Idaho Smart Women, Smart Money Conference - Idaho Everywoman's Financial Conference
Financial Conference - This FREE, extraordinary, all-day event is packed with the information and motivation you need to propel you into the world of "Smart Money"!

2018 Conference Speakers

Speakers and their bios will be added as presenters are confirmed for this year's conference. Feel free to revisit the speakers from the previous year's conference.

Ron Crane

Ron Crane - Boise
Idaho State Treasurer

Ron G. Crane was born in Nampa, Idaho. He is a graduate of Nampa Christian High School and later graduated from college with an Associate's Degree. He received an honorary doctorate from Ohio Christian University in 2008. He served as a member in the Idaho National Guard from 1971 -- 1977, receiving recognition as Idaho's Soldier of the Year in 1975.

Prior to his election as Treasurer in 1998, Mr. Crane served 16 years in the Idaho House of Representatives. While there, he chaired the House State Affairs Committee for 4 years and the Business Committee for 7 years. He also served as co-chairman of the Interim Committee on Electrical Restructuring. During his public service, he received the Guardian of Small Business Award from NFIB and the Legislative Champion of the Family Award.

Mr. Crane started his own successful business, Crane Alarm Service, in 1979. Today, Crane Alarm is one of the oldest and largest alarm companies in Idaho. He is a member of the Nampa and Caldwell, Idaho Chambers of Commerce, was a founding member of the Lifeline Crisis Pregnancy Center, and served on the board of trustees for Nampa Christian Schools.

Mr. Crane has been married to his wife, Cheryl, since 1969. They have six children, four girls and two boys, and twelve grandchildren. The Cranes reside in Nampa, Idaho.

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Carolyn  Holly

Carolyn  Holly - Boise

A long time and active member of the Treasurer Valley, Carolyn Holly currently serves as Vice President of Marketing, Communication, and Public Relations for Saint Alphonsus Health System. Within the new role, Carolyn serves as a key liaison to the communities that Saint Alphonsus serves. She is an instrumental part of developing meaningful relationships with local resources and organizations, evolving a strategy for public collaboration, and advancing Saint Alphonsus' mission to be a transformative healing presence within the community.

Carolyn enjoyed a 33 year career at KTVB Channel 7 television, where she became one of Idaho's most experienced and best known television personalities. Carolyn has acted as an important representative and volunteer for many Treasurer Valley organizations including Boise Public Schools Foundation, Idaho Youth Sports Commission, the Saint Alphonsus Foundation, FUNDSY and the FACES Foundation.

Keynote Speakers

There are currently no Keynote Speakers

Conference Coaches

Nicole Sherman

Nicole Sherman - Boise
Conference Coach

Nicole Sherman is a dynamic leader-builder in the financial industry with over 25 years of broad-based experience. She currently serves as Senior Vice President & Puget Sound Market Region Manager in Retail Administration for Columbia Bank.
Nicole is passionate about people and as such was nominated for the Columbia Bank “Excellence in Leadership Award”, the highly regarded W.W. Philip Award and was formerly named only 1 of 4 women to the “Top 40 Under Forty” Business Executives by Utah Business Magazine as well as being named as a “Top 20 Under Forty Rising Star” by the Inland NW Catalyst Magazine.
She currently serves as a top-rated Faculty Member for Pacific Coast Banking Graduate School at University of Washington and serves on the Board of Directors and Executive Committee for United Way of Pierce County.

Hall of Fame Inductees

There are currently no Hall of Fame Inductees

Conference Speakers

Kumi Baruffi

Kumi Baruffi - Boise
EVP & General Counsel, Columbia Bank

Kumi Yamamoto Baruffi joined Columbia Banking System ad Columbia Bank in September 2014 as Executive Vice President and General Counsel. Ms. Baruffi oversees Columbia's legal services, including providing legal support for the company's board of directors, and legal oversight of corporate and regulatory matters.

Prior to joining Columbia, Ms. Baruffi was a partner with the Seattle-based law firm of Graham & Dunn, serving on its board of directors and financial services team. Her practice focused on mergers and acquisitions, corporate governance and regulatory compliance.

