. Keith is regularly tapped by major media for his expertise and commentary in education and technology.
Otus serves 160 unique school districts, with over 1,000,000 monthly users. With a revenue increase of 300%, the future for Otus is exciting.
Keith is happy to share your episode with his fans on social media!
- Education
- Parenting
- Leadership
- 📍 Highland Park, IL
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Let's talk about
- How schools fail kids.
- How technology is not the silver bullet for education.
- How the technology industry has created complete chaos in schools.
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A lifelong educator, Keith Westman has spent his entire professional career working in K-12 education and education-related fields. After serving as a middle school principal, a technology coordinator, and a third-grade teacher, Keith became the fourth employee of Aspex Solutions (acquired by Frontline Education in 2014) and led the sales and marketing efforts which led to Aspex serving over 3,000 school district clients throughout the US, Canada, and Asia.
Keith now serves as the Chief Operating Officer at Chicago-based Otus. In addition to his day job, Keith serves as an adjunct professor in the Graduate College of Education at DePaul University in Chicago. Keith has a doctorate in curriculum and instruction from Loyola University Chicago, a master’s degree in education from DePaul University and a bachelor’s degree in elementary education from National-Louis University.

Chris Hull
Co-founder and Chief Product Officer at Otus.com
Chris is the Co-Founder and CPO at Otus. Otus is the first edtech platform to centralize learning management, assessment, and data for educators, students, and families. Chris was named a “20 To Watch” Educational Technology Leader by the National School Boards Association.
Otus serves 160 unique school districts with over 1,000,000 monthly users, and has grown revenue by 300% annually.
He is happy to share your episode with his fans on social media!
- Education
- Parenting
- Leadership
- 📍Highwood, IL
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Let's talk about
- Sports
- Politics
- Religion
- History
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Chris Hull is the founder and Chief Product Officer of Otus, a Chicago-based Edtech company that centralizes work for educators, students and their families, eliminating the chaos of multiple systems.
Chris grew up in the suburbs of Chicago and attended New Trier High School, where he poured most of his energy into playing basketball and other sports. He attended Denison University, where Chris continued to play basketball and became inspired by his professors to pursue teaching. In 2007, Chris became a full-time 7th Grade Social Studies teacher. As he taught, Chris grew frustrated with fractured Edtech systems, which took his focus away from helping students learn.
In 2010, he co-wrote a grant to bring one device to every student in the Social Studies department. On leap day in February of 2012, the idea for Otus was born.
Chris was nominated in 2016 for NSBA’s ‘20 to Watch' EdTech Leader, and has been showcased in the Chicago Tribune's Blue Sky Innovation series. He has presented at a variety of summits and conferences, including edSurge in St. Louis, Silicon Valley, Los Angeles, Miami, iPadpalooza, and more. In 2016 Otus was nominated for two Codie awards.
Chris Hull is a husband and a father of four. His children are 6,5, and he has 3-year old twin girls.

Rachel Haley
Co-Founder & CEO at Clarus Designs
Clarus helps young startups find traction and scale by optimizing their sales process with strategy and outsourced execution.
Rachel has grown her business 200% (YOY) to a $2 million dollar annual run rate.
Clarus is a mission based business focused on female empowerment. 90% of their staff are women and many are working stay-at-home mothers.
- Millionaire Maker
- Podcast Pro
- Sales
- Business
- 📍 San Francisco, CA
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Let's talk about
- How a good process is necessary to provide good data and generate insights. Often times sales leaders overlook the importance of a streamlined process and just want insights into what the data is telling them. With no process, you have no data, without data you have no insights.
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Rachel Haley has worked in the finance and tech industry for the past 10 years.
Rachel started her career at Hall Capital Partners in the portfolio management group, focusing on portfolio management, market analysis and financial modeling. After Hall Capital, Rachel moved to Salesforce to work in the finance and strategy department.
In 2015, she Co-Founded Clarus Designs, which now has over 100 employees globally. Most recently, Rachel worked as the Senior Director of Sales Operations and Strategy at Snowflake, where she helped the company grow from 300 people to over 2,000 and more than 10X-ing in annual revenue.
Rachel’s core focus is flawless execution; “I’d rather have a sub-optimal strategy with flawless execution as opposed to constantly shifting strategy to fit a particular box.”

