Tori Dunlap
CEO & Founder of Her First $100K
Tori Dunlap is an internationally recognized money and career expert, New York Times bestselling author, and podcast host. After saving $100,000 at age 25, Tori quit her corporate job and founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. Author of the instant New York Times bestselling book Financial Feminist and host of the related No.1 business podcast, a Forbes 30 Under 30 honoree, and co-creator of investment education platform Treasury, Tori has been featured on Good Morning America, TODAY, CNN, BBC, and more.
Featured Speakers
Ashley Bleckner, CFP®, CDFA®, M.A. (She/Her)
Ellevest Managing Director & Wealth Advisor
Ashley Bleckner is a seasoned financial advisor guiding individuals, families, and foundations through the complexities of wealth — investing in public and private markets, navigating financial transitions, or aligning portfolios with personal values through sustainable investing. As a passionate advocate for women’s financial empowerment, Ashley helps her clients move from uncertainty to clarity and confidence.
Judy Chambers
Meketa Investment Group Managing Principal & Private Markets Consultant
Judy Chambers is a private markets consultant with 25 years of industry experience, specializing in alternative investments for private equity, venture capital, and infrastructure asset classes. She provides advice/services to numerous institutional investors, including the development of emerging manager platforms and special investment vehicles. In addition to her consulting responsibilities, Judy is a member of Meketa’s Board, Emerging and Diverse Manager, Private Markets Policy, Private Markets Research, and Opportunity and Access Leadership Committees.
Marcie Frost
CalPERS Chief Executive Officer
As CalPERS CEO, Marcie Frost oversees a $2.4 billion annual budget and three lines of business: pensions, health benefits, and investments. With an investment portfolio of more than half a trillion dollars, CalPERS is the largest U.S. public pension plan, administering a defined benefit retirement system for 2.3 million California public employees and their families. CalPERS is also the nation's second-largest purchaser of health care, covering more than 1.5 million lives. Prior to joining CalPERS, Marcie spent 30 years as a public servant in Washington State, where she was named executive director of the Washington State Department of Retirement Systems.
Jennifer Gonzales
Napa Chief of Police (Retired)
Jennifer Gonzales was appointed Napa chief of police in 2021. She started her law enforcement career in Chico in 1993, where she worked extensively in Patrol, Administration, Detectives, and Youth Services divisions. Her Napa chief of police leadership roles included serving on the NEWS (Domestic Violence/Sexual Assault Victim Services) Board, California Massage Therapy Council Board, and Napa County Juvenile Justice Coordinating Council, and an appointment by Gov. Gavin Newsom to the State 9-1-1 Advisory Board. After 32 years of public service, Jennifer now provides training and education in business, educational, and professional arenas.
Marcie Kahbody
California State Transportation Agency (CalSTA) Chief Information Officer & California Department of Transportation (Caltrans) Agency Information Officer
Marcie Kahbody currently serves a dual role as agency information officer for CalSTA and chief information officer for Caltrans. In these roles, she oversees IT responsibilities for all agency boards, offices, commissions, and departments, including the California Department of Motor Vehicles, Caltrans, California Highway Patrol, California High-Speed Rail Authority, and others. Marcie is passionate about the power of diversity, relationship-building, and innovative policy approaches. She is particularly dedicated to mentoring emerging leaders and believes that success begins with a "People First" mindset.
Fiona Ma
California State Treasurer & CalPERS Board Ex Officio Member
Treasurer Fiona Ma, CPA, is the first woman of color and the first woman certified public accountant elected to the position. As the banker for the world’s fourth largest economy, her office is responsible for providing financing for schools, renewable energy, housing, manufacturing, recycling, hospitals, and other crucial projects that better the lives of residents. She also oversees a myriad of savings and investment programs to help Californians save for what’s next in their lives. Her decades-long leadership career includes serving Californians as an Assembly member, Board of Equalization member, and San Francisco supervisor. She currently is a CalPERS and CalSTRS Board of Administration member.
Lisa Montanaro
Productivity Consultant, Executive & Career Coach, Organizational Development Strategist, UC Davis Instructor
Lisa Montanaro is founder and CEO of Lisa Montanaro Global Enterprises, LLC. She is an accomplished trainer, speaker, certified productivity consultant, and team development and peak performance coach. Her psychology and law background combined with former employment in private sector, public sector, and higher education gives Lisa unique insight into working professionals’ lives. Her articles have been published in numerous online and print publications, and she is a frequent guest expert. Lisa is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful and More Organized Life.
Dr. Diana E. Ramos, M.D., MPH, MBA
California Surgeon General
California’s first Latina surgeon general, Dr. Diana E. Ramos is dedicated to advancing the health and wellbeing of all Californians. In addition to her 30 years as a clinician, she has served as the assistant deputy director of chronic disease prevention at the California Department of Public Health and as Los Angeles County’s director of reproductive health. She has also held key positions with the American College of Obstetricians and Gynecologists, the American Medical Association Foundation, Women’s Preventive Service Initiative, and the National Hispanic Medical Association. Diana earned her medical degree from USC’s Keck School of Medicine and serves as an adjunct associate professor.
Suzanne Rivera
McKinsey & Company Partner
Suzanne Rivera has led much of McKinsey’s work with the state of California focused on health and human services. She has deep expertise in public-sector transformation, stakeholder engagement, and health care innovation. She led McKinsey’s COVID Client Response globally and efforts across several U.S. states. Suzanne’s work spans state-level behavioral health, Medicaid plan oversight, public health modernization, and customer experience transformation. She is also a leader of the McKinsey Health Institute (MHI), McKinsey’s nonprofit-generating entity dedicated to improving global health outcomes and advancing health equity.
Dr. S. Monica Soni
Chief Medical Officer & Chief Deputy Executive Director, Covered California
Dr. S. Monica Soni is the chief medical officer and a chief deputy executive director at Covered California, leading the organization’s Health Equity and Quality Transformation division. In this capacity, she is responsible for health equity, health care strategy, medical policy, and other clinical operations to continuously improve not only the health services provided through Covered California’s contracted health plans, but also California’s delivery system. She is a board-certified internal medicine physician with more than a decade of experience working in both inpatient and outpatient settings and continues to see patients.
Melissa Stolfi
TCW Executive Vice President & Global Chief Operating Officer
Melissa Stolfi is the executive vice president and global chief operating officer for TCW. She supports the day-to-day operations of the firm’s investing businesses and helps lead strategic growth initiatives. Melissa previously spent nearly 15 years at Goldman Sachs Asset Management, where she was a managing director, as well as chief operating officer and head of business strategy of the $300 billion public-equity business. She began her career with Deloitte’s securitization transactions practice. Melissa is passionate about women in investing, and served as a champion for the Girls Who Invest program at Goldman Sachs.