2011 Conference Speakers (Previous Year)

	Ron Crane - Boise | Coeur d'Alene Idaho State Treasurer - Host As State Treasurer, Mr. Crane is responsible for management of both the state and local government investment pools with a daily balance in excess of $2.2 billion dollars. He directs receipt of all state monies, the accounting and disbursement of public funds, invests general account and pooled agency cash in government securities, bank certificates of deposit and commercial paper to produce significant new non-tax revenue for the State of Idaho. Read More >>
	Carolyn Holly - Boise | Coeur d'Alene News Anchor - Emcee After over 20 years of working in the field of broadcast news, Carolyn Holly is one of Idaho's most experienced and best known television personalities. Indeed, she has been instrumental in helping KTVB become Idaho's news leader. Read More >>

Keynote Speakers

Amy Roloff - Boise | Coeur d'Alene Business Women, Inspirational Speaker, TV Star, Philanthropist, Farm Owner, Author, and Mom Amy realized her passion for people and helping others reach their potential as a kid growing up to who she is today. Her challenges, experiences as a little person and success as a graduate with a BSBA from Central Michigan University in Personnel and Hospitality, an early education teacher, manager of a soccer club, youth team soccer coach, a hit TV show Little People Big World and her charity foundation are some ways that has led her to naturally inspire and touch people lives. She has overcome challenges to make a difference and wants others to know they can make a difference too. As a devoted wife and involved mom to her four children Jeremy, Zachary, Molly and Jacob, Amy’s faith, family and sense of value is what gives her focus and purpose in all that she does. As a working women and mom Amy is invested in balancing all aspects of her life including managing to navigate a hectic family life along side a very project orientated and successful husband and family farm. She may be best known for filming her TLC phenomenon hit reality show “Little People Big World” that tells the story of her and her family for over 6 seasons of filming, 230 episodes averaging over 2.5 million viewers worldwide each year. Amy’s life has been forever changed into a media sensation. Her newfound celebrity and voice have inspired her to enact positive change in the world for kids and families globally. Amy’s life experiences and story of overcoming challenges has led to appearances on Oprah, Good Morning America, Rachel Ray Show, The View, Jay Leno and others. She has been interviewed by the New York Times, People Magazine, McCall’s, and numerous other media outlets. What is most inspiring about Amy is that she has not let her own personal challenge of having achondroplasia dwarfism, a childhood illness, or constantly looked upon as not having possibilities stop her from taking action and keep moving forward. She has shown strength in believing in herself that she can make a difference and have success regardless of how others saw her. Amy may only be 4’ 2” but she never considered herself as having a disability. Amy has often said ‘I may be different but I can do what anyone else can do just in a different way.” Amy believes that everyone has value and purpose and can make an impact not only in their own life but others as well. She lives by example encouraging, supporting and inspiring others to reach their potential in spite of challenges and obstacles. Read More >>

Conference Coaches

	Nicole Sherman - Coeur d'Alene Conference Coach Nicole Sherman is a seasoned financial industry executive with 23 years of broad based experience. She brings a refreshing approach to leading and empowering employees and is highly regarded as a change agent and a consistent force in the industry. In 2010 Nicole was named one of only four women to the “Top 40 Under Forty” Business Executives and in 2007 was named a “Top 20 Under 40 Rising Star”. Serving on faculty at Pacific Coast Banking School (PCBS) since 2003, Nicole has consistently received the highest ratings by PCBS students. In addition to her extensive experience in the financial industry as the former Executive Vice President of AmericanWest Bank, Chief Executive Officer of Power Trainings International® and Senior Vice President of Zions Bank, Nicole is also well-known for her highly energized and engaging presentations and is a Keynote and Motivational Speaker, Certified Executive and Personal Coach, and Corporate Presenter and Trainer. She holds a Bachelor’s Degree as well as an MBA. Nicole is a Utah native and serves multiple communities through the numerous boards she has served on, including her current position as the Vice-Chair of the Board of Directors for Utah’s Healthcare for the Homeless (Fourth Street Clinic) in Salt Lake City. Read More >>
