Welcome to the Intention.ly + Friends Book Club!

What's it all about?

We’re bringing together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.

Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work.

We’ll meet virtually on the last Wednesday of every month, from 3:00 - 4:00 PM ET. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.

Register Now for our Next Book Club

fintech

Feb 19, 2025 01:00 PM

“Fintech Feminists: Increasing Inclusion, Redefining Innovation, and Changing the Future for Women Around the World”

By: Nicole Casperson

Through a thematic table of contents, Fintech Feminists: Increasing Inclusion, Redefining Innovation, and Changing the Future for Women Around the World takes readers on a journey that unveils the profound impact of the fintech industry on our global economy, fueled by the inspiring stories of women leaders who play an integral role in reshaping the financial landscape. Written by Nicole Casperson, an award-winning journalist and leading figure in the fintech sector, this book delivers actionable strategies and insights to navigate the fintech industry, drive positive change, and contribute to the ongoing transformation of the digital era.

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Meet the Author

Nicole Casperson is a journalist, podcast host, and the founder of Fintech Is Femme, a media company dedicated to creating an equitable and diverse industry. Nicole has become a trusted source of fintech news, insights, and analysis.

Some of her recent accomplishments include:
Growing her twice weekly newsletter Fintech Is Femme from 0-50,000 Fintech industry subscribers in under a year. Bringing 300+ female Fintech founders together to share their personal stories in sold-out events in New York and San Francisco.

Speaking at the 2023 Women's World Banking Summit in Mumbai to Money 20/20 Amsterdam and Las Vegas.

Nicole teaches Financial Management at the Parsons School of Design in NYC and is a regular contributor to Forbes, writing about topics that intersect gender equity, finance, and technology.

In 2022, she was named Top Inspiring Female in Fintech by NYC Fintech Women, Top Influencer in Financial Twitter by ETFtrends.com, and was a Fintech Nexus DEI Trailblazer Award Finalist.

Past Selections/Readings

HowRetire

How To Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement

December 2025 Selection

Dr. Daniel Crosby, Author "The Soul of Wealth - 50 Reflections on Money and Meaning"

October 2024 Selection

Amy Buttell, Author “Get Your Book Done In This Lifetime”

September 2024 Selection

Bart R. McDonough, Author of “Cyber Guardians - Empowering Board Members for Effective Cybersecurity”

August 2024 Selection

Andree Mohr, Author of “Center Stage - How to Become the Star of Your Practice”

June 2024 Selection

Lori Van Dusen, CIMA®, Author of “Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity?”

May 2024 Selection

Samantha Russell for Ryan Russell, author of: “My Annoying, Irritating, Always-in-the-way Shadow.”

March 2024 Selection

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Lawrence Sprung, CFP®, Author of "Financial Planning Made Personal: How to Create Joy and the Mindset for Success"

January 2024 Selection

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Dr. Mary Bell Carlson and Jonathan S. Walker, co-authors of: “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional.”

December 2023 Selection

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Ryan H. Law: Student Loan Planning: A Borrower's Guide to Understanding and Repaying Student Loans.

November 2023 Selection

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Berta Aldrich: Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace

October 2023 Selection

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Paul Saganey, CFP: Optimizing the Financial Lives of Clients

September 2023 Selection

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Hal Hershfield, Ph.D.: Your Future Self - How to Make Tomorrow Better Today

August 2023 Selection

Book_FindYourFreedom

Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®: Find Your Freedom - Financial Planning for a Life On Purpose

July 2023 Selection

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Brian Portnoy, Ph.D., CFA: The Geometry of Wealth - How to Shape a Life of Money and Meaning

June 2023 Selection

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John O’Connell: Rise of the Activist Investor - Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor

May 2023 Selection

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Wade Pfau, Ph.D., CFA, RICP: Retirement Planning Guidebook - Navigating the Important Decisions for Retirement Success 2nd Edition

April 2023 Selection

Why You’ll Love our Book Club:

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Grow Personally and Professionally

Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.

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Learn from Leading Experts

Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.

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Be the First to Hear Industry-Shaping Insights

Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.

Meet your Host: Tina Powell
Chief of Community

Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. At Intentionly, she works alongside Co-Founders Kelly Waltrich and Meghan Richter, revolutionizing how financial technology and services companies approach marketing. Tina founded C-Suite Social Media, a high-growth digital marketing agency acquired by Intention.ly, and hosts an industry-renowned podcast, In The Suite.

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What to Expect

Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!

Each month during the live sessions, you’ll have the opportunity to:

  • Meet the book’s author
  • Ask questions directly about the topic
  • Connect with peers and industry leaders
  • Enter for the chance to win a free book and a $100 Amazon gift card
  • Learn from subject matter experts about how to apply key insights to your life and work

Want to feature
your book?
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join the club?
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