Taking Action to Inspire Success

I recently delivered the keynote address at the 2008 Women in Leadership Conference in Ann Arbor, Michigan, at University of Michigan’s Stephen M. Ross School of Business at the University of Michigan – my MBA alma mater, http://www.umich.edu/ What an excellent experience! The conference convened for women Executive MBA and MBA students, as well as other women in business. The interactive program engaged participants in workshops, a case competition and other activities designed to impart immediate skills usable in the workplace.

My keynote speech focused on practical ways business people could develop their talents and skills as managers and leaders while propelling their confidence and careers. I gave them a “sneak peak” of my new lecture series, called Bulletproof Your SuccessTM. I shared the critical “8 Competency Clusters” of success and provided specific tools attendees could use everyday to increase their business effectiveness. It was a complete joy to pass along my knowledge to the audience, who were hungry for information. If you want to learn about the Bulletproof Your Success competency clusters and receive advanced notification of registration for the inaugural lecture series starting in February 2009, let me know.

Quantitative research study finds most Americans need life-planning and management education

MarketLab Research online survey sponsored by Matters at Hand finds that most middle-class and wealthy Americans don’t know enough to protect their assets, health, estate and families

IRVINE, Calif., Sept. 16, 2008 – In a nationwide research study polling men and women whose household income exceeded $100,000 annually, Matters at HandTM found that most respondents feel they need to get their wealth and life planning affairs in order.

“Our market research survey exposed critical findings indicating that most Americans realize they don’t know enough to ask the right questions to get the right products from the right advisors,” said Camille Jayne, Matters at Hand founder. “Many don’t even realize that their affairs are out of whack.”

Matters at Hand, a company that facilitates wealth-management advisory services and provides educational tools, retained MarketLab Research to conduct the online survey in May 2008 polling 550 Americans between the ages of 25 and 70. Among the findings, Jayne said the respondents believe they don’t know enough to manage their life-planning matters.

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Camille Sought After for MBA University Speaking Engagements

I have had a flurry of invitations to speak at various, prestigious business schools on how to be more successful in business: on October 3rd as the Keynote Luncheon Speaker at the University of Michigan Ross School of Business annual Women’s Leadership Conference, in Ann Arbor MI; on October 9th at Chapman University’s Argyros School of Business evening Distinguished Speaker Series in Orange, CA; and on October 16th at Jan Norman’s (of the Orange County Register) business class at Vanguard University in Santa Ana, CA. At all of these, I will be giving an overview of my new, 2009 8 week lecture series: 1 Degree of Separation Between You and SuccessTM (which will be offered in conjunction with Dave Elliott & Associates, Inc.) – more on that in future blog entries. If you’re available, please feel free to sign up and join us at University of MI, Chapman or Vanguard!

Lucy Dunn, CEO of Orange County Business Council Ladies Night Out

Lucy Dunn, CEO of the Orange County Business Council – a What You Need to Know Kit owner- invited a group of business ladies out for dinner at The Center Club and an evening at the Performing Arts Center last week. By the way, Matters at Hand is a proud and new member of the Orange County Business Council. I was wearing my Bettina Knits new Button WrapTM, which is made by my NAWBO-OC mentee, Bettina Rogers. Lucy, Dita Shemke of Citi Smith Barney and Yolanda de la Paz, of First Regional Bank – both Matters at Hand business colleagues, as well as Pamela Sapetto of Sapetto Group, Inc. and Janet Buck of Emergent Success, Inc. – all loved the wrap. Just goes to show, smart business women also have great taste! Thanks to Lucy for treating us to a great night.

New Videos!

I’ve decided to record a series of videos providing a little introduction for each section of the “What You Need to Know Kit.” In each video, I provide you with a little taste of what the kit offers. Be sure to check them out on my videos tab!

Celebrating Matters at Hand OCBJ Supplement Luncheon

It’s funny how the theme of so many blogs seems to be building multi-connected relationships with people! Last week First American Trust hosted a luncheon at its campus headquarters to celebrate our OCBJ supplement “Keys to Wealth Management.” I thought this would serve as an excellent opportunity for everyone in the supplement to meet each other and network. It was a huge success, and I know many wonderful ventures will come out of it! I am extremely grateful to Richard Reisman and Laura Garrett of OCBJ. The supplement was Richard’s inspiration, and Laura has been the brains behind much of it. Thank you both!

Among the attendees were the supplement sponsors such as Matt Brown, Kathy Mericle and Vanessa Gregor of Brown & Streza, LLP Attorneys at Law. This firm is amazing and gave Matters at Hand our first volume reorder of kits! Melissa Pollard and Craig Henton from Comerica Bank also attended. Melissa, who is the founder of the Comerica Women’s Business Symposium (WBS), gave our What You Need to Know KitTM to all the WBS panelists, and sits on the board of Girls Inc with me.

Dean of the number one executive MBA program in the state was luncheon attendee Andy Policano, of UC Irvine Paul Merage School of Business, and leader of Merage’s Center of Investment and Wealth Management. Dean Policano has asked me to teach the first ever wealth management course for MBAs at UCI.

