WCWI 2024 Program

Money eover

Make PRESENTS

THE

WEALTH CONFERENCE

Welcome, Gorgeous!

With immense joy and excitement, I welcome you to the Women Creating Wealth & Impact's 3rd Annual Money Makeover Conference! Your presence lights up the room and fills our hearts with gratitude. Together, we are about to dive into a weekend packed with empowerment, growth, and transformative experiences that will leave us all forever changed.

Women Creating Wealth & Impact is more than just a community; it’s a movement of forward-thinking women dedicated to revolutionizing their financial and personal lives. This conference is our flagship event, a vibrant space where we unite, learn, connect, and lay the groundwork for our collective success.

Get ready to immerse yourself in a weekend of dynamic sessions, inspiring speakers, and powerful networking. Whether you’re just beginning your financial journey, eager to learn the foundations of wealth-building, or well on your way to generating generational wealth and creating a lasting legacy, there’s something here just for you. We’ve curated an experience that promises to be enlightening, invigorating, and, most importantly, fun!

Let your curiosity lead the way, your passion fuel your interactions, and your vision for a brighter future be your guide. This is your moment to soak in the knowledge, share your insights, and build connections that will last a lifetime.

The Women Creating Wealth & Impact's 3rd Annual Money Makeover Conference is not just an event; it’s a launchpad for your next big leap. Together, we will amplify our voices, harness our incredible potential, and create a future filled with prosperity, joy, and empowerment.

Thank you for joining us on this extraordinary journey. Let’s make this weekend unforgettable!

With profound gratitude, Meltrice D. Sharp, CPA Founder & Visionary

Conference Agenda

FRIDAY, AUGUST 2ND

SUNDAY, AUGUST 4TH

4:30 PM - 5:30 PM VIP Reception

8:00 AM - 9:00 AM Registration & Breakfast

5:30 PM - 6:30 PM Registration & General Reception

9:05 AM - 9:30 AM Guest Speaker: Danita Harris

6:30 PM - 8:00 PM Opening Night Kick-off Program Alexandria Johnson-Boone Monique Williams Guest Speaker: Rev Courtney Clayton Jenkins Meltrice Sharp

9:30 AM - 9:45 AM Break and Vendor Solicitation

8:00 PM - 9:00 PM Networking & Line Dancing

SATURDAY, AUGUST 3RD 8:00 AM - 9:00 AM Registration & Breakfast 9:05 AM - 9:30 AM Guest Speaker: Pastor Sheryse Henderson 9:30 AM - 9:45 AM Break and Vendor Solicitation 9:45 AM - 11:30 AM Morning Sessions 11:45 PM - 1:00 PM Mid-Day Sessions 1:00 PM - 2:00 PM Lunch 1:30 PM - 2:00 PM DAF’ING ALL THE WAY TO THE BANK: Donor Advised Funds Unveiled Connie Hill Johnson, Nichole M Collins, CFRE Moderator: Leta Obertacz 2:00 PM - 2:30 PM Money Mindset & Mental Wellness Dr. Natalie M. Whitlow 2:30 PM - 3:00 PM Break / Vendor Solicitations 3:30 PM - 4:45 PM Afternoon Sessions 5:30 PM - 7:00 PM VIP Dinner 8:00 PM - 9:30 PM WCWI Pink PJ Soiree

9:45 AM - 11:30 AM Morning Sessions 11:45 AM - 1:00 PM Mid-Day Sessions 1:00 PM - 2:00 PM Lunch 1:30 PM - 2:00 PM LOVE & MONEY: Real Couples, Real Financial Conversations Tony & Meltrice Sharp LaRese & Rashaunda Purnell Moderator: Pastor Stacy Ward-Braxton 2:00 PM - 2:30 PM MILLENNIALS & MONEY: Empowering the Next Generation Lauretta Amanor, MPA Pastor Kristian Bailey Kierra Cotton Moderator: Monique Williams 2:30 PM - 3:00 PM Break and Vendor Solicitation 3:30 PM - 4:45 PM Afternoon Sessions 4:45 PM - 5:30 PM Vendor Solicitation 5:30 PM - 6:30 PM Closing Celebration & Award Ceremony

Conference Agenda SATURDAY, AUGUST 3RD Morning Sessions

Session #1: Financial Planning & Budgeting - Meltrice D Sharp, CPA

Session #2: Basic Estate Planning - Clarissa Foster, MBA & Jazmine R Greer, Esq Session #3: Credit Repair - Harrison Gilmer

Session #4: Nonprofit Start-Ups - Veranda Rodgers, MBA

Mid-Day Sessions

SSession #1: Role Reversal: Caring for Your Aging Loved Ones - Connie Hill-Johnson Session #2: Franchise Investing - Terese McGroarty Session #3: Real Estate Investing - Andrea Wilson

Session #4: College Readiness/Upskilling - Dr. Michele Scott Taylor

Afternoon Sessions

Session #1: Financial Planning & Budgeting - Meltrice D Sharp, CPA Session #2: Basic Estate Planning - Clarissa Foster, MBA Session #3: Credit Repair - Harrison Gilmer

Session #4: Nonprofit Start-Ups - Veranda Rodgers, MBA

SUNDAY, AUGUST 4TH Morning Sessions

Session #1: Entrepreneurship - LaRese Purnell, MBA

Session #2: Insurance, Investments & Retirement - Arrkeenah Willis & Paula Crosby Session #3: Small Business Start-Up - Danielle Morris & Victoria Willson

Session #4: Building Generational Wealth - Amonica Davis & Ariane Kirkpatrick

Mid-Day Sessions

Session #1: Insurance Revealed - Tirah Thompson

Session #2: Being Bankable & Accessing Resources - Harvey Smith Session #3: Advanced Estate Planning - Carmen D. Scott

Afternoon Sessions

Session #1: Entrepreneurship - LaRese Purnell, MBA

Session #2: Insurance, Investments & Retirement - Arrkeenah Willis & Paula Crosby Session #3: Small Business Start-Up - Danielle Morris & Victoria Wilson

Session #4: Building Generational Wealth - Amonica Davis & Ariane Kirkpatrick

Mission

WCWI’s mission is to provide a safe platform that will inspire, empower, educate, and transform the financial futures of women through practical application of sustainable financial techniques.

Vision

Women Creating Wealth & Impact’s (WCWI) vision is to be a leading organization in the advancement and transformation of women’s financial competencies and practices, impacting their legacy and manifesting generational wealth.

Core Values Inspire Empower Educate Transform Sisterhood

Support Safe Non-judgmental Confidential Accountability

Greetings from Director Dear Friends of WCWI, I am thrilled to warmly welcome you to this year's Women Creating Wealth and Impact Conference, The Money Makeover. Since its inception, Women Creating Wealth and Impact

(WCWI) has been dedicated to empowering and educating women in finance, providing a space where we can learn from each other and build generational wealth together.

As we celebrate our third year of the WCWI conference, we aim to exceed expectations by empowering women to manifest generational wealth. We provide a safe platform to

inspire, empower, educate, and transform today’s woman so she can confidently manage her financial future.

