Chateau Elan Winery & Resort

September 7-9, 2022 | BRASELTON, GEORGIA

Registration for Lift is full!

<!–Join us at our Lift event, network with other women financial professionals, and Grow Your Practice™.

Impact Partnership’s powerhouse female leadership will be joined by our top female financial advisors to share how you can reshape the industry and your market with our cost-effective services and field-proven strategies. Kat Cole, President of Athletic Greens and successful businesswoman, will also be joining the event to share motivation and inspiration!

Fill in your information and an Impact team member will contact you, or call us at (866) 460-4056 to learn about future events!

 

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Registration Closed August 8th

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Braselton, Georgia
September 7-9, 2022

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It’s time to reshape the industry!

What if you could attend an event with other women financial advisors and learn from each other’s experiences? What if you left the event with strategies to dominate your market, knowing a team is supporting you through your marketing and media initiatives?

Strengthen the vision you have for your business while enjoying the gorgeous views of a Southern vineyard! Impact Partnership’s Lift event is a unique networking event for women financial professionals to share their experiences, discuss growth opportunities, and how Impact can provide the blueprint for your practice’s future. Invest in yourself without spending a dime. Lift is an all-expenses-paid trip!

Plus, you’ll have a chance to meet the Impact team that could be working with you!

About Our Speakers

Headshot for Kat Cole

Kat Cole

President & COO, Athletic Greens

Kat Cole is an investor and advisor to high-growth businesses, funds, and brands with a focus on food and beverage, wellness, franchises, SMB tech, and web3.

Kat was recently named President and COO of Athletic Greens, the fastest-growing wellness brand in the world. Athletic Greens is the direct-to-consumer subscription company behind the world’s most comprehensive and convenient daily nutrition product, AG1. Here, she leads the company with a focus on driving organizational scale, accelerating business growth and global expansion, and innovation.

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In January of 2021, she wrapped up a 10-year career leading Focus Brands as COO and President (2016-2021) of the owner, franchisor, and operator of global limited-service food brands, with billions in product sales in over 50 countries. As COO, she led the company’s eight brands: Cinnabon, Auntie Anne’s, Moe’s, Schlotzsky’s, McAllister’s, Carvel, Seattle’s Best Coffee International, and Jamba with over 7000 operations globally as well as the multi-brand licensing and CPG business with over $1Billion in annual sales. In other roles at Focus Brands, before becoming COO, she was president of Cinnabon (2010-2014) and Group President of the multi-channel licensing division at Focus (2014-2016). Prior to Focus Brands, Kat was Vice President at Hooters, starting as a waitress, becoming a corporate employee by 20, VP by 26, and leading the company’s global growth through franchising, training, and operations as a member of the global executive team culminating in the sale of the company into private equity in 2010.

In Kat’s tenure at Focus Brands, she famously led the turnaround of Cinnabon out of the recession by strengthening the base franchise business, reinvigorating the brand, and launching what is now one of the largest restaurant brands CPG businesses in the world. She and her team doubled the EBITDA of that company in a few years, brought sustained growth to the franchisees, and led innovation in delivery, product development, licensing, and partnerships that became core capabilities for the parent company that she would so move up to lead as President and COO. She is now investing and advising at the intersection of consumer, NFTs, web3, and the broader move to decentralization and the ownership economy.

Kat also helped lead the acquisition and integration of brands, the restructuring of Focus Brands to prepare it for its next chapter as a growing house of global brands and is known as a change agent for omni-channel brands, complex portfolio companies, and teams across private equity and venture-backed ecosystems.

Kat is a Young Global Leader of the World Economic Forum, a member of the Board of Directors of growth stage VC and PE backed companies Milk Bar and Slice, as well as on the Board of HumanCo SPAC. Her investment and advisory portfolio includes over 60 early-stage companies, with a focus on omni-channel consumer product businesses. Kat is a past member of the United Nations Global Entrepreneurs Council, was featured on CBS’ “Undercover Boss,” and was named one of Fortune’s 40 under 40. She is a college dropout yet has her MBA in International Business from Georgia State University and an Honorary Doctorate from Johnson and Wales University. She is past chair of the board of the Women’s Foodservice Forum and has led women’s development initiatives in the US and Rwanda.

Kat is an outspoken advocate for women’s issues and for the broader role of business in democratizing access to education and opportunity.

Headshot for Charisse Rivers

Charisse Rivers

$60M Producer, Zinnia Wealth Management

Charisse Rivers is the founder and CEO of Zinnia Wealth Management in Ocala, Florida. In 2018, she was chosen as one of the top 40 Under 40 Advisors in the nation with InvestmentNews and for NAIFA-Florida’s Top 4 Advisors Under 40. She was also added to WealthManagement.com’s 2019 Thrive List of Fastest-Growing Advisors in the U.S.

Impact has helped increase her production year after year. She is now the host of her own weekly radio show and has appeared on ABC, FOX, NBC, CBS, WSJ, and USA Today. She enjoys giving back to her community through her 501(c)(3) nonprofit, the Grilled Cheese Foundation. The Foundation helps middle and high school students foster their talents and get them to college with scholarships and financial literacy training.

Headshot for Jackie Campbell

Jackie Campbell

$40M Producer, Campbell & Company

Jacquelyn Campbell is the president and founder of Campbell & Company, Wealth Advisors and CPA, as well as a Certified Financial Planner™, Personal Financial Specialist, and an Investment Advisor Representative of Market Guard®. With three offices located in the Tampa Bay, Florida area. Jackie has created a dynamic practice that offers a wide range of services.

She has increased conversion rates in her practice by harnessing the power of Impact media and creating a strong staffing structure, giving her more qualified clients. Jackie also hosts multiple client events throughout the year to build loyalty and gain referrals in her community. Combining her community involvement, especially with local law enforcement, with her media experience, Jackie and her husband created a podcast, “Beyond the Badge,” similar to her radio show and original podcast, “Beyond the Money.”

Jackie has also appeared on Fortune, CBS Sunday Morning, and local TV and Radio stations, further expanding her reach in her market.

Headshot for Cathy DeWitt Dunn

Cathy DeWitt Dunn

$75M Producer, DeWitt & Dunn Financial Services

Cathy has been the President and CEO of DeWitt & Dunn Financial Services for 20 years with two offices in the Dallas, Texas area. By focusing on innovative solutions designed to protect and grow retirement assets, Cathy strives to remove the convolution and complexity from retirement planning for her clients.

Cathy utilizes Impact media as the host of the “DeWitt & Dunn Financial Services” radio show, airing on multiple radio stations in the area, and has also appeared on CBS11, NBC, CNBC, CNN, Fox News Channel, WFAA, HLN, ESPN, GOLF, TV Land, and more. Her media presence brings in qualified leads for her practice, while offering an educational resource for clients and potential prospects.

Reshape the Industry!

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MISSED THE EVENT? BOOK A VISIT!

Give us a chance to show you what we can do for your practice live and in person. We want to bring you directly into our office so you can see for yourself all that we have to offer – you’ll tour our facilities, including our in-house TV and radio studios, meet our team, and discover more about what sets us apart from our competitors.

 

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