Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Financial Poise™ Announces “ADR & Settlement” a New Webinar Premiering November 13th at 2:00 PM CST through West LegalEdcenter™


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This webinar covers negotiating a successful settlement, either privately or through mediation.

The vast majority of cases settle before they reach trial. This webinar covers negotiating a successful settlement for your client, either privately or through mediation. Panelists also discuss mediation basics and presenting an effective case to either a mediator or the opposing party.

To learn more, click here.

The webinar will be available on-demand after its premiere. As with every Financial Poise Webinar, it will be an engaging and plain English conversation designed to entertain as it teaches.

About Financial Poise –

Financial Poise has one mission: to provide reliable plain English business, financial and legal education to investors, private business owners and executives, and their respective trusted advisors. Financial Poise content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure all content is easily digestible. Financial Poise is a meritocracy; nobody can “buy” their way into the Financial Poise Faculty. Start learning today at https://www.financialpoise.com/

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Collective:Choice announces the opening of 4 new offices, in Los Angeles and Orange County.


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New Offices: Torrance, Koreatown, West LA and Garden Grove

“We want to make sure everyone has access to an expert and our service is free.”

“With the opening of these offices, we are moving closer to our goal of being able to provide personal, and in-person service to every Californian who wants assistance navigating the Covered California program,” said Collective:Choice CEO George Balteria. “We want to make sure everyone has access to an expert and our service is free.”

The new offices are located at:

9972 Westminster Blvd. #204 Garden Grove, CA

20798 Hawthorne Blvd. Torrance, CA

2631 W. Olympic Blvd. Los Angeles, CA (Koreatown)

6060 W. Olympic Blvd. Los Angeles, CA (West LA)

The opening of the new offices means that Collective:Choice is now able to serve the local residents of the Los Angeles and Orange County, with its team ready for the upcoming 2020 Open Enrollment. This brings the total Collective:Choice team to its largest staffing level dedicated to serving Covered California eligible consumers. Additional locations can be found on its website http://www.collectivechoice.com

The Open Enrollment period for Covered California starts October 15th, 2019 and ends on January 31st, 2020.

Collective:Choice offers free expert enrollment assistance for health, dental, vision, Medi-Cal and Medicare plans.

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Financial Poise™ Announces “Ethical Issues Associated with Paying for Litigation,” a New Webinar Premiering October 16th at 1:00 PM CST through West LegalEdcenter™


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This webinar discusses the ethical issues arising out of legal fee arrangements.

Lawyers’ ethical duties don’t just inform how they do their jobs – they also dictate how they get paid. Join our panel for a discussion of ethical issues arising out of legal fee arrangements, from basic requirements of reasonableness to ongoing and developing law concerning third party litigation finance in multimillion dollar cases.

To learn more, click here.

The webinar will be available on-demand after its premiere. As with every Financial Poise Webinar, it will be an engaging and plain English conversation designed to entertain as it teaches.

About Financial Poise –

Financial Poise has one mission: to provide reliable plain English business, financial and legal education to investors, private business owners and executives, and their respective trusted advisors. Financial Poise content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure all content is easily digestible. Financial Poise is a meritocracy; nobody can “buy” their way into the Financial Poise Faculty. Start learning today at https://www.financialpoise.com/

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WealthVest Announces Bryce Hamilton Assumes Marketing Consultant Position


WealthVest continues to grow its team of wholesalers by hiring Bryce Hamilton, who will cover the Oregon, Washington, and northern California territories, helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.

Bryce brings nearly two decades of experience in advising financial professionals and risk-averse retirees on how to plan a successful and secure retirement portfolio. Before joining WealthVest, Bryce was one of the first wholesalers for Equitable/AXA Insurance, which developed and brought the Living Benefit to market. Bryce has also worked for Lincoln Financial, on the American Legacy wholesaling team, and was head of a private client group for two prominent alternative investment firms.

