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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.com • tricirclefinancial.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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