She Leads Webinar Archive

  • Secure Your Finances: Your best defense against fraud

    Today, it’s more important than ever to be vigilant and careful about your personal finances. Our expert panel will educate you on how to proactively protect yourself against various financial frauds and provide tips and resources to keep your money safe.

    The webinar is moderated by Noula Zaharis, Director, Securities & Charities Division Georgia Secretary of State. The panel of speakers includes Anna M. Burns, Federal Trade Commission Regional Director, Southeast Region; Kruti Bolick, Chief Risk Officer at Homrich Berg; Kamal Ghali, Partner at Bondurant Mixson & Elmore LLP; and Christine M. Kieffer, Senior Director of the FINRA Investor Education Foundation.

  • Handling Inflation: Protecting your personal finances

    While you do not control inflation directly, you have control over how you handle your budget, spending, and investments in differing economic market conditions. The effect inflation will have on your personal finances will depend on your individual circumstances, but there are some areas where almost everyone will feel the effects. Speakers on the panel provide guidance to help optimize and protect your personal finances.

    The webinar is moderated by Capitol Correspondent and Host of Lawmakers and Lawmakers: Beyond The Dome on GPB-TV Donna Lowry. The speakers include Donna Trainor, CPA, CFP®, Senior Associate of Homrich Berg and Pro Bono Director of Financial Planning Association of Georgia; Juanita Warren, Accredited Financial Counselor® and Virtual Financial Coach; and Tiffany Kent, CFP®, Principal of Wealth Engagement, LLC.

  • Developing Your Fundraising Strategy

    Success on the fundraising trail begins with a well-crafted fundraising strategy. In Part 4: “Developing your fundraising strategy,” we will cover how to develop a winning fundraising strategy. With specific exercises, you'll be able to take action right away in developing your own fundraising strategy.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate. The event is moderated by Award-winning Journalist Donna Lowry and is facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Pricing Your Products and Services

    Mispriced products and services are one of the biggest money leaks for businesses. In Part 3: “Pricing your products and Services,” you will learn how to develop your pricing strategy to ensure you are pricing your products and services for optimal business success.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The event is moderated by Award-winning Journalist Donna Lowry and is facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Business Financial Planning Essentials

    Business financial planning is essential for ensuring that your business is on track for long-term financial stability and viability, and is also critical during fundraising. In Part 2: “Business Financial Planning Essentials,” we explore popular revenue models, how to decide which is best for you and new ones to use.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The events will be moderated by Award-winning Journalist Donna Lowry and will be facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • Maximizing Profits Through Selecting Optimal Revenue Models

    There are multiple ways to make money with your products and services, but leveraging the right revenue models will maximize your revenue potential. In Part 1: “Maximizing Profit Through Selecting Optimal Revenue Models,” we will explore popular revenue models, how to decide which is best for you and new ones to use.

    A workbook for this workshop is available for download in the links section at https://vekeo.com/georgiasecstate.

    The events will be moderated by Award-winning Journalist Donna Lowry and will be facilitated by Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis.

  • The Pandemic Pivot: Surviving and Thriving

    Crises and large-scale disruptions can challenge even the best business models. The COVID-19 pandemic has demonstrated this at a scale previously unseen. Businesses large and small have had to pivot, in some way, shape or form, restructuring and redefining themselves to adapt to the conditions created by the pandemic. Our panel of small business owners share the necessary shifts and strategies they used to keep their businesses alive and how they are continuing to thrive and engage customers and employees even in these challenging times.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers include Engineer, Founder CEO, Nead Werx, Inc. Nickolas Downey; Guest Speaker CEO/Fashion Designer, T31™ Elena Carné; President and Head Brewer, Anderby Brewing Preston Smelt and Owner and Manager of 3 Parks Wine Shop Sarah Pierre.

  • The Art of Start Ups Part 2: More to explore

    Finding startup funding may feel like a hopeless task. But with the right guidance, you can look in the right places for the right kind of funding — and get your startup exactly where it needs to be. Our panelists further explore several alternative financing methods for your startup, giving you the essential knowledge you need to make the best choice for your new business.

    The event is moderated by Award-winning Journalist Donna Lowry. Speakers include Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis; Assistant Director of the Advanced Technology Development Center (ATDC) Jane McCracken; and Managing Member of Kendrick Advisory & Advocacy Group Ms. Dar'shun Kendrick, JD/MBA.

