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Keynote Presentation


A Partners Vision

Innovating and Elevating The Business Model

Elevating the Business Model is a collaborative effort. This unique panel of C-Suite professionals will share strategies and actions they are taking in their firms and respective areas of expertise to truly prepare for a sustainable and amazing future. You will walk away with specific actions in the areas of Leadership, Process, Growth, Talent and Technology that will help guide your own firm to a higher level of true "Elevation"!

2023 Boomer Technology Circles Summit
August 13 - 16, 2023

A Partners Vision Panel

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Josh Beck
Managing Partner

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Prior to assuming the role of Managing Partner in 2020, Josh Beck served as a Partner in MarksNelson’s advisory services area, member of the firm’s Executive Committee, and leader of the Real Estate industry niche. He joined MarksNelson as leader of the Location Strategies practice after merging-in the St. Louis-based corporate site selection and economic development consulting firm he founded.

In addition to his responsibilities as Managing Partner, Josh regularly provides site selection, credits and incentives, and economic development counsel to companies and communities of all sizes. His experience, holding key positions for economic development organizations at both the state and local level, along with private-sector sales and marketing, provides Josh with the unique experience to help his clients shape and implement plans for growth.

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Madison Will
Director of Tax Operations
Katz, Sapper & Miller

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Madison Will is director of tax operations for Katz, Sapper & Miller. Madison works closely with KSM’s tax leadership to improve the firm’s tax operations and drive the advancement of the practice. In her role, she works to bring cohesion between the firm’s multiple tax groups to ensure a great experience for KSM’s people and clients.

Previously, Madison served as KSM’s business operations and innovation leader. In this role, Madison helped ensure users’ needs were met during the launch of new applications and processes that supported the growth of the firm. She also reviewed the usage of existing applications and drove continuous improvement through feedback and fine-tuning.

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Bob Fink


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As chief information officer and shareholder, Bob leads his team in aligning Honkamp’s technology with its goals. Bob oversees the infrastructure and systems support team as well as the business applications team. Bob joined Honkamp in 2005 in PC/systems support. In 2006, he was promoted to systems and network administrator, he became IT manager in 2012, and he was promoted to shareholder in 2017.

Bob and his wife, Joleen, have two daughters, Madison and Lexie, and a son, Jax. In his free time, he enjoys fishing, boating, golfing and cheering on his favorite sports teams.

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Christina Ricke


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As KCoe Isom’s people strategy leader, Christina Ricke creates a legacy of talent. She champions change in the areas of recruiting, retention, employee relations, talent development, and human resource consulting.

Christina discovers people’s distinct abilities–what a person is best at and loves to do–leveraging one-of-a-kind systems the firm has built and employing tools and resources such as KOLBE and DISC. Then, she helps each person harness his or her passion to boost their career and the firm’s results.

In KCoe Isom’s brick and mortar and virtual offices from coast to coast, Christina fosters a firm culture of entrepreneurship, continual improvement, and creative destruction that breeds out-of-the-box ideas, innovation, and forward progress.

Originally from an ag community in rural southwestern Kansas, she grew up family farming and custom harvesting. To this day, she lives with farmer’s values and loves her continuing involvement with the food and ag industry.

Christina Ricke joined KCoe Isom 20 years ago, and eventually led the firm’s community banking practice. She performed tax work, strategic planning, and business development building the firm’s bank-industry presence in the Kansas, Oklahoma and Colorado markets.

But devoted to people issues throughout her career, she became increasingly driven to transition to a role where she now creates career opportunities for the firm’s team members. As a member of the firm’s leadership team, she focuses on understanding the exclusive personality traits that enable each unique team member to flourish. And she continually builds and supports the kind of environment that makes it enjoyable for people to stay and grow as satisfied professionals who continually expand their talents.

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Kristen Lollar
Chief Marketing Officer
Whitley Penn

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Whitley Penn has named Kristen Lollar as Chief Marketing Officer.  Lollar has served as the firm’s Director of Marketing since 2012 where she has played an integral role in the overall growth and success of the firm. 

During times of growth, expansion, and integration, Lollar has been able to maintain a clear and consistent brand.  In time, she has built a strong marketing team with diverse skills strategically positioned across the firm.

In addition to leading the marketing efforts at Whitley Penn, Lollar is a member of the firm’s Innovation Council striving to bring new ideas for advancement and efficiency to the firm. She works closely with our Management Committee and has been at the forefront of many firmwide achievements and successes.

“We are extremely grateful to have Kristen as part of our leadership team. Her dedication to the firm has been much appreciated and played a role in our success. She has an exceptional ability to lead others and we are excited to see what she accomplishes in this new role,” stated Larry Autrey, Managing Partner for Whitley Penn.

Lollar is a member of the American Marketing (AMA) Association and has served as a DFW (Dallas/Fort Worth) Mentor to young professionals since joining the organization. She is a member of the Association of Accounting Marketing (AAM) and is involved with the organization’s Major Growth Firms Group and the Diversity Equity & Inclusion Committee.

Lollar is a member and currently sits on the Advisory Board for the Boomer Consulting Marketing Circle while simultaneously serving on the Plano Chamber of Commerce Board of Directors.

Lollar graduated of Texas Tech University with a B.A. in Public Relations and a minor in Music. She is a member of the Texas Tech Alumni Association and has previously served as a Dallas Chapter Board Member and former President of the Dallas Chapter from 2006-2008.

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