Join Jacki Zehner and Robin Hauser, acclaimed filmmaker and infertility awareness advocate, for a poignant LinkedIn Live Conversation on the intersection of Money + FERTILITY.

Join Jacki Zehner and Jill L. Coil, legal expert, on a LinkedIn Live Conversation, as they examine the varying legal needs of individuals and families in the areas Money + DIVORCE.

Join us for a LinkedIn Live Conversation with Jacki Zehner and Dr. Jatali Bellanton, accomplished investor, author and financial educator, as they delve into the intersection of Money + KIDS.

Dr. Jatali is the founder and author of a youth financial literacy book, which she has utilized to offer financial curriculum to over 300 schools across the United States. As a mother with expertise in empowering families navigating financial conversations, she will provide practical strategies for raising money-smart children during her dialogue with Jacki.

Tune in for a conversation on how to instill financial values in children and create healthy money habits for the whole family! Join our online community conversations!

SheMoney / GIVE
ACCELERATE YOUR FUNDRAISING: WORKSHOP
THURS, APRIL 4th / 1PM–5PM, Kiln. SLC

Join us for a deep dive & sharpen your leadership fundraising skills with global expert, Kathy LeMay.

What works for us in fundraising? What doesn’t work? What gets in the way of our fundraising successes, and how do we unearth and address those barriers in order to sharpen our fundraising leadership?

With respect to A Bolder Way Forward, how do we catalyze more funding to all the organizations those affiliated with this historic initiative? Is there be a way to work together on a collective funding strategy?

Welcome to GIVE, a SheMoney initiative to support professionals doing the hard work of raising money capital for Utah based non-profit organizations focused on women+ and girls. In partnership with A Bolder Way Forward, we hope to gather those of you that are tasked with raising critical revenue for your organization.

This four-hour workshop, led by global philanthropic and fundraising expert, Kathy LeMay, will be designed to elevate your individual—and our collective—ability to champion for much needed resources to advance our individual, and collective, work. Based on Kathy’s decades of experience in leading these types of trainings, and informed by our kick-off meeting on March 21st, we believe this workshop will be power-packed, and Utah focused. (strengthen ou

Priority registration will be given to professionals who work with organizations affiliated with the Bolder Way Forward Initiative. This workshop is designed for those primarily responsible for the fundraising efforts.

Workshop fee $50.

Join Jacki Zehner and Abby Davisson, award-winning leader, author, and holistic decision-making expert, for a captivating LinkedIn Live Conversation on the intricate relationship between Money + LOVE. 

Abby and her co-author, Myra Strober, of ‘Money and Love: An Intelligent Roadmap For Life’s Biggest Decisions’ developed a simple framework to help people cut through the complexity, slow down their decision-making and feel more confident about their decision-making process. They call their framework the 5 C’s: Clarify, Communicate, Choices, Check-in and Consequences. 

Tune in for a thought-provoking discussion that promises insights into the intertwined realms of finance and relationships.

SheMoney / GIVE
ACCELERATE YOUR FUNDRAISING
THURS, MARCH 21 / 11AM-12PM

A SheMoney Series hosted on ZOOM with global fundraising expert Kathy LeMay

Let’s imagine more. More financial resources flowing into the many non-profit organizations that aspire to make Utah a state where all people can thrive. SheMoney and A Bolder Way Forward are working together to bring content, expertise, community and leadership to ALL the non-profit organizations and networks that have as their primary focus the needs of women+ and girls.

Who should join this call? If you work as a professional, or volunteer, involves raising money for an organization who primarily focuses on serving the needs of women+ and children in the state of Utah.

Join us on March 21st at 11:00 AM MST (via Zoom) for an interactive discussion with global fundraising expert, Kathy LeMay. Following brief remarks from Dr. Susan Madsen and Jacki Zehner, Kathy will share insights from her decades of work as a gender-intelligent philanthropic movement builder. Kathy will also explore internal and collective identity work as it relates to fundraising. Then, we want to hear from you!

• If you could wave a wand and gain one new fundraising skill, what would that be?

• What specific challenges do you face raising money for women+ and girls in the state of Utah?

• Do you feel powerful and effective in your role as a fundraiser? If not, what do you need to get there?

By the end of this session, our goal is that you will be able to more fully apply your many leadership skills to your fundraising efforts. Your insights will then help set a direction for a half-day fundraising workshop, led by Kathy in Salt Lake City, on April 4th. We hope to summarize the learnings from this call to inform additional efforts catalyzing funding for organizations working to make Utah a state where women+, girls and families thrive.