	Manisha Thakor - Boise Founder, Women's Financial Literacy Initiative Manisha Thakor is the founder of the Women's Financial Literacy Initiative and co-author of two critically acclaimed personal finance books for women: ON MY OWN TWO FEET and GET FINANCIALLY NAKED. Manisha blogs about personal finance at Forbes, teaches an innovative online personal finance course called "Money Rules... For Women," and is a Financial Fellow at Wellesley College. Manisha's financial literacy advocacy work for women has been featured in media outlets such as The New York Times, Reuters, Smart Money, Huffington Post, Glamour, Real Simple and Women's Day. Manisha’s national TV appearances include CNN's Weekend Newsroom, CNBC's Power Lunch, PBS' Nightly Business Report, and The Rachael Ray Show. Prior to this Manisha spent 15 years working as an analyst, portfolio manager and client service executive. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College, and is a CFA charterholder. Read More >>

Hall of Fame Inductees

	Barb Bradley - Coeur d'Alene I have been a Coeur d’Alene resident since 1977, relocating from Spokane, where both my husband and I were born. Many years ago we were fortunate to find a piece of land on the Spokane River where we built our dream home. We have lived there for 23 years and still treasure the beautiful views and wildlife that we experience daily. My husband and I own a local CPA firm, R. R. Bradley and Associates, PA, CPA located on NW Blvd, where I have worked as an accountant since our relocation. Organizations I have volunteered with include: The North Idaho Building Contractors Association where I am currently a Life Director after volunteering for most committee and Board positions; I currently serve as the Chair for the membership committee and on a sub committee for governmental affairs. I was presented with the Associate Member of the Year Award in 1989, 1990 and 2011. Our firm was presented with the Company of the Year Award in 2011. I spent 6 years with the North Idaho Violence Prevention Center, where I served as Treasurer as well as participating and chairing many fund raising event committees; I continue to serve on the fund raising committee. I recently completed my second 6 year term on the Board of the CdA Community Theatre and Academy, Inc.; I served as Treasurer for this most recent term on the Board and also served in the early 1990’s for a 6 year term where I went through the chairs to Presidency. I have been a member of Soroptimist International of Coeur d’Alene since 1997, serving in all positions on the Board and chairing most committees. I served on the Coeur d’Alene Chamber of Commerce Board for 6 years beginning as Treasurer and serving as Chairman of the Board in 2007-2008. I was a member of the Chamber Commodores for 8 years prior to joining the chamber Board. I was awarded the Ed Abbott Volunteer of the Year Award in 2002 and The Citizen of the Year Award in 2010; I currently serve on the finance and centennial committees. I am serving on the On Site for Seniors fund raising committee for the second year. I recently joined the Coeur d’Alene Homes Board of Directors and serve on the Building committee and an ad hoc community development committee. I have also been involved on committees with St Pius Church, The Spokane River Association, the Kootenai County Substance Abuse Council, Spokane Assn of Women in Construction, The League of Women Voters as a registrar and 4 years as Treasurer on the Board of Coeur d’Alene Summer Theatre. I believe we should give back to the community in which we make our living, but most of all, I enjoy learning about the different organizations I volunteer with, meeting the wonderful staff and volunteers and stepping out of my “work box” to use my creative side in different ways.