I sincerely appreciate our esteemed speakers, dedicated facilitators, and supportive

vendors for their invaluable contributions. I would be remiss if I did not highlight the exceptional leadership of our Founder and Board President, Meltrice Sharp, whose visionary guidance has been instrumental in making WCWI a reality and impacting all it reaches.

To our esteemed Board Members and, most importantly, to our cherished conference

attendees, your unwavering commitment and presence are not just appreciated but integral to the success of WCWI events. Your participation is what makes our events truly impactful.

I invite you to join us at The Money Makeover conference as we continue to empower women, transform lives, and build a brighter future together.

Warmest Regards, Lauretta Y. Amanor Director

Women Creating Wealth and Impact

The Team

Meltrice D. Sharp, CPA Lauretta Y. Amanor, MPA FOUNDER & VISIONARY

DIRECTOR

Alexis Wells LOGISTICS DIRECTOR

Clarissa Foster

Patricia Triggs

Shanices Robinson

Shenay Simms

SENIOR ADVISOR

SENIOR ADVISORY

EXECUTIVE COORDINATOR

EXECUTIVE COORDINATOR

Declaration

We are the women who will change and take back our communities.

We are who we say we are.

We will not be aligned with labels assigned.

From those who decline To see the virtue of our kind.

Nor will we be defined by material things.

As purpose-driven, heart-centered, passion-filled beings.

Our worth comes from inside and we’re called to higher.

To serve, to share, to create and inspire.

We will uplift, support, and encourage each other.

We will not judge, belittle, or hurt one another.

We hold each other accountable with honor and grace.

To show up, lean in, and take up space.

We operate in excellence and speak with eloquence.

We walk with elegance and act with benevolence.

We will forgive all to be whole.

And forgive all to be free.

We will secure our own soul.

And first say, “I forgive me.”

We release all fear and beliefs that restrain.

We embrace abundance, joy, and personal gain.

As we learn more, we earn more.

In turn, we outpour and mentor.

We are investors and owners.

Philanthropists and donors.

With assets and income Savings, and then some.

Financial freedom is ours when we say yes.

To being debt-free and no money stress.

Generational wealth is how we provide.

A way for our posterity to come up in stride.

We create our legacy with wisdom and wit.

As we live on and in purpose—to this we commit.

Though we are all diverse, each with our own drum.

Rocking together, we win. Look out world—Here we come!

Join the Friends of the AAPC Would you like to have a meaningful and lasting impact in the community?

The Friends of the African American Philanthropy Committee was launched in 2020 to connect philanthropic minded individuals to work together in advancing philanthropy within the African American community.

one open door can open doors across a community.

Our most important work happens outside the four walls of our bank. KeyBank gets involved, supporting people who make a difference and working with community-focused organizations through investments, philanthropy, and volunteering. We believe that together we can keep our communities full of hope, compassion, and opportunity, one open door at a time.

KeyBank JT proud to support the 2024 Women Creating Wealth & Impact Wealth Conference. Thank you for making a difference.

©2024 KeyCorp. KeyBank Member FDIC. 221108-1326908-1275470373

Monique Williams Monique Inc. and The Engagement Group

Meet the

Mistress of Ceremony Monique is a proud boy mom, Faithbased Leadership Coach, Growth Strategist, and CEO of Monique Inc., a multi-six-figure-producing coaching and consulting agency that exists to give RISE to the best within marginalized people and communities.

Monique has dedicated her life to helping Black women and disinvested communities of color become fully transformed, restored and thriving confidently — breaking cycles of historical barriers and limiting beliefs. In addition to being a change maker, Monique is an avid traveler, recently co-residing between Cleveland, Ohio and the island of Sint Maarten/Saint Martin.

Monique received a bachelor’s degree from Kent State University in Journalism and Mass Communication. She earned a Master of Science in Social Administration (MSSA) and certificate in Nonprofit Management from Case Western Reserve University’s (CWRU) Mandel School, where she is an adjunct instructor. She also holds a Weatherhead Coaching Certificate from CWRU.

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2024

Award Recipient

Carmen M. Scott Sarringhaus & Scott Co.

Carmen M. Scott is a Shareholder at Sarringhaus & Scott Co., LPA. She was born and raised in Cleveland, Ohio and graduated from Cleveland State College of Law receiving a juris doctor degree. Her practice focuses on Estate Planning, Asset Preservation and Wealth Transfer, Elder Law, and Medicaid and Veterans’ (Long-Term Care) Benefit Planning.

Carmen is a powerful force in the workplace and zealous advocate providing guidance and support to her clients by helping them prepare a plan for a better quality of life, preserve their wealth and legacy, and protect their future. She is passionate about missions that educate, empower, and help build sustainable communities and is active in organizations that further those missions.

Carmen is a member of the Estate Planning Council of Cleveland, the Next Generation of Estate Planners, the Cleveland Metropolitan Bar Association, the Lorain County Bar Association, and the Norman S. Minor Bar Association. She mentors newer attorneys and is a frequent speaker at professional events for these organizations. In addition, her civic service includes Chair for the Board of Trustees for the Hispanic Business Center, and the Legal Aid Society of Cleveland Pro Bono Committee. Carmen has been instrumental to achieving the mission and vision of the various organizations she serves on.

Her meteoric rise has been recognized throughout multiple communities. She matriculated from Leadership Lorain County in 2019. She was acknowledged in the first cohort of “100 + Latinos CLE Must Know” and 2022 Crain’s Smart Women Award Winners as a Progress Woman Honoree. Most recently, Carmen was recognized as a Rising Star by Super Lawyers, a Difference Maker Emerald Award for Inspirational Leadership, inducted in the Who’s Who in Black Cleveland and a 2024 recipient of the Crain’s Business Notable Latino Leaders and Notable Women in Law.

Guest Speakers Alexandria Johnson Boone - Friday Alexandria Johnson Boone is the President and CEO of GAP Communications Group, a fullservice public relations, advertising, marketing, and special events firm in Cleveland, Ohio.

She is widely respected in the communications industry and is recognized as the architect of LeBron James' media persona. Alex is also the Chairwoman and Founder of the Women of Color Foundation, dedicated to the education, empowerment, and leadership development of women and girls of all colors, hosting annual events for over 20 years.

Additionally, she founded C L Magazine, a career and lifestyle digital magazine for women and girls, in 2014.

Alex is a graduate of the Cleveland Public Schools and holds a master’s degree from the Weatherhead School of Management at Case Western Reserve University, along with two Certificates from the Amos Tuck School of Business at Dartmouth College. She has been involved with numerous community organizations, including The Club at Key Center, The SHINE Foundation, The Urban League of Greater Cleveland, and the Greater Cleveland Partnership. In 2022, she was featured on ABC News 5's “Voices for Change” Podcast during Women’s History Month and as a “Trailblazer” on Fox 8 News TV during Black History Month.

Rev. Courtney Clayton-Jenkins - Friday

Rev. Courtney Clayton Jenkins, a trailblazing leader, serves as Senior Pastor and Teacher at South Euclid United Church of Christ in Cleveland, Ohio. In 2010, she made history as the youngest, first woman, and first African American to lead the congregation, revitalizing it after a fire ravaged their historic building. Guided by a passion for innovation, Rev. Jenkins transformed the church into a dynamic, multicultural community and spearheaded a successful $8.15 million construction project, showcasing her leadership and vision.