She holds a law degree from Boston University School of Law and a Bachelor of Arts from Wellesley College. Born in Hong Kong and raised in Tokyo, Japan, Ms. Baruffi has made the Northwest her home for the past 20 years. She has served on the board of directors for the Japanese American Chamber of Commerce, is a trustee of ArtsFund, and in 2014 was named one of "Washington's Super Lawyers" in Banking.

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Britteny Gardner

Britteny Gardner - Boise
Program Manager, Wells Fargo

What Women Want: Let's Talk Credit!

Britteny Gardner is the proud wife of Kasey Gardner and mother of three amazing boys, Ashton (14), Krew (5) and Miles (2). Her family gives her so much joy. If they are not playing a sport (basketball, football, t-ball, golf), they are out exploring the world, as they all have a passion for travel. She is an Idaho native, graduate from the West Ada School District and received her B.S. in Marketing from Boise State University.

She works for Wells Fargo as a Program Manager, the Wells Fargo at Work Program. Wells Fargo at work or “WFAW” is a program designed to educate individuals on money management skills. The ultimate goal for this program is to enhance employer’s benefits by offering a comprehensive financial wellness package. This program also reaches out to specific markets; Students / Military / Community and employers. Today, the WFAW program is recognized throughout all business lines with Wells Fargo and in the community as a tremendous value.

Connecting with people is second nature to Britteny and she gets especially excited to help those who are working towards financial success. Smart Women Smart Money Financial Conference is a conference Britteny presents at and this will be her 5th year in a row as a presenter.

She currently serves as the Co-Chair for Wells Fargo’s Women’s Team Member Network. The mission of the Women’s Team Member Network is to connect and empower members. This is accomplished through education, encouragement, and influence.

Britteny also serves as the President of the Board for The Education Foundation for West Ada Schools. The mission of the foundation is to provide supplemental funding and support for educational programs and projects in classroom innovation for the benefit of students in the West Ada School Districts.

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Joan  McClune

Joan  McClune - Boise
Wealth Advisor, Castlebury Finanical Advisors

Tools for Your Financial Tool Belt

Joan McClune has been a Wealth Advisor in the Boise area since 1999. She worked for several firms, and now owns her own practice Castlebury Financial Advisors with her business partner Connie Eshelman. Joan feels honored to be a Dave Ramsey SmartVestor Pro in the State of Idaho and personally lives the philosophy. In her practice she enjoys working with individuals, families and business owners in aligning their financial resources with their goals and values.
Joan offers a strategy of investing wisely for growth, with a focus on risk management. She and Connie provide extensive experience in portfolio allocation, distribution planning and investment research. She is also a licensed life, LTC and disability insurance agent. Joan has taught multiple courses in financial planning at Boise State University through Successful Money Management Seminar series. She has spoken many times to large groups for the Dave Ramsey Financial Peace University. Joan and Connie offer many years of experience as a wealth advisors with a holistic get-out of debt and get-it-done attitude.

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Elaine Mellon

Elaine Mellon - Boise
Consumer Services Bureau Chief, Idaho Department of Insurance

What! Insurance Can Help Me Do That?

Elaine began her career in insurance in 1986 with State Farm Insurance in Louisiana, working in Agency and then as an Auto Claims Adjuster. She moved to Texas and opened her own agency in 2000, then became an Agency Manager with State Farm in 2002. In 2006, Elaine moved to Boise, continuing her career as an Agency manager with State Farm until 2012.

From 2012 to 2013, she was an Agency Manager with Farm Bureau Insurance of Idaho.

In August of 2014, Elaine became a Consumer Affairs Officer with the Idaho Department of Insurance.

In June of 2015, Elaine was promoted to Consumer Services Bureau Chief. The Consumer Services Bureau includes Consumer Affairs, Investigations, and Senior Health Insurance Benefits Advisors (SHIBA.)

Her professional designations include CLU (Chartered Life Underwriter and ChFC (Chartered Financial Consultant.) She was an active member and board member of the National Association of Insurance and Financial Advisors (NAIFA,) and a board member of the Idaho Insurance Guaranty Fund for many years.

