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Board of Directors & Committees 2008-09
The NAWBO-OC Board of Directors comprises
both elected and appointed positions.
Click
here to learn about the
nomination, elections and appointment process.
Message from the President, Cassie Hoag
Welcome to the National Association of Women Business Owners' Orange County, CA web portal. If you're new to our organization, please take a few minutes to explore the site and familiarize yourself with our mission and current initiatives. There's a lot going on!
We happen to be one of the largest NAWBO chapters in the country, with 400+ active members. Our rapid growth is best attributed to the way we meet the needs of women business owners - with disciplined outreach, topical monthly programs, a state-of-the art mentoring program, diverse educational opportunities and an unprecedented peer-to-peer exchange of best practices and business-building experience. Simply put, this organization is inclusive, active and perhaps the most inspirational forum for business owners in Orange County. continued |
| ELECTED OFFICERS (see
bios)
 President
Cassie
Hoag
Equity Architects, LLC
949-388-7375
www.equityarchitects.net
 President-Elect
Karen Gifford
Gifford Mgmt & Leadership Coaching
949-643-1331
 Immediate Past President
Barri
Carian
Carian Consulting
949-640-2141
www.carianconsulting.com
 Secretary
Lydia
Welton
TEAMsmarts
949-608-7347
www.teamsmarts.com
 Treasurer
Kate Motonaga
949-309-8045
www.kaangroup.com
 Vice
President,
Member Services
Kimberly
Gerber
Excelerate, Inc.
949-679-9235
www.iexcelerate.com
 Vice President Corporate Partner
Relations
Cara
Good
WunderMarx, Inc.
714-862-1112 x202
www.wundermarx.com
COMMITTEE CHAIRS
AFFILIATES:
Community Members (OPEN)
COMMUNICATIONS:
Newsletter Editor (OPEN)
EDUCATION:
 Instructors Co-Chair
Michelle
Beauchamp
Time Warner
714-763-5013
www.beauchamp.sandler.com
 Instructors Co-Chair
Amy Lansdown
Equity Wealth Insurance Services
949-223-2628
 Marketing
Gerrie Lynn
Adams
Xengaru Fun Foods
949-584-5090
www.xengaru.com
 Success Teams
Nahid Casazza
Aspyrre Professional Coaching Services
949-495-1021
www.aspyrre.com
CORPORATE PARTNER RELATIONS:
 Corporate Partner Relations Chair
Kelly Moore
Moore Benefits Inc.
949-612-6034
www.moorebenefitsinc.com
 Partner Relationship Management Chair
Jamie
Welsh
10% Solution
949-218-6722
www.10percentsolution.com
MEMBER SERVICES:
 Co-Chair
Darlynn
Morgan
Morgan Law Group
949-260-1400
www.morganlawgroup.com
 New
Member Orientation
Pamela
Adams, CFP
Wachovia Securities
949-756-0353 x235
www.agedwards.com/fc/pamela.adams
PUBLIC RELATIONS & ADVERTISING:
 Advertising
Susan
Hashimoto
Higher Visuals Design
714-529-3065
www.highervisuals.com
 PR/WBI
Marcia
Vaughan
WOW Communications
949-400-7309
Conferences
Renee
Smith
Vanguard University
714-556-3610 x2022
www.vanguard.edu
Marketing & Communications (OPEN)
PROGRAMS:
Opportunity Drawings (OPEN)
 Showcase Tables
Beth Ramirez
Etcetera
714-744-5989
 Table Facilitators
Lucinda Herdman
Metropolitan Financial Group, Inc.
949-440-3240
www.metropolitanfin.com
2008 REMARKABLE WOMEN AWARDS:
Co-Chair
Michelle Beauchamp
B.E.A. & Company
949-240-1552
www.beauchamp.sandler.com
CLICK HERE FOR MORE RW COMMITTEE
CHAIRS! |
DIRECTORS
 Affiates/Diversity Co-Director
Marcia
Evans
Farmers and Merchants Bank
714-824-3070
www.fmb.com
 Affiates/Diversity
Co-Director
Linda Casso
Tuned In Media, Inc.
888-886-3462
www.tunedinmedia.com
 Marketing & Communications Director
Jodie Palumbo
Palumbo Marketing Group
949-713-5969
www.PalumboMarketing.com
 Education Director
Markell
Steele
Futures in Motion Career Services
877-210-3252
www.futures-in-motion.com
 Public Relations Co-Director
Hilary
Kaye
HKA, Inc.
