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33RD ANNUAL

LUNCHEON

Royal Sonesta Houston Galleria

Friday, May 3, 2024 | 11AM

Friday, May 3, 2024
11AM

Royal Sonesta
Houston Galleria

A Celebration of Houston's Women Leaders

At The Women’s Resource,  we envision a day when all women and girls have the knowledge, skills and confidence to make sound decisions for their financial futures. Our programs provide an educational foundation that will result in improved financial stability. The Annual Luncheon provides essential financial support for our clients. The support we receive from this event helps to ensure that the hundreds of women and girls we serve every year continue to have the resources they need to be independent, productive, and financially stable.

Interested in sponsoring this event?

Make a difference in the lives of women and children in our community! Check out our 2024 Luncheon sponsorship opportunities.

Featured Speaker

Sallie Holder

Once a Labor & Employment Lawyer with an impeccable ten-year track record, Sallie made her mark by mastering every facet of the employer-employee dynamic. Yet, beneath the surface, an entrepreneurial spirit was burgeoning. Transitioning from law to leadership, she embraced the entrepreneurial calling as CEO of Corporate & Tax Law Firm, and thereafter, the CEO roles for retail, real estate, and a sales company consecutively. In each, she became the catalyst for growth, significantly boosting sales by 70% year after year, revealing a talent for transformation that would define her career. 

This knack for revenue generation caught the attention of fellow female entrepreneurs, inspiring the genesis of The BRIMM, her brainchild that empowers women with actionable sales strategies. Her journey wasn’t a steady ascent but rather a tapestry woven with success and setbacks, each thread a lesson that shaped her approach. Recognizing the absence of a sales strategy blueprint that catered to the unique hurdles faced by female entrepreneurs, she created TSA – a comprehensive system addressing the real challenges in achieving sustainable business success. 

Today, she’s a testament to self-worth in business, unafraid to set boundaries and only accepting work that sparks a resounding “YES.” She’s crafted the very existence she once dreamed of, all while guiding others to do the same. 

The evidence of her impact is not just anecdotal; it’s quantifiable. Hundreds of success stories echo her effectiveness with female entrepreneurs. 

Her journey is not just able the businesses she’s built or the sales she’s increased; it’s about the lives she’s changed and the dreams she’s turned into tangible realities. It’s a story of empowerment, strategy, and the relentless pursuit of growth – not just for herself, but for the countless women who’ve followed her path. 

2024 Luncheon Chair

Carrie Colbert

Carrie Colbert excels at the crossroads of creativity and commerce. With nearly two decades in the energy industry, she now focuses on empowering women by breaking down funding barriers for female founders and demystifying venture capital for potential investors.

Hailing from a small Texas panhandle town, she became the first in her family to graduate from college, graduating at the top of her class in petroleum engineering at The University of Texas at Austin. While working, she also received her MBA from UT. She spent over a dozen years at Hilcorp, the largest privately owned oil and gas producer in the US. She embraced the energetic, entrepreneurial environment at Hilcorp as the company scaled from millions to billions in enterprise value. Having equity in the company proved life-changing, as she was able to “retire” from that industry at age 38 to pursue other interests and passions.

Embracing her creative side, Carrie built a following of 85,000+ on @carriec Instagram and a popular blog. Fortuitously, building an online presence proved pivotal for Carrie’s next professional adventure. Through life as a social media influencer, Carrie began connecting with women-owned brands, advising them, and investing her own money into these female-founded businesses. After five years of angel investing, Carrie realized the arbitrage opportunity for investing in female-founded consumer brands was great! Women-led businesses are underfunded, yet overperforming, so that creates an opportunity to earn outsized returns.

With that thesis in mind, Carrie launched Curate Capital in 2021 to support female-founded consumer brands. Carrie and team closed fund 1 in 2022 at $15 million – 50% oversubscribed, with nearly 80% of investors being women, including influencers with over 10 million followers. As an influencer herself, Carrie realized the power of influencers investing and has been a pioneer of the #influentialinvesting concept. Curate plans its second fund in 2024.

Aside from her role at Curate Capital, Carrie serves on the Cockrell School of Engineering advisory board and actively attends The Story Church. She also dedicates time to serving the homeless community weekly. She’s a sought-after speaker for female entrepreneurs. Above all, Carrie takes pride in being a devoted mother to her six-year-old daughter, Elle, and three-year-old son, Luke.

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Can't attend and want to support?

Your donation will make a difference in the lives of real people in our community 

Outstanding Women in Banking and Finance Award 2024 Honorees

Kristen Habich

Managing Director & Market Manager 

J.P. Morgan Private Bank

Kristen Habich is a Managing Director and the Market Manager for J.P. Morgan Private Bank in the Houston area. She leads a team of advisors and specialists to help wealthy clients plan, invest, bank and borrow. Kristen brings a planning perspective to deliver strategies for wealth transfer and family governance. She believes one of the great privileges of her role is to help clients navigate the firm to access the global resources available so that they may fulfill their purpose and leave a legacy for their family and community.
As a member of the Market Leadership Team for Houston, Kristen provides executive guidance to integrate J.P. Morgan’s lines of business and is instrumental in driving community and employee engagement. She has been recognized by other professionals in the industry and in 2014 was selected as one of the Top 100 Women Financial Advisors by the Financial Times.1 Additionally, in 2021, she was an honoree at the Houston Business Journal’s “Women Who Mean Business” awards.
Kristen graduated from The University of Texas at Austin with a B.B.A. in Finance. She is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™, which attest to her deep understanding of capital markets and wealth planning. Kristen has been an instructor at The University of Texas Center for Professional Education in the CFP® certification program. She is currently a member of the CFA® Institute and the Houston Security Analysts Society.

