LEAD FORUM SPEAKERS

For more than 30 years, Leadership Montgomery has connected its network with the best-in-class speakers and presenters who are experts in their field. For the LEAD Forum, we are excited to feature inspirational and engaging speakers who will energize forum attendees and prepare them to turn leadership into action.

KEYNOTE
SPEAKERS

Passing the Baton: Women at the Helm of Second-Generation Companies

Angela Graham (CORE 2019)
President & CEO, Quality Biological, Inc. 

Bio Coming Soon

Sarah B. Kaplan, RHU, CFP®, AIF® (CORE 2019)
Managing Partner, Kaplan Financial Group, LLC | Kaplan Benefits Group, LLC

Sarah has been preparing for this role her entire life.

As the daughter of two financial services professionals, she has been discussing financial matters over the dinner table since she was little. While business was always her destiny, she made it official by attending the R.H. Smith School of Business at the University of Maryland, and was the top graduate in her major.

Once out of college, Sarah decided to come up in the business the same way as the founder of the company, by studying risk first. Sarah earned her Registered Health Underwriter designation which helps her advise on group and individual health, disability income, and long-term care insurance. Sarah is a specialist in Retirement Income Planning and got her certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania.

Throughout her professional career, Sarah has taken great care in counseling her clients on the care and custody of their assets, retirement plans, and investment management, and earned her Accredited Investment Fiduciary designation.

Sarah took on the responsibilities of Managing Partner of Kaplan Financial Group, LLC and Kaplan Benefits Group, LLC in 2015 and is honored to be a member of the Leadership Montgomery CORE class of 2019.

BREAKOUT
SESSION
PRESENTERS
& PANELISTS

More Speakers Announced Soon

Kristen Crockett,  Author, Podcaster, Owner | The Crockett Collective

Lyn Farrow, Director of External Affairs | Maryland Department of Transportation

Duwan Morris, Transportation Planning Specialist III| Director of Transit Services, Montgomery County Department of Transportation

Sam Oji (EL 2021), Deputy General Manager| Director of Transit Services, Montgomery County Department of Transportation

Rich Parsons (CORE 2003), President & CEO | Parsons & Associates

Yesenia E. Regalado (EL 2023), Director, Training & Community Impact | Leadership Montgomery

Michael David Thomas, Director for Access Management | National Security Council, Executive Office of the President

Nicole L. Turner, Owner | Nicole L. Turner Consulting