
Margaret I. Poteat
Founder & President
Margaret Poteat founded Take Smart Steps LLC on a vital mission: ensuring older adults are not left behind in the AI age. She believes accessible technology education empowers seniors to enrich their daily living, maintain independence, build digital safety awareness, and navigate modern tools with complete confidence.
Margaret brings over three decades of executive leadership and technical expertise in client advisory, data modernization, and AI readiness. Over a 23 year career at KPMG culminating as Managing Director in Advisory Services, she served as a trusted advisor to enterprise executives across multiple industries, leading practice teams in Data Modernization as well as Data Strategy & Governance.
At Take Smart Steps, Margaret translates complex technology into clear, actionable, and jargon free instruction, bringing the same patience, clarity, and executive rigor to every session.
Education & Community Leadership
- Education: MBA in Finance & M.S. in Industrial Engineering (Penn State); B.S. in Computer Science (Embry-Riddle Aeronautical University)
- Executive Training: MIT Sloan (AI: Implications for Business Strategy)
- Community Service: Finance Committee Member & Finance Park Volunteer, Junior Achievement of Southeastern PA




