Kim Bourne, CPA, CFP, EA

Values Based Financial Planner and CEO of Playfair Planning Services

• Few Americans have written blueprints that outline both accumulation and distribution phases for their most important goals.

• Few Americans have an advisor that assembles and leads a team of best in class subject matter experts in each financial discipline so that they are highly confident that all advice is properly vetted and implemented with their best interest at heart.

• Even fewer Americans have advisors that hold them and the financial professionals that serve them accountable to doing what is necessary to achieve their goals.

With these three challenges in mind, Kim established a unique turn-key business model which serves family-oriented professionals – residents of the five boroughs and surrounding suburbs. Kim enhances the quality of her clients’ lives because they delegate the responsibility of keeping their financial houses in perfect order to her. They in turn can focus on doing the things that they cannot delegate like improving their physical health, deepening their inner connections, strengthening their relationships and advancing their careers.

At Playfair Planning Services, with offices in the heart of Canarsie Brooklyn and Midtown Manhattan, Kim advises financially independent women, successful entrepreneurs and young professionals – New York natives and recent arrivals. She listens not only to understand their financial goals, but also their goals for life. Many of Kim’s clients have become good friends. People like coming to her office; they trust her judgment and expertise, and the way she does business by the Platinum Rule. Kim realizes that time is valuable, and her planning makes the most of it. Many of her clients are her friends: goal-oriented, starting to think about retirement, devoted to their families and communities as well as their careers.

As a primary financial advisor, Kim’s role in her clients’ lives is much like that of a primary care physician – except her specialty is money. She communicates with other trusted advisors – fellow CPAs, insurance agents, attorneys – so that everybody’s kept in the loop when it comes to financial developments. In the financial world, Kim is a rare gem – practicing what she knows to be effective and life-affirming. She strongly believes that comprehensive planning and continued support is crucial to our well-being. She also believes that effective leaders empower women. She dedicates a portion of her practice to The Playfair Planning Services Women’s Advisory Council for the purpose of inspiring, educating and providing female leaders with a forum to grow personally and professionally. She has written many articles and speaks at colleges, universities and organizations around the country including The Parents League of New York, Clear Channel Network and, The National Medical Association.

Kim is also a wife and mother of three children. A swimmer and tennis player, Kim enjoys any place that has a good beach, and when she travels, it’s often to a beachfront destination with good books in tow. She is a passionate volunteer for the Girl and Boy Scout Councils of Greater NY and The Board Secretary for The Brooklyn Heights Montessori School. Kim lives a blended life, and helps her clients do the same through her career.

Her Expertise: Walker is certified by the Harvard Law School’s Program on Negotiation as a facilitator of corporate negotiation skills training. Under the leadership development practice her firm provides management training and executive coaching.  The firm is frequently requested to implement training or coaching in Effective Negotiation, Merger Integration and Strategic Planning. Under the corporate branding division the firm provides private label beverages to help clients promote brand recognition and enhance external marketing. To learn more about the branding division visit their site. 

Her Clients: Walker has consulted for a distinguished clientele of the world’s leading corporations. On the leadership development side she has consulted for The Economist Group, The New York Times, Goldman Sachs, Morgan Stanley, Time Warner, Credit Suisse First Boston, Deutsche Bank, Bank of Tokyo-Mitsubishi, HSBC Bank, the U.S. Department of Commerce, Simon and Schuster, Avon, and the United Nations among others. With over 20 years’ experience, she has personally advised executives at these and other companies in Asia, Africa, Europe and the United States.  On the beverage branding side, her clients include: Levi Strauss, The Waldorf Astoria, CW Networks, Droga 5, Marriott Hotel Ventura, Mutual of Enumclaw, Hewlett Packard, and Hartman Sports Arena among others.

Her Experience: Prior to entering private practice, Walker was director of organizational development and training for Viacom Inc., one of the nation’s largest media companies including MTV Networks, Showtime, Paramount Pictures, and several theme parks. Prior to Viacom, she was senior management development specialist for Goldman, Sachs and Co., where she designed and delivered leadership programs at the Firm’s London, Tokyo and New York offices. She has held other positions with The Travelers Companies as lead facilitator of Negotiation Skills training and as Vice President of Diversified Systems Group. 

