The Legacy of Building Black Wealth

October 31, 2025

Rice University

Anderson Clarke Center

8:00 AM - 5:00 PM

Your Wealth Journey Starts Here

Wealth Reimagined

Join us at The Pinnacle Wealth Forum: Wealth Reimagined—a powerful, one-day experience designed specifically for entrepreneurs and professionals who are serious about building real, lasting wealth. This isn’t just another workshop event. It’s a launchpad for financial transformation. Whether you’re looking to scale your business, secure funding, protect your assets, or plan your legacy, this forum delivers the insights and resources you need to succeed.

Are you ready to take control of your financial future?

Secure Your Seat

Seating is limited and offers entry to a full day of training and workshops. Secure your spot today and position yourself at the forefront of Black wealth and leadership.

Student Ticket

$10

admission for one (1)

Take control of your financial future

Take control of your financial future

Access to Pinnacle Wealth Forum College Edition. Breakfast and Lunch included. Prices increase October 30, 2025

General Admission

$40

admission for one (1)

Build Your Wealth

Build Your Wealth

Access to Pinnacle Wealth Forum. Breakfast and Lunch included. Prices increase October 30, 2025

8:00 am - 9:00 am

Commons

Registration & Breakfast

Start your morning with complimentary breakfast sponsored by United Airlines, Black Coffee and Dandelion Cafe.

9:00 am - 9:15 am

Auditorium

Welcome & Opening Remarks

Dr. Asheli S. Atkins, GHBC President & CEO Falayn Ferrell, GHBC Board Member & Pinnacle Planning Committee and a H-E-B Representative

9:15 am - 10:00 am

Auditorium

Panel Discussion

Mainstage & Investing Track

Real Estate as a Wealth Strategy

Building Equity Through Investment Properties and Income-Generating Assets

Dr. Kevin Riles, PhD, CCIM

Broker & Owner | Kevin Riles Commercial

Dominique Calhoun, Esq.

Board Member | TIRZ 9 and Founding Partner | Calhoun Meredith, PLLC

Dr. Courtney Johnson Rose

Chief Executive Officer | George E. Johnson Real Estate & Development, Inc.

MODERATOR

Christa Clarke

Innovation Consultant, Speaker, and Executive Coach

10:15 am - 11:00 am

Auditorium

Panel Discussion

Mainstage & Investing Track

The Future of Wealth

Exploring Emerging Investment Frontiers in Cryptocurrency, Healthcare, Tech, Energy, and Philanthropy

Zach Ellis, Jr.

Founder and Managing Director | South Loop Ventures

Steven D. Maislin

President & CEO | Greater Houston Community Foundation

Michael Morris

Founder & CEO | Kerico

Jason Halstead

Founder | UOME

MODERATOR

Seneca Dunmore

Founder of Dunmore Capital Ventures

11:15 am - 12:00 pm

Auditorium

Fireside Chat

Mainstage & Investing Track

The Wealth Reimagined Playbook

Creating a Strategic Vision for your Financial Future

KEYNOTE SPEAKER

MR. TOMONOSHi

Multidisciplinary Creator & Architect of Imagination | TOMONOSHi!

KEYNOTE SPEAKER

ND kalu

Co-Founder | Benford-Kalu Investments, LLC & The Kalu Group

MODERATOR

Deante Kyle

Podcast Host & Cultural Commentator | Grits & Eggs Podcast

12:00 pm - 1:00 pm

Commons

Networking Lunch

Lunch sponsored by H-E-B and Houston First, beverages courtesy of Coca-Cola. Visit on-site vendors and resource partners.

1:15 pm - 1:30 pm

Lecture Hall: 109

The Lender Lounge

Meet one-on-one with lenders and capital partners ready to fund your vision.

Amegy Bank, Strategic Financial Group, Wealth Development Strategies, Wells Fargo, Prosperity Bank, Woodforest National Bank, Texas First Bank, Wallis Bank, Houston-Galveston Area Council, and SouthState Bank.

1:15 pm - 2:00 pm

Lecture Hall: 115

Workshop

Capital Conversations Track

Funding the Future

Loans, Grants, Equity & Relationship Capital for Growing Businesses

Nasrullah Khan

Executive Vice President & Chief Lending Officer | Wallis Bank

MODERATOR

Christa Clarke

Innovation Consultant, Speaker, and Executive Coach

1:15 pm - 2:00 pm

Lecture Hall: 110

Workshop

Building Generational Wealth Track

Beyond the Exit

Business Succession Planning for Long-Term Value and Continuity

Devaron Yates

President & CEO | Wealth Development Strategies LLC

1:15 pm - 2:00 pm

Lecture Hall: 110

Workshop

Building Generational Wealth Track

Legacy by Design

Wills, Trusts & Estate Planning Strategies to Protect Generational Wealth.