Ryan Frederick
product & company builder | data & analytics problem solver | non-profit launcher & leader | investor | speaker | author
This is an entrepreneurial story about using intention to create opportunities.
Ryan leads an elite team of 70 product creators and data problem solvers at AWH. They give birth to novel software CATEGORIES that have never existed before.
His audience is greater than 10,000 and he is happy to share with his fans!
- Millionaire Maker
- Podcast Pro
- Best Seller
- 📍 Dublin, OH
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Let's talk about
- Being a founder
- Creating software products
- Starting / building companies
Ryan Frederick is a Founder and product person at heart. Ryan has had the privilege of being part of starting and growing several software and service companies. He has helped companies grow from inception, to viability, through to sustainability.
During the evolution of these companies, Ryan has served on company boards and been instrumental in capitalization activities. He has also helped companies to expand to international markets.
Ryan combines a unique blend of business acumen and technical knowledge having originally been a developer who migrated to the business side. He now helps companies build great software products and solve data challenges for competitive advantage as a Principal at the product and data consulting firm, AWH.
Ryan is an active angel investor, mentors and advises entrepreneurs and startups, as well as corporate innovation leaders. He launched a non-profit workforce development program to train under-employed adults on digital skills called i.c.stars.
Ryan has authored a book on increasing the odds of success in creating products, being a Founder, and starting companies called The Founder’s Manual: A Guidebook for Becoming a Successful
Entrepreneur. Ryan speaks frequently about the product, Founder, and startup journeys.

Paul Katzoff
CEO - WHITE CANYON SOFTWARE
This is a story about data security.
44 of the fortune 100 use their product.
Paul’s audience is greater than 10,000 and he is happy to share with his fans!
- Podcast Pro
- Security
- Data
- 📍 American Fork, UT
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Jo Bhakdi
Founder / CEO - Quantgene
Quantgene saves lives through early detection, better prevention and more effective cures for all disease, starting with cancer. They have the fastest, most accurate COVID-19 test kit available on the market to date.
Jo leads a team of 22. He has raised $13 million to date and expects to end next year with more than 10,000 members.
Jo’s audience is engaged and numbers more than 20,000. He is happy to share your episode with his fans!
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 Santa Monica, CA
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Let's talk about
- The future of medicine
- Biohacking
- Longevity
- Biotech
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Jo Bhakdi is the founder of Quantgene, a company that combines precision genomics, AI and a new perspective on medicine to detect disease at early stages. Bhakdi galvanized a network of world-leading scientists and engineers to tackle computational and clinical challenges in DNA sequencing to build the future of medicine.
Quantgene is a platform that utilizes advanced machine learning to detect the 10 deadliest cancers at early stages with standard blood samples. It uses a novel ultra-high sensitivity diagnostics technology to detect tumor mutations in standard patient blood samples. Detecting cancer in stage 1 and 2 enables surgical removal of the tumors and avoids chemotherapy with significant effects on survival rates and costs.
Quantgene is effective for lung, breast, colorectal, pancreatic, liver, ovarian and prostate cancer as well as for melanoma, leukemia, non-hodgkin and hodgkin lymphoma.

Martha Weidmann
CEO and Co-Founder at NINE dot ARTS
NINE dot ARTS uses the power of original art to transform spaces into experiences.
They have purchased and placed more than $30 million dollars of art from local artists in 35 states. They bridge the gap between arts and business.
During the COVID-19 lockdown NINE dot ARTS launched a micro-grant program (Andrà Tutto Bene USA) benefiting artists impacted by the virus.
Martha leads her team of 16 with a $7M annual run rate.
Martha’s audience is engaged and numbers more than 20,000. She is happy to share your episode with his fans!
- Millionaire Maker
- Influencer
- Podcast Pro
- Entrepreneur
- 📍 Denver, CO
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Let's talk about
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When you’re born and raised in Mobile, Alabama, genteel grace and charm are just a natural byproduct of your upbringing. But Martha’s deep understanding of the art business and tenacious drive for business success are something all her own.
As our CEO and Co-Founder of NINE dot ARTS, Martha oversees business planning, company finances, marketing and sales, team development, and is basically our head cheerleader and evangelist to the world. Martha left Alabama at 18 to expand her horizons and graduated from Colorado State University with a dual major – Communications and Fine Arts – to launch her journey. With her two diplomas in hand, she started her career with Walker Fine Art gallery in Denver, then moved on to the most prestigious art consulting firm (at the time) in the region, McGrath and Braun, from which NINE dot ARTS was born.
Martha loves the business of art and finds tremendous satisfaction in helping new and emerging artists discover that you can actually get paid for your talent. She also loves using both sides of her brain on a daily basis, which can mean touring an amazing new NINE dot ARTS art experience in the morning and reviewing equally inspiring spreadsheets in the afternoon.
When she’s not bouncing from meeting to meeting around our office, talking to movers and shakers in the art world, or giving high fives (with a handmade artistic hand, naturally) to team members, you might find her shopping at estate sales, urban hiking, listening to podcasts and audiobooks, or making cool stuff with her three art loving children.
Martha supports the art community by: currently serving on the Board of the Colorado Business Committee for the Arts and serving as Executive Director for Union Hall. Past experiences include lecturer for the Americans for the Arts conference in San Francisco on Art & Placemaking, serving on the Planning Committee for Stuart Semple’s Happy City, speaking on the CBCA Arts and Real Estate Panel, lecturer for the artist education series, Moxie U, and lecturer on Artist professional development for the Pueblo Economic Development Council.

