COHI-INC. PRESENTS THE
7TH ANNUAL MWBE WEALTH SUMMIT
SEPT. 13 & 14, 2024 | Syracuse, NY
What is the MWBE Wealth Summit?
The MWBE Wealth Summit is a transformative event designed specifically for those who are ready to take control of their financial future. Whether you’re just starting out or looking to make smarter financial decisions, this summit will provide you with the knowledge, tools, and inspiration to build a strong and sustainable financial portfolio.
What to expect:
- The power of real estate investing
- Controling your money, not letting it control you
- Increasing your income
- Entrepreneurship
- Generational wealth
- Financial freedom and how to accomplish it
- Networking opportunites
VIP MEET-N-GREET
Dr. Jazmin Ghent, International Award-Winning Saxophonist
Join us at the Salt City Market for an exclusive VIP Meet-n-Greet featuring a live performance from International Award-Winning Saxophonist, Dr. Jazmin Ghent.
Rub elbows with industry leaders, network with community stakeholders, corporate sponsors, panelists, special guests, and like-minded individuals. Gain valuable insights into wealth-building strategies in preparation for the MWBE Wealth Summit: Building Your Financial Portfolio.
This in-person event is your chance to connect with key players in the MWBE community and take your business to the next level. Enjoy food and drinks while you mingle, learn, and grow your wealth! Don’t miss out on this unique opportunity!
KEYNOTE SPEAKERS
Sonia Booker, Wealth Coach & Real Estate Developer
Sonia is the CEO of 16th Street Equity Group, with over 20 years of experience in developing and managing more than $200 million in real estate projects. Mentored by Herman J. Russell, Sr., she specializes in construction, development, and building exit strategies. Sonia has successfully launched and maintained multiple businesses, including Studio House Atlanta, and has invested in women-led startups. She has served on numerous boards, including the YWCA Greater Atlanta and as the first black female chair of the East Point Georgia Downtown Development Authority. Sonia is a recognized author and media personality, featured in publications like O, The Oprah Magazine, and holds degrees from the University of Southern Mississippi and the University of Dallas. She enjoys traveling and spending time with her son, Simon.
Stacey Tisdale, On-Air Journalist & CEO, Mind, Media, & Money Inc.
Stacey Tisdale, award-winning financial journalist and author, was the first woman and African-American to report from the New York Stock Exchange for Wall Street Journal Television. Over her 20-year career, she has reported for CBS, CNN, PBS, the Today Show, and The Oprah Winfrey Show. Stacey authored the acclaimed book The True Cost of Happiness and the $afe Spaces with Stacey Tisdale Money Mindset Journal, pioneering work in behavioral finance and financial psychology. As CEO of Mind Money Media Inc., she educates audiences on the complexities of money and its intersection with socioeconomics, gender, race, and culture. Stacey created financial education programs for the NFL’s New York Giants, the WNBA’s Washington Mystics, and Microsoft’s female employees. She also co-hosts and executive produces Wealth Wednesdays on iHeartMedia’s Way Up With Angela Yee.
PERFOMERS
Dr. Jazmin Ghent, International Award-Winning Saxophonist
Dr. Jazmin Ghent is an award-winning international jazz saxophonist, renowned for her captivating performances and educational contributions. With several albums to her name, she has garnered accolades such as the 2019 NAACP Image Award for Outstanding Jazz Album. Jazmin holds a Doctor of Musical Arts degree from the University of South Carolina and is a dedicated music educator, inspiring young musicians through workshops and masterclasses worldwide.
HOST
George J. Lynch, Business Founder of George J. Lynch Excelsior Group LLC/ Professional Speaker & Licensed Real Estate Agent
With a career that has lasted since 2016, George J. Lynch is a seasoned real estate agent who specializes in commercial and residential properties. Outside of real estate, Lynch is a professional speaker and actively engages in the local community, contributing to various initiatives and staying informed to serve his clients better.
PANELISTS
Vicki Brackens
President & Financial Planner, Brackens Financial Solutions Network, LLC
Vicki Brackens, President of Brackens Financial Solutions Network, LLC (BFSN), has over 30 years of experience in financial education and services. After a successful career with Metropolitan Life Financial Services, she associated BFSN with LPL Financial in 2018. Known as “America’s Money Maven,” Vicki co-founded Heritage Financial Partners to increase diversity in the financial services industry. She is an active community leader, holding numerous board positions and accolades, including the Network Journal’s 25 Influential Black Women in Business award. Vicki is joyously married and resides in Syracuse, NY.
Michael Jennings
Wealth Consultant/ Financial Planning Associate, Brackens Financial Solutions Network, LLC
Michael, a Syracuse University graduate with a Bachelor of Arts in Anthropology and Forensic Science, transitioned into a financial advisor role to better serve his community. Passionate about connecting with people, he volunteers with the Ronald McDonald House Charities’ Red Shoe Society and champions the Downtown Syracuse Residents through the Downtown Committee of Syracuse. In his free time, Michael enjoys spending time with family and friends, cooking, and exploring the city.