“I could not be happier to have Bryce join the team. His years of experience as a top wholesaler in the variable annuity space, and as of late, his time in retail brings a unique perspective to advisors today,” said Marc Rogers, National Sales Manager. “In working with Bryce, I have been impressed with his work ethic, enthusiasm to help others, and putting his client’s best interest first. All who work with Bryce will find success in implementing his marketing strategies.”

In addition to assuming the Marketing Consultant position for WealthVest, Bryce is the founder and a current partner of Vestus Group – one of the fastest-growing wealth management and retirement planning firms in the central coast of California. Bryce continues to be a true pioneer in the industry.

Outside the office, Bryce enjoys traveling, playing golf, skiing, coaching lacrosse and spending time with his wife, son, and two daughters.

WealthVest is excited to add Bryce to the team of over 80 wholesalers and WealthVest looks forward to the value he will bring to the organization and the advisors he supports.

About WealthVest

WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.

WealthVest’s Video Library: https://wealthvest.com/video-library/

WealthVest’s White Paper Library: https://wealthvest.com/white-papers/

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iboss Appoints Cybersecurity Industry Veteran David DeWalt to Board of Directors


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Recognized as one of the most successful cybersecurity leaders in the industry, DeWalt brings more than 25 years of experience to iboss Board of Directors.

“David DeWalt’s vision in technology and cybersecurity is unparalleled in the industry and aligns perfectly with iboss’s vision to completely transform network security from traditional on-prem security appliances to cloud security designed to secure devices and users everywhere.”

iboss, the leader in cloud security, announced today that David DeWalt, founder of NightDragon Security and former CEO and Chairman of McAfee and FireEye, is joining iboss’s Board of Directors. Recognized as one of the most successful cybersecurity leaders in the industry, DeWalt brings more than 25 years of experience to his newest endeavor.

DeWalt is known as a revolutionary icon for driving Fortune 1000 companies to their greatest potential. DeWalt joined FireEye in 2012 as CEO and Chairman of the Board where he led the company through rapid growth as it established the market for advanced threat protection. DeWalt served as McAfee President and CEO from April 2007 to May 2012 where he directed the acquisition of McAfee by Intel for $7.7 billion. DeWalt has also held top leadership positions at Quest Software, Segue Technologies, and Oracle Corporation. DeWalt currently serves as Independent Director of Delta Air Lines, Inc. and Managing Director at AllegisCyber, and serves on numerous boards across the technology field including ForeScout Technologies and Optiv. DeWalt was also appointed by President Barack Obama to the National Security Telecommunications Advisory Council (NSTAC).

With cybersecurity heading into a cloud-first world, this is a strategic time for DeWalt to join iboss. “David DeWalt’s vision in technology and cybersecurity is unparalleled in the industry and aligns perfectly with iboss’s vision to completely transform network security from traditional on-prem security appliances to cloud security designed to secure devices and users everywhere,” said Paul Martini, CEO of iboss.

“The cloud has changed everything, not just enabling business but also in protecting it. The security mantra of “defense in depth” is severely limited now and vendors and customers alike need to adapt quickly to these changes. iboss can help solve this problem with their next generation cloud first gateway solution,” said David DeWalt.

The iboss platform is natively built for the cloud using a proprietary containerized architecture allowing 100% of all firewall and proxy security functions traditionally found in on-prem appliances to transition easily to the cloud. The iboss cloud platform changes the way cloud security is delivered, allowing organizations to migrate from traditional network security appliances to security delivered in the cloud. With mobility, cloud application use and bandwidth use exponentially increasing by the day, using traditional means to secure cloud connectivity with appliances is ineffective as the traditional network perimeter has eroded. The iboss platform is critical to ensure fast and secure connections to cloud applications and enable cloud adoption in a secure and scalable way. The iboss cloud secures Internet access on any device, from any location, in the cloud making the cloud-first future a reality.

