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Navigating Personal and Professional Change with Lori Hardwick, CEO of Wealth Tech at Red Rock Strategic Partners

Lori Hardwick is the CEO of Wealth Tech at Red Rock Strategic Partners. With 25 years of experience in the wealth tech industry, Lori is known for her intense passion for continuous improvement on behalf of financial advisors and their firms. She currently serves on several boards, including the...



Blog Entry
Going Beyond the Numbers with Todd White, Chief Operating Officer and Chief Financial Officer at AchieveNEXT

Todd White is the Chief Operating Officer and Chief Financial Officer at AchieveNEXT. He is a high-impact senior financial executive, strategist, and business developer with over 20 years of experience in private equity and venture capital transactions. In his role at AchieveNEXT, Todd has led...

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Blog Entry
How to Adapt in an Evolving Industry with Bryan Lapidus, Director of the FP&A Practice at the Association for Financial Professionals

Bryan Lapidus is the Director of the FP&A (Financial Planning and Analysis) Practice at the Association for Financial Professionals (AFP). AFP is a professional society committed to advancing the success of treasury and finance members and their organizations. In addition to his FP&A...

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Blog Entry
Finding the Right Fit with Alan J. Kaplan, Founder and CEO of Kaplan Partners

Alan J. Kaplan is the Founder and CEO of Kaplan Partners, an executive search and board advisory firm. Alan launched Kaplan Partners in 1994 after beginning his corporate banking career with First Pennsylvania Bank and Meritor/PSFS. Since then, he has built Kaplan Partners into a nationally...


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Effective Change Management with Nikki DiCaro, Chief Financial Officer and Chief Data Officer of the Jewish Foundation of Greater Philadelphia

Nikki DiCaro is the Chief Financial Officer and Chief Data Officer for the Jewish Federation of Greater Philadelphia, an organization that mobilizes financial and volunteer resources to address the Jewish community’s most critical priorities. In this role, Nikki is responsible for the...


Blog Entry
How to Become a Joychiever with Tracy LaLonde, Author of The Joychiever Journey

Tracy LaLonde is a professional speaker, business development coach, and author of The Joychiever Journey . She has 28 years of experience in professional public speaking and 20 years of experience in the legal industry. After transforming her life and career through her own joy journey, Tracy...


Blog Entry
Balancing the Demands of Work and Home in 2021 with Colleen Mook, Former Founder and CEO of Baby Be Hip

Colleen Mook is an experienced entrepreneur, investor, speaker, podcaster, and small business consultant. Since selling her successful business, Baby Be Hip, in 2019, Colleen has focused her time on helping other entrepreneurs develop their businesses and balance the demands of work and home. In...