  • The Art of Start Ups: Funding options demystified

    Starting a business and making it profitable is hard enough. Our panelists discuss how to fund, bootstrap and finance a small business. They also discuss the Invest Georgia Exemption (IGE), which can be a powerful tool for Georgians looking to raise capital and fund their new venture, or just grow their already thriving business.

    The webinar is moderated by Award-winning Journalist Donna Lowry. Speakers included are Founder & CEO, Finance Savvy CEO™, and creator of Your Profit Playbook™ Marguerite Pressley Davis; Assistant Director of the Advanced Technology Development Center (ATDC) Jane McCracken; and JD/MBA Managing Member of Kendrick Advisory & Advocacy Group Ms. Dar'shun Kendrick.

  • Securing Capital: Navigating the process

    “Securing Capital: Navigating the Process” focuses on securing capital for non-profits or for for-profits in the form of debt or equity. The panelists discuss how to prepare for meetings with potential lenders or investors, and what to expect from them throughout the process. The speakers suggest resources for participants to secure capital for their own non-profits and for-profits.

    The event is moderated by Award-winning Journalist Donna Lowry. Speakers include Founder & CEO, Finance Savvy CEO™ and creator of Your Profit Playbook™ Marguerite Pressley Davis; President of SheLends Consulting Maria “Mayte” Peck; and Founder and Principle of The KAL Firm Kaseem Ladipo.

  • Get Back on Track: Rebuilding your personal finances and small business post pandemic

    Coach Clinton discusses a clear actionable goal-based plan with steps to help you stay organized.

  • The Juggling Act: Managing competing financial priorities

    Many women have to juggle several competing priorities, such as raising kids or caring for parents and adult children. At the same time, like everyone else, these women are trying to have rich life experiences, build side businesses, and invest for the future. Doing all of this at the same time is not only often exhausting, but it can also be difficult to manage financially.

    The panelists discuss how to optimally manage your cash flow, leverage debt, use insurance, and invest your money to help reach short, medium, and long-term goals.

    The event is by Donna Lowry. Speakers include Partner and Wealth Advisor at Greenwood Wealth Management Shardea Ages, CFP®; Board Member for the Financial Planning Association of Georgia Serina Shyu, AIF®, CFP®; and President of GRID 202 Partners Kamila Elliott, MBA, CFP®.

  • A Financial Mindset: The secret sauce to success

    “A Financial Mindset: The Secret Sauce To Success” is a conversation about protecting your investment in yourself by having a clear personalized plan of action, and then investing the hard work and resources to allow success to come into view.

    Speakers for the event include Engineer, Founder CEO, Nead Werx, Inc. Nicholas Downey; Investor & Advisor, BLH Ventures, Inc. Ashish Mistry; and President and Chief Funding Matchmaker, Praxis Strategic Solutions Anita Davis. This webinar is hosted by GPB Lawmakers’ Donna Lowry.

  • Smart Money Moves: Side hustle, small businesses and investing (Gen z & Millennial edition)

    “Smart Money Moves” is a conversation to help Gen Z’ers and Millennials make the most of their money and financial life while working part-time gigs, side hustles, and small business ownership. Our panelists will discuss making extra cash, types of business ownership, how to invest and save with your current financial situation as well as how to invest for retirement as a small business owner.

    Smart Money Moves will be hosted by Donna Lowry, a seven-time Emmy award winner, veteran journalist, and host of GPB Lawmakers. Speakers for the event include Lead Planner of Facet Wealth, Cait Howerton, MBA, AFC®, CFP®; Lead Planner of Facet Wealth, Alex Wilson CFP®, BFA™; and Financial Coach, SmartPath, Financial Counselor, Zeiders Enterprises, Dr. Juanita Warren, AFC®.

  • Building Wealth

    “Building Wealth” is a conversation about financially empowering underserved communities to build and grow wealth. Our guest speakers discuss common challenges in underserved communities and share resources and ways that can help.

    Speakers include Principal & CCO of Financial Staples, Chloé A. Moore, CFP®; Managing Principal and Founder of Felton & Peel Wealth Management, Malik Lee, CFP®, CAP®, APMA®; and Lead Planner of Facet Wealth, Cait Howerton, MBA, AFC®, CFP®. The webinar is hosted by Lisa Hopkins, the President of the North American Securities Administrators Association (NASAA).

  • Funding Your Business: How to get a piece of the pie

    Exploring the ways to fund a business can be challenging in the best of times. Now more than ever, it's important for Georgians to understand the options available so they can ensure their businesses are best positioned for proper growth and scaling. Speakers on the panel provide guidance to help Georgia entrepreneurs determine what type of funding may be best and tackle strategies to help improve chances of success.