	Shirley Helpenstell - Boise Shirley Helpenstell (known as Sus to everyone in Nampa) is a legend in that city. She was born on a farm in Iowa with no plumbing or electricity. Today she lives in Nampa and has a Roomba robot vacuum and an electric wine opener! Now that is progress. She attended Grinnell College where she met her husband, Fred Helpenstell. During the next 16 years she finished college, they got married and Fred entered medical school. He joined the army and became an orthopedic surgeon. Together they had four children and moved to Idaho where they have resided ever since. Sus started teaching Junior High and has been teaching for over 50 years – from kindergarten to elementary to junior high and high school and even after school programs. She has taught mostly at St. Paul’s Catholic School in Nampa. But she is so much more than a teacher. She is an inspiration and key community leader in her city. She has served on the Nampa Schools Foundation, the Mercy Community Sale, Healthy Nampa Healthy Youth and the Northwest Nazarene University President’s Council. She even strayed from Nampa a couple of times to serve on the boards for the Idaho Shakespeare Festival and the Idaho Community Foundation. She enjoyed her work with people from other parts of the state. Sus has another deep love – the Nampa Boys & Girls Club. She helped in the planning, founding, implementation and kickoff of getting the Boys & Girls Club started in Nampa. In every organization there is someone who is the “sparkplug” behind the scenes to keep things going when others get discouraged or tired. That is Sus. She has been on the Board of Directors from day one, starting in 1998 and was the Chairperson of the Board for 2 years. She has been the Chairman of the live auction for 5 years. At least 4 days a week she stops by the club to say “HI” to the kids and staff. (by the way, the staff and kids know her and love her – she even brings cookies on occasion) The Nampa Boys & Girls Club is what it is today because of her dedication and passion! Sus is always smiling, always has a positive attitude and loves to be involved in anything that supports youth. Everyone in the city of Nampa loves Sus Helpenstell. She is one of the sweetest, most generous people in the town and has a “never slow down attitude.” She is very modest and humble and does not like recognition – and to be honest – we had a hard time coming up with the information about her because she is not very “forthcoming” about herself. She kept saying, “I don’t deserve this award, I haven’t done anything, I’m sure there are better candidates out there.” But that is what makes Sus Helpenstell such a wonderful hero! She doesn’t care who gets the credit. Someone has said, “Good things can be accomplished if you don’t care who gets the credit.” Well, that is Sus Helpenstell. And wherever she serves other people – good things happen! A couple of funny points about Sus – • A friend of hers told us that when he first moved here and went to her home for an event he took flowers. Well, Sus does not necessarily like flowers because they are a “waste of money.” • Fred and Sus did something nice for the Boys & Girls Club so the director mailed a “thank you” letter. She loved the letter but felt it was a waste of the .39 cents postage – “it could be spent on something else.” Sus Helpenstell is the type of person every community needs! People like her are what makes Idaho a great place to live!

Conference Speakers

	Leslie Boson - Boise Financial Advisor, Edward Jones Leslie Boson, Financial Advisor with Edward Jones Investments, has built a practice, providing financial education across the state in a unique team approach. Leslie's workshops offer a fun learning environment, with a high level of detail, while keeping investment education simple and straight forward. Leslie has an individual Financial Advisory practice in the Boise Valley, is married and has two children.
	Sue Breesnee - Coeur d'Alene Insurance Agent, State Farm Sue Breesnee has been a business owner since 1992. Prior to becoming a State Farm agent, Sue owned and operated, A Grand Welcome, a welcoming service for newcomers to the Spokane area. As a State Farm agent, Sue specializes in insurance and financial services including life, retirement plans, and business planning. She helps customers manage the risks of everyday life, recover from the unexpected, and realize their dreams by helping people make wise choices with their money. A native of Spokane, Sue is married and has two boys, ages 20 and 13. She enjoys quilting and gardening and spends her summers on the lake and her winters enjoying some downtime at home. Read More >>
	Kimmer Callahan - Coeur d'Alene Attorney, Callahan & Associates, Chtd. Attorney, Kimmer W. Callahan, is the owner and founder of Callahan & Associates, Chtd. He established Callahan & Associates, Chtd. in 1998 with the goal and purpose of helping the general public through the various risks and traps that exist in the world of estate and family planning. His goal is to meet each client where they are, and to help them learn and understand the risks and issues they face, while they help him understand what their goals and desires are. Together, we develop a comprehensive, straight-forward estate plan – so that his client’s can have the “Peace of Mind” of knowing that their affairs are in order. Kimmer’s planning practice focuses on helping families, from the baby boomers to those with young children, preserve and protect their wealth through comprehensive, personalized estate planning and counseling. He services his clients by listening to his clients – helping them discover their goals and desires, so that they leave behind a true legacy. He helps the elderly prepare for the possibility of needing long-term care, without having to spend their nest egg. He also helps young families prepare for the tragic possibility of needing to pass the care of their children to another person through comprehensive “Peace of Mind” Protection for Kids planning. Kimmer is a graduate of Gonzaga University's School of Law, and holds a Master of Law's Degree in Taxation from the University of Denver. He is a frequent speaker helping to educate the public about estate planning and living trusts through free public seminars, as well as a guest speaker for financial planners and other professionals. Kimmer is licensed in the states of Idaho, Washington, and Colorado. He is also licensed to practice before the United States Tax Court. Kimmer is a member of the National Academy of Elder Law Attorneys, the past president of the Coeur d’Alene Estate Planning Council, Member of the Idaho Bar Association's Section on Taxation, Probate and Trusts, and the Washington State Bar Association's Section on Taxation, Probate and Property.