In addition to her corporate experience, Walker has also worked in public and non-profit organizations. As a management specialist for the International Trade Administration of the U.S. Department of Commerce, she received a Bronze Medal for her analysis of world trade issues. She has also served as a consultant for the UN Decade of Women where she researched the status of education for women in over 70 countries.  Building on her interest in international affairs, Walker worked as: a press correspondent at the UN, a Capitol Hill lobbyist for the International Health Network a consortium of medical schools, and as national training director for Meridian House International, a network of over 90 international exchange organizations.  

Prior to all of the above, Walker started her career as a public school teacher in New Jersey.

Her education includes: study abroad honors at Oxford University-New College, United Kingdom, doctoral studies at Columbia University (ABD/all but dissertation), a Master of Arts degree from The Ohio State University, and a Bachelor of Science degree from Morgan State University. Ms. Walker also holds professional certifications in: EQI-Emotional Intelligence Inventory, the Leadership Effectiveness Analysis™, the DISC™ Personal Profile System, and the Myers Briggs Type Indicator. As a guest speaker for many organizations, she has delivered keynote presentations for Verizon, Ryder, and Oxford University-St. Edmund Hall.

Recognition and Service: Linda’s accomplishments have been recognized by the Network Journal as recipient of its ’25 Influential Women in Business Award’, and by The Links as a recipient of their International Leadership Award. She was been featured in The New York Post and  the weekly television show: Woman of The Week.  Linda is also a member of several professional associations including the Business Council of the UN, The Oxford University Society, the British-American Chamber of Commerce, the National Association of Women Business Owners, Alpha Kappa Alpha Sorority Inc., and the American Society for Training and Development. Linda enjoys antique shopping, chamber music, and African Art. She has been a lover of vintage fashion over the last 40 years. 

Her big turn-on: Intelligence, honesty and common courtesy.
Her favorite motto: Expect the unexpected
Her big turn-off: Name droppers
Favorite Book: Games Mother Never Taught You

Rhonda Joy McLean is Deputy General Counsel of Time Inc. (a Time Warner company) in New York, New York. She was promoted from the position of Associate General Counsel to her current post in January, 2009. She manages one third of the law department and conducts regulatory compliance efforts for consumer marketing materials for the 21 magazines that Time Inc. publishes in the United States and Canada, including Time, People, Sports Illustrated, Fortune, Real Simple, InStyle and Essence. She provides advice and counsel to more than 300 clients, focusing on digital marketing matrixes and also participates in the shaping of national and international advertising and data privacy protocols for Time Inc.

Prior to joining Time in October 1999, Ms. McLean was the Assistant Regional Director of the Northeast Region of the Federal Trade Commission (“FTC”) for nine years. At the FTC, she prosecuted individuals and corporations throughout the United States that engaged in deceptive business practices or conduct that violated federal antitrust laws.   While at the FTC she received national awards for her work in educating traditionally underserved consumer communities about their rights under federal, state, and local consumer protection laws.

Ms. McLean received her J.D. from Yale Law School in 1983.  From November, 2004 to November, 2006, she served as chair of the Yale Law School Alumni Association. In April, 2010 she received the Hon. Jane Matilda Bolin award from the Yale Black Law Students Association for her mentoring hundreds of young lawyers and law students as well as her community service work.  Judge Bolin was the first African-American woman to graduate from Yale Law School (1931) and the first Black woman appointed as a judge in the State of New York. Currently, Mclean serves as a member of the Yale School Fund Board of Directors. 

In March, 2010 Attorney McLean’s first book was published by Random House/One World Press, entitled “The Little Black Book of Success: Laws of Leadership for Black Women.” The book, written with her friends Elaine Meryl Brown and Marsha Haygood, is now in its sixth printing.  It has been consistently ranked in the top 3 on Amazon.com’s best seller list for leadership and management.  Ms. McLean and her co-authors have participated in more than 60 book events in 15 states thus far and their book tour continues.