Tim Kachuriak
CEO & Founder - Next After
Tim is the Founder of a cutting edge fundraising research lab that is home to the world’s largest online fundraising experiment library.
Tim’s audience is greater than 30,000 and he is happy to share the episode with his fans!
- Business
- Philanthropy
- 📍 Dallas, CO
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Let's talk about
- Thought leadership
- Personal branding
- Building and running multiple businesses
- Flow state as a business productivity tool
- Meditation
- Hip-hop
- Wartime Business Playbook
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Today, Andy Seth is a #1 bestselling author, music producer, and founder of four multi-million dollar businesses but after achieving material success, he felt empty inside. You see, he grew up in a Los Angeles motel from the age of 0 to 14, so he had a fundamental belief that success would equal happiness.
It wasn’t until his last successful exit that he knew something had to change. So, he went on a journey to Riskhikesh, India (the birthplace of yoga and his family’s home) to improve his spiritual and mental wellness. When he came back, he decided to start a company that made a social impact while being a solid business.
He had already sent over a thousand low-income kids to college on scholarships, but he wasn't doing anything for those who weren't in college. He created an apprenticeship program where he trains hard-working, low-income youth in content marketing skills while being employed full-time as live chat agents.
His clients receive simple and low flat-fees, his apprentices build skills and a career, and his leadership team delivers results backed by a mission. His company, Flow Marketing, has been recognized as top 10% of all B-Corps worldwide and Andy has received numerous awards such as “40 Under 40”, “Top 25 Most Influential People”, and “Leader of the Year”. He’s started 9 companies (8 of which are professional services), scaled four into multi-million dollar companies, and has generated millions for clients such as Microsoft and Levi Strauss.
His mindfulness blog generates thousands of visitors per month, his book is a #1 bestseller, and his album has been listened to in 36 countries.

Edward Zitron
CEO, EZPR, 2x bestselling author, EIC the Future Buzz
EZPR does industry-leading media relations for tech (B2B, B2C, Consumer Tech, Enterprise, SaaS, DevOps, Blockchain/Crypto) companies, startups, app developers and more, with clients including Skydio, SmartNews, Wyze, Flexa, PUBG, RAVPower, Storm Ventures and more…
- Millionaire Maker
- Entrepreneur
- Author
- 📍 San Francisco, CA
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Let's talk about
- Media Relations that I've done with my actual two hands
- The future of PR
- Crisis communications
- Actual journalist relationships
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EZPR does industry-leading media relations for tech (B2B, B2C, Consumer Tech, Enterprise, SaaS, DevOps, Blockchain/Crypto) companies, startups, app developers and more, with clients including Skydio, SmartNews, Wyze, Flexa, PUBG, RAVPower, Storm Ventures and more.
Ed Zitron is the founder of EZPR, a national media relations firm focusing on consumer tech startups. He has been published by Forbes, The Wall Street Journal, Eurogamer, PC Gamer and PC Zone. He's written two books - This Is How You Pitch, an early PR person's guide to PR, and Fire Your Publicist, a DIY guide to PR for just about anyone.

Sam Ovett
Managing Partner at MobilePocketOffice.com
Waiting for access to bio.
- Millionaire Maker
- Podcast Pro
- Entrepreneur
- 📍Nederland, CO
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Let's talk about
- How to use automation in your business and how implementing automation reduces overhead cost and increases revenue.
- Anything and everything to do with the outdoors and going up hill.
- Outdoor gear - I really can get into it.
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BIO HERE

