Lynne Born

Lynne Born


As CEO, Ms. Born focuses on strategic planning and go-to-market initiatives in a variety of niche, industry and service areas that drive the firm's business objectives forward. Ms. Born has extensive expertise in professional service firm management specifically in the financial services and high-net-worth arena. She specializes in succession planning, change management and the design of best-in-class Leadership and Development Programs for next generation career growth. She has served as a leader in one of the largest multi-family offices in the country serving high-net-worth business owners and multi-generational families.

Ms. Born attended Northwestern University and participates in ongoing professional development including Harvard Business School's Leading Professional Services Firms; Strategic HR; Organizational Development; Executive Compensation; Business Development and Financial Management. She is a recipient of 2014's Woman of Influence Award, Silicon Valley and Women Who Make Their Mark Award.

Community Service and Business Affiliations include:
Chair, Board of Directors of Watermark, the premier executive women's networking organization in Silicon Valley
Member, Inside Public Accounting's Advisory Board
Advisor, The Representation Project
Previous Member, CalCPA Succession Planning Committee

Recent Speaking Engagements include:
2017 HLB North American Annual Conference - "Artificial Intelligence's Impact on the Accounting Profession", Keynote Speaker
2017 and 2016 Watermark Conference for Women - Keynote Speaker
2016 Inside Public Accounting Conference - "Innovation in the Accounting Industry", Organizer and Panelist
2016 and 2015 Watermark Make Your Mark Awards - Keynote Speaker
2016 Daily Journal Corporate Governance - "Privately Held Business Cybersecurity Concerns", Panelist