Hailing from Cleveland, she holds a Master of Divinity from Princeton Theological Seminary and a Bachelor's in English Literature from Spelman College. Ordained in the United Church of Christ, she was the first woman ordained at Mt. Zion Congregational Church. As the founder of Long Walk Productions, she has spent over a decade crafting inspirational films celebrated at prestigious festivals. Among her many accolades are being named in Crain’s Cleveland Business “Forty under 40” and a YWCA Woman of Achievement. An accomplished writer and Certified Leadership Coach, she authored "Stepping Back to Step Up," designed to empower women in ministry. Collaborating with The John Maxwell Company, she guides historic congregations in strategic development, all while being a proud mother to her son Caleb. Rev. Jenkins' steadfast commitment to faith and leadership resonates as she joyfully guides her congregation and empowers the next generation with love and strength.

Guest Speakers

Pastor Sheryse Henderson - Saturday

Pastor Sheryse Henderson is the Senior Pastor of Faith Fellowship Church, a multicultural, multigenerational congregation united as one family in God. With over 25 years of ministry experience, she is deeply passionate about seeing the lost saved, the hurt healed, and the church embodying the love of Jesus in the world. Her teaching is relevant and relatable, challenging hearers to re-examine their relationship with Jesus and others.

Author of "Healing Church Hurt – Walking the Path," Pastor Henderson draws on her firsthand experience with church hurt and healing. She is serving her third term as president of the Nordonia Diversity, Equity, and Inclusion Council and holds degrees in Business Leadership and Executive Leadership from Liberty University. Celebrating 25 years of marriage, she and her husband, Pastor Jon Henderson, have two college-aged sons, Jon and Joshua. They enjoy family time, supporting their sons' pursuits, and being entertained by their dog, Simba.

Dr. Natalie M. Whitlow - Saturday Dr. Natalie M. Whitlow is a dynamic Black psychologist licensed in Ohio, providing transformative services through her private practice, “Our Village: A Service Organization, LLC.” Her mission is to shift perceptions of mental health to minimize stigma and fear, helping individuals attain optimal mental health. Partnering with organizations like the Cleveland Clinic, NAMI, Fortune 500 corporations, and churches, she facilitates mental health workshops and trainings. Dr. Whitlow developed the Whitlow Measure of Afrocentric Relationship Attitudes Scale (Whitlow-MARA), the first such scale created by a Black professional for Black couples. She also performs disability assessments for Ohio’s Social Security Disability Department and the Veteran’s Administration.

Dr. Whitlow holds a Ph.D. and M.A. in Counseling Psychology from the University of Missouri-Columbia and a bachelor’s degree from Clark Atlanta University. Raised in Hampton, Virginia, she is a member of the American Psychological Association, the Ohio Psychologists Association, Alpha Kappa Alpha Sorority, Jack and Jill of America, and CARATS, Incorporated.

Danita Harris - Sunday Danita Harris is a motivator, minister, community advocate, and award-winning journalist, currently serving as WKYC's morning anchorwoman. Devoted to her passion for empowering others, Danita founded the initiative “It’s Your Time to S.H.I.N.E.” in 2016 to help individuals discover their divine light. As an ordained reverend, her spiritual faith guides her efforts in providing safe havens and outreach through the S.H.I.N.E. organization, a 501(c)(3) nonprofit.

In 2018, she launched the S.H.I.N.E. Girlz Mentoring Program for girls in the Cleveland Metropolitan School District and later expanded it to boys in partnership with former NFL player Josh Cribbs, resulting in the creation of S.H.I.N.E. Men of Integrity in 2023. Born in Chester, PA, Danita has dedicated 35 years to the TV news industry, earning a place in the "HistoryMakers Collection" at the Library of Congress in 2023. A woman of God since the 8th grade, she teaches Effective Communication in Ministry at the Ohio Leadership Academy of the Cleveland Baptist Association and enjoys jazz and gospel music.

About the

Facilitator

Meltrice D. Sharp, CPA CLE Consulting Firm

National Paralegal

Financial Planning & Budgeting Meltrice D. Sharp, CPA, MBA is a native of Cleveland Ohio and a managing partner at Creating Leading Enterprises (CLE) Consulting Firm, an accounting and consulting firm offering accounting, tax, payroll and business consulting services to small and middle market companies, nonprofit organizations, religious organizations, and individuals.

With more than twenty years as a CPA, Meltrice has extensive knowledge and experience in accounting, tax, management, finance, and business consulting.

She started her accounting career at Ernst & Young as an auditor. She remained there for four years before joining Forest City Enterprises, where she served in a variety of accounting and finance positions for the next thirteen years. Inspired by a deep desire to use all she had learned over the previous two decades to chart a path of her own, she decided in 2017 to begin her journey as an entrepreneur.

Meltrice received her BBA with a concentration in accounting from Kent State University and her MBA from Baldwin-Wallace University. She is an adjunct instructor at Cuyahoga Community College (Tri-C), where she teaches a variety of accounting courses.

Meltrice is the Founding Member of Women Creating Wealth & Impact, an organization that addresses the education, knowledge, and access gaps with women and finance. She is the Treasurer of the Deaconess Foundation, University Hospitals Rainbow Babies & Children Foundation and the National Association of Minority Contractors, Northern Ohio (NAMC). Meltrice serves on the Audit Committee Board for Cuyahoga County. She is a trustee for the YWCA, and the Women of Color Foundation.

Meltrice is also a member of the Business Advisory Committee for Tri-C and the Marketing Advisory Committee for JumpStart. Meltrice is a proud member of Alpha Kappa Alpha Sorority Inc., Alpha Omega Chapter of Cleveland, Ohio. She is the author of Aubrie’s Adventure to Cashland, a children's book that teaches children the importance of giving back and how making wise money decisions can positively impact their lives and community.

Meltrice devotes a significant amount of her personal time civically, giving back to her community. She attends Faith Fellowship Church and is a loving and devoted wife, mother, and grandmother. Her favorite pastime is hanging out with her family and telling corny jokes. (Her children remind her that her jokes are not funny while they are laughing.) Meltrice’s guilty pleasure is vegging out on the sofa and watching reality TV shows.

About the

Facilitators

Clarissa Foster

National Paralegal Estate Planning

Clarissa Foster, MBA, is the visionary business strategist known as the People's Paralegal, who has empowered entrepreneurs across the United States and abroad to achieve unparalleled success. As the Managing Member of National Paralegal Services, she leads a team dedicated to providing a multitude of services, particularly focusing on Estate Planning. Clarissa's expertise extends beyond the legal realm; she is an accomplished author of "How to Start Your LLC and What to Do in the First 365 Days" and "Why You Need an Estate Plan: The Simplicity of It All," offering invaluable guidance to entrepreneurs and demystifying estate planning.

In addition to her role at National Paralegal Services, Clarissa serves as the Treasurer and Secretary on the board of the Ujamma Collective LLC, a funding resource for real estate investors, and is a board member of Union Miles Development Corporation, contributing to community growth and prosperity.