Dave DeWalt will be a fundamental contributor in changing the network security space which is currently transitioning from traditional means of securing devices and users via on-prem network security appliances, such as firewalls and proxies, to SaaS delivered cloud security. All applications are moving the cloud allowing users to work from anywhere, including outside the traditional network perimeter. Cloud security moves all security functions from firewalls and proxies to the cloud and delivers these capabilities as a SaaS offering allowing administrators to focus on security and compliance instead of unmanageable network infrastructure. Dave’s foundation in cybersecurity combined with network security provides the insight needed as iboss transforms the network security space which is needed to make the cloud driven future a reality.

iboss has received many recent accolades including:


  • Cloud Company of the Year, Stratus Awards
  • Winner in four Infosec Award Categories – Leader Cloud Security, Leader Security Company of the Year, Leader Network Security and Management, and Hot Cloud SaaS/Cloud Security
  • Secure Web Gateway Solution of the Year, Cybersecurity Breakthrough Awards
  • JMP Elite 80
  • Cloud Security Product of the Year – Large Enterprises, Computing’s Cloud Excellence Awards
  • Cloud Security Innovation, The Golden Bridge Awards
  • Cloud Security Award Winner, IT World Awards
  • Top Five Leaders in Cybersecurity, Industry Leaders

About iboss

iboss is a cloud security company that provides organizations and their employees secure access to the Internet on any device, from any location, in the cloud. This eliminates the need for traditional security appliances, which are ineffective at protecting a cloud-first and mobile world. Leveraging a purpose-built cloud architecture backed by over 100 patents and more than 100 points of presence globally, iboss protects more than 4,000 organizations worldwide. To learn more, visit http://www.iboss.com.

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CE Tech Announces Appointment of Rob English to Director of Managed Services and Cloud Solutions


Rob English, CE Tech, LLC

Rob English, director of Managed Services and Cloud Solutions, CE Tech

I’m excited to be joining CE Tech’s high-performing team…I look forward to helping the firm continue on the impressive trajectory of success and growth it’s enjoyed over the past two years.

CE Tech (Cutting Edge Technologies) has just announced the appointment of Rob English to director of Managed Services and Cloud Solutions. In this role, English will be focused on partnering with the sales team to bring new offerings to market.

Prior to joining CE Tech, English was CEO of VDX, Inc., an award-winning IT consulting company he co-founded in 2010, where he and his team successfully delivered over 800 engagements for Enterprise customers. Under his direction, the firm was selected by Microsoft into the Elite Partner Program of National Systems Integrators and, in 2015, awarded the Microsoft East Region Enterprise Cloud Partner of the Year.

English has nearly two decades of experience in practice development and leadership roles in the IT sector. Through his efforts he has delivered transformative business goals and revenue growth through the creation and delivery of business strategies, sales solutions and operational initiatives.

“I’m excited to be joining CE Tech’s high-performing team,” said English. “As a strategic business leader with extensive entrepreneurial expertise, I look forward to helping the firm continue on the impressive trajectory of success and growth it’s enjoyed over the past two years.”

“I am honored to welcome Rob to the CE Tech family,” said Tim Dwyer, CEO. “Rob has made a successful career out of driving impressive and sustainable results. I have no doubt that his contributions to our thriving company will catapult us to levels of success even greater than what we’ve seen to date.”

About CE TECH    

Headquartered in Warren, NJ, CE Tech, (Cutting Edge Technologies), is an IT company that employs a consultative approach to discover business challenges and recommends technology solutions. We help businesses simplify and optimize their IT infrastructure in order to remain competitive in a digital economy. Through the strategic assessment, planning and deployment of advanced infrastructure solutions, CE Tech experts help customers achieve maximum flexibility and superior performance across their IT landscape. CE Tech partners with top IT manufacturers, such as Lenovo, Nutanix, Dell/EMC, Cisco, VMware, NetApp and others, to offer a customer-first approach that helps businesses envision, implement and achieve more from technology.

For more information, visit http://www.cetechllc.com/ Visit us on Twitter, LinkedIn or YouTube.