Join us for a conversation with Courtney Leimkuhler, Managing Partner at Springbank at Kiln Park City.

Springbank is a early-stage fund that invests in companies that are building the tools, products and services that define the future of inclusive work, the new care economy, and the next wave of financial progress. SheMoney founder, Jacki Zehner, will briefly interview Courtney about their investment thesis, the current funding climate, exciting new companies, and more. There will be lots of time for connecting and questions.

Learn more about Courtney, Springbank and their portfolio companies.

Courtney Leimkuhler is the Co-Founder and Managing Partner of Springbank Collective, a venture capital firm investing in the new care economy, the future of inclusive work and the next wave of financial progress.

Before founding Springbank, Courtney was the Chief Financial Officer of Marsh, the world’s leading corporate insurance broker with 35,000 employees in over 100 countries. Previously, Courtney spent a decade at the New York Stock Exchange from pre-IPO through the sale of the public company in 2013. She served as a member of the Management Committee and the Head of Corporate Strategy and M&A during a transformational period for the company and the global exchange industry. Courtney began her career at Goldman Sachs.

Courtney serves as a board member or advisor to several companies including New Front, Dandi, Parento, Orchard, Coverwallet (sold to Aon in 2020), Betterment and Asta Capital.

Courtney is a graduate of Harvard College summa cum laude and Harvard Business School where she was a Baker Scholar. Courtney and her husband live in New York City with their two daughters.

A special thank you to our Partner Sponsor: Zions Bank

Thank you to our Event Host: Kiln and our Beverage Sponsor: Zions Bank

*While our events and offerings are catered to women+, we welcome and invite all men and allies who share our values for a more equitable world!

RSVP >

RSVP HERE

Join us on February 7th for the inaugural SheMoney book club, where we will be discussing The Psychology of Money by Morgan Housel. We invite you to read our book review here, of course read the book itself, and bring your top takeaways to what surely will be a lively discussion.

Money. Get Curious.

SheMoney was excited to host Barbara Annis, the author of 5 transformational books, a world-renowned expert, researcher, and consultant whose work on gender intelligence illuminates the intricacies of gender dynamics, fostering inclusive environments and empowering effective collaboration.

Our conversation with Barbara included topics like the 7 common pitfalls for women in business, the power of authenticity, and how to build your credibility and personal networks. And while we can all level up our knowledge and skills, we also recognize that many organizations are not working for women. To attract and retain a more diverse workforce companies must evolve to become more inclusive.

Whether you are someone who is looking to advance your own career, or someone who is an executive responsible for managing the careers of others and advancing your company’s diversity and inclusion efforts, this session was for you.

A special thank you to our Partner Sponsor: Zions Bank

Thank you to our Event Host: Kiln and our Beverage Sponsor: Vine Lore Wine & Spirits

*While our events and offerings are catered to women+, we welcome and invite all men and allies who share our values for a more equitable world!

We were honored to host Chantel Chapman, Founder of Trauma of Money™ for an event catered to finance and health professionals.

Financial trauma takes many forms. Understanding what it is and how it may present in clients can lead to greater levels of financial engagement and wellbeing.

So much time and effort is spent on advancing financial ‘literacy’, and yet multiple surveys indicate that the majority of American adults are not only financially illiterate, but experience challenging money disorders including financial avoidance, overspending, excessive risk taking, risk aversion, and financial fawning. While open to all, this session was geared towards financial services professionals, and professionals working in the mental-health and wellness arenas.

Compassionate takeaways include:

• Recognizing different money narratives that shape behaviors and relationships with money.

• Exploring common money disorders and the approaches that disempower them.

• Understanding why unhealed trauma can be a barrier to financial literacy.

• Using somatic experiencing, nervous system awareness, and neuroanatomy to help clients find ‘windows of resilience’.

SheMoney and Zions Bank were thrilled that we got to host Chantel Chapman, the founder of Trauma of Money™, for her first visit to Utah.

Trauma of Money™ (TOM) is a unique financial literacy and psychoeducation program that brings together the psychology of scarcity and the fundamentals of trauma to help us understand and evolve how we relate to money. Discover nurturing frameworks that put financial healing before financial literacy for more effective, engaging financial experiences.

A special thank you to our Partner Sponsor & Event Host: Zions Bank

Mocktails were provided by: Vine Lore Wine & Spirits

A lunch + learn workshop with Chantel Chapman, CEO and Founder of Trauma of Money.

Our relationship with money is far more complex than the amount of money we have. It is about having healthy beliefs and behaviors and gently working through our financial trauma. This lunch and learn session was open to anyone who wanted to begin or advance their journey to sustained financial independence and wellbeing.