Her innovative ideas, determined work ethic, and unwavering dedication have solidified her reputation as a go-to expert, inspiring those around her to reach new heights in their entrepreneurial endeavors.

Attorney Jazmine started her own law practice at the age of 27, just two days after giving birth to her second child and receiving her bar exam results on Halloween in 2008. She earned her bachelor's degree from Fisk University, graduating Magna Cum Laude in 2003, and her Law Degree from Ohio Northern University in 2008. Jazmine is licensed in the Northern and Southern District of Ohio Federal Court, a Certified Mediator, and a Licensed Title Agent. Her professional affiliations include the Ohio Bar Association, Women's Law Section, Real Estate Law Section, Network for Neighborhood Success, East Cleveland Chamber of Commerce, Collinwood and Nottingham Development Corp. Real Estate Board, and CASA. Since 2008, Jazmine has practiced in areas such as foreclosure defense and prosecution, civil litigation, commercial and residential real estate, criminal defense, family law, zoning board hearings, small business and non-profit consulting, estate planning, probate administration, and will contests. She now focuses on Real Estate Law, Business Law, Personal Injury, and Estate Law, serving small businesses, non-profits, property owners, investors, lenders, tenants, personal injury plaintiffs, and individuals with estate planning needs.

Jazmine R. Greer, Esq. National Paralegal Estate Planning

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THEN PAY IT FORWARD! 3rd Annual National Executive Women’s Leadership Summit November 10-13, 2024 The Grand Resort | Warren, Ohio Be the first to know about event updates and announcements!

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About the

Facilitator

Harrison Gilmer CLG Enterprise Group Credit Repair

Impactful, powerful, life-changing, eye-opening, direct, and selfless are a few words associated with Harrison Gilmer. Born in Cleveland, Ohio, Harrison beat the odds faced by many inner-city youth, obtaining a Master’s of Science Degree in Management and working for numerous Fortune 500 and Fortune 1000 companies.

While working in corporate America, Harrison encountered the downsides of high salaries, including

discrimination, office politics, and the struggle to balance family and personal life. Seeking to reclaim control over his life, income, and time, he left the corporate world to become an entrepreneur.

Harrison has since founded several successful companies, including The Rison Group, PRYD Clothing, Smedium Direct, CLG Enterprise Group LLC, and The Higher Learning Group, all of which have

surpassed the five-year failure mark. As a dynamic speaker, his relatable and powerful style

captivates audiences, urging them towards spiritual, mental, emotional, physical, and financial balance, beginning with mindset.

Harrison’s mantra, “If you can see it in your mind, you can hold it in your hands,” underscores his

belief in the power of visualization and determination. His journey and insights inspire others to pursue their dreams with clarity and confidence.

About the

Facilitator

Professor Veranda Rodgers, MBA, is a dynamic and accomplished individual who has significantly contributed to health and human services, education, philanthropy, and community leadership. As the founder, president, and CEO of Pregnant with Possibilities Resource Center and Bloom Behavioral Health, Veranda has dedicated herself to supporting and empowering youth, pregnant women, and mothers.

Veranda's passion for education extends beyond advocating for the health and well-being of women and children. She serves as an adjunct professor at Cuyahoga Community College, where she shares her business and marketing expertise with students, inspiring them to reach their full potential. Her commitment to education and ability to connect with students have earned her admiration and respect from both colleagues and students alike.

In addition to her work in education, Veranda is deeply involved in philanthropy and community service. She serves as the marketing chair of the Black Professional Association Charitable Foundation, facilitating a professional development pipeline for students, aspiring professionals, and civic leaders in Northeast Ohio. She is also a board trustee of the Cleveland State University Alumni Association, where she connects alumni, fosters community, and advocates for the university's graduates.

Veranda's exemplary work and commitment to her community have not gone unnoticed. She was recently honored with the 2023 Community Hero Award from the Cuyahoga Democratic Women's Caucus. Her outstanding contributions also earned her recognition from the Soul of Philanthropy as the 2022 Outstanding Young Adult Philanthropist of the Year.

Veranda credits her journey from teen mom to CEO for the fortitude to face any challenge. Her drive, compassion, and commitment to making a difference fuel her inspiration to motivate others to become the best version of themselves. Her leadership and dedication serve as a shining example for her staff, future generations, and the individuals she serves

Veranda Rodgers Nonprofit Dynamite Nonprofit Start-ups

Brandy Mickens, Executive Vice President 1001 Lakeside Ave, Suite 1650 Cleveland, OH 44114 p. (216) 615-7463 www.brandymickens.com brandy.mickens@equitable.com

A good financial strategy starts with knowing who you really are.

We know the path to fulfillment begins with getting to know who you are, what matters to you and how you’ve made decisions so far. From there, we guide you toward a personalized strategy to help you make smart choices and a financial portfolio designed to give you confidence. As experienced financial professionals alongside you, we’ll be ready with answers about options that can help you make the most of what you’ve earned and saved.

Annuities Individual Retirement Accounts Workplace Retirement Plans - 403(b), 401(k), 457(b) Permanent Life Insurance Term Life Insurance Long-term Care Insurance Business Continuation Programs Employee Benefits Investments & Wealth Management

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We are honored to support the annual Women Creating Wealth and Impact Money Makeover Conference!

As firm believers in women’s potential, we are thrilled to be part of this transformative platform.

48 | SPRING 2024

About the

Facilitator

Connie Hill-Johnson Visiting Angels Living Assistance Services Role Reversal: Caring for Your Aging Loved Ones Constance Hill-Johnson (Connie) is the Owner and Managing Director of Visiting Angels Living Assistance Services in Cleveland Ohio. Visiting Angels is an in-home service provider assisting the elderly and older adults to live as independently as possible by remaining safely in their own familiar home environment.

Now a seasoned entrepreneur, Connie started her business in 2002, and has successfully served hundreds of seniors throughout the greater Cleveland area and surrounding communities. She spent many years working in both the financial services and healthcare arena. A graduate of Case Western Reserve University and The University of Southern California, Connie is regarded as both a dynamic motivational leader and speaker who shares with audiences her entrepreneurial journey owning a homecare agency, which began in her early 40’s. She also shares her journey as an adult caregiver caring for a mother with dementia.

Her commitment to the community is unwavering. She is the first African American woman to serve as Board Chairperson for The Cleveland Foundation, the oldest community foundation in the country. The Cleveland Magazine named her one of 2024’s Most Interesting People and Crain’s Cleveland Business recognized her in 2023 as a Notable Nonprofit Board Leader. In 2020 she was honored as a YWCA Greater Cleveland Woman of Achievement winner and in 2017 honored as a Crain’s Women of Note.

She also serves on the board of the Benjamin Rose Institute on Aging (BRIA) and is actively involved in other community and civic organizations.

Connie has earned the degree of Master of Public Administration with an emphasis in Health Services Administration from the University of Southern California in Los Angeles, California. Additionally, she holds a degree of Bachelor of Arts in Speech Communications from Case Western Reserve University in Cleveland, Ohio.

