Beyond the Bottom Line: Achieving Balance in Mind, Body, & Money

Running a small business is more than managing a bottom line—it’s about managing the demands of work, finances, health, and everyday life. Join us for an engaging Small Business Education Series panel discussion focused on the importance of creating balance while building and sustaining a successful business.

Beyond the Bottom Line will bring together experienced professionals and community leaders to share practical insights on maintaining physical, financial, and mental wellness while navigating the challenges of entrepreneurship. Panelists will explore strategies for managing stress, strengthening financial well-being, setting healthy boundaries, prioritizing self-care, and building sustainable habits that support both personal and professional success.

Whether you’re a new entrepreneur, an established business owner, or preparing to launch your business, this conversation will offer valuable perspectives and actionable takeaways to help you thrive—not just in business, but in life.

Event Details:

📅 Date: September 15, 2026

🕗 Registration: 8:45am

🕗 Panel Discussion: 9:00am-10:00am

🕗 Direct Q/A: 10:00am-10:30am

📍 Location: Lakewood Public Library – Multipurpose Room at 15425 Detroit Avenue, Lakewood, OH 44107
Enter from the Arthur Avenue side entrance. Parking available in the back Library lot and on the street. This event is FREE, but space is limited. Please register.

Our distinguished panel, moderated by John Dailey, First Federal Lakewood includes:
​• Kevin Born-Crow | Executive Director, Lakewood Family YMCA 
• Stephanie Flask | Financial Advisor, Edward Jones
• Jackie Potter | Owner, JPotter Health

Panel Participants
Moderator: John Dailey, First Federal Lakewood

Kevin Born-Crow
Executive Director, Lakewood Family YMCA 

Stephanie Flask
Financial Advisor, Edward Jones
Stephanie Flask, ABFP®, AAMS® is a Financial Advisor with Edward Jones who is passionate about helping individuals and families make confident financial decisions based on what matters most to them. She believes every successful financial strategy begins with understanding a client’s unique values, goals and life story.

Stephanie earned a bachelor’s degree from Thiel College with a double major in political science and English literature. Before joining Edward Jones, she spent more than 15 years in retail management, developing strong leadership, relationship-building and client service skills that continue to shape her personalized approach to financial planning.

Committed to ongoing professional development, Stephanie earned the Accredited Asset Management Specialist™ (AAMS®) designation in 2024 and the Accredited Behavioral Finance Professional™ (ABFP®) designation in 2026 through the College for Financial Planning. Her behavioral finance training provides specialized insight into how emotions, biases and life experiences influence financial decision-making. By combining technical investment knowledge with an understanding of investor behavior, she helps clients navigate uncertainty, stay focused during market volatility, and make decisions that support their long-term goals.

A resident of Olmsted Falls, Stephanie is actively involved in the community as a board member of the Lakewood Chamber of Commerce, vice president of the Downtown Lakewood Business Alliance, and a member of WIN Cleveland. When she is not working with clients, she enjoys kayaking on Lake Erie, traveling, and attending Cleveland sporting events with her family. Her mission is to serve as a trusted long-term resource for investors and families in the Lakewood area, helping them build financial confidence through meaningful relationships and personalized guidance.

Jackie Potter
Owner, JPotter Health 
Jackie Potter is a stress and anxiety coach; ICF-credentialed NLP practitioner who supports small business owners and professionals in building sustainable balance. Her work focuses on how stress and nervous system overload impact decision making, communication, and leadership. By helping individuals strengthen emotional resilience, Jackie supports clearer thinking, healthier boundaries, and steadier performance across both personal and professional life.

Join us for an honest and empowering conversation about what it really means to succeed beyond the bottom line.

Reserve your spot today! This event is FREE, but space is limited. Please reserve your ticket.
Questions? Contact Lauren Small at the Chamber: lsmall@lakewoodchamber.org
This educational series is presented by The Lakewood Chamber of Commerce and The City of Lakewood.

REGISTER NOW