Jodi DeAugustine
VP of Strategic Development, Rockbridge Investment Management
Jodi DeAugustine is a seasoned executive in the financial industry, currently serving as VP of Strategic Development at Rockbridge Investment Management, LLC in Syracuse. With over 30 years of experience, she focuses on wealth building and empowering individuals and nonprofit leaders to achieve their financial goals. Her specialties include organizational management, strategic planning, and relationship building. Jodi is also a dedicated servant leader, actively involved in numerous boards and committees, including the Alzheimer’s Association, Onondaga Community College Foundation, and David’s Refuge.
Regina McArthur
MWBE Program Coordinator, One Stop Shop
Regina McArthur is a seasoned financial professional with a focus on community reinvestment and home mortgage financing. With over 20 years of experience, she is well-known for her work in Central New York, helping to drive economic growth and equity in underserved communities. Regina’s expertise in mortgage origination and community development makes her a trusted voice in financial empowerment.
In addition to her role at M&T Bank, Regina serves on various boards and committees, including the National Association of Minority Mortgage Bankers of America (NAMMBA), and is actively involved in diversity, equity, and inclusion initiatives.
Sheena Solomon
Executive Director, Gifford Foundation
Sheena joined the Gifford Foundation in 2007 and became Executive Director in January 2019. She has played a key role in expanding community impact initiatives and designing the Nourishing Tomorrow’s Leaders program, which focuses on diversifying nonprofit boards. Sheena is a 2012 graduate of the PLACES program and now serves as its Advisory Board Chair. Passionate about racial justice, equity, and inclusion, she also serves on various local and national boards. In her spare time, Sheena enjoys family time and is committed to fostering growth and celebrating diversity in the community.
James E. Williams Jr.
Community Engagement Manager, Blueprint 15, Inc.
David Ocasio Ross
Assistant Vice President of Mortgage Sales, Americu
David Ocasio Ross is the Assistant Vice President of Mortgage Sales at AmeriCU Credit Union, leading a team of 14 across Northern, Central, and Upstate New York. With over a decade of experience in banking and finance, David joined AmeriCU in 2022 to expand his skillset and grow the Mortgage Loan Origination Team. Outside of work, he enjoys time with his daughter, traveling, exercising, and volunteering as a girls’ youth basketball coach. Connect with David and the AmeriCU team for all your homeownership needs, from buying to refinancing, with competitive rates and exceptional service.
Sherri Falck
Managing Vice President, Pursuit Lending
Sherri Falck is Managing Vice President, and she oversees the Upstate New York market as well as Special Initiatives across the entire company footprint that includes NY, NJ, PA, CT and IL. Pursuit’s Community Development Financial Institution (CDFI) aims to help businesses grow by providing business loans and advisory services when traditional bank financing is not an option. Since 2016, Sherri has served entrepreneurs across Upstate New York.
Melanie Littlejohn
CEO, CNY Community Foundation
Melanie Littlejohn is the incoming president and CEO of the Central New York Community Foundation, which transforms community donations into impactful change. Previously, she was VP of customer & community engagement at National Grid, where she spent nearly 30 years. Melanie holds an MBA from Syracuse University and a bachelor’s degree from SUNY Stony Brook. Active in civic and philanthropic initiatives, she serves on several boards and has received numerous honors, including the 2022 Woman of Prestige award. Melanie is also dedicated to mentoring future leaders and engaging with the community.
Kira Crawford
Principal, Ascentis
Crystal Wallace
Project Manager, LaunchNY
Crystal Wallace is the founder of CMW Services, LLC a strategic consulting firm for entrepreneurs; and the Program Manager for Launch NY’s Founders Go Big (FGB), a DEIA initiative that supports the development of high growth businesses ideas by underrepresented and underserved founders through mentorship and investment opportunities. Through generous support of JPMC and other funders, Founders Go Big is one of three specialized programs that furthers Launch NY’s overall mission to identify, support, and invest in high-growth, high-impact companies to create jobs and wealth and catalyze the entrepreneurial ecosystem in Upstate New York.
Tamika Goode-Otis
CEO/Principal Consultant, KABOD Consulting Group; Corporate Responsibility & Community Relations Officer, KeyBank
A sought after DE&I leader, impactful storyteller, innovative communicator, motivational, inspirational and activation speaker with 15 years of strategic leadership and program management experience in the federal, private and non-profit sectors. A visionary, executor and eco-system builder grounded in the mission of empowering others to live their best lives and transform communities for the better.
Gwen Webber-McLeod
President and CEO, Gwen Inc.
