Melissa Terito is a CPA who goes beyond the numbers of business to bring about lasting change. She has utilized her insights gained through her years of experience to look deeper into issues affecting other financial professionals. With over 13 years of experience as a CPA, she has established herself as a thought leader in the retirement administration space, where her insights and innovative approaches have garnered widespread recognition.

After seeing that so many had a need for guidance in the financial service professional space, Melissa developed multiple presentations centered around topics that were important to her.

Her Boundaries & Business presentation is not only about boundaries and what they are, it gives realistic tips and tricks for how to set boundaries at work. These tips can be put into action immediately and most participants walk away with one nugget that can be implemented as soon they walk out of the room. Setting boundaries is empowering, life changing, and peace protecting.

Throughout her Lighting up Your Inner Leader presentation, Melissa facilitates the space for participants to develop actionable insights, a renewed sense of purpose, and the tools to embark on their journey towards becoming effective leaders. This presentation aims to inspire and empower individuals to cultivate their leadership potential, foster a positive work culture, and drive exceptional results. By embracing the principles of good leadership and adopting a growth mindset, attendees will be well-equipped to lead with confidence, empathy, and integrity.

Cultivating a great client list is an ongoing process that many business leaders may often neglect due to time constraints, and Melissa aims to change that with her presentation, The Art of Leading Clients. Melissa aims to help her participants create a culture where the clients respect them, follow their lead, and pay on time. This presentation gives attendees the tools to remind them clients that they as the business owners will dictate how business is done at their companies, not the other way around.

Are you ready to set boundaries that protect your peace? Are you ready to lead with visionary thinking, decisiveness, and effective communication? Are you ready to lead your clients toward a better working relationship for you both?

Book Melissa for your next conference, retreat, or meeting to gain invaluable insights you will not get anywhere else!