We compassionately explored research-based ideas around:

• Financial Trauma and the Brain

• Depersonalizing Financial Shame

• The Psychology of Scarcity

• Common Money Disorders

• Trauma of Money Method’s 6-layer Model of Healing

This session was hosted by SheMoney & Trauma of Money™ (TOM) founder, Chantel Chapman, a spacious, focused discussion that explored how trauma impacts the mind, and, in turn, our relationships with money and financial wealth.

A special thank you to our Partner Sponsor: Zions Bank

Thank you to our Event Host: University of Utah Executive Education

A LinkedIn Live Conversation with Ashley Bell and Jacki Zehner

Jacki Zehner had a conversation with Ashley Bell about the history and importance of Black-owned banks in the United States, and closing the racial wealth gap. Ashley is the CEO of Ready Life, General Counsel for the National Black Bank Foundation and the $250 million Black Bank Fund, and incoming Chairman for the newly formed Redemption Bank.

Whether you’re a solopreneur, small business owner, or building the next unicorn, it takes money to build a business! Understanding how to best finance your business is one of the most critical parts of your journey to success. And it can also be one of the most overwhelming and daunting.

Jacki Zehner and Stefanie Sample, Founder and CEO of Fundid had a conversation on LinkedIn Live about the capital landscape. Watch the recording HERE.

MISSED THE EVENT? CHECK OUT OUR FUNDING RESOURCE GUIDE

Whether you’re a solopreneur, small business owner or building the next unicorn, it takes money to build a business! Understanding how to best finance your business is one of the most critical parts of your journey to success. And it can also be one of the most overwhelming and daunting. SheMoney, Kinect Capital and Womenpreneurs as well as expert guest speakers had an interactive workshop designed to:

• Learn more about the capital landscape and the possibilities that exist for all types of businesses, whether you’re a one-woman-shop or on a mission to scale.

• Identify the type of capital that’s appropriate for your startup or small business at your current stage of growth.

• Deep dive into that category of funding to make sure you know how/where to access it, what’s required during the process, and the next steps you’ll likely need to take.

Each breakout session was led by subject matter expert(s) and included an overview of key terms, important considerations, and tangible next steps to pursuing that financing option.

• Equity Financing

• Debt Financing

• Alternative Financing

• Grants & Non-Dilutive Financing

Breakout Session Details:

Equity Financing - Session Leads: Tara Spalding & Kimmy Paluch
Equity investment, a way for a business to raise funds by selling ownership in the company to investors, is one of the most widely discussed funding options for startups. But what’s not talked about as often are the various types of equity investment and the nuances and essential considerations behind each. To help make sense of it all, our experts will provide an overview of the basics of equity financing for startups, including different types of equity funding (think Angel investment and venture capital investment), how they work, and what entrepreneurs need to know to navigate the process effectively.

Debt Financing - Session Lead: Stef Sample & Waruni Murphy
Debt financing has long been a go-to for funding businesses. And now, more credit products are available to small businesses and startups than ever before, from traditional bank loans and lines of credit to new peer-to-peer lending platforms. But understanding which are a fit for your business and how to access them can feel overwhelming. Breakout session experts will walk us through the many options available, as well as important considerations to take into account, from fees and repayment terms to the relationship between personal credit and your business.

Alternative Financing - Session Lead: Kirsten Horning & Spence Thunell
Not every business is a fit for more traditional forms of debt and equity financing. And other businesses may want to explore additional, and often more flexible, options to add to their funding mix. Whatever the reason, alternative financing can be a great way to grow your business instead of, or alongside, a bank loan or investment from a traditional VC. We’ll dive into several options, including crowdfunding and revenue-based financing, to better understand the exciting opportunities outside the conventional equity and debt landscape.

Grants & Non-Dilutive Financing - Session Lead: Cleopatra Louise
Non-dilutive financing is a broad category that covers any funding you get without giving away any ownership of your company. For this breakout session, we’re zeroing in on the types of non-dilutive financing that come at no cost. We’ll talk about all the creative ways that business owners can access funds or resources (i.e., business services) that don’t require giving away ownership, have no fees, and don’t require repayment, from private grants to federal grants, uncovering untapped revenue sources, and more.

In addition to the breakout sessions, we had bites, sips, and the opportunity to connect with other founders and business owners!

A special thank you to our Partner Sponsor: Zions Bank

Thank you to our Event Host: Kiln and our Beverage Sponsor: Vine Lore Wine & Spirits

*While our events and offerings are catered to women+, we welcome and invite all men and allies who share our values for a more equitable world!