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Lucky Tackle Box Welcomes Fishing Personality Travis Moran To Executive Leadership Team


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Lucky Tackle Box

“I could not be happier to announce that I’m officially back with Lucky Tackle Box,” said Travis Moran. “I witnessed this company come back from the brink of bankruptcy, and I’m thrilled to be part of such an energetic, motivated, and passionate team.”

Lucky Tackle Box announced last week that fishing personality Travis Moran has officially re-joined its executive leadership team following the company’s acquisition in July of 2019. Travis Moran will collaborate closely with the Lucky Tackle Box marketing and operations department, and he will also become an integral component of the improved customer experience by producing monthly content that educates anglers on how to use specific baits, lures, and tackle.

Travis Moran was previously a Lucky Tackle Box partner from 2016 to early 2019, but he was forced to step back from the role due to personal reasons. Following the acquisition of Lucky Tackle Box by Nuvest Ventures in July of 2019, there was an opportunity to reincorporate Travis as “Chief Fishing Officer” on the executive leadership team. Although Travis was initially cautious about supporting the new Lucky Tackle Box brand, he said he took a leap of faith after seeing what the company’s new ownership had planned for the future.

“I could not be happier to announce that I’m officially back with Lucky Tackle Box,” said Travis Moran. “I witnessed this company come back from the brink of bankruptcy, and I’m thrilled to be part of such an energetic, motivated, and passionate team. Together, we’re going to improve customer service and make Lucky Tackle Box the best fishing subscription box money can buy.”

With Travis Moran back on board, Lucky Tackle Box hopes to become a one-stop shop for passionate fishermen and professional anglers to receive education, information, apparel, and high-quality fishing equipment. In addition to producing monthly unboxing videos and how-to tutorials, Travis Moran will offer expert advice and professional insight to help Lucky Tackle Box become more engaging, authentic, and immersed in the angler community.

In addition to hiring Travis Moran, Lucky Tackle Box recently hired a US-based customer service team, and it also created a new account dashboard that allows customers to manage orders, track payments, adjust settings, and – beginning in November – chat with customer service representatives. According to Lucky Tackle Box, these operational updates are all part of a larger shift towards becoming a more transparent, customer-focused brand.

To prove its renewed commitment to its customer base, Lucky Tackle Box has dubbed October as “Customer Appreciation Month.” Throughout the month of October, Lucky Tackle Box will host Facebook LIVE customer service events and product giveaways on social media. Additionally, all new Lucky Tackle Box customers who subscribe to an XL box before October 31 will receive $10 off using promo code Lucky10.

About Lucky Tackle Box:

Lucky Tackle Box is the premier monthly subscription box for passionate fishermen & professional anglers. For one monthly fee, Lucky Tackle Box will ship a curated box filled with an assortment of baits, lures, and tackle from the industry’s best brands. Shipping is FREE in the United States, and members can easily modify and cancel their subscriptions at any time, no hooks attached. Lucky Tackle Box was acquired by Nuvest Ventures in July of 2019, and a new management team assumed operations shortly after. Since that time, Lucky Tackle Box has updated its inventory and refined its mission to provide education, information, apparel, and equipment to the vibrant subculture of fishermen and fisherwomen.

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Maison Louis Roederer Appoints Nicole Carter as President of Merry Edwards Winery


“It will be my great honor to continue the legacy that Merry and Ken have built as benchmark producers of Pinot Noir in Sonoma County and with the support of Maison Louis Roederer, we have a tremendous future ahead,” says Nicole Carter.

Maison Louis Roederer is delighted to announce the appointment of Nicole Carter as President of Merry Edwards Winery starting October 15, 2019. In her role, she will be responsible for all business activities and will work closely with Head Winemaker Heidi von der Mehden. Nicole will also work hand-in-hand with Merry Edwards to ensure a smooth and successful transition to the next chapter of the life of the winery.

Nicole was previously Chief Marketing Officer and Director of Winemaking for Hess Family Wine Estates, leading global marketing initiatives, new product development and winemaking across all California and Argentina brands in their portfolio.