About the

Facilitator

Terese McGroarty FranNet of Northern Ohio

Franchise Investing

My passion for guiding clients through a proven process to find the right franchise business fit stems from my extensive experience as a franchise owner. My husband and I

began our franchise journey in 1981 with a single automotive brand location in Cleveland.

We successfully expanded to three locations before selling our business for a profit. Later, we purchased another franchise brand, which we also sold, allowing us to explore other business interests.

Today, as a Franchise Consultant with FranNet, I am dedicated to helping my clients transform their lives through franchise ownership. Over the past 10+ years with FranNet, I've

had the privilege of guiding numerous clients toward living their dreams as successful business owners.

usbank.com/communitypossible

Building a community of possible.

U.S. Bank strives to make a positive impact in the community. That’s why we support community events that bring us together for the greater good. When we work together, anything is possible.

U.S. Bank is proud to support The Money Makeover Wealth Conference .

Norlynn Story , Business Access Advisor, Cleveland Columbus Cincinnati 216-681-5540 Member FDIC. ©2023 U.S. Bank 1062001 9/23

About the

Facilitator

Andrea Wilson, MBA

Brick House Realty

Real Estate Investing Andrea Wilson is a distinguished figure in the world of real estate, known for her impeccable expertise and dynamic career. With a background that seamlessly blends financial acumen and entrepreneurial spirit, Andrea has emerged as a trailblazer in the industry.

Andrea's journey to becoming a top real estate broker was nothing short of remarkable. She began her career as a corporate accountant, where she honed her financial prowess. Armed with an MBA, Andrea leveraged her financial acumen to navigate the complex world of real estate with precision and finesse.

As the proud owner of Brick House Realty, Andrea has established herself as a formidable force in the Cleveland real estate market. Her agency is synonymous with integrity, excellence, and a commitment to serving clients with the utmost Professionalism.

In addition to her brokerage endeavors, Andrea wears another hat as a real estate college professor.

Her passion for nurturing the next generation of real estate professionals is evident in her dedication to teaching and mentoring. Her students benefit not only from her vast knowledge but also from her real-world experience.

With over two decades of experience in real estate and entrepreneurship, Andrea Wilson has a proven track record of success. Her unwavering commitment to her clients, coupled with her ability to adapt to changing market dynamics, has earned her the trust and respect of her peers and clients alike.

Andrea Wilson is a multifaceted professional, a dedicated educator, a loving wife and mother of four, and a seasoned real estate expert. Her journey from corporate accounting to real estate brokerage is a testament to her resilience and determination, and she continues to inspire and lead in the ever-evolving world of real estate

About the

Facilitator

Michele is also CEO and principal of Global Learning Solutions, a small consulting firm she started in an effort to provide cultural competency development, program evaluation, program and proposal development, grant writing and organizational development assistance to small businesses and non-profit organizations.

Dr. Michele Scott Taylor is the Chief Program Officer at College Now Greater Cleveland and provides strategic leadership for the organization’s programmatic efforts, including school- and communitybased advising programs as well as federal programs such as Talent Search, GEAR Up, and Upward Bound. Her research and practice ensure that College Now’s programming reflects” Best in Class” thinking and is on the cutting-edge of research in the college access and success field. She also teaches at the undergraduate and graduate levels at local universities including John Carroll University and Cleveland State University. Formerly, she taught at Baldwin Wallace University and Walsh University.

In the community, Michele takes pride in serving on the boards of Black Professionals Association Charitable Foundation, Cuyahoga Arts and Culture, the Euclid School Foundation, the Global Ambassadors Language Academy (GALA); Leadership Cleveland’s Advisory board, and Ideastream’s Community Advisory Board. She is also a proud member of Delta Sigma Theta Sorority, Inc. Michele has received numerous recognitions including Leadership Cleveland c/o 2017; Cleveland Magazine’s “One to Watch”; YWCA’s Woman of Professional Excellence; and Kaleidoscope’s 40/40 (2012), to name a few. Of all her accomplishments, she is most proud of her three children: Paris, Peighton and little Douglas!

Dr. Michele Scott Taylor College Now - Greater Cleveland Upskilling / College Readiness

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Saturday Panelists

DAF’ING ALL THE WAY TO THE BANK: DONOR ADVISED FUNDS UNVEILED

Connie Hill-Johnson

JConstance Hill-Johnson (Connie) is the Owner and Managing Director of Visiting Angels Living Assistance Services in Cleveland, Ohio, providing in-home services to help elderly adults live independently. Since starting her business in 2002, she has successfully served hundreds of seniors in the greater Cleveland area. With a background in financial services and healthcare, Connie is a dynamic motivational leader and speaker, sharing her entrepreneurial journey and her experience as a caregiver for her mother with dementia.

Connie is the first African American woman to serve as Board Chairperson for The Cleveland Foundation. She has been recognized as one of Cleveland Magazine's Most Interesting People of 2024 and as a Notable Nonprofit Board Leader by Crain’s Cleveland Business in 2023. Additionally, she was honored as a YWCA Greater Cleveland Woman of Achievement in 2020 and a Crain’s Women of Note in 2017. She also serves on the board of the Benjamin Rose Institute on Aging and is actively involved in other community organizations. Connie holds a Master of Public Administration in Health Services Administration from the University of Southern California and a Bachelor of Arts in Speech Communications from Case Western Reserve University.

Nichole M Collins, CFRE

Nichole is a Philanthropic Strategy Advisor with the Cleveland Foundation, working with individuals and organizations to create a deeper community impact.

Throughout her career, she has held positions with the Cuyahoga Community College Foundation, Cleveland Zoological Society, United Church of Christ, and the Intergenerational Schools, where she has organized fundraising campaigns, developed data management systems, and led teams on national initiatives.

As the Founder and CEO of FundTaskIt LLC, Nichole helps nonprofits build capacity through fund development, speaking and facilitating workshops on various fundraising topics. A lifelong Clevelander, she holds a BA from Case Western Reserve University and a Master's in Nonprofit Administration from John Carroll University. She serves on the board of Women Creating Wealth and Impact and is a member of Zeta Phi Beta Sorority, Inc.

Moderator: Leta Obertacz

Leta Obertacz brings 20 years of fundraising experience to The Cleveland Foundation as the Senior Vice President of Philanthropy. She leads strategies for growth and stewardship, sharing the Foundation's work from its new storefront location.

Previously, she spearheaded campaigns at the Cleveland Zoo Society, including the Daniel Maltz Rhino Reserve and the Primate Forest campaign.

Before the Zoo Society, Leta held executive roles at Career Gear, supporting the reentry and financial independence of the formerly incarcerated, homeless, and veterans. She holds a BA from Brown University and an MPA from Baruch College. Leta is co-VP and Advancement Chair at EDWINS Leadership & Restaurant Institute, founding Board President of Motogo, and recently joined the Board of The City Club.

She has been honored as one of Cleveland Magazine’s Women of Distinction and was nominated for the Soul of Philanthropy award.

DCB SPACES LLC is ideal for both corporate gatherings and private celebrations. Whether you're hosting a business meeting, networking event, or an intimate party, our venue provides the perfect backdrop for memorable and successful events.