	Eric Coltrain - Coeur d'Alene Financial Advisor, Numerica Financial Services Eric Coltrain is a financial advisor for Numerica Financial Services (NFS) located at Numerica Credit Union. He has over six years of experience in the securities industry, which includes his time with Numerica and a large brokerage firm in Southern California. Eric earned a Bachelor’s degree from James Madison University and an MBA from National University prior to making the Spokane/Coeur d’Alene area his permanent home. He enjoys most sports, reading, current events, and spending time with his wife Kimberly, son Javin, and daughter Sammie Rae. Eric’s financial planning and investment philosophy can be summed up as follows: be thorough, be diligent, be careful and take prudent risks with quality investments when necessary and able. He urges folks to be as objective as possible about their money by taking a dispassionate view of their entire financial situation. Eric assists with that process and develops recommendations in collaboration with his clients. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR071127-77A8
	Fred Dickson - Boise | Coeur d'Alene Chief Investment Strategist, The Davidson Companies Fred rejoined D.A. Davidson on August 1, 2001 as Director of Private Client Research and Chief Market Strategist. On October 1, 2009, Fred was appointed to the position of Chief Investment Strategist for the various Davidson Companies reporting to the CEO of the Davidson Companies. In his capacity as the firm’s Chief Investment Strategist, Fred provides daily, weekly and monthly commentary on the various financial markets and is a frequent speaker at client events, community public service clubs, and trade association meetings throughout the west. Fred served on the D.A. Davidson Board of Directors between 2004 and 2007. Fred is a frequent guest commentator on the CNBC and Bloomberg television networks and is often quoted by the Wall Street Journal, Dow Jones, CNN Market Watch, Reuters, and the regional media commenting on current economic and financial market events.
	Jessica Hacker - Coeur d'Alene Business Woman, TV Star, Wife and Mom Jessica is a young budget savvy mom running a household of 6. With 3 teenage boys and an energetic two year old she is always looking for ways to get the most for my buck! Clipping coupons has enabled Jessica to cut her families grocery bill by 90%. Jessica buys groceries, toiletries, cleaning products, medicines and diapers for a family of 6 on a budget of $160 a month! Jessica runs a Couponing Website www.livingonacoupon.com where she posts the best deals and coupon matchups for stores to help others get in on the Extreme Savings like she does! You may know Jessica best from premiering on TLC's Extreme Couponing where her master coupon clipping skills where put to test. Jessica's involvement with TLC has given her the opportunity to share her expertise and teach others how to live the Coupon Lifestyle! Jessica loves teaching others how to save and watch them transform into a Lean Mean Coupon Machine whipping your family’s budget into shape! Read More >>
	Karen  Hanks - Coeur d'Alene Manager of Numerica Credit Union's Hayden Branch Karen has worked in leadership positions at Numerica Credit Union for more than 13 years. She is active with the Hayden Chamber of Commerce, Business Network International and the North Idaho Chapter of Credit Unions. Prior to Numerica, Karen was employed by the Coeur d’Alene Teachers’ Credit Union, where she became a recognized and loved figure among the education community. She continues to stay involved with the local schools by playing a role in Numerica’s School Champion Awards Program and by volunteering each week as a Junior Achievement instructor at Canfield Middle School.
