Clipper Ship Ventures is a private equity firm targeting emerging growth companies in the financial and business services sectors, and technology solutions for those sectors. Clipper Ship's principals work with high potential companies that are leveraging technology to solve business problems for their customers. Clipper Ship brings its expertise and extensive business relationships in financial technology to its portfolio and works tirelessly to help portfolio companies achieve their full potential.www.clippershipventures.com

Pillar One Consulting provides strategic Finance and Human Resources solutions. We offer support to companies interested in increasing effectiveness and efficiency in their financial management and HR practices. Pillar One works will small to mid-sized companies advising business, HR and finance executives on developing processes and analytics that align with their strategic goals. Pillar One also provides fractional CFO and CHRO services for start ups or companies in transition.Engagements include:• Fractional CFO for an algae and biofilm control solutions company• Fractional CFO and strategic advisor for a growth and impact agency• Fractional CFO and strategic advisor for a modular home builder in the hospitality industry• Strategic advisor for an SDVOSB consulting firm in CFO organization transformations• Fractional CFO for a death tech start-up• Strategic financial consultant for the Private Bank division of a boutique commercial bank• Fractional Finance Executive for a micro-mobility start-upwww.pillaroneconsulting.com

Mastermind Mentorship for Accelerated Business Growth - An exclusive, expert-led community, built to transform business strategy through expertise, experience and personalized insights. Strategic Board Collective is your Board of Advisors. With every cohort, the Strategic Board Collective generates new ideas to build, grow, market, expand and diversify businesses. It is your board of advisors: curated, collaborative, and uncomplicated by administrative hassle.

Community wealth planning app providing NextGen platform linking Community Banks, Affinity groups, or Individuals to investment partners for investment management, trust accounts, and services to manage generational wealth transfer. Download our app, Hive Wealth.www.hivewealth.com

Red Five’s mission is to ensure bad things don’t happen to good people. We provide our clients world class solutions for privacy, security, and resiliency. We proactively and professionally solve our clients’ problems in a timely, ethical, and effective manner.www.red5security.com

Hatch & Co Consulting is a collaborative of experienced business owners & consultants who've been there, done that and have a passion to help others do the same.www.hatchandco.co

Tomu, Inc. (“Tomu”) was launched in 2020 to address emerging trends in traveler preferences and disrupt the hotel development and ownership model. Tomu aims to create a more sustainable future for travel and hospitality using innovations in modular building to make hotels more efficient to construct, less wasteful to operate, and more accessible to own. Tomu guest units are designed around the features most sought after by today’s travelers and are built with premium hospitality-grade materials for durability and ease of maintenance. Our line of guest units includes both turnkey designs for independent operators and customizable options to meet the brand requirements of franchised developments. All units are prefabricated, delivered nearly complete to site, and require only a few days of onsite installation to get your project opened and operating sooner. For information on joint-venture developments, please email us at info@tomuhaus.com. Accredited investors seeking information on Tomu, Inc.’s offering may submit an inquiry at tomuhaus.com/investors.

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top-down.

iRevü micro-feedback performance management solution helps customers save money, improve productivity, and protect the organization by providing near-immediate, documented performance feedback to employees. By adapting traditional HR practices to meet the high-frequency, high-feedback needs of the millennial generation, iRevü enables organizations to maximize the energy, abilities and technological know-how of this new generation of workers who are a significant and growing percentage of the workforce. Delivered in the cloud, iRevü helps organizations benefit by:- Saving money by reducing employee turn over and lowering recruiting costs;- Improving productivity by increasing engagement and performance of the fastest-growing generation in the workforce; and - Protecting the organization by preventing frivolous lawsuits from disgruntled employees regardless of age.

The Leadership Foundry is a signature program of Women in Technology (WIT) to prepare executive women for positions as corporate board directors. The gender diversity gap on boards in the Washington, D.C. area is greater than that of the nation. Our aim is to make a difference by assisting women with the necessary information and tools; providing opportunities to make connections; and helping to develop relationships that may lead to a board position.

Developed culture strategy aligned with corporate mission and overall business strategy. Implemented a variety of pilots to test aspects of culture and change management. Created and managed plan to scale initiatives to change culture around how teams worked together and how organization rewarded, retained, and developed associates. Oversaw three associates directly and 15 associates indirectly on organization effectiveness, consulting, and strategy development, as well as process and project management.- Established culture team structure and recruited high-performing associates to lead work.- Developed culture story to win over and educate retail and direct bank associates on culture journey.- Led the on-boarding 500 associates to pilot development tool. Established training protocol for managers and associates to engagein more productive development conversations.- Developed and executed two events for 150 associates within Human Resources team to engage and educate team on culturejourney.- Oversaw pilot implementation for 100 branch and home office associates to improve management routines and track productivity.