Laura Leman Genung

President & Trust Officer

Chilton Capital Management, LLC

Laura Genung is President and Trust Officer at Chilton Capital Management. She also serves as Vice President on the Chilton Capital Management Trust Company Board. Laura is a licensed attorney with over 22 years of trust and wealth management experience.

Laura’s expertise encompasses, retirement accounts, FLPs, trusts, and estates, Her broad range of clients includes families, business owners, physicians, attorneys, and artists. She is passionate about maintaining family harmony when transitioning generational wealth.

Laura holds a BJ in Journalism from the University of Texas at Austin, and earned her Juris Doctor from the University of Houston Law Center. She is a member of the Probate, Trusts and Estates Section of the Houston Bar Association. Other professional affiliations include the Houston Estate and Financial Forum and Attorneys in Tax & Probate.

A native Houstonian and mother of four, Laura enjoys serving the local community. She is a member of National Charity League’s Memorial Chapter, and a long time Girl Scout troop leader. She has also served as a volunteer for Hunters for the Hungry, Kid’s Meals, the Houston Food Bank, and various SBISD schools over the past 15 years.

Kimberly j. Latimer

Private Wealth Advisor Managing Director

Ameriprise Financial Services, LLC

Luncheon Emcee

Linda Lorelle

Linda Lorelle is a world renounced journalist who anchored the evening news for nearly 17 years at Houston’s NBC affiliate, KPRC-TV. She is CEO & Executive Producer of Linda Lorelle Media, a communications consulting and video production firm based in Houston.

Linda created and hosts the award-winning Our Voices Matter Podcast. She won an Emmy for Beyond Brown vs. Board: The Journey Continues, a documentary on how Houston desegregated its schools, and an Emmy for her first-person account of another local news anchor’s cancer. She garnered two national Gracie Awards, given by the American Women in Radio and Television.

We are thrilled to welcome her as our 33rd annual luncheon emcee!

Members

We are currently building our 2024 Host Committee

Event Sponsors

Sapphire

PLATINUM

GOLD

Janet Clark with Texas Instruments Match

Kristen Habich

Silver

Frost Bank

Kirkland & Ellis LLP

Ameriprise

Bronze

Bristow Group

KPMG

Lisa Paulk

Jessica & Ken Neikirk

Elizabeth Ivers

Bank of Texas

Vinson & Elkins LLP

Winstead PC

TC Energy

American Bank

Sally Shaw

Cadence Bank Foundation

Texas Capital

East West Bank

BDO

Memorial Hermann

RSM

Copper

Laury Adams

Capital One

Page Vogelsang (Lockton)

Susan Myres

Amegy Bank

Palantir (Lila Ontiveros)

Rebekah Le (MasTec)

Hancock Whitney Bank

TDECU

Angela DeSilva

Jackson Walker LLP

TETRA Technologies

Holland & Knight LLP

Cindy Griffin

First Horizon Bank

Baker Botts

Agility Bank

HEB

JLL

Julie Cutrer

Amerant Bank

Houston Business Journal

American First National Bank

The Leman Family

Commerce Bank

Boyden

Friends

Nanette Stephens

Angela Schwarzbach

What We Do: Our Programs

For Teens

The Women's Resource offers RISE!, a four-year program empowering high-school girls in Houston by providing supportive peer network, financial literacy, and career readiness. Through field trips and speakers, it exposes girls to post-high school options, fostering responsible financial planning. This early education equips them to make informed life decisions.

For Women

In our four programs focusing on financial literacy and career development, women acquire the essential financial knowledge, skills and confidence they need to make sound decisions and improve their lives – for themselves and for generations to come. Classes and coaching center on topics of managing and understanding finances, paying down debt, and developing skills needed to find work and advocate for a livable wage.

What We Do: Our Programs

RISE! Our 2022 RISE! graduates included 67 girls who collectively received 76 college scholarships, 417 college acceptance letters and saved $536 on average. In the 2021/2022 school year we served 297 girls at 7 different partner schools across Houston. All RISE! Participants experienced at least 2 community involvement opportunities, including field trips and guest speaking panels! We are also thrilled to report that an overwhelming majority of participants – 97% to be exact- made progress toward or achieved a financial goal they set for themselves. 

YourLife Finance Classes We hosted 321 classes in 2021, both virtually and in person, reaching over 2000 women in the greater Houston area. We have also been able to produce on demand content to best meet the needs of our clients as we. navigate the changes brought on by the COVID-19 pandemic.

YourLife Coaching Women in our one on one financial coaching program increased credit scores by an average of 57 points last year and saved over $2900! Women in our group coaching program, YourLife Possibility Groups paid down more than $46,000 in debt collectively and saved over $28,000 throughout their time in the program.

YourLife Career Coaching We have launched our newest program, YourLife Career Coaching, to help women find higher paying jobs, advocate for higher pay in their current positions, or enter into the workforce.

Our Yearly Impact

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“I feel I have a lot more confidence and control over my money. I’m not afraid to talk about it anymore, money is not a scary thing. That’s the beauty of talking to my financial coach.”

– Annabella, YourLife coaching client

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