	Debbie Harris - Boise Regional Sales Administrator - Western Idaho Region, Zions Bank Debbie joined Zions Bank in 2001 and is responsible for the service and sales culture of Zions Bank’s Western Idaho retail branch offices. She has over 20 years of customer service and branch operations experience. Prior to Zions Bank Debbie was a branch manager for two community banks on the border of the United States and Canada. Returning to Idaho in 1999 she worked for a large commercial bank as an International Banking Associate.
	Coleen Hodson - Boise Securities Investigator, Idaho Department of Finance Coleen Hodson has been an investigator with the Idaho Department of Finance Bureau since 1994. Her responsibilities include investigating securities violations brought to the attention of the Department for administrative, civil, and criminal enforcement actions. Prior to joining the Department of Finance, Ms. Hodson was a senior financial analyst at First Interstate Bank of Idaho. Ms. Hodson holds a finance degree from Boise State University and has expanded her enforcement experience through participation in various programs including the Wharton Compliance Certificate Program and the Association of Certified Fraud Examiners.
	Brian Kane - Boise | Coeur d'Alene Assistant Chief Deputy Attorney General, State of Idaho Brian Kane received his Bachelor of Arts degree in History and Political Science from the University of Idaho. He earned his law degree from the Northwestern School of Law at Lewis and Clark College in Portland, Oregon. Brian was admitted to the Idaho State Bar in 2000 and began his practice in the private sector. In 2001, Brian was hired as a Deputy Attorney General in the Intergovernmental and Fiscal Law Division of the Office of the Attorney General. He was promoted to Lead Deputy Attorney General for that Division in 2004. One year later, Brian was again promoted to Assistant Chief Deputy Attorney General. Brian serves as legal counsel to the Secretary of State, the Legislature, and the State Treasurer’s Office; he acts as a liaison between the Attorney General and local, state and federal governments; and, he handles all amicus requests. Brian has authored legislation, constitutional amendments, and numerous legal articles. He serves as a faculty member for the National Attorneys General Training and Research Institute (NAGTRI), and conducts continuing legal education training on diverse topics throughout the country. He has argued before the Idaho Supreme Court and the Ninth Circuit Court of Appeals.
	Chris Klein - Boise Financial Advisors, Edward Jones Chris Klein, Financial Advisor for Edward Jones Investments, has built a practice, providing financial education across the state in a unique team approach. Chris' workshops offer a fun learning environment, with a high level of detail, while keeping investment education simple and straight forward. Chris has an individual Financial Advisory practice in the Boise Valley, is married and has two children.
	Amy Lambrecht - Boise Consumer Affairs Supervisor, Idaho Department of Insurance Amy Lambrecht has over 20 years’ experience in the insurance industry where she has held positions in underwriting, sales and quality assurance. Amy joined the Idaho Department of Insurance in 2006 as a Consumer Affairs Officer and is now the Supervisor of the Consumer Affairs section which assists consumers with questions or issues concerning all lines of insurance.
	Joe Livesay - Boise Vice President, Zions Bank Wealth Manager An Oregon native, Livesay received his bachelor’s degree from Portland Bible College and has more than 29 years of experience in banking and investments. He and his wife, Marie, live in Meridian. Zions Wealth Advisors works with clients to develop plans for themselves, their families and their businesses. ZWA uses sophisticated analysis and risk-management tools to design and manage investment portfolios embracing a wide array of investment opportunities.
