DARYA ALLEN-ATTAR, BROADS CIRCLE FOUNDER, PRESENTS

Parking Information

Click here for the campus map. Area D-5 on the map shows the Student Center (building 113) where the luncheon will take place and parking is directly across the street. Attendants will be available to assist you and signage will be provided to direct you to the meeting location. Parking is $10 (cash).

Click here to view driving directions to the campus.

Broads Circle is going to Orange County! 

Please join us for our inaugural event in OC and meet some outstanding local women leaders. Learn how they have successfully led their companies through these difficult and challenging times.

Panelists:

CAROL GEFFNER, Ph.D.
President
Newpoint Healthcare Advisors, LLC
Irvine, CA

DEBRA BOELKES
CEO
Business World Rising
Newport Beach, CA

 
MEG O'TOOLE
President and COO
Dynamic Healthcare Systems
Irvine, CA

KERRY JOHNSON ANTHONY
President
Susan’s Healthy Gourmet (SHG),
LifeSpring Home Nutrition,
and Xan Confections
Irvine, CA

Moderator:
CAROL SCHANER
Partner
Gordon & Rees, LLP
Irvine, CA

Note that registered attendees for Broads Circle events will be added to our mailing list. If you do not wish to receive future communications from Broads Circle, please notify us at events@broadscircle.com.

Featured Speakers:

CAROL J. GEFFNER, PH.D.
President, Newpoint Healthcare Advisors, LLC
Irvine, CA

Carol Geffner has a recognized track record of building and transforming businesses and senior leadership teams that are seeking growth and revitalized competitive positioning. Carol has more than two decades of executive leadership and consulting experience working with a broad range of corporate clients including Fortune 50 companies, global professional service firms, entrepreneurial ventures and nonprofit entities. Dr. Geffner has led businesses and divisions ranging from $3 million to $200 million in size for privately held companies in a variety of industries, including healthcare and media. Her specialties include strategy development and execution, major systems implementation, business process improvement and large-scale transformation.

As President of Newpoint Healthcare Advisors, Carol will be leading the operations for a national healthcare advisory company that partners with hospital clients to tackle complex strategic affiliation and growth issues. With a team of consultants across the country who provide expertise in strategic transactions, merger integration, strategy and transformation, Newpoint works with Boards of Directors and executive teams on navigating change in today’s healthcare environment. The firm has offices in Denver, Los Angeles, Phoenix, St. Louis and Washington, D.C.

Prior to her current position, Carol was co-founder and CEO of ArpegioHealth, a national health care management-consulting firm focused on strategic growth and alignment for hospitals, senior living corporations and managed care organizations. Carol led Arpegio’s strategy practice, which focused on planning, strategy execution and large-scale transformation of health systems, including integrated delivery systems, insurance companies, public policy institutions and governmental agencies.

Dr. Geffner has held faculty positions at the Peter F. Drucker and Masatochi Graduate School of Management at Claremont Graduate School and Chapman University. She has served on the Board of United Way of Orange County and the Ralph Leatherby Center for Entrepreneurship at Chapman University. Carol has served as a member of Broads Circle’s Advisory Board since 2008.

Carol earned a Ph.D. from Claremont Graduate University, an MPA from the University of Southern California, and an undergraduate degree from the University of Toronto. Carol is also a certified Director from the UCLA Director’s Certification and Training Program.

DEBRA BOELKES
CEO, Business World Rising
Newport Beach, CA

Debra Boelkes is the CEO of Business World Rising, a leadership development services firm dedicated to the advancement of high potential business leaders and stronger, more innovative and inclusive leadership teams.  Deb has over 25 years of business development, sales, marketing and operational leadership experience in the high tech industry.

Prior to founding the original Business Women Rising division in 2009, Deb was Director of Worldwide Business Programs at QLogic Corporation, she directed a Software as a Service (SaaS) line of business at Arrow Electronics and was Director of Consulting Services at Fujitsu. Earlier in her career, she established a professional services organization at IBM. She originally began her career as a Systems Engineer at AT&T. 

Deb earned her BS degree in Business Administration and her MBA in Management Information Systems from the University of Rhode Island.

MEG O’TOOLE
President and COO
Dynamic Healthcare Systems

Meg O'Toole is a 35-year executive level healthcare industry expert whose distinguished career included company-wide responsibility for Medicare operations with Foundation Health Corporation and Health Net.  Her responsibilities included identifying new market opportunities, achieving enrollment and revenue objectives and coordinating all CMS communications. She also has held executive positions with CareMore Insurance Services, AHI Healthcare Systems and FHP. Meg also ran her own healthcare industry consulting practice for 12 years.

Meg is the Past President, Women In Business Orange County, California; President’s Committee Community Literacy Research Project; Past President, Board of Directors, WISE Place (women’s transitional housing program); and Member Long Beach Heritage Society. Meg earned her BS degree in Public Communications from Boston University and her MBA from Univeristy of Phoenix.

