WSJ Prints Barron's Top 100 Women Financial Advisors

The WSJ on Tuesday June 6, 2017 carries a 10 Page supplement with the rankings of the Top 100 Women Advisors.    Available from Barron’s on line here unless you get the WSJ starts on S1. 


  • Annual special report
  • 17 new names to the list
  • Author Steven Garmhausen
  • What leaders recommend
  • Ranked from 9 categories which is more than team assets 

Thoughts from Jennifer Marcontell, Edward Jones; Maureen Raihle, Merrill Lynch Private Banking and Investment Group; Anne Golden, First Republic Investment Management; Cheryl Holland, Abacus Planning Group; Deborah Montaperto Morgan Stanley Private Wealth Management. 

We suggest you read the profiles. 

Artwork from Barrons. 

Michelle Huff - CMO of Act-On Discusses Machine Learning - CRM Radio

Listen while you work from a 20 Women to Watch Winner

“Machine learning” for some is a buzz word that may or may not have substance behind it.  Defined as a field of computer science, machine learning gives computers that use algorithms the ability to learn from and to make decisions without programming based on data.[i]   In this interview with Michelle Huff CMO of ACT-On we learn how ACT-On is using ML to drive decisions that help their users sell more.  The host is Jim Obermayer.

Crm-20170323-huff-tweetAbout our Guest Michelle Huff

Michelle is Act-On’s Chief Marketing Officer, and oversees the company’s brand, demand, and customer expansion marketing efforts. Michelle comes to Act-On with 17+ years’ experience helping market leading companies, including Salesforce and Oracle, connect customers with technology solutions to grow their business. Most recently, Michelle was GM of Salesforce’s division after having served as the VP of Marketing for the group. Prior to her tenure at Salesforce, Michelle was a Senior Director at Oracle and a Senior Product Marketing Manager at Stellent (acquired by Oracle). She holds a B.A in Business Administration from the University of Washington.

About Act-On:

Act-On Software is a marketing automation company delivering innovation that empowers marketers to do the best work of their careers. Act-On is the only integrated workspace that powers the customer experience from end-to-end, from brand awareness and demand generation, to retention and loyalty. With Act-On, marketers can drive better business outcomes and see higher customer lifetime value. Act-On is squarely focused on the success of its customers and offers consultant-level quality with everyday customer support. Act-On has been recognized for its superior product and rapid business growth by Deloitte, Forbes, and Inc. Magazine. For more information, visit Act-On Software.

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

IStock_000022132972SmallFor priceless free membership in the Sales Lead Management Association go here.

Is Account Based Marketing Correct for Your Company? Cari Baldwin Square 2 Marketing Podcast

Cari Baldwin is one of the 20 Women to Watch in Business for 2017.

Some will say, ABM is right for any company now that technology more easily assigns content by person/title and tracks interactions, but seriously is ABM right for a company with thousands of potential buyers?  After all, ABM is more than the technology behind the database. During this program we delve into Account Based Marketing with Cari Baldwin, Chief Revenue Officer for Square 2 Marketing.  Once the prime question is answered we will discuss the steps to create an ABM program.  The host is Jim Obermayer

Tweet-600-x600-CRMRadio-20170406-baldwin (1)
About our Guest Cari Baldwin - Chief Revenue Officer

Cari is a seasoned demand generation expert, recognized thought leader and frequent industry speaker on marketing trends and technology.  She is focused on ensuring the firm drives marketing strategies and programs that deliver measurable results for clients.

With a solid understanding of leading marketing technology solutions, Cari’s strengths include include ABM, nurture and process strategy; demand generation planning; and analytics.  Cari values educating the next generation of marketers, and is a guest digital marketing instructor at George Fox University and chief learning officer at GreenFig University.

 About Square 2 Marketing

Founded in 2003, Square 2 Marketing is a data-driven digital agency dedicated to helping businesses improve results with buyer-centric sales and marketing strategies. With a focus on science, data and intelligence, we support business growth with comprehensive, campaign-based and tactical services in five practice areas: business innovation consulting, inbound marketing, demand generation, inbound sales and marketing technology. 


 You might also like to listen to:

  Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

IStock_000022132972SmallFor priceless free membership in the Sales Lead Management Association go here. 