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Ryan Petrik

Ryan Petrik - Boise
SVP Treasury Management Leader, Columbia Bank

Is This For Real? Recognizing & Preventing Fraud-Personal & Business


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Anthony  Polidori

Anthony  Polidori - Boise
Supervising Examiner/Investigator with the Consumer Finance Bureau of the Idaho Department of Financ

Mortgage and Credit Fraud: Scams and FlimFlams

Anthony Polidori is a Supervising Examiner/Investigator with the Consumer Finance Bureau of the Idaho Department of Finance. He has been involved in the financial services arena for over twenty years in a regulatory capacity and as a provider of financial services. Anthony frequently provides training and presentations to industry and consumer groups on topics related to debt collection, residential mortgage lending, consumer finance, and other credit services.

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Brooke Ramstad

Brooke Ramstad - Boise
Principal Investment Advisor, Rathbone Warwick

Brooke Ramstad, CFP® Principal, Investment Advisor began her career with Rathbone Warwick in 2008 on the operations side of the business in 2008 just as the market careened toward recession. Ten years later as a CERTIFIED FINANCIAL PLANNERTM professional and Principal, she meets with clients to map out long term financial and legacy goals while delivering the savings discipline and diversified investment strategy that must be employed to reach those goals. Brooke is a native of Wenatchee, WA (The Apple Capitol of the World) and is a graduate of the University of Washington with a degree in Romance Linguistics.

A lifelong member of Kappa Kappa Gamma sorority, Brooke now serves on the Chapter Council Advisory Board to the Zeta Pi chapter of Kappa Kappa Gamma at the College of Idaho. When Brooke is not enjoying the Boise River Greenbelt with her husband and two young children, she assists in annual fundraising efforts for the Women and Children’s Alliance and is honored to be an Ambassador for the WCA.

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Kim Sherman-Labrum

Kim Sherman-Labrum - Boise
Associate Business Consultant/Training Coordinator, Idaho SBDC

Is Marketing a Mystery? Does Social Media Baffle You?

Kim started with the Idaho SBDC in 1998 and has held positions from administrative assistant to business consultant. Over that time, she has developed and developed curriculum throughout the state of Idaho and recently on a national level. As a consultant, she specializes in online marketing and social media strategies. She's worked with Google on developing a rural outreach program that Google featured in a recruitment video. She holds a B.A. in Graphic Design from Boise State University and recently received a Credential of Readiness from the Harvard Business School CORe program.

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Laura  Smith

Laura  Smith - Boise
Director of Public Relations, Idaho Central Credit Union

Growing Up? Four Things about Money I Wish I Would've Known Earlier

Laura is the Director of Public Relations at Idaho Central Credit Union (ICCU). Laura has been with Idaho Central since 2005. Her areas of focus are business development, social media, community involvement, event planning, and media relations.
Laura loves working with her team to grow membership and to be involved in the communities across Idaho where ICCU has branches. You can find her with the Green Team at many chamber functions, nonprofit activities and fundraisers, college sporting events, and other community events from Rexburg to Coeur d’Alene.
Laura has had the chance to make presentations to a variety of people, from preschoolers to professionals in networking groups, about ways they can achieve financial success and millennials in the workplace.
Laura grew up in Idaho Falls and is the oldest of three girls in her family. She attended BSU and ISU, and completed her Mass Communications degree with an emphasis in Public Relations and Advertising at ISU. She also minored in Marketing and Music.
Laura and her husband Ryan live in Pocatello and have two young boys, ages 4 and 6. She describes her family life as busy, loving and fun. Laura enjoys spending time with her family, golfing, watching sports, singing, cooking and entertaining.

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Tympra Stein

Tympra Stein - Boise
Business Relationship Manager, Chase Bank

Tympra Stein is a Business Relationship Manager for Chase in Boise, Idaho. She has over 16 years of experience in financial services and over 10 years with Chase Bank. She is active in the community, having been involved with local Habitat for Humanity organizations and the local Animal Shelters. Prior to joining Chase, she worked for large bank SBA team covering the Southeast United States. She is a graduate of the University of Tennessee.

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Brain Stewart

Brain Stewart - Boise
Vice President, Community Relations Officer, JP Morgan Chase & Co.

Strong Credit: A Passport to Financial Success

Brian Stewart is Vice President and Community Relations Officer for JPMorgan Chase & Co. and responsible for overseeing civic engagement activities in the Northwest Region including Oregon, Washington, Idaho and Utah. He joined JPMorgan Chase through their acquisition of Washington Mutual Bank and has over 30 years in the banking sector.

