You are invited to attend, “Building Generational Wealth Through Succession Planning,” a WBENC Women of Color session. All WOC WBEs and non-certified WOC Entrepreneurs are encouraged to attend this outreach and development program.
This Financial Literacy Month, WBENC and JPMorgan Chase & Co. are pleased to invite you to attend “Building Generational Wealth Through Succession Planning,” a Women of Color session. During this session, you will learn from subject matter experts on how to build generational wealth and hear from generationally-owned business owners on how they are establishing family wealth through succession planning.
The WBENC Women of Color Program is an outreach and development program designed to build and strengthen a dynamic ecosystem for women of color entrepreneurs. While this session is targeted to women of color, all are welcome to attend.
Join WBENC and JPMorgan Chase & Co. on April 12 from 3-5 PM ET to learn the secrets of building and maintaining generational wealth.
CEO, Rose International
Sabina Bhatia became CEO of Rose International in January 2017. Prior to becoming CEO, Ms. Bhatia held various management positions at Rose actively leading teams in the areas of recruiting, business development, accounting and administration and partner relations. During this time, Ms. Bhatia effected change and improvement companywide. Her proven ability to lead has allowed Rose to remain a consistent force in the workforce solutions arena.
President & CEO, Fair Oaks Foods
As President and Chief Executive Officer of Fair Oaks Foods, Michael Thompson has championed the success of this award-winning Wisconsin-based supplier of meat and poultry products since taking ownership in 2003. Under his guidance, revenues have increased substantially, workforce has tripled, and strategic business growth has led to two additional facilities in the region. The State of Wisconsin has recognized Fair Oaks Foods as one of their top manufacturers. In 2019, Fair Oaks Foods was selected as Company of the Year by Black Enterprise Magazine. Mike was also named Entrepreneur of the Year by the Kenosha Area Business Alliance. A true advocate for diversity, Mike stands as a benchmark for minority businesses.
Michael J. Thompson
SVP Business Development, Fair Oaks Foods
Michael J. Thompson joined the business in 2009, as a National Account Sales Manager at Fair Oaks Foods. Since then, Michael has transitioned into Vice President of Sales & Marketing. Michael has over 15 years of experience in the Food Industry, is an accomplished marketing strategist and a strong leader. His vision and expertise continues to demonstrate cost-effective growth for Fair Oaks Foods. Michael is skilled in building relationships of trust and respect from customers and peers, which continues to allow success in his career as well as growth for Fair Oaks Foods.
Meredith “Moe” Peguero
Executive Director and Banker, J.P. Morgan Private Bank
Meredith “Moe” Peguero is an Executive Director and Banker of J.P. Morgan Private Bank in Miami. Moe guides private business owners, entrepreneurial founders & funders and multigenerational families through the complexities of significant wealth. She is particularly focused on helping clients maximize efficient exits and transform their success into a sustainable legacy. Moe has spent time in an early-stage technology company, and after serving as Head of the Technology Vertical in Miami, she is now challenged with leading the Family Office practice. In this capacity, she is working with clients to build the Modern Family Office, managing concentrated equity positions while using the tools of J.P. Morgan to support long-term investment policies that align with each family’s estate planning goals.