2017 20 Women to Watch in Business Winners Announced

April 6, 2017 - - Lynden, WA - - The Sales Lead Management Association (SLMA) announced the winners of the 2017 “20 Women to Watch in Business” leadership program.   SLMA CEO James W. Obermayer said, “Each year we ask our members to nominate and recognize women leaders in management whom they admire.  These women are CEOs, product managers, strategists and sales managers, authors and consultants, and company presidents. This year’s nominees are extraordinary in their accomplishments.”

 Why It’s Important:

"The 20 Women to Watch in Business” are found to have the knowledge, skills, and leadership to generate wealth for their companies, customers and fellow employees.”



In alphabetical order, the 20 Women to Watch in Sales Lead Management are:

Continue reading "2017 20 Women to Watch in Business Winners Announced" »

Kate Adams, SmartBear Software



Kate Adams, Director of Demand Generation at SmartBear Software was nominated by Christine Snyder

Kate is a dedicated leader who works hard to ensure the marketing team is aligned with the product and sales teams. Having this holistic view enables her to create fully integrated campaigns across all platforms with a closed-loop for feedback. With all teams working together, the marketing team is able to iterate faster and drive increased results. An expert in her field, Kate is a wealth of marketing knowledge which inspires those around her to take risks and be bold. She goes above and beyond when it comes to her team. By setting clear goals and providing coaching through every stage, Kate sets her team up for success. She works with each member to understand their personal goals and creates plans to propel her employees to the next level of their career.

Connect with Kate:

LinkedIn | Twitter

Rhoan Morgan - DemandLab


Rhoan Morgan, CEO and CoFounder of DemandLab was nominated by Kiyana Neil

Rhoan Morgan is an early advocate of marketing and sales technologies and among the first wave of marketing leaders to realize the potential of marketing automation. A strong advocate of marketing’s collection and use of data and technology, Rhoan recognized a need among her peers and launched DemandLab in 2009 as a one-person operation specializing in the emerging field of marketing automation.

Since, Rhoan has transformed DemandLab into a full-service technology focused marketing and sales consultancy, which helps B2B and B2C companies achieve ambitious business growth goals by building revenue ecosystem solutions that leverage technology systems, data analytics, and end-to-end customer journeys.

While under her 8 years of leadership, DemandLab has grown significantly maintaining an average 50% YOY revenue increase. The consultancy’s client portfolio has grown to over 70 recognized global brands and Fortune 500s including Penske, Indeed, Ipreo and CloudPassage. Since 2015, Rhoan has expanded her team by 30%.

Throughout her 17-year long career, Rhoan remains a prominent thought leader in marketing and sales. She has been named a Champion and Certified Expert by Marketo, a global leader in marketing automation. She is the recipient of a Stevie Bronze Award for Female Entrepreneur of the Year, has twice been named to the list of 20 Women 2 Watch in Sales Lead Management, and was selected as one of the 40 Most Inspiring Leaders in Sales Lead Management by the Sales Lead Management Association (SLMA).

In addition to the continuing success of her agency, Rhoan is committed to mentoring women, many of whom have gone on to lead successful careers in marketing and sales.

Connect with Rhoan:

LinkedIn | Twitter

Maneeza Aminy - Marvel Marketers


Maneeza Aminy, CEO Marvel Marketers was nominated by: Jaime Ciabattoni

Maneeza Aminy is CEO of Marvel Marketers--an expert marketing automation, strategy and ABM consultancy. With a highly skilled team of experts, Marvel Marketers has worked with 2,500+ clients around the world and is 100% referral based. With consulting that is grounded in trust and professionalism, the Marvel Marketers team not only equips its clients with an understanding of the tools they need to succeed, but also drives the conversation on best practices and helps set them up for continual success well into the future. Clients have included Google, RingCentral and Extreme Networks.

In 2016 the company launched its expert-fueled blog, earned an official partnership with growing ABM platform Engagio and added new offerings to Professor M's Academy for Marketing Automation. Maneeza has served as a source of inspiration for her team by fostering a spirit of transparency and a culture of teamwork. Having previously worked at Marketo and, Maneeza is often invited to speak at events as a credited expert on digital marketing industry trends. She is also an Adjunct Professor of Economics and has worked with SaaS and CRM for most of her career.

Connect with Maneeza:

LinkedIn  | Twitter

Kate Johnson, Act-On Software


Kate Johnson, CFO of Act-On Software is nominated by Reagan Reade.

Kate Johnson has made a career of highwire decisionmaking -- time and again proving her diligence, dedication, and natural talents as a leader in roles that have spanned private and private-to-public companies alike.