714-426-0444 x201
www.hkamarcom.com
 Public Relations Co-Director
Debbie Douglas
Douglas Advisors LLC
949-464-9301
www.douglasadvisors.com
 Mentoring Director
Dee
Putman-Elliott
You Gotta Go Travel, King Relocation Services
yougottagotravel.com • kingrelocation.com
714-745-5491
 Programs Co-Director
Bethany LaFlam
LaFlam Law, LLP
949-252-4610
www.laflamlaw.com
 Programs Co-Director
Susan Hansted-Kuntz
The CMM Advisory Group
949-863-9774
www.cmmadvisorygroup.com
Programs Co-Director
Michelle Beauchamp
Time Warner
714-763-5013
 Public
Policy & International Director
Shaila Mistry
Jayco Interface Technology
951-738-2000
www.jaycopanels.com
 Technology
Director
Vicki
Tortorelli
System Solutions
951-698-8109 X202
www.systemsolutions.ws
OTHER BOARD PARTICIPANTS
 Legal
Counsel
Becky Christensen
Eclipse Group LLP
949-851-5000 x106
www.eclipsegrp.com
 NAWBO-CA
Liaison
Cathy
Daugherty
Trademark Insurance
714-288-6033 x28
www.TrademarkIns.com, OurKauaiCondo.com
Past Presidents/Advisory Council
Alice Lei
Beth Adkisson
Nita Busby
Cristi Cristich
Cathy
Daugherty
Karen Herb
Camille Jayne
Susan Johnson
Deirdre Kelly
Iris McCammon
Nancy Montoya
Rachel Owens
Linda Pinson
Rochelle
Schneider, Esq.
Judee Slack
OPEN COMMITTEE
CHAIRS
For more information
on the open committee positions please
contact the director of that particular category.
COMMITTEE
VOLUNTEERS NEEDED!
If you would like to get more out of your NAWBO membership consider joining
a committee. They are the ideal place to get your leadership "feet wet." Time
requirements vary greatly, and are generally very flexible. The work on our
committees is fun, as well as valuable and productive... and the relationships
you develop are priceless. Contact the committee chair or director listed above
for more details, or see our volunteer
page.
|
| 2008-09 OFFICERS |
|
President
Cassie
Hoag
Equity Architects, LLC
949-388-7375
www.equityarchitects.net |
M. Cassandra (Cassie) Hoag
is the founder and managing director of Equity Architects,
LLC, a strategic advisory firm that helps small companies
prepare for and secure capital for growth, realize truly
synergistic mergers, structure essential liaisons and engineer
cultural change. Equity Architects provides its clients with
customized, creative solutions to grow, better manage and
fund their businesses. Cassie currently serves as NAWBO’s
Vice President, Membership, and is also active on the Education
Committee and in the Mentoring Program. She was recognized
as NAWBO’s “Entrepreneur to Watch” at the
October 2006 Remarkable Women Awards Luncheon. Serving on
two corporate boards, she is also a member of the Orange
County Venture Group, the Association for Corporate Growth,
the Kieretsu Forum and the USC Alumni Association. Cassie
has done volunteer work for the Susan G. Komen Foundation,
the Y-ME Organization, the American Cancer Society and St.
Anne School. |
Past President
(elected in 2006)
Barri
Carian
Carian Consulting
949-640-2141 |
Barri Carian is
a Consultant and Business Advisor to small and mid-size companies.
Providing strategic and tactical planning, business assessment,
hands-on implementation and ongoing management tools and
coaching. She also Chairs a CEO group for Vistage International.
She founded Insync Partnership Services to provide conflict
resolution and alignment for business partners and assessment
for compatibility for potential partners. Her background
includes two senior positions in Fortune 500 companies (Regional
VP of Merrill Lynch Relocation and Senior VP of Aon Consulting)
and COO and partner in a company that grew from start up
to $12m in 5 years. She also had involvement in two additional
start-up companies. Barri has served on the NAWBO-OC Board
since 2001; as the Director of Marketing from July 2001 to
July 2003, as Vice President Membership from July 2004 to
July 2006 and President-Elect since July 2006. |
Secretary
Lydia
Welton
McKenzie Coaching Group
949-608-7347
www.mckenziecoaching.com |
Lydia Welton is
the President and Founder of McKenzie Coaching Group, a leadership
and team development organization. Through assessments, coaching,
facilitation, and talent management consulting, McKenzie
Coaching Group supports leadership and management teams facing
performance challenges associated with growth, turnover,
and strategic change. Client results include improved financial
performance, increased employee commitment, reduced turnover,
and increased customer satisfaction. Lydia draws on a broad
and deep base of experience and training as a coach, trainer,
and facilitator of leaders in financial services, information
technology, health care, and professional services. She has
been an external organizational development consultant, the
director of organizational development for a major medical
center, a line manager of business development, and a family
and adolescent therapist. Current and past clients include
Deloitte Consulting, Morgan Stanley, Philip Morris, Emerging
Health Information Technology, National Center for Children
and Families, and Montefiore Medical Center. Lydia is certified
by the International Coach Federation as an Associated Certified
Coach. She serves on the executive boards of the Orange County
chapters of the International Coach Federation and National
Association of Women Business Owners and is a member of the
Irvine Chamber of Commerce. Lydia received a Master of Arts
in Organizational Psychology and a Master of Education in
Counseling Psychology from Columbia University, and a Bachelor
of Arts in Political Science from the University of California,
Santa Barbara. |
Vice
President,
Member Services
Kimberly
Gerber
Excelerate, Inc.