Nestled in the suburbs of Beachwood, Ohio, adjacent to DRESSCODE Boutique and Ashton’s Corner Kids Clothing Boutique, DCB Spaces is located at 3365 Richmond Road, Suite 238, Beachwood, Ohio 44122.

Venue Features:

Pricing Packages: Non-Profit Connect Package: $2000 $1000 Retainer Fee due at contract signing Must submit 501c3 documentation Event Staff (2 Servers – Buffet Style) 5-hour event, including set up and breakdown FREE Wi-Fi / Wireless Mic / Speaker/ Projector/Screen (10) Rectangular BanquetTables or High-Top Tables (6) Round Banquet Tables (100) Chairs (2) Dining Stations 16 Glass Centerpieces Black or White Table Linens and Napkins

Business Essentials Package: $1300 x 18% Service Fee $650 Retainer Fee due at contract signing EIN / Business website/email/letterhead required Available Monday – Friday 5-hour event, including set up and breakdown FREE Wi-Fi / Wireless Mic / Speaker/ Projector/150ft Screen (10) Rectangular Banquet Tables / Table Linens (Black/White) (3) Round Banquet Tables / Table Linens (Black/White) (78) Chairs (2) Dining Stations

Networking Essentials Package: $1200 x 18% Service Fee $600 Retainer Fee due at contract signing 5-hour event, including set up and breakdown FREE Wi-Fi / Wireless Mic / Speaker/ Projector/Screen (6) Rectangular BanquetTables / High Tops Tables (6) Round Banquet Tables (75) Chairs (2) Dining Stations

Intimate Affair Package: $1000 x 18% Service Fee $500 Retainer Fee due at contract signing 5-hour event, including set up and breakdown FREE Wi-Fi / Wireless Mic / Speaker (6) Rectangular BanquetTables (3) Round Banquet Tables (75) Chairs (2) Dining Stations Let’s get social: FB: @dcbspcesllc / IG: dcbspaces

2000 sq ft Accommodates up to 100 guests Professional Event Staff Both Round and Rectangle Tables and Chairs Various Seating Charts Tiled Dance Floor Small kitchen prep area Audio – Visual Equipment FREE WIFI Wheelchair Accessible Ample parking Highway accessible (271 and 480) Adjacent to boutique showroom

Add Ons: Table Linens: Black or White - $12 per table / Colors - $18 per table Table Runners: Black or White - $3 - per table / Colors -$5 per table Table Napkins: Black or White - $2 each / Colors - $5 each Charger Plates: Silver or Gold - $3 each Tables: $12 each / Chairs: $7 each Silverware Set: $3 per Set (Fork, Knife, Spoon) Place Setting Set: $12 per Set (Dinner, Salad, and Dessert Plate) Wine Goblets or Champagne Flutes: $8 each Chafers: $18 each / Sterno Cans: $5 each Uplight Cans: $100 Single Can / Full room uplighting - $825 Centerpieces: 3 Tier Glass with Floating Candles Centerpieces: $20 per table / 4ft Tall Columns with Flowers: $55 per table Curtain Backdrops: 8ft (one color) starting at $325 each / 12ft (one color) starting at $425 each / Additional colors $25 each Serving Staff (minimum of 3): $125 per server Bartender: $125 per bartender Security: $100 per hour per security person

Beverage Packages: starting at $300 (Selling of alcohol is NOT permitted) Alcoholic beverages must be provided by client 1 Bartender (50 guests or less) Plastic cups and Ice

Place Setting Packages: starting at $675 / Upcharge for China 2 Servers / Buffet Style 6 Chafers and Sterno Cans Charger Plates / Place Setting Set / Silverware Set Table Linens and Napkins (Black and White) Booking Information: Flexible booking dates available Secure your date with a deposit Address: 3365 Richmond Road, Suite 238, Beachwood, Ohio 44122 Telephone: 216-309-1116/ Contact us to schedule a tour Email: sales@dcbspace.com / website: www.dcbspace.net

About the

Facilitator

LaRese Purnell, MBA CLE Consulting Firm Entrepreneurship

LaRese Purnell, with 19 years in business management, taxation, finance, and accounting, is a Founding Managing Partner at CLE Consulting Firm in downtown Cleveland. Recognized by Smart 50 Business as one of Northeastern Ohio's fastest-growing and largest African-American-owned accounting firms, he specializes in serving diverse clients. LaRese is renowned for his innovative financial strategies and executive leadership in multimillion-dollar for-profit and non-profit sectors.

LaRese received an MBA in Finance from the University of Toledo and he was a part of the Leadership Cleveland class of 2022 and Leadership Ohio class of 2023. He also serves on the following: Board of Directors as the Business Volunteers Unlimited (BVU), Board Member of The Cleveland Clinic SP Hospital, the Treasurer USS Cleveland Legacy Foundation, and former Treasurer now Chairperson for Step Forward Today formerly (CEOGC), he also is proud to serve as the National Treasurer for the 100 Black Men of America and the Co-Chair of the Economic Program Committee.

He authored "Financial Foundations: Building Financial Freedom One Tool at a Time," a bestselling book, and has traveled to over 35-40 cities nationally to teach financial literacy at conventions, seminars, colleges, universities, and other events. LaRese also founded The Real Black Friday, aimed at raising awareness and fostering educational and collaborative opportunities for hundreds of small Blackowned businesses across Ohio.

His accolades include the Smart 50 Business award, Crain’s Business 40 under 40, Cleveland Magazine’s Most Interesting People, and the AKA Leadership award, among others. LaRese was recently inducted into his high school Hall of Fame in 2022 and the Ginn Academy Hall of Fame by Coach Ted Ginn Sr. Outside of work, LaRese stays busy spending time with his wife Rashaunda, his sons (Gaven and Maceo) and daughter (Gabbi), reading, playing sports, attending church and traveling

About the

Facilitator

Arrkeenah Willis Equitable Advisors Insurance, Investment & Retirement Planning

Arrkeenah is a financial professional at Equitable Advisors who provides wealth protection, risk management, and retirement planning strategies through a broad range of products and services.

She is committed to building relationships with her clients by helping them achieve their long-term financial goals. Her mission is to educate individuals and business owners, so they can make wellinformed decisions as it relates to their unique situation. Arrkeenah does this by helping her clients identify and prioritize their goals, offering strategic guidance specific to their needs, and then implanting a plan that works best for them.

Prior to working at Equitable, Arrkeenah has been in the field of education for over 6 years. She taught at the Dallas Independent School District, where she was named Teacher of the Year in 2012. Her previous experience in education proved to be a catalyst to becoming a financial professional at Equitable due to her passion for helping and educating others.

Arrkeenah graduated from the University of Texas at Arlington with a Bachelor of Arts degree in Communication and minor in Spanish and received her Masters of Education degree in Education Administration from Concordia University. In addition, she has earned her FINRA Series 6 and 63 securities registrations, as well as her life, accident, and health insurance licenses.

In addition to her leadership roles within Equitable, Arrkeenah is a member of Delta Sigma Theta Sorority, Inc. She and her husband Don have two children, Skyy and Donovan. In her spare time, Arrkeenah loves being an avid sports mom and traveling.