In April, 2012 Ms. McLean received the Professional Achievement Award from the Association of Black Women Attorneys in recognition of her legal and management career of nearly thirty years.  In June, 2010, Ms. McLean received the “Highest Leaf” award from the Women’s Venture Fund for her work with young business women, potential lawyers and law students over the past twenty years.  She was named by The Network Journal in March, 2007 as one of the “25 Influential Black Women in Business” and featured in the March issue of The Network Journal Black Professionals and Small Business Magazine. She also received the Ruth Whitehead Whaley Public Service Award at the 30th Anniversary Gala of the Association of Black Women Attorneys (“ABWA”) in March, 2007. Ruth Whitehead Whaley was the first African-American woman admitted to the practice of law in New York (1925) and North Carolina (1933). Ms. McLean has received numerous other awards, including the “Global Vision Award from the Ifetayo Cultural Arts Academy in Brooklyn, New York, which provides artistic vision and community services to more than 1,000 families in Flatbush. Since June of 2004 she has been a member of the Greater New York Chapter of the LINKS, Inc., a 65-year-old international community service organization comprised of African-American professional women.  She is First Vice President of this organization and served as co-chair for its 2012 Easter Luncheon and Fashion Show, a fundraiser that supports its community service and student scholarship programs.

Attorney McLean has also served as co-chair of the board of directors of the New York Women’s Foundation, which makes grants of nearly $5 million each year to community-based organizations that enhance the lives of low-income women and girls in New York City.  In June, 2012, Ms. McLean was installed as the first African-American and female chair of the board of directors of the Better Business Bureau of Metropolitan New York (“BBB”), which resolves over 50,000 consumer complaints each year and serves residents of New York City, Long Island and Westchester County.  The BBB is celebrating its 100^th anniversary this year.

Ms. McLean is a founding co-chair of the Time Warner Women’s Network (“TWWN”), which launched in November, 2004 and now has over 1,000 members.  She was featured in the February, 2008, March, 2010 and June, 2011 issues of ESSENCE magazine.

A noted public speaker, Ms. McLean delivered the keynote address at the 18^th Annual Ruth Whitehead Whaley Scholarship Luncheon of the Association of Black Women Attorneys in New York, New York, in April, 2012.  She will be speaking about leadership at the National Bar Association’s Annual Assembly in Las Vegas in July, 2012.  Topics of interest to her include FTC and other regulatory agency guidelines, electronic marketing and social media issues, the evolving structures and infrastructures of legal service organizations and leadership for the next millennia, particularly the progress of women in leadership roles.

In addition to her law degree, Ms. McLean received a Master of Science degree in Adult Education and Leadership Development from North Carolina A& T State University. She received her B.A. in Criminology and Social Work from Aurora University in Aurora, Illinois.   A classically trained musician, Ms. McLean has performed for many years throughout the metropolitan New York area with a chorale that specializes in sacred choral repertoire.

Angela was an executive search consultant for over a decade, first for the firm of Ray & Berndtson and then for Phillips Oppenheim.  Her clients included the American Library Association, Atlanta Women’s Foundation, Barnard College, Brooklyn Public Library, CIVICUS (Johannesburg), Columbia University, ELMA Philanthropies, Hale House, Horace Mann School, National Book Foundation, National Council of Churches, New York Women’s Foundation, PLAN International, Special Olympics International and Urban Libraries Council among others.

 Before becoming a search consultant, Angela was the chief operating officer at the International Women’s Health Coalition; the founding executive director of Early Steps, a nonprofit working with New York City families of color and independent schools; and she served as director of operations for the Mali field office of CARE in West Africa.

A native New Yorker, Angela earned a bachelor of arts degree, magna cum laude, from Tufts University, and she earned a master’s degree in education from Harvard University.  She was a trustee and board chair of the Manhattan Country School, which was founded on Martin Luther King’s principles of social justice and equality; current trustee and former co-board chair for the Ethical Culture Fieldston School; trustee of the New York State Association of Independent Schools; and member of the SUNY Empire State College Council.  Other board and community support has included Global Kids, Black Women for Black Girls, and the Support Center for Nonprofit Management.

