Speaker Profile

Carol Roth

Job TitleBusiness Expert, Entrepreneur & TV Host, Intercap and Creator of the Future File legacy planning system


Carol Roth is the creator of the Future File® legacy planning system, “recovering” investment banker, billion-dollar dealmaker, investor, entrepreneur, business advisor, national media personality and author of the New York Times bestselling book, The Entrepreneur Equation.


Carol “plays herself on TV” weekly, having been a reality TV show judge, media contributor to outlets ranging from CNBC to MSNBC to Fox Business, and host of Microsoft’s Office Small Business Academy. She’s recognized internationally as a business expert and has worked with startups to the biggest companies and brands in the world on everything from strategy to content creation and marketing to billions of dollars in capital raising and transactional work. 


Carol is a former public company director and is a noted small business advocate, being named a Top 100 Small Business Influencer for five years running. She invests in early and mid-stage companies as well.



She counts among her “accomplishments” having an action figure made in her own likeness, getting a standing ovation from Richard Branson and having the NFL follow her on Twitter.

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