    The event is moderated by Sharyl Sutton. Speakers include Business Financial Strategist and Creator of Your Profit Playbook Marguerite Pressley Davis; Engineer, Founder CEO, Nead Werx, Inc. Nicholas Downey; and President of SheLends Consulting Maria “Mayte” Peck.

  • Finding Funding: How to fund your business during a pandemic and beyond

    Exploring the ways to fund a business can be challenging in the best of times. Now more than ever, it's important for Georgians to understand the options available so they can ensure their businesses are best positioned for proper growth and scaling. Speakers on the panel provide guidance to help Georgia entrepreneurs determine what type of funding may be best and tackle strategies to help improve chances of success.

    The event will be moderated by the host of GPB’s Lawmakers, Donna Lowry. Speakers for this free tele-town hall include Business Financial Strategist Marguerite Pressly Davis, Co-Founder at Loki Equity Ventures Alok Gupta, Nicholas Downey, Engineer, Founder CEO, Nead Wax, Inc., and Maria “Mayte” Peck.

  • Mission Readiness: Helping military families protect their finances from coronavirus challenges

    “Mission Readiness” focuses on access to special programs and benefits that can help our Georgia military families and veterans during difficult financial times. Topic areas that are covered include military emergency relief funds and other programs, strategies for your Thrift Savings Plan, taking advantage of tax breaks, low-cost insurance and other opportunities for military families to save, how to protect your finances when leaving the military, and how to avoid ID theft and financial scams.

    Speakers for this tele-town hall include Personal Finance Journalist Kim Lankford; Financial Readiness Manager - FINRA Investor Education Foundation Shay Cook, MS, AFC®, FFC®; Licensed in Georgia and Alabama Realtor® Tiffiney Graham, and Senior, Enrollment Counselor, Military and Adult Learners at Columbus State University Tamara Hicks. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

  • Rebuilding & Recovering Financially: A pathway for small businesses

    “Rebuilding & Recovering Financially: A Path to Financial Recovery” provides insight and advice for Georgia small business owners and entrepreneurs who are struggling during the current economic turmoil. A select group of business leaders answer questions regarding actions and strategies to recoup financial losses, manage financial risk during the rebuilding process, and fundraise while recovering from the coronavirus pandemic.

    Speakers include Business Financial Strategist Marguerite Pressley Davis; Director, KYC Retail Bank Leader, Senior Vice President, Citibank, North America Holly Hastings; and CEO/Founder of The Labz Farah Allen. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

  • Making Money Moves

    “Making Money Moves” is a conversation about optimally managing finances through banking, debt management, and investment practices.

    Speakers for the event include Shardea M. Ages, CFP, Partner and Wealth Advisor at Greenwood Wealth Management, Kristin M. Pugh, CFP and Senior Wealth Advisor at TrueWealth, LLC, and Dawnita McCain, Managing Director of Corporate Banking, Credit Products, Enterprise Valuation, and Lending at Regions Bank. Making Money Moves will be hosted by GPB Lawmakers’ Donna Lowry.

  • Financial Scams: COVID-19 and beyond

    As COVID-19 continues to cause turmoil in the economy, scammers will try to defraud and deceive Georgians, using fear to trick innocent people who are already struggling during tough economic times. “Financial Scams: COVID-19 & Beyond” panelists identify and defend against fraud to protect vulnerable populations such as Georgia’s elderly providing unique insight on the kinds of scams and frauds Georgia’s elderly should look out for. In addition, the panelists will provide guidance on what to do if Georgians are solicited for a COVID-19 scam.

    Speakers include Securities and Charities Division Director Noula Zaharis, AARP Georgia State President, SEC Atlanta Regional Office Regional Director Richard Best, and U.S. Attorney for the Northern District of Georgia Byungj. “Bjay”. The event is moderated by Donna Lowry, the host of GPB’s lawmakers.

  • Relief & Resources for Small Business in GA

    “Relief and resources for small business in GA” webinar is a conversation lead by a select group of business leaders. They will answer questions about handling financial hardship, discuss the resources available to businesses in need, and have an open conversation about how the COVID-19 crisis is effecting businesses.

    Speakers include Business Financial Strategist Marguerite Pressley Davis, DOAS Director of Policy Mary Chapman, and Kabbage Inc. Head of Policy Sam Taussig. The event is moderated by the host of GPB’s Lawmakers, Donna Lowry.

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