	Victoria Meier - Boise Attorney Shareholder, Eberle, Berlin, Kading, Turnbow & Mcklveen Chartered Victoria Meier, attorney shareholder with the law firm of Eberle, Berlin, Kading, Turnbow &Mcklveen Chartered, located in Boise, Idaho, received a Bachelor of Science in Business from the University of Maryland in 1984 and in 2000 received a Juris Doctorate from the University of Idaho, College of Law. Licensed to practice law in the State of Idaho and Washington, Victoria is also licensed as a Certified Public Accountant and a designated Certified Financial Planner. With 12 years’ experience as a CPA, Victoria assists her clients with probates, estate planning, and business / tax issues. Victoria is a graduate of Leadership Boise, member of the Boise Estate Planning Counsel, Idaho State Bar Tax and Probate Section, and Trust Estate Professionals of Idaho.
	Kurt Merritt - Coeur d'Alene Securities Analyst, Idaho Department of Finance Kurt Merritt is a Securities Analyst with the Securities Bureau of the Idaho Department of Finance. He is an attorney with 13 years of experience in securities regulation and compliance. Prior to working with the Department of Finance, Kurt worked for the Arizona Securities Division as an assistant general counsel and for Charles Schwab & Company Inc. as a senior compliance analyst. Kurt has been involved in several investigations and prosecutions of individuals running multi-million dollar securities frauds. Kurt is responsible for reviewing licensing applications for Idaho investment advisors, broker-dealers and their agents.
	Terry Morton - Boise Financial Advisor, BrokersXpress Terry Morton, financial advisor for over 24 years, has built her practice on the belief that financial assistance is of great importance to everyone, regardless of assets, income or circumstances. Terry’s mission is to help you reach your financial goals by defining what your goals are and promoting a disciplined long term approach to investing called strategic asset allocation. BrokersXpress, LLC, is a full service investment firm offering a wide array of investment vehicles. Our offices are independently owned which means Terry has the freedom to recommend those investments that best suit individual needs, without any pressure or incentives to sell proprietary products. Being a mother, grandmother and working woman herself, Terry understands the specific needs of all women. An active participant in the community, Terry keeps busy with her love of the outdoors, water, and especially riding her Harley. Read More >>
	Liese Razzeto - Coeur d'Alene Northern Idaho/Eastern Washington Community Banking President, Wells Fargo Liese Razzeto, is the Northern Idaho/Eastern Washington Community Banking President for Wells Fargo, a position she has held since 2008. She manages 30 retail stores and over 270 team members. A 27-year veteran of the company, she has served as a consumer loan officer, store manager, business development officer and district manager in addition to her current responsibilities. She attended the College of Southern Idaho and the University of Utah and is a graduate of the Northwest Commercial Loan School and the Pacific Coast Banking School in Seattle. An active community volunteer, Liese is a member of the Kootenai Hospital District Board of Trustees and a past board member of the Kootenai Medical Center Foundation Board. She is a past president of the Coeur d’Alene Rotary Club and assistant district governor for Rotary District 5080.
	Cristie Richards - Boise Senior Vice President, Director of Retail Strategies, Zions Bank Cristie Richards joined Zions Bank in 2000 and is responsible for the sales and service of Zions Bank’s network of 140 branch offices throughout Utah and Idaho. She also oversees the Diverse Markets, Youth Market and DeNovo initiatives. In addition, she directs the Zions Bank at Work and Personal Banker programs. Prior to Zions Bank, Cristie held various senior management positions at Westgate Corporation in Japan, a Japanese-owned financial company. She worked there for seven years and thoroughly enjoyed the culture and the adventure. Active in the community and industry affairs, Cristie has served as the chairman of the Utah Banker’s Association Retail Banking Committee, American Heart Association Heart Walk, chairman of the Workforce Development Committee for the Salt Lake Chamber and United Way’s Giving Campaign for Zions Bank. She currently serves as secretary on the Ririe-Woodbury board of directors and member of the Utah Jump$tart Coalition board of directors. She is a founding member of the Women’s Philanthropic Network, and a member of the Utah Council for Citizen Diplomacy. In 2010 Cristie was recognized by Utah Business Magazine as one of the 30 Women to Watch. Cristie received a bachelor’s degree in international finance and Japanese and a master’s in organizational behavior. She is also a graduate of the Pacific Coast Banking School.