April is Financial Literacy Month! SheMoney hosted a workshop designed to further your financial wellbeing.

Jacki Zehner, founder of SheMoney kicked off the workshop with a group session where she shared her own money story, and present our financial wellness and 7 Money Moves frameworks. Attendees was then invited to pick ONE of the four breakout sessions, lead by industry experts, that are aligned with where YOU are on YOUR financial journey. Getting grounded was about understanding credit and managing debt, and the other three will be focused on various aspects of Investing, our favorite money move.

A special thank you to our Partner Sponsor: Zions Bank

Thank you to our Event Host: Kiln and our Beverage Sponsor: Vine Lore Wine & Spirits

*While our events and offerings are catered to women+, we welcome and invite all men and allies who share our values for a more equitable world!

The second session in our SheMoney Workshop series was Overcoming Overwhelm: Becoming Your Own Best Thinking Partner. We asked our community "What are your greatest challenges to be effective leaders and business owners?" At the top of the list was trying to do it all. Guess what? You don’t have to!

This workshop was designed to help you move through that feeling of overwhelm towards a more self-aware, effective, and joyful self. Attendees learned the tools of high-quality inquiry, experimentation, empathy, and collaboration in this dynamic workshop with CORE Thinking Partners, who have over 50 years of expertise they are excited to share with you.

Key Takeaways:

• Ways to Shift from believing “I Can’t Do It All” to a Possibilist Mindset.

• Understand how to use high-quality Inquiry as a thinking navigation tool.

• Your personal Inquiry Biases and blind spots, and and how they may be impacting your thinking

• How to collaborate with your own mind, and identify areas of thinking support.

• The practice of using Inquiry with another person to generate possibilities where you feel stuck.

Toolkit:

• Rut to river stories and how they influence your SheMoney Wellness wheel (print)

• Ladder of influence: awareness of when we go up the ladder and how to come down through inquiry & high quality inquiry cheat sheet

• Inquiry Compass

Facilitator Bios:

Angie McArthur is Co-founder and principal at CORE Thinking Partners, and coauthor of the books "Collaborative Intelligence" and "Reconcilable Differences." She is also part of the Penguin Random House Speakers’ Bureau as a keynote speaker. She grew up in the International School system, and received her BA in Communication Theory from McGill University. She is certified as a Mindfulness Teacher and has trained over 40 Thinking Partners in her proprietary coaching methodology.

Previously Angie was President of Bleeker, Inc. and CEO of Professional Thinking Partners, and founder of the Worldwide Women’s Web, a network formed to develop and retain women in corporate leadership roles. Since 1998 she has facilitated and designed global conferences, Executive Champions workshops, leadership and renewal retreats, corporate training programs, and ongoing one-on-one Thinking Partnerships. She has served as a Thinking Partner to CEOs, executives and emerging leaders and entrepreneurs. She has worked across a broad spectrum of industries including food, finance, insurance, and tech; and her clients range from Fortune 500 clients to start-ups: Amazon, Infobip, Royal Dutch Shell, Nike, Google, GE, One Equity Partners, Mozilla, Schlumberger, Society for Organizational Learning, and the US Department of Defense.

LUANA is an Executive Thinking Partner at CORE. She uses curiosity, humor, candid observations, somatic experiencing, story, and compassion as she works with corporate leaders developing essential resources. Luana facilitates workshops in trust, charismatic connecting, developing inquiry skills, honing thinking talents, navigating conflict, building inclusive cultures, collaborative intelligence, and launching new projects. She is the author of "What Makes That Black? The African-American Aesthetic in American Expressive Culture." Currently, she is researching the role of Black Cultural Intelligence as an asset in executive leadership. She is an avid gardener, bocce and badminton player, and a long-standing student of theoretical quantum physics.

Learn more about Core Thinking Partners

A special thank you to our partner sponsor: Zions Bank

Thank you to our event host: Kiln and our beverage sponsor: Vine Lore Wine & Spirits

SheMoney was thrilled to kick off 2023 with the first session in our new workshop series: The Power of Intention. Intention is a catalytic tool to guide attention, and more importantly, willful direction.

During this session, guest facilitator Rasa DiSalvo tackled the challenge of why traditional goal setting often fails and what you can do instead to increase your prosperity in 2023 and beyond.

We hosted two sessions of this workshop to make it as accessible as possible to our community near and far! A virtual workshop will be offered via Zoom online community from all over the world, and an in-person session will be held for our local community in Utah.

