Schedule Lola Retreat 2019
FRIDAY, August 16
5pm-7pm Welcome Reception, secret location sent via email, sponsored by Monarch
7pm Optional Activity: Diller Room
SATURDAY, August 17
8am-9am Breakfast
9am-10am The Quit List with Jillian Johnsrud
10am-11am How to Save Your First 100k with Tori Dunlap presented by Chime
11am-11:15am Break
11:15am-12:15pm How I Paid Off My Student Loans on a Nonprofit Salary with Melanie Chavez presented by ChangEd
12:15pm-1:15pm Lunch on your own
1:15pm-2pm Explore the museum (included in ticket price)
2pm-3pm Relationships, Family and Money: Breaking Down The Barriers with Kassandra Dasent
3pm-4pm All the Single Ladies: FIRE, FIFlex and Everything In-Between panel discussion with Tonya Stumphauzer, Sylvia Hall, Michelle Jackson, Bianca DiValerio
4pm-5pm Happy Hour
9pm Optional Activity: Dance Yourself Clean Dance Party at Chop Suey
SUNDAY, August 18
8am-9:30am Brunch
9:30am-10:30am Proactively Managing Your Earning Potential with Lydia Frank
10:30am-11:30am Real Estate Investing panel discussion with Natalie Torres-Haddad, Melanie Chavez, Sylvia Hall, Bianca DiValerio, moderated by Paulette Perhach
11:30am-11:45am Break
11:45am-12:45pm Invested Development with Amanda Holden presented by Capital Group
12:45pm-2:30pm Lunch on your own / explore museum
2:30pm-3:30pm Death + Money: What You Need to Know with Johanna M. Coolbaugh
3:30pm-4pm Breakout groups
4pm-4:15pm Debrief/Closing Remarks
4:15pm-5pm Open time to explore the museum
More info on the sessions
The Quit List with Jillian Johnsrud
Are there dreams and goals you want to make more progress on? Do you seem to get stuck or run out of steam? The Quit List frees up the time, money and energy you need to really double down on the things that matter to you. Trade the good for great by finding the budget items, commitments or even relationships you could stop, pause or say "not now."
Jillian is a writer, speaker and coach helping people live more intentionally in their work, money and lifestyle. She became financially independent by 32. Her and her husband have been married for 16 years, traveled to 27 countries, lived abroad, adopted 4 kids and had 2 biological. They live in Montana, near Glacier National Park. She writes at montanamoneyadventures.com
How to Save Your First 100k with Tori Dunlap
They say your first $100k is the hardest, but Tori Dunlap is on a journey to do it at 25 years old. Founder of Her First $100k, Tori's mission is to help women save, earn, or invest their first $100,000. This session will discuss Tori's actionable strategies — negotiating job offers, side hustling for savings, and investing hard-earned cash — that you can implement yourself, and the mindset you need to get you there.
Tori Dunlap is a millennial money and career expert. Her career started with landing a digital marketing contract worth tens of thousands, and a full-time position as the head of marketing for a global company — all before she turned 22. On track to save $100,000 by 25, Tori founded Her First $100K to give women actionable resources to reach their first six figures too. A Plutus award finalist, her work has been highlighted by Arianna Huffington, MarketWatch, Yahoo, and more. An honors graduate of the University of Portland, Tori currently lives in Seattle, where she enjoys eating fried chicken, going to barre classes, and watching every John Mulaney interview on YouTube.
How I Paid Off My Student Loans on a Nonprofit Salary with Melanie Chavez
Work at a nonprofit and want to pay off debt and own a home? Most people say “You can’t do that.” Melanie Chavez shares how she was able to beat the odds and pay off student loans and buy a home on a nonprofit salary. She believes you can have it all when you have a clear vision. Learn the tactics and strategies she used to make it all happen.
Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students. A master networker, Melanie enjoys the art of relationship building and connecting people through events or LinkedIn. She is a millennial homeowner and was able to buy a house because of the wonderful support she received, meeting a Latina realtor through ALPFA. She believes anything you set your mind to can happen with motivation, dedication, and the right team. A light skinned Latina who has identity issues because of never feeling Latina enough she has decided being different is awesome and uses her light skinned privilege in white spaces to be a chameleon and really push boundaries in the lands of DE&I in the tech space of Seattle. Connect with her, she loves to talk about DE&I, the future of work, baseball and tacos.
Relationships, Family and Money: Breaking Down The Barriers with Kassandra Dasent
Money permeates every aspect of our lives and that includes the relationships with people that matter to you. Breaking the financial ice and having candid conversations will lead to stronger and more authentic bonds with friends, partners, spouses, and family members. But how do you do it? Gen X personal finance consultant, educator and speaker, Kassandra Dasent, will share her insight and actionable advice on how you can get real with loved ones about money and net positive results.
Kassandra Dasent is a recognized personal finance consultant, educator and speaker. “Minding Your Money” is what Kassandra Dasent specializes in and addressing the financial challenges that Gen Xers and disadvantaged members of society face is her priority. Focusing on how the emotional quotient can have a direct and lasting impact on one’s relationship with money, she successfully communicates to her audiences practical ways on how to improve their financial circumstances.
All the Single Ladies: FIRE, FIFlex and Everything In-Between panel discussion with Tonya Stumphauzer, Sylvia Hall, Michelle Jackson, Bianca DiValerio
The Financial Independence, Retire Early (FIRE) movement has taken the personal finance world by storm. In this panel discussion, learn from single women at various stages of FIRE, understand the concept of FiFlex and how you can retire early and live life on your own terms.
Tonya Stumphauzer is a freelance video and podcast producer and editor, who also happens to write about the touchy-feely side of personal finance on her blog, Budget and the Beach. She has been featured on MSN, Time, Yahoo Finance, Hello Giggles and Lifehacker.