	Martha Sandifer - Boise CPA Accountant Martha Sandifer CPA is a local accountant with 13 years experience as a CPA, with 9 years as owner of her own firm. She prepares tax returns as well as provides accounting support for small to medium sized businesses in the Treasure Valley. She and her staff help with payroll, financial statements, QuickBooks support, tax planning and just about anything you need to optimize your financial life and your business. Changes in technology and tax laws keep her job interesting. She is Past President of NAWBO Boise and is still active in the organization. “It has helped me to rub shoulders with some of the finest businesswomen in the State of Idaho.” Read More >>
	LouAnn Schneidmiller - Coeur d'Alene CPA, Magnuson, McHugh & Company Louann Schneidmiller is a Tax manager who joined Magnuson, McHugh & Company in November, 2010. Mrs. Schneidmiller graduated Cum Laude from Eastern Washington University in 1983. She worked for Moss/Adams LLP and LeMaster & Daniels, PLLC. In Seattle and Spokane, Washington before joining MMCO. She is a licensed CPA in Washington and Idaho and is a member of the American Institute of Certified Public Accountants, the Washington Society of Certified Public Accountants and the Idaho Society of Certified Public Accountants. She currently works in the tax Department and consults for QuickBooks and accounting process engagements.
	Scott Summerlin - Boise Financial Advisor, Principal Financial Group My passion – Secure Your Future by serving your Financial Planning, Investing, & Insurance needs. My approach – Client education, personal attention, & first-class service. Specializing in – Independent Women, Self-employed, & Healthcare Professionals. Notable achievements • US Air Force Academy Honor Graduate • Decorated Air Force aviator & combat veteran • MBA with Finance concentration, University of Washington Business School • Featured presenter at Smart Women, Smart Money Conference
	Caryn Waldrop - Boise Sales Manager, Citi Cards Caryn Waldrop has worked with Citi Cards in the financial services industry for more than 12 years. She has extensive knowledge of credit and is an accomplished educator in the area of finance. With her educational approach to teaching, Caryn has been influential in empowering women with the information they need to make wise financial decisions. She is excited to be a speaker at the Smart Women, Smart Money conference for a third time.
	Angela Webb - Boise Insurance Agent, State Farm Angela Webb has been an entrepreneur since 1977. She has owned and operated three successful small businesses. She is an Idaho native with 4 grown children. Her husband is heavily involved in her business and she has been married 34 years. Her Insurance career started in 1994. She has studied under the Strategic coach program in Canada and has been one of the top producers for State Farm Insurance in the Northwest region. She is a member of the Million Dollar Roundtable and National Women’s Association. Read More >>
	Debbie Westmoreland - Boise Southwest Idaho Community Banking, Wells Fargo Debbie Westmoreland is the Southwest Idaho Community Banking president for Wells Fargo, a position she has held since January 2008. She manages 29 retail stores and over 340 team members. An 18-year veteran of the company, Debbie previously served as a district manager, store manager and premier banking manager. A graduate of the Pacific Coast Banking School in Seattle, Debbie is an active community volunteer serving on the Boise School District Foundation Board, Idaho Humane Society Board, Boise School District Foundation Finance Committee and as a committed member of the Treasure Valley United Way.
	Lee Wright - Boise Sr. Business Development Analyst, Upromise Investments, Inc. Lee Wright specializes in helping families save for college with 529 plans, like Idaho's own IDeal, where she helps manage the day to day marketing program. (Upromise Investments is the administrator for IDeal – Idaho College Savings Program.) Lee is committed to working with parents to teach their children to understand the power of money — and how to start saving early and wisely.