About the

Facilitators

Danielle Morris

DM Strategic Solutions, LLC Small Business Startups Danielle Morris, a proud Cleveland native, is a vibrant philanthropist with a passion for spontaneous getaways, the arts, outdoor workouts, and culinary adventures. She holds a Bachelor's degree from Cleveland State University and an MBA from Case Western Reserve University, reflecting her strong academic background.

With nearly three decades of experience in compliance, audit, grants management, investment fund operations, and financial accounting, Danielle is known as the 'gatekeeper behind the numbers.' She excels in transforming organizations from manual processes to structured operational systems, providing strategic insights that integrate people, processes, and technology for business growth and sustainability.

As Board Chair of DANCECleveland, Danielle is committed to community leadership and financial literacy. She advocates for breaking the cycle of poverty through Breadwinners Academy and mentors young individuals in skill development and networking. Danielle's dedication to advising small businesses and fostering connections with larger corporations highlights her role as an inspirational leader and advocate for service, growth, and empowerment.

Victoria Willson

MORTAR Cleveland Small Business Startups Victoria Willson has worked in the accounting industry for 26 years, gaining experience in financial services, auditing and compliance. In addition to providing accounting services for United Black Fund, Victoria also serves as the Program Director of MORTAR Cleveland, an entrepreneurial program designed to assist minorities in starting or scaling their business.

About the

Facilitators

Amonica Davis

The Jabali Group, LLC. Building Generational Wealth

Amonica Davis is the Chief Operating Officer at The Jabali Group, LLC, overseeing administrative management for Harvest of Ohio, Harvest Grows, and Harvest Processing, which hold medical cannabis licenses across various Ohio locations.

Based in Cleveland, Amonica directs the development and

implementation of operational processes within the cannabis industry. Her three-decade career includes leadership roles in nonprofit organizations, higher education administration, and manufacturing. She also co-owns a small business with her husband, John Davis, Jr. Amonica serves on the Advisory Board for Facing History and Ourselves, aligning with her passion for challenging bigotry and hate through historical lessons. She holds a B.A. in vocal music performance from Kent State University, an M.Ed. in higher education administration from Cleveland State University, and has completed coursework for a Ph.D. in educational policy. Amonica and John are proud parents of three adult children, Naja, John III, and Jalen.

Ariane Kirkpatrick is the president and CEO of The AKA Team, a fullservice commercial construction and facilities company in Cleveland.

Founded ten years ago, this multi-million dollar firm offers collaborative management and construction services through three divisions, living up to their motto: Always Known As the Team you can depend on. Her entrepreneurial journey began in 2007 with the acquisition of ServiceMaster by Davis, which serviced President Barack Obama's Campaign for Change in 2008. She later expanded into construction, working with notable clients like the Cleveland Museum of Art and Flats East Bank.

Ariane Kirkpatrick

In addition to leading The AKA Team, Ariane is the CEO of The AKA Team | Jabali Group Harvest Grows, Harvest of Ohio, and Harvest Processing, which hold large-scale medical cannabis licenses in Ohio.

Building Generational Wealth Recognized for her dedication to diversity and inclusion, she holds a BA in Urban Studies from Cleveland State University and is an alumna of Cuyahoga Community College. Ariane is proud to be a mother to her two sons, Ali and Kristopher, and a wife to Danny Couch, as well as a stepmother to Camille and Jazmine.

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Tanya Manning-Grant DRESSCODE Boutique, Ashton's Corner Boutique & DCB Spaces LLC dresscodebytmg.com ashtonscorner.com; dcbspaces.net Melony Butler Dress For Success cleveland.dressforsuccess.org Monique Williams Monique Inc She's Rising TM IG: moniqueinc Shelena Lindsey Diary of Queen Esther diaryofqueenesther.com Leah Stringer & Leah Hampton LT2 tsquared.com

Donna Shaw MaMa 2-2's FB: donna.f.shaw

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About the

Facilitator

Tirah Thompson

Tirah Thompson Agency Home and Auto Insurance

Tirah Thompson is a dedicated wife to her husband, Stan, and mother of twin sons. She is also a grandmother to a beautiful granddaughter, Kennedi. Tirah embarked on her entrepreneurial journey as a Bank Branch Manager. She co-owned a Burger King franchise, which grew to encompass 17 locations across the Cleveland area. She also excelled as a Master seller during her 24-year tenure as a Mary Kay Sales Director where she empowered over 100 women as Independent Beauty Consultants.

Tirah Thompson combines her extensive experience and business expertise as the owner of the Tirah Thompson Agency, operating under State Farm. Her accomplishments include earning multiple licenses in Life, Health, Property, and Auto insurances, as well as in Financial Services and RetirementAnnuities. Additionally, she is a licensed Mortgage Broker with State Farm Rocket Mortgage. Tirah holds a Bachelor's Degree in Business Management and a Master's Degree in Business Administration.

Throughout her illustrious career, Tirah has garnered numerous accolades, including her longstanding membership at St. Paul AME Church and consecutive recognition in State Farm's Ambassador Club Level for six years. She has also achieved distinction with the State Farm Senior VP Award and has been honored as a six-time recipient of the State Farm Honors Club Level.

Tirah Thompson was raised in Lincoln, Delaware. Her upbringing instilled in her a strong drive to succeed, inspired by the hard work of her grandmother and single mother who achieved everything despite humble beginnings. Beyond her professional achievements, Tirah has a competitive spirit and enjoys watching sports such as golf, basketball, football, and tennis. She finds joy in activities like skating, bike riding, volunteering, mentoring, and spending weekends with her granddaughter and she draws strength from God's promises, particularly in Psalms 91, the 23rd Psalms, and Jeremiah 29:11.

About the

Facilitator

Harvey Smith

The Economic & Community Development Institute Being Bankable & Accessing Resources

Harvey is a seasoned professional with a diverse background spanning 50 years in the restaurant and banking industries. Starting out in the restaurant business, Harvey honed his skills in customer service and relationship building, which he later translated into a successful career in banking.

Throughout his 25 years in the banking industry, Harvey gained extensive experience in private, commercial, and retail banking. He has a keen ability to build rapport with clients, which has enabled him to close deals and build strong, long-lasting relationships. His talent for managing and growing businesses was exemplified during his time at Civista Banks, where he managed the bank and increased their revenue by an average of 120% YoY for three years.

Despite his success in the banking industry, Harvey never lost sight of his values and his commitment to authenticity. He believes in meeting clients where they are and understanding their needs, which has made him an excellent Relationship Manager at ECDI. Specializing in small business and start-up loans in underserved communities, Harvey is passionate about helping entrepreneurs achieve their goals and make a positive impact in their communities.

Harvey is a proud Detroit native, but he spent much of his life in Cleveland, where he raised his daughter, Zoe. Although she now lives in DC, Harvey still visits her often and cherishes their close relationship. In his free time, Harvey enjoys cooking, art and spending time with his family and friends.

