Welcome Erica Roberts to the inVantage Team!

We are thrilled to announce that our inVantage team is growing! Erica Roberts has started as our new inVantage Operating Partner-2IC and Certified Pinnacle Business Guide.

Erica has never been comfortable with ‘staying in her lane’, and her drive to align talent to strategy has had her walking in lockstep with owners, CEOs, and Presidents as they look to grow their businesses. She has been known to have a sixth sense for understanding organizational health and building accountability practices to achieve results. She knows first-hand the speed that can be achieved with organizational alignment and clarity of purpose. 

Her 25+ year career in executive leadership in human capital and industrial operations has allowed Erica to lead in various environments. From manufacturing and distribution to financial services, her innate determination for better results has driven Erica’s passion for aligning a business’s value to talent, leadership, execution, and financial strength. In organizations with 2x to 5x growth, Erica has led acquisitions, business consolidations, systems implementations, and significant capital expansions, where each business need deepened her learnings and leadership. She knows the stresses and challenges of business and all the competing demands. Often the coach, she has focused on helping leaders worldwide improve their business units. 

Erica became a Certified Pinnacle Business Guide because she enjoys working with executives to get more of what they want from their businesses. As a former client, she knows the organizational success that can be achieved from implementing the Pinnacle principles. 

Now a Guide on this journey, Erica looks forward to working with clients to provide the foundation, tools, and teaching for leadership teams to reach the Pinnacle of their unique mountain. After all, the best leaders didn’t fall on top of their mountain – it was a climb!

Please join us in welcoming Erica to the team!

To read Erica’s full bio, please visit our “About” page.

inVantage Sponsors TEMPO Milwaukee’s 2024 Economic Outlook Event

On Thursday, January 25th, inVantage sponsored TEMPO Milwaukee’s 2024 Economic Outlook event featuring the Vice President of Investments at Catholic Financial Life, Sara J. Walker, CFA.

inVantage was proud to host two tables for our clients to have exclusive access to the sold out event.

Sara Walker’s presentation guided the audience through past and present economic trends, and interpreted the 2024 economic projections. It was insightful and a good reminder to always look for the balance in everything.

B2E Solutions Team Members Celebrate Their 30th Anniversary While Increasing Their Emotional Intelligence (EQ) with inVantage

Last Friday we were honored to present at B2E Solution’s 30th anniversary celebration where team members from all locations came together for a day of celebration, learning and team building. We presented on the topic of emotional intelligence (EQ) and guided the team through exercises to increase their self-awareness and self-management skills.

This team was so FUN!

They are a group of people who are not only passionate about client service but are also incredibly dedicated to their own personal growth. We applaud the authenticity and vulnerability that they showed each other throughout the day. This team rocked it!

inVantage Launches Six Mastermind Groups in 2024

inVantage has officially launched our 2024 Mastermind Groups and are taking registrations! These carefully cultivated peer groups are comprised of leadership team members looking to level-up with other high-performing, growth mindset people. 

Mastermind Groups are peer groups facilitated by Certified inVantage Business Guides to foster and encourage sharing among leaders of different companies.

In 2024, we will offer six Mastermind Groups – hosted in person at the inVantage session room in Hartland, WI:

  • 2 CEO/President cohorts (six members each)
  • 2 Women in Business cohorts (8 members each)
  • 1 HR Executive cohort (8 members)
  • 1 Executive Level cohort (8 members)

Each Mastermind Group will meet for three hours once a month for nine months of the year (no sessions July, August, and December). There are additional events throughout the year including educational webinars and networking for all participants.

Now is the time to reserve your spot as they fill up quickly! 

Please contact Kelly Renz (krenz@invatageteam.com) or Anna Cottrill (acottrill@invantageteam.com) to reserve your spot or get more information.

inVantage Mastermind Groups

Select the button below to download inVantage’s 2024 Mastermind Groups digital brochure.

Metro Milwaukee SHRM’s HR Executive Insights Panel featuring Kelly Renz

Metro Milwaukee SHRM is not only the largest HR association in the Milwaukee area, but also one of the largest SHRM-affiliated chapters in the country. They serve their members through “professional education, communications, networking, outreach, and more”. MM SHRM offers countless events for their members to attend to grow professionally and expand their network.

On April 18th MM SHRM hosted their HR Executive Insights Panel featuring Kelly Renz. She shared lessons from her 25+ years working in the industry to educate attendees on what it means to grow and thrive in today’s HR environment.