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Michael Gerber presents “Systemize Your Success: Strategies for Small Business Growth” at NAWBO-OC September 9th

As you know, one of my passions is bringing people, resources and organizations together. One of the many connections I have made was introducing Michael Gerber to NAWBO. After meeting, NAWBO asked Michael to join them by giving a presentation focusing on his specialty, how to succeed as an entrepreneur at a NAWBO-OC dinner meeting, September, 9th at the Hyatt Regency in Irvine.

Many of you are familiar with Michael but for those of you who are not, he is the number one small business guru, creator of “The Dreaming Room,” author, speaker and, of course, entrepreneur! He also has a best selling book The E-Myth: Why Most Small Businesses Don’t Work and What to Do About It. His presentations change lives and reach worldwide!

I encourage each of you to attend the NAWBO event as Michael Gerber presents “Systemize Your Success: Strategies for Small Business Growth” on Tuesday, Sept 9. Michael will educate attendees about what it takes to become a successful entrepreneur, and beat the statistics! Learn how he and his organization, E-Myth Worldwide, have created more successful entrepreneurs than any other small business experts or organizations. Dream Big!

For more information on how to attend the event visit the NAWBO-OC web site at www.nawbo-oc.org. Tickets will go fast to make sure to register online before September 8th!

“Illuminating the Needs of Women and Girls in Orange County” WPF Event

I am on the Leadership Council of the Women’s Empowerment Portfolio for Orange County United Way, and I am excited to share that WEP and OCUW will co-host the first women’s summit event, “Illuminating the Needs of Women and Girls in Orange County” on Sept. 19. It should be an amazing event, with three panel discussions addressing unique issues facing women and girls in our community today. Allergan is kind enough to sponsor the conference, while Orange Coast magazine will highlight it in its September issues.

Keynote panelists will focus on the needs and current resources for women and girls in Orange County regarding transportation, technology training and career readiness, and financial planning for transitions.

CEO of OCUW, Maria Chavez; CEO of WalkStyles, Sue Parks; and creator of “Re-Arcing the Rainbow,” Valerie O’Krent will be welcoming the audience. Local authorities on women’s issues, Jane Glenn Haas (Founder of WomanSage) and Dr. Judith Rosener, Professor Emeritus of the UCI Paul Merage School of Business will participate as well. The purpose is to provide the women and men influencers and decision makers in the audience the opportunity to get educated and involved in the current issues of the community.

I encourage each of you to learn how you can take action in helping to build self-sufficient lives for women today and future generations tomorrow! The event will be held at 12:30 p.m. on Friday, Sept. 19 at the Allergan Auditorium, 2525 Dupont Drive, Irvine, CA 92612. The event is open to anyone interested, and with tickets only $35 per seat, this is an invaluable opportunity to identify how you can benefit your community. For more information, please contact Cara Lasala of United Way at 949-263-6155 or caral@unitedwayoc.org. Let her know that I sent you!

Creating Connections, Building Business and Innovative Ideas

As I mentioned in previous blogs, I think building relationships is fundamental to any business success. Connecting people who can unite to make a difference and build their companies is always a rewarding experience! Earlier this week, I had an opportunity to introduce two business entities to each other that have great influence in the wealth management community: First American Trust’s President Dan Banis and Vice President Kimberly Dwan-Bernatz met with Dave Solie, author of the revered and informative book, “How to Say it to Seniors.” Dave is an expert on Baby Boomers and has taught thousands of people how to transform their marketing to appeal to that generation.

Success! The meeting was a hit. First American Trust is eager to have experts, like David, meet with its Baby Boomer-generation clients. David can help these clients address the unique issues facing them and their parents and how to talk to them and deal with the “soft” issues. First American Trust helps them achieve financial stability and manage their wealth, and both help people manage through life transitions.

David and I now are working on how to combine his lectures with our wealth management “What You Need to Know Kit.” For many Baby Boomers, our tagline, “Do You Have Your Act Together?” hits home. Together, David and I are working on how prepare the Baby Boomer generation! There no better feeling than being prepared.

I can’t wait to see how these partnerships help clients as they expand the reach of both First American Trust and David Solie.

U.S. Small Business Administration Honors Camille Jayne

It’s only July but I can’t wait for Sept. 25 this year. That’s when I will be presented the United States SBA “Women in Business – Champion of the Year,” award at the 45th Annual Small Business Week Awards luncheon, for the Santa Ana District Office of the U.S. Small Business Administration. I would like to give special congratulations to my peers who are also winners of this year’s Small Business Awards! The honor of being recognized as the “Women in Business – Champion of the Year” is a very fulfilling career achievement, because I take so much pleasure in promoting women in business.

A person for whom I have great respect once said something to the effect of, “The best exercise for the human heart is to bend down and pick people up and to hold them up on-going to help them succeed…” I know how much I appreciate those who have done that for me.

You may have heard about the Small Business Week Awards from Steve Churm, president of Churm Media, in an OC METRO Minute business newscast. If you missed it, you can listen to it here. In addition, if you’d like to attend the event on Sept. 25 at the Hilton Anaheim, contact Laurie McCulloch at 949-706-3245 or lmcculloch@socal.rr.com or Patty Holohan at psholhah@aol.com or 909-794-3027.