About the

Facilitator

Carmen Scott

Sarringhaus & Scott Co. Advanced Estate Planning

Carmen M. Scott is a Shareholder at Sarringhaus & Scott Co., LPA. She was born and raised in Cleveland, Ohio, and graduated from Cleveland State College of Law receiving a juris doctor degree. Her practice focuses on Estate Planning, Asset Preservation and Wealth Transfer, Elder Law, and Medicaid and Veterans’ (Long-Term Care) Benefit Planning. Carmen is a powerful force in the workplace and zealous advocate providing guidance and support to her clients by helping them prepare a plan for a better quality of life, preserve their wealth and legacy, and protect their future. She is passionate about missions that educate, empower, and help build sustainable communities and is active in organizations that further those missions.

Carmen is a member of the Estate Planning Council of Cleveland, the Next Generation of Estate Planners, the Cleveland Metropolitan Bar Association, the Lorain County Bar Association, and the Norman S. Minor Bar Association. She mentors newer attorneys and is a frequent speaker at professional events for these organizations. In addition, her civic service includes Chair for the Board of Trustees for the Hispanic Business Center, and the Legal Aid Society of Cleveland Pro Bono Committee.

Carmen has been instrumental to achieving the mission and vision of the various organizations she serves on.

Her meteoric rise has been recognized throughout multiple communities. She matriculated from Leadership Lorain County in 2019. She was acknowledged in the first cohort of “100 + Latinos CLE Must Know” and 2022 Crain’s Smart Women Award Winners as a Progress Woman Honoree. Most recently, Carmen was recognized as a Rising Star by Super Lawyers, a Difference Maker Emerald Award for Inspirational Leadership, inducted in the Who’s Who in Black Cleveland and a 2024 recipient of the Crain’s Business Notable Latino Leaders and Notable Women in Law.

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Marquita Benn Marquita Reid MarVaughn Benn Merle Walker Morgan Lewis Nia Robinson N’Dea Washington Timeka Harris Valerie Love

Vendors

Courtney Creative Studio Narsina Inspires Events The Westin Cleveland Downtown Short Stack Printing No Problem Printing & Design DJ Low Key Entertainment American Solutions for Business Urban Design Suite Wake Up Call Media The Sweet Fix Bakery SUPLMNT PearlFlower Catering Great Entertainment Service Manny Hall Associates

Sunday Panelists

LOVE & MONEY: REAL COUPLES, REAL FINANCIAL CONVERSATIONS

Tony Sharp

Meltrice Sharp

Rashaunda Purnell Larese Purnell

Boyd Sharp, a devoted husband and father, has over two decades of expertise in nature conservation. Beginning his career at Cleveland Metroparks in 1998 as a Technician and advancing to Park Manager, Boyd integrates leadership, devotion, and compassion into his work. His passion for teaching extends beyond the parks; since 2019, he has been a certified NRA instructor, guiding individuals through basic and advanced concealed carry courses to ensure they are well-prepared and responsible handgun users.

Rashaunda Purnell is a Master Hair Stylist with more than 20+ years of experience in the industry. Rashaunda has had the opportunity to travel the country to perform services with various celebrities and work on multiple projects. As an entrepreneur and former salon owner, and most importantly as one of the leaders in our community within the hair industry, it has allowed her to help set standards and be a change agent as times, client needs, and styles continue to evolve.

A proud United States Navy Veteran, Boyd's commitment to community service includes active involvement with the National Association for the Advancement of Colored People (NAACP). Boyd Sharp is not merely a custodian of nature but a guardian of principles, blending environmental stewardship with a dedication to educating and empowering those he serves.

Rashaunda is passionate and is dedicated to giving back to young mothers and the underserved community through volunteer work and outreach efforts throughout Northeastern Ohio. An accomplishment that she is excited to share is being the co-author of my first book, Unexpected, which highlights her story and journey leading up to my marriage; it also shares the importance of women being confident and transparent during the dating process. Finally, and most importantly, she enjoys spending time with my husband, children, pets, and her friends and family members. Her ho

Moderator: Pastor Stacy Ward-Braxton The Significance Group (TSG), led by Stacy Ward-Braxton, is a consulting firm that enhances organizational focus by leveraging the skills and talents of their people. Through consulting, workshops, seminars, training, team building, and coaching, Stacy drives transformation for individuals, teams, and organizations. With over 20 years of experience as a consultant, speaker, trainer, coach, and entrepreneur, she has helped both non-profit and for-profit organizations thrive.

A graduate of the Weatherhead School of Management’s Positive Organizational Development Program, Stacy values engagement and diversity. She is a dedicated advocate for mental health, suicide prevention, and restorative justice, providing vital education and resources in these areas.

Through her innovative work with therapeutic art, she emphasizes the importance of "play" for rest and renewal. Her extensive experience and unwavering commitment allow her to profoundly impact those she serves, integrating her passion for restorative justice and mental health into her broader mission.

Sunday Panelists

MILLENNIALS & MONEY: EMPOWERING THE NEXT GENERATION

Lauretta Amanor, MPA

Lauretta Y. Amanor was born in Accra, Ghana, and grew up on the east side of Cleveland, Ohio. She earned her Bachelor's Degree in Public Relations and Social Media Communications from Ursuline College and her Master's Degree in Public Administration from Cleveland State University (CSU). As part of the Cleveland Foundation's Public Service Fellowship Program, Lauretta worked with Cuyahoga County, Job and Family Services, and Invest In Children, promoting Universal Pre-K programs.

Currently, Lauretta is an Events Manager, Program & HQ Engagement at the Cleveland Foundation, coordinating events and community engagements in the MidTown collaboration district. She is also an entrepreneur, founding ventures like byAtterual, Young Ghanaian Professionals of Greater Cleveland, and Luxe Soiree + Bridal Bestie Event Management & Consulting. Driven by her commitment to volunteerism, she founded the Blushing Orchids Mentoring Academy to empower young women in Cleveland and Ghana. In her free time, Lauretta enjoys cooking, spending time with friends and family, and indulging in her favorite dessert, French macarons.

Kierra Cotton

Born and raised in Cleveland Ohio, Kierra is a 3x- Emmy Award winning media professional and host. After graduating from the E.W Scripps School of Journalist at Ohio University, she returned to her hometown determined to make her broadcasting dreams a reality. She began her professional career at WKYC- Channel 3, and later joined the Cleveland Cavaliers organization. In 2024, she pivoted from TV broadcasting to corporate communications. She currently serves as the Marketing & Communications Manager for the Port of Cleveland and acts as the in-game host for the Cleveland Cavaliers and Charge.

Pastor Kristian Bailey

Pastor Kristian aka Pastor KB is a lover of Christ, wife, mom, film makeup artist, author, Founder of “Sis Bloom” and Co-Pastor of All Nations Deliverance Ministries. Pastor KB has a passion for helping women feel beautiful from the inside out. Pastor KBs greatest desire is to see women and men anchored in Christ, living life to their fullest potential on purpose! She is known to be a midwife pushing women to their purpose in Christ Jesus, walking side by side until what God is birthing comes alive.

Moderator: Monique Williams

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"Do not save what is left after spending but spend what is left after saving." - Warren Buffet

"A budget is telling your money where to go instead of wondering where it went." - Dave Ramsey

"It's not about how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

"The road to wealth is not paved with good intentions; it is paved with good habits." - John C. Maxwel

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