A few years ago, Angela “quit her day job” to follow her dream of becoming an audiobook narrator.  She has become a successful voice actor, narrating documentaries and other media as well. She has performed at the Actors Studio and Neighborhood Playhouse in New York and the Center for Performing Arts in Rhinebeck. She produces the Historic Graveyard Tours at St. James’ Episcopal Church in Hyde Park, New York, and is the artistic director for the Spoken Word Café in nearby Poughkeepsie. You can hear Angela’s voice narrating films for the FDR Library, websites for nonprofits and corporations, and performing live short stories in her Hear Here! series.

 To pay for acting classes and to feed her passion for the nonprofit sector, Angela still takes on the occasional search assignment or management consultancy. Angela lives in the Hudson Valley and performs in the tri-state area.

Mary Pender Greene, LCSW-R  is President of MPG Consulting. She is an accomplished therapist, trainer, consultant, and speaker with 25 years of experience. Mary and her team work closely with human services organizations, corporations and professional associations.

212-245-2510          mpg@marypendergreene.com          marypendergreene.com

Vera Moore Cosmetics started locally in New York and initially sold through hair salons.  As interest in her product grew, she began widespread distribution to boutiques and other retail outlets throughout the US and international markets. One of her dreams became a reality when she broke the barrier in one of the major malls in the US. Vera was the first Black tenant in the 50-year history of the Green Acres Mall.  Her ultimate satisfaction was realized by affording her the opportunity of economic empowerment in her own backyard and community. Ms. Moore was born in Queens, attended Hunter College and received a 4-year scholarship to Sadisbury Academy of Music.  She is co –founder and Vice Chair of Black Woman Enterprises, (BWE) a Board Member of the Caribbean American Chamber of Commerce (CACCI) a Charter Member of the National Association of Woman Business Owners (NAWBO) Board Member of the American Women’s Economic Development (AWED) Vera has received numerous honors, awards and citations in recognition for her many achievements and dedicated service to the community including, the 1982 Distributor’s Award – Black Hair Olympics and the Wilfred Beauty Academy Business Award, the Long Island Center for Business and Professional Women’s Entrepreneur of the Year, the 1986 HB Business Award, London England; the 1990 Green Acres Mall Certificate of Excellent, The Town of Hempstead’s 1991 Pathfinder Award in Business, the 1994 Woman of the Year Award from the State Beauty Culturist Association of NY, the 1995 Outstanding achievement as an actress/pioneer from One Hundred Black Men Nassau/ Suffolk, Inc. The Long Island Association 1995 United States SBA Minority Advocate Award, the 1996 Business Woman of the Year from the Nassau Council Chamber of Commerce, the 1996 March of Dimes, Woman of Distinction Award, the 1998 African-American Award for Excellence from Governor George E. Pataki. An historical first, in 2002 Vera became the first woman Vice Chair in the 31-year history of (NMBC) the National Minority Business Council and founded the (NMBC) Women’s Business Committee, of which she was Chair, a Board Member of PBS Channel 21, the NYC Women’s Chamber of Commerce, on the Advisory Board of the Coalition of 100 Black Women and the recipient of the Success Stories Award from Volvo Cars of North America.

Vera’s journey has lead to national recognition on the covers of Black Enterprise Magazine, is one of ten featured in Black Enterprise’s Book Collection- “Against All Odds, Network Journal’s 25 Influential Black Women in Business, Networking Women, Wall Street Journal, Crain’s Magazine, Upscale Magazine, Beauty Store Business and hosted of her own radio segment “Skin Deep & Moore.” Emmy award winning makeup artists, news commentators, movies, solicit Vera Moore Cosmetics products for its superior quality. Vera Moore Cosmetics has currently partnered with the Duane Reade stores and is now located in the upscale new “Look Boutique” beauty section within Duane Reade stores.