Susan Tillery to Present at AICPA Conference in Las Vegas

June 6, 2012 - PRLog -- Susan Tillery, President and CEO of Paraklete® Financial, Inc., will be presenting at the AICPA Practitioners Symposium and TECH+ Conference to be held June 11-13 at the Aria Resort & Casino in Las Vegas, NV.

The theme of the meeting is "Succeeding in Today's Topsy Turvy World".  Topics covered will include mobile technology, auditing standards, the pricing, packaging, and positioning of services, and understanding cloud security concerns.

Ms. Tillery will present "Establishing a Profitable Financial Services Practice in Your Firm" on Monday at 3:45 PM.

Paraklete® Financial, Inc. is a "true fee-only" financial planning firm. PFI provides comprehensive financial planning services to individuals and families, businesses, estates, trusts, charities and foundations. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.

Ms. Tillery leads a comprehensive financial planning practice with offices in four states.  Her firm's compensation model utilizes an annual retainer fee, as well as hourly fees.  A key component of Susan's practice is utilizing the Multi Family Office model, including plan implementation, as well as the coordination of all the client's financial and legal advisors.

Ms. Tillery has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms, provided the framework for Paraklete® Financial, Inc.

Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs. In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and a member of the Estate and Financial Planning Leadership Team of the Georgia Society of CPAs.