Working within the Office of Nonprofit Engagement (ONE), Stewart works with partners targeting the low- and moderate-income and under-served communities in the Pacific Northwest, including Washington, Oregon, Idaho and Utah.

Mr. Stewart has worked as a business development officer in the community development field and was instrumental in implementing a number of wealth-building programs through asset accumulation. He currently serves on the board of directors of Neighborhood Partnerships, Network for Oregon Affordable Housing (NOAH) and participates on the steering committee for Portland’s Cradle-to-Career educational initiative and Governing Board for the Portland Metro STEM Collaborative.

He earned a Bachelor of Science degree in Finance from the University of Oregon.

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Rhonda VanOrder

Rhonda VanOrder - Boise
VP Treasury Management Sales Officer, Columbia Bank

Rhonda currently serves as VP / Treasury Management Officer for Columbia Bank, and covers all of Idaho and Eastern Washington. Rhonda has been working with this same group of awesome bankers for 19 years. She loves the people she works with and the clients she serves.
Rhonda is a native Idahoan, graduating from Cambridge High School and Boise State University.
Rhonda has been an active member of the Nampa Rotary Club for several years, where she has served as Secretary, Programs Chair, and Coats For Kids Chair. She was honored with the Rotarian of the Year award from her Nampa Rotary Club in the 2015-2016 year. She was also proud to be chosen as an Idaho Business Review Women of the Year Honoree in 2017.
Rhonda’s favorite pastime is spending time with her family. Whether playing with her grandson, enjoying a delicious family potluck or getting together for a rousing game of Phase 10, being with her family is extremely important to Rhonda. She is also an avid reader and can often be found curled up on the couch with a cup of hot coffee and a good book.

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Melissa Warwick

Melissa Warwick - Boise
Investment Advisor & Operations Manager, Rathbone Warwick Investment Management

All-Weather Vehicle: Navigating your Long Term Financial Plan no Matter the Forecast, You Are Here: An Interactive Map of Your Financial Life

Melissa Warwick is an Investment Advisor and Operations Manager at Rathbone Warwick and has been with the firm since 2007. Overseeing everything from firm administration, portfolio trading, and human resources. Melissa is an active member in her church where she serves as youth pastor, board member, leads financial stewardship courses, and volunteers annually as a camp counselor for her church’s summer camp.

A lifelong resident of the Treasure Valley, Melissa was honored in 2009 as an outstanding graduate in the Finance Department and received a degree in Business Administration in Accountancy and Finance from Boise State University. In 2011, Melissa completed the Certified Public Accountant (CPA) exam (non-practicing) and earned her Chartered Financial Analyst® (CFA®) designation in 2014. Melissa is a member of both the CFA Institute and the CFA Society of Idaho. Melissa cherishes time spent with her friends and family, and she enjoys cheering on the Boise State Broncos.

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Lupe Wissel

Lupe Wissel - Boise
State Director, AARP Idaho

Secure Choice: Saving for Retirement in Idaho

Lupe Wissel joined AARP Idaho as State Director on October 2015. Prior to joining AARP, Lupe served over 10 years as Staff Director for the United States Senate Committee on Veterans' Affairs where she led the work for the Committee Chairman on policies impacting our nation's veterans and 4 years as Staff Director for the United States Senate Special Committee on Aging where she focused on aging policies.

Lupe has a long-standing record working on policy issues as the state and national level. Prior to her work on Capitol Hill, she served as State Director for the Idaho Commission on Aging, a cabinet level position to which she was nominated by the Idaho Governor and confirmed by the Idaho State Senate. Additionally, she has strong ties to the disability community through her 20 years professional work with the Idaho Division of Vocational Rehabilitation.

Lupe served as an advisor for the Bush Administration at the 2002 Second World Assembly on Aging in Madrid, Spain and as a panelist at the 2004 International symposium on the issue of aging in Japan. She has served on a number of boards and commissions, including the Pacific Region National Rehabilitation Association, the Idaho Hispanic Commission and Idaho State Independent Living Council and the Mountain Home Chamber of Commerce.

She and her husband Michael live in Eagle, Idaho and have 3 grown children and 3 grandkids.

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