Smarter Ways CEOs Are Filling Leadership Gaps

Mid-market growth comes with turning points you can’t ignore:

At $5M, you need a marketing strategy that scales.
At $10M, you need financial discipline and insight you didn’t before.
At $50M, people and culture become make-or-break.

The problem is that hiring a full-time executive too soon is costly, and waiting too long without guidance is riskier.

That’s why more CEOs are turning to fractional executives—seasoned CFOs, CMOs, and CHROs who step in, embed, and guide teams through blind spots or make-or-break moments.

What You’ll Learn in This Session

On October 21, join an interactive panel featuring CEOs and fractional executives who are scaling smarter right now. They’ll share:

How they unlocked growth by pairing the right expertise with the right stage
Ways to de-risk leadership decisions and bolster in-house resources
Firsthand stories of using fractional CFOs, CMOs, and CHROs to drive expansion, break through growth ceilings, and stabilize through volatility

Deb Andrews

President and CEO, Marketri

Debra Andrews is the President and Founder of Marketri, a strategic marketing consulting firm that specializes in serving middle market, growth-oriented B2B companies. With 25 years of marketing experience and an MBA in Marketing from the University of Maryland, Debra is a seasoned professional with a focus on B2B marketing for Professional Services firms.

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Lanie Raphael

President, B.F. Saul Insurance

Lanie Raphael is a seasoned insurance professional with over 30 years of experience in the industry, with experience in both commercial and high-net-worth insurance. Throughout her career, Lanie has held executive-level roles at prominent insurance companies such as Fireman's Fund, AIG, and ACE Private Risk Service in a variety of disciplines including risk management, product development, operations, and marketing. In the past decade, she transitioned to the independent agency side, assuming leadership roles that involved direct client interaction and working closely with referral sources. At B. F. Saul Insurance, she oversees both the personal and commercial insurance practices.

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David Bradshaw

CEO, NorthstarPMO Inc.

Driven by the mission to help small and mid-sized organizations thrive, David founded NorthstarPMO to provide leaders access to strategic and tactical support. He is a highly experienced consultant specializing in business strategy, lean operations/automation, and human resources, with a particular emphasis on the professional services industry. He holds a Master's degree from the University of Cambridge and an MBA from Quantic School of Business and Technology.

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Jason Block

CEO, WorldVia Travel Group

Jason Block is the CEO of WorldVia Travel Group and a lifelong travel enthusiast and entrepreneur. Since founding WorldVia in 2014, he has led the company to rank among the largest travel agencies in the U.S., earning recognition on Travel Weekly's “Power List.” Jason’s career spans banking, hospitality, and business services, offering a unique perspective in the travel industry. Under his leadership, WorldVia has pioneered new ways for agencies and advisors to succeed, including launching the industry-leading WorldVia PRO technology platform. Jason’s strategic vision continues to shape WorldVia’s growth and impact within the travel sector.

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Tori Jancovic

Audit Support & Readiness Practice Leader, CPA at Centri Consulting

Tori is a Partner at Centri Business Consulting and leads the firm’s Audit Support & Readiness Practice. With more than 12 years of experience, she advises clients across technology, fintech, healthcare, private equity, life sciences, and telecommunications on financial reporting, audit readiness, due diligence, accounting transformation, and complex transactions. She joined Centri in 2016 after serving on the financial reporting team at Ascensus, Inc., where she supported M&A activity, board reporting, and process development. Tori holds a B.S. in Accounting from Saint Joseph’s University and is a Certified Public Accountant in Pennsylvania.