949-679-9235
www.iexcelerate.com |
As a rising corporate star
for 17 years at such companies as Starbucks and Fleetwood
Enterprises, Kimberly Gerber developed an entrepreneurial
drive and service ethic that has fueled a remarkable career.
Gerber founded Excelerate in 2002, and the company’s
position as an invaluable resource to management professionals
is the culmination of Gerber’s extensive work with
Fortune 500 company executives on organizational, strategic
and best practices skill-building. Previously, as regional
director at Starbucks, Gerber was the marketing wisdom behind
the company’s most successful frozen coffee drinks.
Her branding sensibilities and connection with the consumer
marketplace were legendary, and she brings these skills to
each client at Excelerate. Her forte is identifying a company’s
core strengths and then devising methods of execution in
such areas as human resources, compliance, hiring, planning
and thinking strategically — allowing business owners
to build a bridge between vision and production. As a veteran
of top management for several firms, she has developed a
sense of best practices that can guide all great companies.
Years in these environments have given her direct experience
in the power of long-term profitability. Gerber’s clients
are executives, owners and emerging leaders who possess considerable
technology or intellectual capital, and who need a management
infrastructure. She helps them ride growth curves as they
tap unrevealed resources. This talent for problem-solving
is also reflected in Gerber’s community involvement.
She is on the board of the National Association of Business
Women Owners and mentors young professionals. She helps young
adults in an emancipation program through Mariner’s
Church, where she assists foster teens with such issues as
autonomy and wise life choices. As a positive role model,
she demonstrates the power of economic independence and the
balance of both career and a personal life. |
Treasurer
Kate Motonaga
949-309-8045
www.kaangroup.com |
Kate Motonaga is the Principal and Founder of KAAN Group. KAAN Group specializes in Forensic Accounting and Business Consulting. KAAN Groups three main business focus areas are: (1) Interim CFO, Project Management and Accounting Consulting solutions to businesses. (2) CFO style guidance to growing companies without the cost of a full time CFO and bookkeeping services to small and medium companies. (3) Forensic Accounting to help clients and attorneys investigate embezzlement, asset fraud, cash flow analysis and/or accuracy in their current business or in the purchase of a business. We pride ourselves on offering accurate confidential independent investigation in a timely manner.
Prior to founding KAAN Group, LLC, Kate held various staff, controller, and senior financial executive positions at Kaiser Aluminum, Avery Dennison, California Steel Industries, and Honeywell. Her experience includes valuable experience implementing both Sarbanes-Oxley corporate governance internal controls and multiple IT systems with related accounting and fraud controls. Kate holds an MBA in Strategy and Finance from The Anderson School at UCLA and a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. She also attended the University of Grenada in Spain and is fluent is Spanish.
|
Vice President Corporate Partner
Relations
Cara Good
949-309-8045
www.wundermarx.com |
Cara Good, CEO, WunderMarx|PR
Cara Good is a public relations executive and entrepreneur with 17 years of experience in journalism, marketing and communications. She is a media expert who has been quoted or featured in numerous articles and segments on business branding, the use of social media in public relations and the role of corporate social responsibility in brand-building. She also speaks frequently to business, civic and academic organizations on these topics.
Cara co-founded WunderMarx|PR™ in 2002 and has grown it into one of the top 15 public relations agencies in Orange County, Calif. WunderMarx|PR works with innovators to create preference for their products, services and ideas through the development and communication of their brands.
Before launching WunderMarx|PR, Cara held communications management positions at the City of Anaheim Public Utilities, Benjamin Group/BSMG Worldwide and Ethentica. At Ingram Micro, she served on its IPO team and managed worldwide public relations. Cara cut her teeth in business writing as a reporter with the Orange County Register, covering such headline-grabbing stories as the county's bankruptcy declaration. She began her career at just 17 years old as a freelance feature writer.
Today, Cara is a recognized leader within the Southern California business community. She serves as the vice president of corporate partner relations for NAWBO-Orange County and is a member of the AeA Orange County Council executive committee. She also is a founding member the Fullerton College Journalism Advisory Committee and the Technology Leadership Political Action Committee.
An advocate of corporate social responsibility and corporate philanthropy as business principles, Cara champions the concept of "giving back" at WunderMarx|PR. Through the company's Be Wunderful™ initiative, WunderMarx|PR donates professional services to nonprofit organizations and sponsors socially beneficial causes. Cara lends her professional expertise to a number of nonprofit organizations locally, including the Alzheimer's Association, Juvenile Diabetes Research Foundation, Laura's House and Mercy House.
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