She spent the prior two decades at Treasury Wine Estates, where she served in various executive management roles including team leadership of luxury marketing, exports, distributor management, public relations, events and sponsorships, direct-to-consumer and hospitality focusing both domestically and internationally for super premium brands.

Nicole previously represented several beverage companies in Washington, D.C., and later continued her role in public affairs in California, serving as Director of Communications for the California Coastal Commission.

“I am thrilled to welcome Nicole to Merry Edwards Winery. Her demonstrated success in driving successful sales and marketing efforts, direct-to-consumer strategy and implementation, combined with her experience in profitably building luxury brands will be an invaluable asset as Maison Louis Roederer embarks on this new journey in Sonoma County. I am confident Merry Edwards’ legacy will be in good hands,” says Gregory Balogh, President & CEO of Maison Louis Roederer’s US subsidiaries.

“It will be my great honor to continue the legacy that Merry and Ken have built as benchmark producers of Pinot Noir in Sonoma County and with the support of Maison Louis Roederer, we have a tremendous future ahead. My wine career started 25 years ago in Sonoma County and it is a welcomed homecoming to return as the steward of such an amazing winery,” says Nicole Carter. A graduate of the American University in Washington, D.C., Ms. Carter is a Certified Specialist of Wine and holds additional certifications from the Court of Master Sommeliers, the Wine & Spirits Education Trust and the Culinary Institute of America Wine School in Napa Valley. She has extensive knowledge of winemaking and viticulture, and is an accomplished open water swimmer, including several crossings from Alcatraz Island to San Francisco.

Merry Edwards Winery

In 1997, family and friends joined Merry to found Merry Edwards Winery, with a focus on producing Pinot Noirs, Sauvignon Blancs and Chardonnays with a sense of place from Russian River Valley and Sonoma Coast. In 2008, she and her husband, Ken Coopersmith, completed their winery, where tastings are hosted to educate visitors about Merry’s handcrafted wines and site-specific viticulture. In addition to this property, their estate vineyards include Meredith Estate, Coopersmith, Georganne, Warrens’ Hill and Richaven. Merry and Ken have also partnered with several trusted growers to supplement this estate production.

Maison Louis Roederer

Originally founded in 1776, Champagne Louis Roederer continues as one of the very rare Champagne houses to remain firmly in the hands of the same family, since 1832. For three centuries, seven successive generations have been responsible for building a reputation for unparalleled quality and continuity. Its focus on meticulous viticulture, best demonstrated with an ongoing conversion to organic and biodynamic vineyards, as well as precise winemaking, account for the House’s enduring excellence and success. Frédéric Rouzaud, President & CEO since 2006, is the seventh generation to run his family’s wine company.

Since 1990, Maison Louis Roederer has strategically acquired esteemed family-owned wineries with an approach centered around identical core values, long-term vision and continuity. Ramos Pinto (1990), Champagne Deutz and Delas Frères (1993), Château de Pez (1995), Domaines Ott (2004), Scharffenberger Cellars (2004), Château Pichon Longueville Comtesse de Lalande (2007), and Merry Edwards Winery (2019). Roederer has also established new ventures: Roederer Estate (1982) and Domaine Anderson (2012).

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Concord Servicing Signs Partnering Agreement with Constant Energy Capital


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“The alignment of our core values, combined industry experience and shared vision to innovate and configure solutions to support our growth made selecting Concord not just an easy decision, but a necessary one.” – Carissa Robb, Chief Operations & Compliance Officer, Constant Energy Capital

Concord Servicing Corporation, the Scottsdale, Arizona-based receivable servicing company, is delighted to announce the recent signing of a partnering agreement with Constant Energy Capital, a Portland, Maine-based financing company that specializes in helping people create more efficient and higher performing homes while being smarter with their money. Concord’s comprehensive servicing solution for Constant Energy includes third-party loan servicing, customer service and delinquency collections.

