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February 24, 2014

Panelists Announced for March 13 Inclusivity Choice Initiative! The Deep Dark Secrets of A Successful Consultancy

Posted 4 years 361 days ago by Sheila Ellian Lewis

We are pleased to announce our panelists for our March 13th meeting to be held at our office. If you are seriously considering becoming a consultant and/or starting a consulting firm, this event should be on your list of places to be.

Event: The Deep Dark Secrets of a Successful Consultancy
Date: Thursday, March 13, 2014
Time: 6:00 PM to 8:00 PM
Venue: Ashton212
Old Oakland
472 Ninth Street
Oakland, California 94607
Phone: (510) 836-0316

The Chapter President is extending an invitation to the Asthon212 associate community to join them. To attend, please contact us and provide your first and last name and a phone number where we may confirm your attendance. Space is limited!


Denise Bradley, Founder & Chief Executive Officer, Harambee Consulting Group
Denise BradleyDenise’s experience is extensive and includes founding Harambee Consulting Group which does fund development (grant writing, audits, board development and staff training); licensing packages, program designs, project planning, management and evaluation services.

Her consulting services are done in honor of her grandmother, Alverna Roberts, a true character, who died two weeks short of her 101st birthday. All her life she convened people - family, friends and strangers alike. Assembled under her roof, she housed, fed and nurtured them; shared her mother-wit and sent them on, stronger for the experience.

Robert’s resilience and life force epitomizes what Denise offers clients: robust services and resources that generate and sustain growth and vitality, along with client-friendly services that spotlight human potential. For such an exchange to happen, health, educational and social service organizations need certain assets: a bold vision, sound strategic thinking, a multicultural approach, and quality work. Denise helps organizations acquire these and other advantages so that they are empowered to save and change people’s lives.

Denise has served as a development consultant, program specialist, staff psychologist, grant writer, and mental health specialist for community organizations, public agencies, medical facilities and university settings. She has a postgraduate degree in clinical psychology, many social and professional affiliations, is a born networker, good cook, has a full bodied sense of humor and is ever curious about the world.

Ericka Curls-Bartling, Principal/Managing Attorney, Curls Bartling P.C.
Ericka Curls-BartlingEricka is the principal of Curls Bartling P.C., a boutique transactional law firm, representing business entities in various industries including emerging companies, governmental entities, non-profits and corporations. Her corporate practice focuses on commercial transactions, including business and project structuring, procurement and supply, IP and IT licensing, financing, and strategic alliances. She has broad experience in the structuring and negotiation of commercial contracts and business arrangements of varying degrees of complexity. Additionally, Ericka practices in the area of public finance, serving as co-bond counsel, disclosure counsel or underwriter’s counsel in both tax-exempt and taxable municipal finance transactions.

Ericka’s previous legal experience includes the National Labor Relations Board (NLRB). She is a past member of Board of Directors, Past Oversight Chair and ongoing supporter of the Alameda County Community Food Bank.

Ericka obtained a B.A. in Political Science from Northwestern University and her Juris Doctorate from the Washington University School of Law at in St. Louis.

Adrian Gomez-Zavala, Business Premier Banker/Hispanic Initiative Ambassador at Comerica Bank
Adrian Gomez-ZavalaAdrian is responsible for promoting Comerica’s bank services and products. In his current role at Comerica Bank, Adrian generates 70 percent of the total branch new business and retail accounts; and 50 percent of total branch consumer and business loans. Adrian’s management responsibilities also include customer service training.

Prior to his current role, Adrian was a Customer Service Representative responsible for processing all daily bank transactions and managing the operations and ensuring adherence to compliance regulations.

Adrian serves on the Board of the Oakland Business Development Corporation, and is a member of the Hispanic Chamber of Commerce Alameda County, the Oakland Metropolitan Chamber of Commerce and the Hispanic Business Education Network.

Adrian earned his B.A. in Psychology, with a concentration in Human Resources Development, from the Universidad Nacional Autonoma de Mexico.

Lori Leiva, Team Leader, Customer Strategy and Planning at Pacific Gas & Electric Company
Lori LeivaLori, is a strategic marketing Leader with proven record of growing business by delivering insightful and practical solutions for B2C, B2B and B2B2C organizations within Technology, Financial Services, Consumer Products and Retail industries. She is a driver of transformative thinking for brands based on keen understanding of customer, consumer, end user, and shopper behaviors as well as emotional and practical need states that influence decision making.

Prior to joining PG&E, Lori was the Ashton212’s General Manager, Marketing Practice where she established and grew the P&L for this line of business that included sourcing and placing marketing talent, creating unique marketing teams and providing oversight on client marketing projects. Lori spent several years in leadership with three integrated and digital advertising agencies with clients including Visa, Levi Strauss, Wal-Mart, Clorox, Nestle and 24HourFitness.

Lori earned her M.B.A. in marketing from Notre Dame de Namur University and a B.S. in business administration, with a focus on marketing, from the University of San Francisco. Lori is a member of the Brand Activation Association.

Lisa Wallace, Owner, Two Sisters Bookkeeping/Finance Manager, Ashton212
LisaLisa has an eye for financial details and understands the intricacies of managing a business like Ashton212. She has a keen awareness of changes in legislation that affect employment, contracting and consulting and how to create individual solutions that best meet client needs.

For the past decade, Lisa has focused her efforts on handling all aspects of business and personal bookkeeping from simple data entry to producing financial reports to, budgeting and forecasting. She’s an expert in property, sales and payroll taxes and also has experience with a number of unique special projects.

Lisa has a commitment to getting it done right the first time, even when projects are complicated or time is short and that’s good news for Ashton’s clients and associates.

A native of the Bay Area, Lisa and her family are very active in 4-H with horses and lambs to show for it.

Ashton212’s Inclusivity Choice™ Initiative

Ashton212’s Inclusivity Choice™ initiative represents a unique opportunity for clients to choose from one of the most diverse pools of consulting talent available. We understand that brains, productivity, collaboration, results and success are not exclusive to one kind of consultant. We know this because our diverse associates reflect these qualities, and more.

At Ashton212, we go beyond the traditional determinants of diversity—age, race, ethnicity, geography. Why? Because, just like a box of Crayola™ Crayons, the best and brightest consulting talent available doesn’t look, act, or sound the same. Simply put, we look beyond what others see to find the very best among all of us because you need every crayon in that Crayola box to get the best picture.

Tags: Adrian Richard Chacon Black MBA consulting Inclusivity Choice Lisa Wallace Lori Leiva panel San Francisco workshop

Categories: categoryConsulting categoryDiversity & Inclusion

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