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LEADING LADIES

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The Must List

The Must List

inspiring, passionate, determined leaders who are making a difference in our communities 30 +

Only 2 percent of women-owned businesses achieve more than $1,000,000 in revenue. A man who starts a business is 3.5 times more likely to grow their business to more than $1,000,000 in revenue - this is why everyone needs to support female founders and leaders.

Katie Schibler Conn, Founder, KSA Marketing

100 Metro Center Blvd, Unit 4, Warwick Rhode Island TeamKSA.com

Katie Schibler Conn

Founder, Brand Strategist

“The best experiences in my life, personally and professionally, have happened when things didn’t go according to plan” – or as Katie Schibler Conn is known for saying – “when sh*t went sideways.” The founder of KSA MARKETING, Katie is an industry powerhouse in her element taking risks to deliver bold and performance-driven advertising campaigns. “The core of my job is to find clarity amidst the chaos and create a path forward that has everyone around us saying ‘Oh, hell yeah!’”

A classically trained marketer, Katie has more than 25 years of experience leading integrated marketing initiatives for global brands ranging from SKYY Spirits to PlayStation, as well as local clients University of Rhode Island, the Rhode Island Department of Health, and many more. With a long history of forging meaningful client partnerships, Katie’s first account straight out of earning her BA in communications from Fairfield University was PepsiCo. The solid relationship would later set KSA Marketing’s growth in motion when PepsiCo signed on as her first client 11 years ago.

Katie is a past president of the Association of Marketing Professionals of RI, an active member of the Forbes Agency Council, an advisory board member of Enterprising Women, and was PBN’s Woman to Watch in Creative Services in 2021. “In 2019, I identified a growing need for workforce development recruitment campaigns and entered the Goldman Sachs 10,000 Small Businesses program,” Katie explains. “In doing so, I created an entirely new niche of advertising services in the marketing industry, running integrated advertising campaigns for workforce development organizations.”

Each industry move has been informed by her background, down to her upbringing in Canton, Ohio, surrounded by generations working in manufacturing. “I witnessed the negative social and economic impact the loss of manufacturing has had,” Katie says. “This is why KSA’s focus on workforce development is so important to me.”

While Katie’s innovation in the field speaks volumes, her employees and business partner David Bradley’s praise may echo louder. “Katie developed and built KSA for over 11 years, a milestone few business owners reach, and even fewer women business owners,” says Bradley.

“Katie is a gifted leader who excites, inspires, and leads with bold vision. She is innovative and creative, bringing intense focus and enthusiasm to everything she does,” shares an employee. “She also invests her time and e ort to help sta and clients grow in their careers, helping them realize their own impact and potential while inspiring and motivating them to do their best work.”

The “chief a*s kicker” works hard but also advocates for worklife balance for herself and her team (earning the company PBN’s Best Places to Work), spending downtime with family and volunteering in the community. An active feminist, Katie also champions women leaders. While KSA is among the only 2 percent of women-owned businesses that achieve more than $1,000,000 in revenue, she shares, “I am personally on a mission to increase this statistic and create more equity in the financial divide between male-owned and woman-owned businesses.”

After back-to-back years doubling in size, 2023 promises to be a big year for KSA, scaling internal processes, resources, and sta , launching a mentorship program, and creating a training hub for both technical and soft skills. Katie looks forward to watching it unfold, all while upholding the agency’s core values: “kick-a*s commitment, passionate tenacity, and bold courage.”

100 Metro Center Boulevard, Warwick, 401-681-4900, TeamKSA.com

JOANNE DALY cares deeply about her clients and their families. She is dedicated to helping them take control of their financial future. “I am passionate about helping others become financially empowered and make smart well-informed decisions about their money, especially women,” she says. Joanne’s clientele include individuals, couples, doctors, small business owners, and professors, but many of her clients are women who have become responsible for their financial future after experiencing death of a loved one, divorce, or inheritance of significant wealth.

Joanne knows personally how important it is to be involved in your finances, since her mother became a widow at 45 and her sister went through a divorce after 25 years of marriage. Joanne saw firsthand the emotional and financial challenges they faced, which is why she requires both spouses participate in their meetings. Joanne strives to ensure that if something happens to one of them, the other will be better prepared to handle their financial a airs on their own. “Of course I will be there for them, to guide them and advocate for them,” she says, “helping them navigate through the overwhelming paperwork and helping them preserve their wealth so that they can live a comfortable lifestyle.”

As a result of Joanne’s personal experiences, she has truly made it her mission to help her clients become financially informed and engaged in their finances, to help ensure they make smart decisions about their money. “I am their wealth coach, helping them navigate through their financial journey,” Joanne says. “I essentially act as their personal CFO, helping them in many financial aspects of their life and working in collaboration with their attorneys and CPAs to create a holistic wealth plan that incorporates their personal values and goals. I provide customized financial and investment strategies to help them enhance and preserve their wealth so they can achieve what’s most important to them.” Through ongoing financial education, coaching, and planning, her clients feel confident in making informed financial decisions.

Joanne enjoys educating others through financial presentations to civic organizations and companies. She is a frequent guest speaker on various topics, including financial empowerment, wealth planning, and divorce. She has presented at Bryant’s Women Summit, South County Hospital, URI Osher Life Long Institute (OLLI), URI Alumni Foundation, and The Rhode Island Society of CPAs, to name a few.

Though Joanne’s o ce is in Providence, she often meets with clients in their home, o ce, the firm’s Newport o ce, or via virtual meetings. Joanne has more than 25 years of financial services experience, was a former CPA Tax Manager for Ernst and Young and earned an MS in taxation from Bryant University. Joanne has attained Morgan Stanley’s Family Wealth Advisor (FWA) designation, which is granted to those financial advisors who have successfully completed an extensive accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and preserve wealth across generations. She is also a Certified Divorce Financial Analyst. Outside of work, Joanne is an active volunteer, including being a member of the United Way of RI board, Girl Scouts of Southeastern New England board, South County Health Foundation board (past Investment committee), Christ the King Parish Finance Committee, GFWC Women’s Club of South County, Rotary Club of Wakefield board, RI Society of CPAs, and the Estate Planning Council of RI. Joanne lives in Narragansett with her husband and two daughters.

1 Financial Plaza 19th floor Providence • 863-8467 joanne.daly@morganstanley.com, Advisor.MorganStanley.com/Joanne.Daly

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