KERRY JOHNSON ANTHONY
President
Susan’s Healthy Gourmet (SHG), LifeSpring Home Nutrition, and Xan Confections

Kerry Johnson Anthony is in charge of managing and growing three companies in her role as president of Susan’s Healthy Gourmet (SHG), LifeSpring Home Nutrition, and Xan Confections, while also being a dedicated full-time mom to her three young children. She has been an integral part of SHG since the company started delivering fresh and healthy calorie-controlled meals twice weekly to homes and offices in 1996. While SHG bears her mother’s name, Kerry is a highly successful go-getter in her own right, working her way up the ladder and learning every position before moving into management – even running SHG’s Los Angeles branch on her own for three years. In 2004 (only age 31 at the time), Kerry was appointed president of SHG and sister company LifeSpring Home Nutrition.

Kerry oversees the ever-important day-to-day duties and wears many hats: She manages the accounting staff, human resources, disciplinary matters, legal issues and marketing for SHG, LifeSpring and Xan. She is the true champion of the corporate culture and integrity and works to ensure that customer service is top notch. Perhaps one of the most important roles Kerry plays is being a vital partner with mother Susan Johnson in the strategic planning and growth of the companies. Kerry truly understands what the heart of SHG, Xan and LifeSpring is all about, which has ultimately led to the companies’ continued success.

Kerry believes success is achieved through constant evolution and learning. She earned an MBA in management and marketing from Loyola Marymount University while working full-time, applying classroom tools directly to the company. She continues to grow as a member of Vistage. As an advocate for children’s health, Kerry has also participated in the CHOC Follies to provide healthcare and research for pediatric diseases. Kerry served on the Advisory Board of the OC Performing Arts center and is currently on the Board of the Ashland Home – a recovery home whose purpose is to provide a safe and caring environment for women to get sober with dignity and build a foundation for recovery. Other nonprofits that have benefited from generous donations and volunteer time from Kerry and SHG include: A Walk to Remember, Susan G. Komen for the Cure, American Cancer Society, NAWBO-OC and Alzheimer’s society.

Moderator:

CAROL SCHANER
Partner, Gordon & Rees, LLP
Irvine, CA

Carol Schaner is a partner in the Orange County office. Ms. Schaner is a Certified Tax Specialist from the California Board of Legal Specialization, as well as a Certified Public Accountant. Her practice focuses on taxation (planning and controversy), business planning, charitable giving, representation of nonprofit tax-exempt organizations, and estate planning.

Ms. Schaner has been appointed to numerous leadership positions in her profession, including serving as a member of the California Board of Legal Specialization (2005-2008), the Chair of the California Board of Legal Specialization Taxation Law Advisory Commission (2002-2003), a member of the California Board of Legal Specialization (2002-2003), and a member of the Taxation Law Advisory Commission (2000-2003).

Ms. Schaner has served as an adjunct faculty member at Chapman University School of Law teaching Federal Estate and Gift Taxation, and Nonprofit Organizations; The Academy of Multidisciplinary Practice, Inc. at Michigan State University; and at The Heritage Institute.
 
Ms. Schaner has an extensive record of published articles, journals, research letters, and regulatory advisories, as well as being a frequent speaker at many local and national legal, business, and community service organizations.

Host:

Darya Allen-Attar
Founder, Broads Circle
Financial Advisor

Darya founded Broads Circle in 2008 with the goal of creating an exclusive network of businesswomen and the professionals who work with them. The networking meetings began as invitation-only bimonthly breakfasts featuring guest speakers such as C-level women executives who shared their insights and lessons from the field. Since then, our membership and event attendance continues to grow and Broads Circle has added evening cocktail events featuring nationally recognized speakers.

With 22 years of experience in financial services, Darya's forte is strategic wealth management for families and foundations. She is a CPA and Personal Financial Specialist (PFS), and obtained her MBA from Fordham University. Darya has taught as an adjunct professor of Finance at New York University and has authored many financial planning articles.

Darya is married with three children, lives in Pacific Palisades, CA, and currently serves on the Board of the Westside YMCA, in addition to her position as Broads Circle Founder and Chairwoman.

AGENDA

Event Fee: Registration fee includes lunch and program.

There will be no at-the-door ticket sales - you must register above by purchasing a ticket in advance. Please print out your confirmation of registration and bring it with you to the event. Questions or problems with registration?  Contact kim@broadscircle.com for assistance.

There will be no refunds issued for this event.

MEMBERSHIP

Membership in Broads Circle is by application and approval ONLY.
If you are interested in becoming a member, please submit your request including your full contact information to  kim@broadscircle.com.

ANNUAL CORPORATE SPONSORS

Broads Circle Advisory Board:

DARYA ALLEN-ATTAR, Financial Advisor, Founder and Chairman

CHERYL A. CALHOUN
Director, CBIZ Accounting, Tax & Advisory Services, LLC

JOY CHUDACOFF, Founder, Smart Women Smart Solutions
Coaching and Consulting Services for Women

FAY FEENEY, CSP, ARM
CEO, Risk for Good

CAROL GEFFNER, PhD
CEO, ArpegioHealth, LLC

DANA HOLLINGER, J.D.
The Dana Hollinger Group

JOCELYN TETEL
Vice President Advancement, Skirball Cultural Center

LINDA WHALEN
Associate Director of Communications, Ernst & Young LLP

TRACY WILLIAMS, President & CEO
Olmstead Williams Communications, Inc.