Michelle Jackson is mission driven to have candid conversations about money from the financially single woman's perspective. A proud GenXer, Coloradan, and book geek, Michelle began writing about and exploring her financial identity in the aftermath of her mother's job loss which found Michelle supporting two people on Starbucks side-hustle money and Student Loans. She brings an empathetic voice to the personal finance space and urges women to learn how to become empowered by learning how to earn money and grow professional skills outside of their 9-5. She runs the blog and podcast Michelle is Money Hungry. And is the founder of The Money on the Mountain retreat.
Sylvia Hall is a lawyer who has reached financial independence and plans to retire in a few years. She’s also a real estate investor. Currently she lives in a tiny apartment in Seattle.
Bianca DiValerio is a flight attendant who reached financial independence at 40 despite being an hourly employee without a college degree. In 2015, she stumbled upon the world of FIRE and used her newfound knowledge to redirect her financial life after a divorce and 3 short sales. Since then, she has attended many community-based events in order to support and cheer on other women in similar situations. Bianca writes at MissMazuma.com and has been featured in Money Magazine, on WGN news, and Mental Floss and has also had the privilege of being the subject of fellow Lola Retreat presenter Tonya Stumphauzer's amazing video editing skills seen HERE.
Proactively Managing Your Earning Potential with Lydia Frank
Lydia Frank, for more than a decade as the VP of Content Strategy, has led a team of content creators and researchers at PayScale, a compensation data and software company, who work to understand all of the various factors that impact compensation and provide guidance to both employees and employers on how to have more effective pay conversations that lead to more equitable outcomes. On the topics of salary negotiation, pay equity and compensation best practices, she is a frequent speaker, is regularly cited in the media and has contributed content to various publications (e.g. Harvard Business Review, Money, Fortune, TechCrunch.) She serves on the advisory board for Female Founders Alliance and is a strong advocate for creating more accessible paths to power for women, people of color and other underrepresented groups in the labor market and economy.
Real Estate Investing panel discussion with Natalie Torres-Haddad, Melanie Chavez, Sylvia Hall, Bianca DiValerio, moderated by Paulette Perhach
Natalie Torres-Haddad MPA, AWA The First American Latina, Immigrant TEDx Speaker advocating on the importance of financial literacy and mental health titled "The Foreign Language of Financial Literacy". An International Award Winning Author in the Economics category for her first book in 2012 and a bilingual podcast host of Financially Savvy in 20 minutes.
Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students. A master networker, Melanie enjoys the art of relationship building and connecting people through events or LinkedIn. She is a millennial homeowner and was able to buy a house because of the wonderful support she received, meeting a Latina realtor through ALPFA. She believes anything you set your mind to can happen with motivation, dedication, and the right team. A light skinned Latina who has identity issues because of never feeling Latina enough she has decided being different is awesome and uses her light skinned privilege in white spaces to be a chameleon and really push boundaries in the lands of DE&I in the tech space of Seattle. Connect with her, she loves to talk about DE&I, the future of work, baseball and tacos.
Sylvia Hall is a lawyer who has reached financial independence and plans to retire in a few years. She’s also a real estate investor. Currently she lives in a tiny apartment in Seattle.
Bianca DiValerio is a flight attendant who reached financial independence at 40 despite being an hourly employee without a college degree. In 2015, she stumbled upon the world of FIRE and used her newfound knowledge to redirect her financial life after a divorce and 3 short sales. Since then, she has attended many community-based events in order to support and cheer on other women in similar situations. Bianca writes at MissMazuma.com and has been featured in Money Magazine, on WGN news, and Mental Floss.
Paulette Perhach's writing has been published in the New York Times, ELLE, Vice, Marie Claire, Yoga Journal, NPR, and Cosmo. She wrote A Story of a Fuck Off Fund in 2016, which went so viral it was mentioned in The Sunday Times last week. She's also the author of Welcome to the Writer's Life, one of Poets & Writers' Best Books for Writers. She has an auditory reality show podcast called Can We Talk About Money, and blogs about personal finance for creatives atwelcometothewriterslife.com. She works as a full-time writer and coach who teaches writers how to make the launch to a freelancing career.
Invested Development with Amanda Holden
Does learning about mutual funds and asset allocation make you want to stick needles in your eyeballs? Well, you're not alone. Amanda is here to change all that. Invested Development is one part financial planning, one part money inspiration, and with a dash of stand-up comedy. Learn investing basics free from judgment in this session designed to give everyone the building blocks they need to feel confident in their long-term saving and investing plan.
Amanda Holden is a financial writer, speaker, and educator specializing in investing and long-term financial planning. After working for six years in investment management, she quit her job to get this critically important information to the demographic that she cares most about: young women! She runs a business called Invested Development and writes a blog called The Dumpster Dog Blog, which is scrappy, no-BS financial education for women.
Death + Money: What You Need to Know with Johanna M. Coolbaugh
No one wants to think about dying. But it’s important to get your money in order to help others and make everything easier in the event of death. Learn everything you need to know about wills, beneficiaries, estate planning, life insurance and more.
Johanna M. Coolbaugh is a partner at Karr Tuttle Campbell. Her legal practice focuses on estate planning, probate administration, and advising on the creation and administration of trusts. Ms. Coolbaugh works with a range of clients from young individuals just starting out to high net worth individuals in need of advanced estate and business succession planning. Ms. Coolbaugh is a member of the Seattle Estate Planning Council and she has been selected as a Super Lawyer every year since 2012 (an honor awarded to no more than five percent of lawyers in the state of Washington). In her free time, Ms. Coolbaugh enjoys attending Husky football games, chasing after her two young children, and serving on the board of EarthCorps, a nonprofit providing local environmental restoration services.