Paul Clayson
Experienced CEO and Board Member
Paul joined AgilePQ in 2017, bringing extensive experience in launching and growing early stage companies. Paul has launched four disruptive technology companies, and served as CEO to five early stage companies in nanotechnology, automotive, graphene, carbon nanotube, PCB, microprocessor and other advanced technologies.
- Millionaire Maker
- Podcast Pro
- Entrepreneur
- 📍 Draper, UT
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Let's talk about
- IoT communication networks
- Cryptology
Paul joined AgilePQ in 2017, bringing extensive experience in launching and growing early stage companies. Paul has launched four disruptive technology companies, and served as CEO to five early stage companies in nanotechnology, automotive, graphene, carbon nanotube, PCB, microprocessor and other advanced technologies.
He has deep experience with company governance and boards, and a broad global network of venture and PE firms. Paul currently serves in advisory and mentor roles with the Stanford University TomKat Center for Sustainable Energy, the North Carolina Joint School of Nano-Science and the Nano-Engineering (JSNN), Board of Advisers.

Ben Miller
CEO of Fundrise
Ben Miller is the CEO and co-founder of Fundrise, an investment platform making real estate investing simpler, smarter, and more effective for investors of all sizes. Founded in 2012, the DC-based startup has now transacted on nearly $5 billion of real estate and manages more than $1 billion in assets for its more than 130,000 investors of all sizes.
- Millionaire Maker
- Podcast Pro
- Entrepreneur
- 📍 Washington, DC
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Let's talk about
- Real estate, real estate investing, macroeconomics, private equity, and entrepreneurship
- Fintech startups
- The broader financial system
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Ben Miller is the CEO and co-founder of Fundrise, an investment platform making real estate investing simpler, smarter, and more effective for investors of all sizes. Founded in 2012, the DC-based startup has now transacted on nearly $5 billion of real estate and manages more than $1 billion in assets for its more than 130,000 investors of all sizes.
Ben has nearly 20 years of experience in real estate and finance, spending time as Managing Partner of WestMill Capital Partners and President of Western Development Corporation, among others prior to founding Fundrise.

Chris Mele
Managing Partner at Software Pricing Partners
Sean’s first software gig took 13 years. It should have taken half of that time yet that shows his determination. We spent a lot of time learning things the hard way. We had turned everything into discipline except for one seemingly small thing: pricing. This oversight lost us critical deals, slowed our growth and created unnecessary friction.
Software Pricing Partners has revenue upwards of $13 Million.
- Millionaire Maker
- Computer Software
- Entrepreneur
- Software licensing
- B2B Software Companies
- 📍Cornelius, NC
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Let's talk about
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Running a software company, anything related to pricing, and how to be pragmatic (not academic) -- and also how to sell!
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How to sell software big and small.
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My first software gig took 13 years. It should have taken half of that time. We spent a lot of time learning things the hard way. We had turned everything into discipline except for one seemingly small thing: pricing. This oversight lost us critical deals, slowed our growth and created unnecessary friction.
Then I met the team at Software Pricing Partners and learned the art and the science around software monetization--it would forever change my perspective on what it really means to run a profitable and successful software company.
I'm very lucky that my day job as Managing Director at Software Pricing Partners allows me to meet incredibly talented and passionate leaders of today's emerging, high growth & enterprise software companies. We are privileged to help these leaders maximize their valuations, revenues and profitability: not just with powerpoint slides or pie charts, but with a proven process that helps our customers successfully roll out--and monitor the effectiveness of--advanced monetization strategies.
Getting paid fairly for the value you deliver takes a carefully crafted strategy and approach, alongside an easy story that salespeople and prospects can understand and get behind. Fail on either of those fronts and market progress can become a friction-filled nightmare.
But if you succeed on both fronts, you'll realize your full growth potential and achieve the ultimate valuation you desire.

Eric Kades
Founder at TextChat by JetSense.ai
Eric Kades is the Founder of TextChat by JetSense.ai. TextChat is a highly personalized live chat tool that brings the timelessness of human connection and the sophistication of AI technology together, in one simple solution.
TextChat has a team size of 75+ and over 100+ customers along with over $1,600,000 in fundraising. TextChat launched on Shopify on the App Store in November of 2020!
TextChat makes website live chat as friendly and easy as texting with a friend, so you can stop missing chats and start closing sales.
- Software
- Live Chat
- 📍Villanova, PA
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Let's talk about
- Chatbots, AI, and how it relates to conversational interfaces.
- Customer Support and Service.
- Importance of human interaction in an AI world.
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Eric Kades, CEO + Founder Eric is the CEO and Founder of JetSense.ai, an AI chatbot platform, and creator of TextChat.com (patent pending), the first live chat and social media to text message solution of its kind. Eric has 20+ years of call center software experience, having worked in a direct marketing capacity with clients in cable, credit cards, insurance, healthcare, politics, and education (e.g. Comcast, Discover Card, United Healthcare, Obama for America, Roche, and Villanova University).
In addition to Connect First (now Ring Central – Engage), Eric and his partners built the first cloud call center software platform specifically for political campaigns, which has been used by multiple presidential campaigns and thousands of congressional campaigns since 2005.

