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20Books Vegas 2021 Day 3 – Basic Recordkeeping [Video]

20Books Vegas 2021 Day 3 – Basic Recordkeeping

Keyword: Business

Speakers: Lisa Gardina

Description: Basic Recordkeeping

Disclaimer: The views of 20Books Vegas 2021 guest speakers are their views alone and do not represent the views of 20Booksto50k(R) or the conference or the conference organizers.

Bio: Lisa Gardina

Lisa Gardina is the President and Founder of Money Mentors, LLC, a financial organization company committed to helping families of all wealth levels consolidate financial data to thoughtfully produce usable information to facilitate improved financial decision-making.

A seasoned financial professional, Lisa has over 25 years of experience handling finance and organization issues for high profile individuals, families and companies. Ten of those years were spent as a Finance Leader in Oprah Winfrey’s Family Office. Prior to working personally for Oprah Winfrey, she honed her analytical and coaching/training skills at PricewaterhouseCoopers, Deloitte & Touche and BNY Mellon.

Lisa also has a wealth of experience in the philanthropic realm, the most recent being the Co-Founder and Treasurer of the Dyslexia Action Group of Naperville.

She holds a Master of Business Administration from Robert Morris University and received her Bachelor of Science degree in business and accounting, with a minor in economics, from the University of Pittsburgh.

Lisa is a Certified Public Accountant and Certified Financial Educator. She is a member of the AICPA in the Personal Financial Services sector.

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