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.

Wednesday, July 31 at 3:00 PM ET

“Cyber Guardians - Empowering Board Members for Effective Cybersecurity” 

By: Bart R. McDonough

As an expert in cybersecurity and IT management within the financial services industry, Bart McDonough provides a comprehensive, hands-on roadmap for effective cybersecurity oversight tailored for directors and board members at organizations of all sizes. During this session, he will share real-world case studies and examples addressing prevalent cybersecurity risks, including the industrialized ransomware attacks frequently making headlines today.

If you work in financial services, this is a must-attend event.


Meet the Author

Bart McDonough is CEO and Founder of Agio, a hybrid managed IT and cybersecurity services provider specializing in the financial services, health care and payments industries. Bart has deep institutional investment knowledge, with more than 25 years of experience working in cybersecurity, business development and managed IT within the hedge fund industry. His core strengths are assessing, defining, advocating, and driving the adoption of risk management strategies, controls, and models that enabled organizations to advance cybersecurity resiliency while successfully complying with evolving regulatory requirements, and behavioral transformations.

Past Selections/Readings

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


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

January 2024 Selection


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


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

November 2023 Selection


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

October 2023 Selection


Paul Saganey, CFP: Optimizing the Financial Lives of Clients

September 2023 Selection


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

August 2023 Selection


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

July 2023 Selection


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

June 2023 Selection


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

May 2023 Selection


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.


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?
Click below to get on our waitlist

Ready to
join the club?
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