Carmen M. Herrera

Managing Partner | CMHC Wealth Advisor

2:00 pm - 2:45 pm

Lecture Hall: 107

Workshop

Capital Conversations Track

Banking On Relationships

Building Strategic Partnerships with Your Banker

Alvin Johnson, IV

Regional President | Texas First Bank

2:00 pm - 2:45 pm

Lecture Hall: 110

Workshop

Building Generational Wealth Track

Our Money Matters

Explore how smart financial choices can build personal wealth and strengthen communities

Sherifat Lawal-Price

Senior Vice President of Lending & CRA Officer | Unity National Bank

3:00 pm - 3:45 pm

Lecture Hall: 110

Workshop

Capital Conversations Track

Credit is Capital

Leveraging Business Credit to Finance Contracts and Expand Operations

Ogadi A.K. Fields

Vice President | Commercial Banking Frost Bank

3:00 pm - 3:45pm

Lecture Hall: 115

Workshop

Building Generational Wealth Track

Retirement Planning for Founders

Creating a Sustainable Exit and Income Strategy for Entrepreneurial Life

Jalen Blackmon

Financial Services Executive | Strategic Financial Group

Ikechi Ukazu

Financial Services Executive | Strategic Financial Group

MODERATOR

Julia Rock

Founder & CEO | Rock Career Development

4:00 pm - 5:00 pm

COMMONS GROUND

Networking Reception

Connect, celebrate, and continue the conversation with attendees, partners, and vendors.

8:00 am - 9:00 am

Commons

Registration & Breakfast

Start your morning with complimentary breakfast sponsored by United Airlines, Black Coffee and Dandelion Cafe.

9:00 am - 9:15am

LECTURE HALL: 107

Welcome & Opening Remarks

Kim Roxie, LAMIK Beauty & GHBC Board Member and Martellus “Mr. TOMONOSHi” Bennett

9:15 am - 10:00 am

Lecture Hall: 107

Workshop

Smart Money Moves

Investing Basics for Students

Danny Harvey, MBA, AFC

Director of the Financial Planning Program & Finance Professor | Prairie View A&M University

10:15 am - 11:00 am

Lecture Hall: 107

PANEL DISCUSSION

Real Estate 101

Your First Door to Wealth

Nicole Handy

Co-Owner | Braden Real Estate Group

Jermeshia Goudeau

Co-Owner | Braden Real Estate Group

Michael G. Davis

Co-Founder | Brooks & Davis Real Estate Firm, LLC

MODERATOR

Makai Branch

Texas Southern University Student

11:15 am - 12:00 Pm

Lecture Hall: 107

Workshop

Monetize Your Passion

Winning in the Creator Economy

KEYNOTE SPEAKER

Bree Flemings

Founder & CEO | Jem Social

12:00 pm - 1:00 pm

Commons

Networking Lunch

Lunch sponsored by H-E-B and Houston First, beverages courtesy of Coca-Cola. Visit on-site vendors and resource partners.

1:15 pm - 2:00 pm

Lecture Hall: 107

Workshop

Future-Proof Your Career

AI, Automation & Wealth Creation

Leslie Wilson

Founder & Chief AI Strategist | IAB Advisors

Tamar Huggins

AI Strategist | Huggins Consulting Group

Christine Joseph

Community Manager | Black Ambition and Houston Innovators Society

Beryl Colbert

Houston Innovators Society

MODERATOR

Joyce'Alyn Payne

Rice University Graduate Student

2:00 Pm - 2:45 Pm

Lecture Hall: 107

Workshop

Debt Doesn’t Define You

Managing Credit & Student Loans

Dorian Cockrell

VP Houston, Central Texas, Oklahoma | Global Philanthropy at JP Morgan Chase

MODERATOR

Shevann Steuben

1st Vice President | NAACP Houston Branch

2:45 pm - 3:00 pm

Lecture Hall: 115

Snack Break

3:00 PM - 3:45 PM

Lecture Hall: 107

Workshop

Crypto & Digital Assets

Risks, Rewards & Real Talk

Lawrence Hodges

Founder & CEO | Legacy Visions Wealth Management

4:00 pm - 5:00 pm

COMMONS GROUND

Networking Reception

Connect, celebrate, and continue the conversation with attendees, partners, and vendors.

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