Bio (Lisa Ricci)
Lisa Ricci is the founder and CEO of ‘And Then Sum’, a consultancy that empowers creative entrepreneurs with intuitive analogies and stepwise coaching that makes finance simple. Lisa’s clear and intentional ideology and continuing curiosity extends to the realm of human mobility and movement which she consistently explores through a regular yoga and meditation practice.
Ricci held the position of senior staff at Advisory Services at Ernst & Young LLP in Toronto from 2008 to 2011, of controller/office manager at Navcast Inc. in Toronto from 2011 to 2012 and worked on contract as academic staff at Wilfrid Laurier University from 2013 to 2014. She founded ‘And Then Sum’ in 2012, served as the CEO for the company since then and has been a yoga instructor since 2011.
Ricci holds a Master of Environment and Business with a focus on sustainability for small and micro-enterprises from the University of Waterloo (2015) and a Bachelor of Commerce (with great distinction) from McGill University (2008). She was awarded a Fundamentals of University Teaching Certificate from the University of Waterloo in 2013, Chartered Professional Accountant designation in Ontario in 2011 and in B.C. in 2015.