Key Takeaways

• Intention tool (that works!) by using SheMoney Wellness Wheel

• Why intention is so powerful (to the brain)

• What has been getting in your way, How Money Mindset influences your wealth

• How to overcome your money blocks

• Live Q&A and Spot Coaching

Facilitator Bio

Rasa DiSalvo is a business, high-performance and transformational coach, speaker, and athlete. Rasa has coached founders, pro-athletes, Hollywood celebrities, corporate executives, and CEOs across the globe guiding them to achieve outstanding results.

She is a sought-out speaker and has streamed many live webinars about tapping into your Champion DNA, unlocking your money mindset, and reaching your highest potential to build a thriving business, career, and life.

To learn more about Rasa, visit https://www.rasadisalvo.com/

SheMoney presents Spend. We celebrated the incredible community of women+ owned businesses we have in the Salt Lake City and surrounding areas.

• 4pm-7pm (Private - Spend. Business Owner Convening + 1 guest + Event Sponsors)

• 7pm-9pm (Registered Guests - Community Celebration)

Thank you for our event sponsors and community partners!

Title Sponsor / Zions Bank

Amplify Sponsors / Scott Anderson, Method Communications, Comcast, Catalyst Opportunity Funds, UMOCA, KeyBank, Vine Lore, In the Event, Culinary Crafts

Connect Sponsors / JP Morgan, Bement & Co., Polsinelli, The University of Utah, Struck, Michael Stars, Khalm Skincare, PEG Companies, Mountain Aesthete, West Tenth

Media Partners / Comcast, Salt Lake Tribune, Method Communications

Shop. Support. Subscribe. from the businesses in the Spend. guide.

*Disclaimer: Hours from 4pm-7pm MST are exclusively for Spend. business owners, their +1, and event sponsors only. All other registered guests are invited to join us for the community celebration from the hours 7pm-9pm MST.

Jacki Zehner had special guest, Julia Lipton, for a LinkedIn Live for a conversation on “Investing in Web3”Julia Lipton is General Partner and Founder of Awesome People Ventures.

Before starting Awesome People Ventures, Julia ran growth and revenue teams at three startups. The most recent was acquired by One Medical, pre-IPO. She’s obsessed with finding early startups, helping people, and creating value!

Thank you for all those who joined us live!

We were so thrilled to host Tracy Gray, founder of The 22 Fund, and Gayle Jennings O'Byrne, founder of the WOCstar Fund! We learned more about how they are activating women’s financial power for change through The Ally Capital Collab, an initiative they created to channel more investment to VC funds led by Black and Brown women.

“The marches and protests may have stopped, but the work hasn’t.”

Just 0.6% of all VC funding goes to Black or Latinx women-led companies. Not only does this illustrate the staggering inequities of our financial systems, but it also represents a massive missed economic opportunity: the US GDP has lost over $500 billion by not investing in Black women, and a total of $16 TRILLION because of systemic racism.

To address this gap, Tracy and Gayle are reimagining access to capital by creating more visibility and support for and, ultimately, investment into funds that are specifically designed to invest in these overlooked and underestimated founders.

Thank you for all those who explored the power of activating women and galvanizing our finances to create change with us!

Jacki Zehner and Claude Grunitzky, Founder of Equity Alliance, had a live conversation about the current landscape of venture capital, the untapped power of social capital, and the impact possible in supporting diverse fund managers and founders.

The Equity Alliance seeks to democratize access to capital and expand opportunities to partner with investors and entrepreneurs who would otherwise remain outside of our collective field of vision.

Through investment, collaboration, and education, the Equity Alliance is partnering with diverse, mission-aligned fund managers, providing strategic value that goes beyond capital.

Hosted by Jacki Zehner, with special guests Maureen Pelton & Charlie Hartwell on LinkedIn live.

Maureen and Charlie are Co-Founders of ShiftIt Institute and partners at Bridge Builders Collaborative. Not only are they married, but they have also blended their backgrounds to help ignite consciousness, inspire human potential, and create a paradigm shift. Their investment thesis started with a focus on the wellness of the individual as it relates to mindfulness, meditative practices, and mind-training to support human consciousness. Over the years, they have further developed a 'going deeper' approach. In this new phase of their work, together with the other partners at the Bridge Builders Collaborative, they are focusing on deeper levels of mental health, consciousness, and spirituality. Some of their notable early investments include InsightTimer, Pear Therapeutics, Muse, and Headspace.

Thank you for joining our conversation on this unique investment thesis and learning how we can put our capital to work to create the world we want to live in.