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National Association of Women Business Owners, Orange County

Board of Directors & Committees 2007-08

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, Barri Carian
Welcome to NAWBO-Orange County! As the largest chapter in the nation, with over 400 members, we offer the broadest exposure to influential women business owners of any organization in Orange County. We have experienced explosive growth over the past three years due in large part to our concentrated focus on the varied and ever-changing needs of women business owners. We understand that as you move through the stages of business ownership, from thinking about starting a business, to starting the business and being the "one-woman" show, to hiring your first employee, to creating a multi-employee, multi-million dollar sustainable business, your needs and requirements will change. We offer networking, education and peer-to-peer roundtables designed to provide high-impact, high-value support specifically designed for you at each stage...continued
ELECTED OFFICERS (see bios)

President
Barri Carian
Carian Consulting
949-640-2141
www.carianconsulting.com

President-Elect
Cassie Hoag
Equity Architects, LLC
949-388-7375
www.equityarchitects.net

Immediate Past President
Camille Jayne
Matters at Hand
714-328-1400
www.mattersathand.com

Secretary
Lydia Welton
TEAMsmarts
949-608-7347
www.teamsmarts.com

Treasurer
Josefina de la Cruz, CPA
714-558-8703
www.jccruzcpa.com


Vice President,
Member Services

Kimberly Gerber
Excelerate, Inc.
949-679-9235
www.iexcelerate.com


COMMITTEE CHAIRS

AFFILIATES:
Community Members (OPEN)

COMMUNICATIONS:
Newsletter Editor (OPEN)

EDUCATION:
Instructors Co-Chair
Michelle Beauchamp
B.E.A. & Company
949-240-1552
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
Zeena Dhalla
ZeenaFit
939-533-8065
www.ZeenaFit.com

Affiates/Diversity Co-Director
Marcia Evans
Farmers and Merchants Bank
714-824-3070
www.fmb.com

Marketing & Communications Director
Jodie Palumbo
Palumbo Marketing Group
949-713-5969

Education Director
Markell Steele
Futures in Motion Career Services
877-210-3252
www.futures-in-motion.com

Knowledge Management Director
Rachel Owens
R. Owens Insurance Services, Succession Strategies
714-560-9022
succession-strategies.comtricirclefinancial.com

Public Relations & Advertising Director
Hilary Kaye
HKA, Inc.
714-426-0444 x201
www.hkamarcom.com

Mentoring Director
Dee Putman-Elliott
You Gotta Go Travel, King Relocation Services
yougottagotravel.com
kingrelocation.com
714-745-5491

Partner Relations Director
Cara Good
WunderMarx, Inc.
714-862-1112 x202
www.wundermarx.com

Programs Co-Director
Linda Casso
Tuned In Media, Inc.
888-886-3462
www.tunedinmedia.com

Programs Co-Director
Miley Waterman
Tuned In Media, Inc.
888-886-3462
www.tunedinmedia.com

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.


2007-08 OFFICERS  
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.
President-Elect
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.
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.
Treasurer
Josefina de la Cruz, CPA
714-558-8703
www.jccruzcpa.com
Josefina C. de la Cruz has been a CPA in the State of California since 1977 and formed her public accounting practice in 1980. Since its inception, the business has been geared towards small business planning, tax services, and strategic pension & retirement planning. The firm is an active member of the American Institute of Certified Public Accountants and California Association of CPA’s – Tax Practice Division. She has been a member of NAWBO since 2003, and a recipient of the Remarkable Woman award in the same year and is now the current Treasurer of NAWBO-OC. Josefina is a founding member of the Board of the Filipino American Chamber of Commerce in Orange County and served as President for two terms, becoming the first woman president of the chamber. Currently she serves as one of the advisors. Josefina is also the founding president of AWE, Asian Women Entrepreneurs. The other associations in which she is currently involved are: Asian Business Association in Orange County, Orange County Asian Bar Association, WIPP; Women Impacting Public Policy, Business Advisory Council of NRCC. She has received various awards for civic and community service, the latest of which was the 2005 U. S. Small Business Administration Women in Business Minority Award.
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.

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