About this Event
One of our most requested topics is PERSONAL FINANCE! You asked, and we answered.
Led by financial expert and LeadHERboard member Stacy Murray, CPA, CFP with Harvest Strategies Group
What attendees love most about our events - is the opportunity to connect with like-minded women, enjoy lunch, and gain insights that can help you thrive personally and professionally.
Why attend?
You’ll leave with practical tools and a network of women supporting your success.
- Budgeting tools
- Small dollars now for big impact later
- Savings
- Pre-Tax vs. Roth IRA (IRA vs 401k)
- Ask Anything!
Finance doesn’t have to be intimidating and shouldn't be deferred to our partners —our goal is to make this topic approachable and actionable.
Special Thank You to our Education Sponsor: The Better Business Bureau serving Central Oklahoma!
BONUS - The Treasury is offering all registered attendees a FREE COWORKING DAY! That's right you can utilize the plush office space in one of the premier, downtown coworking space exclusively for women. Please make the reservation for this special offer when securing your seat . Visit TheTreasury.work to learn more about this thoughtfully appointed space.
More about our expert:
Stacy’s passion is serving clients as a trusted fiduciary wealth manager, using her background and experience in accounting to add value to her clients through direct dealings with her client’s CPA partners. As a CERTIFIED FINANCIAL PLANNER™ practitioner, she lends her unique set of skills and qualifications to help individuals, families and businesses grow and manage generational wealth.
Born and raised in Ponca City, OK, Stacy graduated summa cum laude from Oklahoma State University in May 2007 with a bachelor’s degree in accounting and an honors college degree. In December 2007, she completed her master’s degree in accounting from OSU. Again, achieving summa cum laude. Stacy became the first woman in her family to graduate with a master’s degree. After college, Stacy started her professional career with a Big 4 Accounting Firm, KPMG, providing assurance services to financial service industry clients ranging from Fortune 10 companies to family-owned businesses. During her 11.5 years with the firm, Stacy was a devoted member of KNOW, KPMG’s Network of Women, and was passionate about recruiting and mentoring young professionals.
Stacy loves accounting and enjoys using her skills to assist clients. She also is passionate about her family, starting with her husband, Bryan Coppock, who was her high school sweetheart. Stacy and Bryan also have a daughter, two sons, and a golden retriever. Together they enjoy trips to the mountains, where they snow ski and ride UTVs. They also like golfing and spending time at the lake. She returns home to Ponca from time to time to help her parents with their farm.
Stacy is a member of the American Institute of Certified Public Accountants, and she serves on the Board of Directors for Infant Crisis Services and the Board of Directors for Dean McGee Eye Institute Foundation.
CHECK OUT a few pitcures from recent LeadHERboard education and networking events
LeadHERboard member, Crystal Oakes, Founder of Oakes Creative House gives an empowering and educational lunch and learn on the importance of personal branding.
Hosted by: Metro Tech's Springlake Campus
Book Signing with Author of The Courage To Advance Bonnie Timms Hagemann.
Sell-out crowd at the Oklahoma Hall of Fame for first LeadHERboard Luminary Luncheon. United WE CEO, Wendy Doyle and Potts Family Foundation CEO, AJ Griffin shared report on the status of women in Oklahoma.
Another full house at The Thunder Launchpad for Title IX lunch and learn with attorney, Christian Whitney and Cecillia J. Robinson- Woods, Ed.D the Superintendent of Millwood Public Schools.
The Girls Scouts of Western Oklahoma's Camp Trivera hosted 45 men and women for a tour of the only girls STEM campgrounds in the country. Our lunch and learn speaker was Dr. Tina Floyd the owner of Oklahoma's first women's fastpitch softball team - The OKC Spark!
LeadHERboard sold out a private reception and hard hat tour of new OKC ZOO Expedition Africa.
Join us monthly for Community - Connection - Conversation at Matties Coffee Company
The largest charcuterie board EVER!
Hosted by Remerge
Event Venue & Nearby Stays
The Treasury Coworking Space, 10 North Lee Avenue, Oklahoma City, United States
USD 0.00 to USD 47.20