Christmas Hutchinson
Career Confidence Coach
Christmas is a high-energy management consultant, executive coach, and author of The Resilient Mind – A field guide to a healthier way of life. She is passionate about helping high achievers overcome imposter syndrome to confidently achieve a fulfilling career as a means to find balance in all areas of their lives.
Christmas specializes in resilience and design thinking with a proven track record of strategic thought leadership. She has over 18 years of combined experience in advising, teaching, training, coaching, facilitating, and leading presentations with diverse audiences across multiple industries.
Before starting her own practice, Christmas worked in corporate strategy as a competitive intelligence leader at Verizon Media.
Additionally, Christmas spent 8 years as a Risk and Regulatory Management Consultant for PwC, advising the world’s largest financial institutions in process improvement and strategic operations.
Speaking Topics: Cultivating a Growth Mindset, Empathy Leadership, Building a Self-Care Routine to Prevent Career Burnout
- Coach
- Entrepreneur
- Executive
- 📍Brooklyn, NY
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LET'S TALK ABOUT SELF HELP AND CAREER CONFIDENCE
- Overcoming adversity.
- Overcoming Imposter syndrome.
- The importance of having boundaries in your life.
- Being okay with being yourself and how trying to be what others want is creating stress in your life.
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Christmas Hutchinson is a Career Confidence and Growth Mindset Coach and Author. She brings 18 years of experience as an accountant and trusted advisor to the top 5 global financial institutions specializing in Risk and Regulatory affairs as a management consultant with PriceWaterhouseCoopers along with a Master’s of Business Administration from The Johns Hopkins University to her coaching practice.
She is also a former Executive at Verizon Media, a Fortune 500 company, leading Global Business Transformation and Corporate Strategy Competitive Intelligence team.
It was Christmas’s uncanny ability to overcome adversity with grace during her battle with cancer while she was going through a divorce that has ignited her passion for serving and sharing her life experiences to inspire change and hope in others. She now teaches the strategies and tools she employed during this difficult time to help others have confidence in their life and career.
Christmas is the author of The Resilient Mind: A Field Guide to a Healthier Way of Life published in both English and Spanish. In this book, she gives a practical approach to building a resilient lifestyle - one where the reader will be happier and stronger. She is also a speaker on resilience, career growth, and confidence. Her work has been featured in Huffington Post, BoldTV, and the Spreaker Podcast.
In her free time, Christmas mentors mid-level professionals with Everwise helping her mentees strategize on how to take their career to the next level. She also mentors English learning high school students to get them college-ready.
Christmas is a Los Angeles native, living in Brooklyn. She loves CrossFit, boxing, and hanging with her amazing community of friends. She is also on a relentless quest to find the best tacos in New York City.

Bianca Lager
President at Social Intelligence
Bianca Lager is the President at Social Intelligence. Social Intelligence screens publicly offered social media profiles for employers.
Social Intel screens over 20 million websites annually, serving more than 400 global clients. Bianca leads a team of 20 in Santa Monica, California.
Bianca’s audience on social media is greater than 7,500 and she is happy to share your episode with his fans!
- Mobile Applications
- Entertainment
- 📍Santa Barbara, CA
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Let's talk about
- How the music industry is constantly evolving.
- How music brings people together and offers a sense of community.
- How FesstivalPass became the world's first live events subscription service.
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Hi, I’m Ed, founder of the world's first festival subscription service providing access to music, film, food and wine, and tech and innovation — Festival Pass. Enjoy hundreds of festivals locally and globally for one monthly fee.
Festival Pass is a story about community and creating experiences that changes you. We as humans need connection, it’s in our DNA — as strong as the need for food, water, and warmth. We are bringing our members the only place to make accessing, discovering, and attending festivals spanning industries the most user-friendly, frictionless, and affordable member experience possible. I strive every day to secure new event partners and think about what our customers want from a social mobile app that complements their lived experiences. I’m an entrepreneur with over twenty years of business, technology, and management experience.
In 2018, MoviePass hired me as an interim product and data consultant where I had a firsthand seat at the Moviepass table. It gave me the experience and insight needed to make Festival Pass a reality. I know what works and what doesn’t work in this space and look forward to inspiring people to lead active and engaging lives every day by participating in live community events both locally and globally.