My Profile
My Events
My Self-Study
My CPE Tracker
My Discounts
Member Directory
Upcoming Events
Communication Preferences
My Committees
My Transactions
My Dues
Online Store

Help

Event Info | Sessions | Event Registration |

Instructor

Becoming a Conscious Advisor: The Energy of Money | 4194250A CANCELED
Date: November 18, 2019
Location: CalCPA Boardroom - Burlingame
Speakers
Bennion Robina Lorene
Bio: Robina has combined her 25 years of accounting experience with her passion for helping others and designed a business around speaking, educating and advising people and businesses about money, beliefs, and purpose. With a foundation in behavioral money coaching, Robina guides clients towards a new awareness around how their own behaviors, patterns, and beliefs around money may be showing up in their personal / professional relationships and teaches them tools to create new results and transform goals into reality. With those same tools her clients become better employers, managers, and advisors to their clients. Robina also donates time to local organizations to educate youth about money tools and the importance of valuing self-worth over net worth.

Forlenza Joseph A
Bio: Joe Forlenza is a financial advisor holding the designations of Chartered Retirement Planning Counselor and Certified Financial Planner and specializes in retirement planning. Mr. Forlenza is a member of CalCPA, president of the San Diego Chapter and serves on CalCPA Council.

Setter Amber Patrice
Bio: Amber Setter is passionate about the development of leaders from the inside out. She is available for speaking engagements, training workshops, and private coaching. Setter coaches leaders at all levels, from staff to partner, and dreams of the day when all organizations will choose to hire coaches for everyone and not just a few executives at the top. With ten years of experience in the public accounting profession, Setter excels in her work with professional services firms, and is inspired by opportunities that advance the development of the whole person rather than just one’s technical proficiencies. Setter has her master’s degree in leadership studies from the University of San Diego and her bachelor’s degree in accounting from San Jose State University. She is a CPA and an International Coach Federation (ICF) Associate Certified Coach (ACC). Setter is on the board of trustees of the CalCPA Education Foundation, and is a mentor coach for Accomplishment Coaching.