Gwen is the founder of Gwen, Inc., a company dedicated to supporting mid to executive-level leaders on their leadership journey. With 30 years of leadership experience, Gwen identified a common struggle among leaders who, despite their technical skills, lacked the strategic relationship-building necessary to motivate and inspire teams. Through The Leadership Connection®, Gwen, Inc. offers leadership education, consulting, mentoring, and coaching to help leaders reach their potential. Gwen is also the founder of You Can’t Fail Inc., a nonprofit providing multicultural leadership development for women of color. She is a sought-after speaker known for her insights into leadership development.
Sharon F. Owens
Deputy Mayor, City of Syracuse
Sharon F. Owens has over 30 years of experience in housing, community development, human services, and government. As Deputy Mayor of Syracuse, she oversees programs that enhance quality of life, including the Neighborhood and Business Development, Police, and Fire Departments. Owens leads initiatives under the Ben Walsh Administration, focusing on reducing gun violence, promoting diversity and inclusion, and supporting MWBE, DBE, and SDVOB firms. She has been pivotal in police reform and previously served as CEO of Syracuse Model Neighborhood Facility, Inc. Owens has extensive nonprofit experience and serves as Board President of Blueprint 15. She has received numerous awards for her community service and is proud of her roles as a wife and mother. Sharon is a graduate of Syracuse University.
Me'Shae Brooks-Rolling
President, Just The Basics Financial Literacy
Me’Shae Brooks-Rolling is the President of Rolling Enterprises, Inc. dba Just The Basics Financial Literacy, a NYS MWBE-certified company. She is a certified financial literacy educator (FDIC Money Smart, Bridges out of Poverty and The Institute for Financial Literacy). Me’Shae is a franchise Owner/Operator of EventPrep and executive director emerita of The Upstate Minority Economic Alliance (UMEA). Me’Shae serves on the following boards of directors and contributes philanthropically to the Syracuse community: Onondaga Community College Foundation, M&T Bank CNY Regional Advisory Board, Central New York Community Foundation Black Excellence & Equity Fund, CenterState CEO, OnPoint for College, The Salvation Army, and the Small Business Development Center Regional Advisory Board. She is the producer of the regional financial empowerment summit occurring during financial literacy month in April 2025.
Dr. El-Java Abdul-Qadir
Senior Program Manager, Supplier Diversity, Micron Technology
Javier Zapata
President/Executive Director, PathStone Enterprise Center, Inc.
Javier has over 15 years of experience in non-profit economic development and finance, including 10 years of managing and directing projects and programs. He specializes in organizational leadership, strategic planning, fundraising, and program growth. As a Certified Economic Development Finance Professional (EDFP) by the National Development Council, Javier excels in grant writing, financial planning, and business operations. His technology-savvy approach enables him to implement solutions that drive project success and program expansion.
Antoinette Montogomery
Real Estate Agent, Kirnan Real Estate, Inc.
AGENDA
Stacey Tisdale
9:40 - 10:30 AM
Unlocking Access to Capital
10:40 - 11:50 AM
The “Unlocking Access to Capital” panel will bring together seasoned professionals to share their knowledge and experiences in securing funding. Attendees will gain a comprehensive understanding of the different types of capital available and the key steps required to access these resources. This session will empower participants with the tools and strategies necessary to overcome barriers and leverage capital for wealth creation and economic empowerment.
Financial Services
12:00 PM - 12:45 PM
This session will offer participants a deep dive into the financial services industry, with a focus on how these services can be utilized for wealth building. Attendees will hear from industry leaders who will provide practical advice on selecting and using financial products and services. This session aims to equip participants with the knowledge and tools needed to make informed decisions, manage risks, and optimize their financial portfolios, ultimately contributing to their overall wealth and financial security.
Sonia Booker
1:45 - 2:30 PM
Succession Strategies: Building Business Value for Long-Term Wealth
3:40 - 4:50 PM
The “Succession Strategies: Building Business Value for Long-Term Wealth” panel will provide valuable insights into the process of succession planning, emphasizing how it can protect and enhance business value. Attendees will learn from experienced professionals about the best practices for preparing a business for future transitions, whether through family succession, sale, or other exit strategies. This session is designed to equip business owners and leaders with the knowledge and tools needed to create a robust succession plan that safeguards their legacy and ensures continued wealth generation for future generations.
Legacy Sharing
5:00 - 5:45 PM
This session will offer participants deep insights into the art and science of transferring wealth, wisdom, and values across generations. Attendees will learn from experts about the importance of creating a comprehensive legacy plan that includes not just financial assets but also the intangible elements that define a family’s identity. This session will provide actionable strategies for fostering meaningful conversations, documenting family stories, and ensuring that the legacy left behind serves as a guiding force for future generations, strengthening the family bond and sustaining long-term wealth.
THANK YOU TO OUR SPONSORS!
LOCATION
VIP Meet-n-Greet
Salt City Market
484 South Salina Street
Syracuse, NY 13202
MWBE Wealth Summit
New Life Temple of Praise
5013 South Salina Street
Syracuse, NY 13205