“We continue to expand our services in the energy efficiency home improvement marketplace and seek out synergetic partnerships with leading-edge, consumer-friendly companies like Constant Energy,” noted Concord’s President, Shaun O’Neill. “With our mix of exceptional people and technology working on their behalf, we hope to help strengthen Constant Energy’s ability to deliver the absolute best services to its consumers.”

Constant Energy’s senior management was equally enthusiastic about the relationship. Speaking of the contractual agreement with Concord, Constant Energy Chief Operations & Compliance Officer, Carissa Robb, said, “After thoroughly vetting service providers, we are excited to enter into a long-term relationship with Concord. Establishing an experience for our customers that promotes transparency, trust and security of their personal information is of paramount importance to Constant Energy Capital.”

She continued: “The alignment of our core values, combined industry experience and shared vision to innovate and configure solutions to support our growth made selecting Concord not just an easy decision, but a necessary one.”

About Concord:

For over three decades, Concord has been a recognized leader in portfolio servicing and financial technology, delivering innovative, flexible and scalable solutions to meet the demands of loan originators and capital providers (and their customers) in multiple asset classes. Founded in 1988, Concord has amassed two million consumer accounts totaling nearly $6.5 billion. The company has grown to encompass 245 dedicated professionals located at its corporate headquarters in Scottsdale, Arizona, with a satellite office in Mexico City, Mexico. For more information on Concord’s customized servicing solutions, visit http://www.concordservicing.com.

About Constant Energy Capital:

Constant Energy Capital was founded with a goal to create transparent and responsible payment options for consumers making home improvements that create energy and water savings. We see it as our mission to provide financial products that are easy to understand and clearly state upfront what consumers will pay with no surprises along the way. We pride ourselves in being a lender that consumers can trust. Constant Energy Capital partners with energy providers, national manufacturers and their independent dealers that install energy efficient systems. For more information, visit https://www.constantenergy.com/.

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Cathy Light, CEO of Liderança Group to speak at SupplySide West in Las Vegas this week


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Cathy Light, CEO of Liderança Group

As an acclaimed speaker and industry leader, Cathy Light will speak on the overall strategy behind diversity and inclusion, drawing from her wealth of experience around the successful launch of her platform, DEI+ in 2018.

Cathy Light, CEO of Liderança Group will be opening an exclusive three-hour workshop led at SupplySide West entitled, “JEDI: Business for Good.” Focusing on justice, equity, diversity, and inclusion (JEDI,) the panel is poised to address new concepts in business leadership, as well as case studies from Clean Cause, Chicago CRED, and Rubicon.

As an acclaimed speaker and industry leader, Cathy Light will speak on the overall strategy behind diversity and inclusion, drawing from her wealth of experience around the successful launch of her platform, DEI+ in 2018.

Held on October 16, 2019, the SupplySide West session will align businesses with better capabilities through fostering an inclusive workplace, developing a stronger business case for diversity and inclusion, as well as fostering a workplace that betters the bottom line.

With 67% of job seekers considering workplace diversity as a top factor when looking at job opportunities and 50% of current employees voicing a desire for better diversity and inclusion in their workplaces, (Glassdoor) Light’s opening will both resonate and remind audiences on the importance of dismantling myths around diversity and inclusion while showing a strong business case for those in the industry to take notice.

About Cathy Light

Cathy is a globally recognized speaker known for engaging and inspiring her audiences. Her commitment to helping others extends to active leadership within the community. She currently serves on the Advisory Board for Enterprising Women and mentors MBA students when time permits. As the CEO of Liderança Group, Cathy Light’s dynamic energy and passion for helping organizations and individuals reach their highest potential have earned her several awards and accolades.

About Liderança Group

Liderança Group is a unique consulting firm that applies the principles that have made some of Silicon Valley’s most famous companies so successful – helping new and mature organizations navigate the waters of disruption or expansion. Applying a proven 6-step Lifecycle Value Framework™ to all client engagements, the Group’s unique process ensures clients receive maximum value at every stage of the engagement – from discovery to implementation – all while measuring and analyzing results. Learn more at http://liderancagroup.com.

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