Oversaw three associates directly and eight associates indirectly on financial analysis and strategy development, as well as process and project management. Established rigorous road-mapping and financial reconciliation routines to ensure cross-functional coordination and achievement of objectives. Prepared board- and executive committee-level presentations on progress of work.- Managed portfolio of projects to reduce cost base of retail and direct bank 20% over three years, while investing in strategic priorities.- Led detailed competitive analysis of competitor efficiency ratios and adjusted efforts to reduce cost and increase revenue accordingly.- Researched, developed, and executed on comprehensive risk management and communication plan associated with closing and transforming 30% of branches in network.

Served as strategic financial advisor to head of the retail and direct bank. Managed monthly, quarterly, and annual financial processes. Directly led four associates and indirectly led 50 associates on financial analysis, strategy development, and process and project management. - Oversaw long-term financial planning process in conjunction with business owners to establish product strategy and funding plan for combined business of branch bank segment and direct-to- consumer deposit segment.- Led detailed review of overall revenue strategies and cost trajectory, resulting in plan to reduce cost base of retail and direct bank 20% over three years to achieve more competitive efficiency ratio.- Refreshed transfer pricing methodology and principles for internal compensation of retail and direct bank for deposits generated.- Directed process improvements on several financial management processes within and outside of retail and direct bank.- Assumed responsibility for team of 50 financial professionals, including restructuring team, to better align to business needs while executing on business transformation strategies.

Led team of 60 retail and direct bank executives through transformation to new operating model, including developing executive accountabilities, modifying decision rights, redefining initiative prioritization process and establishing annual planning process. Developed decision-making framework for use by accountable executives across organization.- Led process to reduce backlog 20% to facilitate effective prioritization of resources.- Curated curriculum for executives to gain familiarity with Agile principles and processes.

Oversaw Retail Bank operations and central finance teams. Created and maintained overall cost discipline within Retail Bank. Established and maintained sustainable and well-managed governance processes for Retail Bank. Directly managed four associates and indirectly managed 30 associates on financial analysis, strategy development, and process and project management.- Maintained Retail Bank operations budget of $200 million annually, implementing 10% year-over- year reduction.- Managed processes that allowed retail bank to achieve variance of less than 1% on $2 billion expense base in 2012.- Led Retail Bank governance routines, including monthly business reviews, resource prioritization discussions, and board preparation planning.

Managed overall operational strategy for commercial and retail banks. Developed, maintained, and monitored operations customer experience metrics, goals and strategy, including acquisition integration. Oversaw prioritization function for large, complex, and cross-functional initiatives. Performed chief of staff duties for head of bank operations. Led four associates directly and 50 associates indirectly on strategy development, operations analysis, and process and project management.- Led team responsible for consolidating bank operations footprint from 24 sites to three major sites.- Established first operations customer experience metrics report.- Developed presentations for board of directors and executive committee discussing operational strategy and continued integration of commercial and retail banks.- Performed detailed analysis on viability of investment advisor division, with recommendation on growing business going forward.

Developed strategies to achieve three-year goals, including sales and service transformation, self-service migration, and cost and revenue goals, as well as customer problem resolution. Maintained and monitored operations customer experience metrics, goals and strategy. Developed and implemented customer experience integration and conversion strategy. Directly oversaw five associates and indirectly oversaw 80 associates on strategy development, data analysis, operations analysis, process implementation, and project management.- Managed development of overall retail bank strategy, working across segments, channels, and operations.- Oversaw strategy development for reinvention of servicing operations, including self-servicing and digital.- Developed and executed against comprehensive distribution plan for lending within bank.- Managed team responsible for operational efficiency of company’s three contact centers, including reducing and eliminating ineffective queues, increasing staffing efficiency, and eliminating waste in process.

Led implementation of division-wide business strategy transformation that focused on consumer segment and bank-wide customer experience. Managed overall transformation roadmap. Oversaw up to five associates directly on strategy development, process implementation, and project management.- Delivered and executed on comprehensive cross-segment implementation plan for consistent customer experience across bank.- Oversaw development of go-to- market plan for bank’s consumer segment, including strategic review of market and development of customer segments and leading products, as well as comprehensive review of processes within customer-facing operations, including driving conversations with horizontal business partners.- Led customer experience integration and conversion of 300-branch bank, including customer communication strategies, as well as service recovery.

Oversaw operational integration for acquisition of $15 billion retail bank, including managing budget of $200 million and portfolio of 125 projects. Led implementation strategy for bank-wide conversion event that encompassed brand and core systems conversion and focused on service recovery and high-value customer experience planning and execution. Led integration of four mortgage and home loan businesses, including developing strategy and operational processes for issuing mortgages and home loans in retail branches.

Executed on vendor contract negotiations for $100 million core information technology system replacement, including development of negotiation strategy and coordination between contract work stream and eight technical work streams.

Prepared and delivered presentations to senior management on approach for varioustax issues and recommendation for tax structure and philosophy. Prepared tax returns.

Prepared individual, partnership, and corporate tax returns. Provided tax consulting advice to real estate firms and non-profit institutions. Researched and developed tax position papers for a variety of clients.

Developed and executed on audits of internal controls within various divisions of company. Supported annual financial statement audit, working in conjunction with KPMG.