She has held positions in high-level finance, accounting, and operations across the software and high-tech manufacturing industries -- working for Tektronix, InFocus, and Jive Software more recently, where she served as Chief Accounting Officer and VP of Finance, and built the global finance and accounting organization that scaled the company from less than $20M in annual revenue to over $175M. Kate played a key role in partnering with sales leadership to help build a predictable subscription model resulting in best-in-class renewal rates and impressive topline growth. She was instrumental to the company’s initial public offering, drafting the S1 and overseeing the comment process with the SEC, for the first IPO managed by an Oregon-based finance, accounting, and legal team since 2004.

Kate came aboard as Act-On’s CFO at a critical inflection point for the business, when demand for marketing automation was peaking. By formalizing key company practices, instituting stronger processes for forecasting, and partnering more actively with the business, Kate was again essential in steering a global enterprise through change. She continues to work closely with all levels of management to ensure fiscal responsibility and success, and remains committed to creating a healthy, scalable, high-performing culture. She also continues to partner with business functions across the company on programs and initiatives that drive growth, working especially closely with the Chief Revenue Officer (a partnership crucial for any successful software company). She is a 2016 finalist for the Portland Business Journal’s CFO of the Year award, and was one of the journal’s 2016 Women of Influence.

Connect with Kate:


Michelle Huff, Act-On Software


Michelle Huff, CMO at Act-On Software is nominated by Reagan Reade

Throughout her career, Michelle Huff has made a habit of embracing change, tackling every challenge in her way with positivity and persistence. She is a product marketing veteran, well versed in the importance of messaging, demonstrated value, product positioning, and sales enablement, and well aware to what businesses need to grow quality sales leads.

Having worked and led teams at companies of all sizes -- from a small 30-person startup to mid-sized high-growth companies, to established enterprises like Oracle and Salesforce -- Michelle has seen firsthand what it means to grow and scale programs, organizational structures, and go-to-market strategies. At Stellent, she was responsible for product marketing for their largest revenue-generating product line. When Oracle acquired Stellent, she was promoted to run the Outbound Product Management department for Oracle WebCenter (portfolio of 4 major product lines).

But it was at Salesforce, as the VP Marketing for the division, that she really came into her own as a marketing leader -- helping the arm expand up-market and quadrupling the business. She would eventually become the GM of the $100M+ portfolio, serving a customer base of $11,000+.

As Act-On Software’s CMO, Michelle works hard to scale a fast-expanding global business for its next stage of growth. In the five months since she started, she has successfully reorganized a global marketing organization to reflect the modern marketing’s realities (what Act-On calls “Brand, Demand, Expand”), launched a new go-to-market strategy and new messaging for the mid-market, rebuilt the funnel, organized a company-wide kickoff, and partnered with Tech & Products to bring to market Adaptive Journeys for marketing automation.

Michelle was featured in FierceCMO’s 2016 Women to Watch in B2B marketing.

Connect with Michelle:


Karla Blalock, PointClear


Karla Blalock, COO for PointClear was nominated by Nancy Joyce

Karla Blalock is a proven sales lead management leader—and account-based marketing expert. As COO at PointClear Karla leads the team of degreed, experienced business development associates who prospect on behalf of the company’s B2B clients. She’s been instrumental in creating the lead generation, qualification and nurturing programs that help marketing drive revenue for their organizations. She’s also a force behind PointClear’s best practice segmentation and analytics capabilities that assure 100% of PointClear leads are sales-qualified.

Connect with Karla:

LinkedIn | Twitter

Samantha Stone, Marketing Advisory Network


Samantha Stone, Founder/CEO of Marketing Advisory Network is nominated by Erika Goldwater

Samantha Stone is helping organizations connect the dots when it comes to driving revenue from marketing. As a leader in marketing and sales enablement, Samantha helps teams from SMBs to large enterprise organizations develop usable personas to create content and then align the strategies that engage buyers.

In her first book, Unleash Possible, Samantha delivers practical advice and prescriptive solutions to not only drive revenue from marketing, but also to track and optimize it for better results and more productive teams. Samantha is a prolific speaker and active in the Boston marketing scene.

In October 2016 her book "Unleash Possible: A Marketing Playbook that Drives Sales" was released to further spark new possibilities for businesses looking to grow faster or more efficiently.

Connect with Samantha:

LinkedIn | Twitter