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Event Info | Sessions | Event Registration |


Becoming a Conscious Advisor: The Energy of Money | 4194250A CANCELED
Date: November 18, 2019
Location: CalCPA Boardroom - Burlingame
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 a different kind of coach; a blend of grace and warrior spirit that compels her to bring up the un-discussable and un-cover the undiscoverable. Her clients are the best at what they do - yet they still hunger for education. They choose Amber because of her intellect, authenticity and drive to educate them in ways they've never experienced. Amber is a national expert on building coaching cultures within the accounting profession. Her professional experience includes serving as an internal and external coach for high-potentials, facilitating and coaching within leadership development experiences and building an entire learning and development function. Amber works with a select number of clients and organizations through her private practice. Beyond coaching, Amber delivers training and keynote conversations for leadership programs and retreats. Amber holds a Masters of Arts in Leadership Studies from the University of San Diego and a Bachelor of Science in Business Administration, Accounting from San Jose State University. She is a graduate of Accomplishment Coaching - an ICF accredited Coaches Training Program- and also completed their Advanced Leadership Program while serving as a Mentor Coach. She completed the entire ORSC™ series. The ORSC approach shifts the focus of coaching from the individuals to the relationship within a group, team or system. This model creates more sustainable and resilient teams and families.