News By Tag
News By Location
Susan M. Tillery to Present at the 2016 AICPA Edge Experience
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, (PFI) will present at the 2016 AICPA's EDGE Experience Conference, The Young CPA Network's Premier Career Development Event in Las Vegas, NV
Susan Tillery and Mark Astrinos will present the "Value-Added Financial Planning Services" session at the conference on Thursday, August 4th. CPA's attending the session will learn how to add value to their firm's clients and bottom line, by implementing Personal Financial Planning services in their CPA firms. Ms. Tillery will discuss The Economic Benefits of Financial Planning Services. Specifically, she will share how an astounding 79% of firms were profitable in their first year of providing PFP services and how the CPA profession has naturally evolved to include Personal Financial Planning. Attendees will discover the implementation resources and business opportunities available, as well as career paths to becoming a CPA Financial Planner.
The Edge Experience is about encouraging and energizing Young CPA's to reach their professional goals, and surround themselves with powerful influencers, pioneers of the rising millennial leadership and CPAs representing every segment of the profession.
Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan 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. Susan's firm provides integrated fee-for-service financial planning. Paraklete®
Ms. Tillery's experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.
Susan earned both her bachelor's and master's degrees in Accounting 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 American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is Chair of the AICPA Personal Financial Planning Credential Committee. She serves on the Board for The National Center for Stewardship and Generosity, as well as the Advisory Board for Leading the Next Generation. She has also served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence.
Ms. Tillery speaks on the topics of: Financial Planning, CPA's and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. She and her family reside in Kennesaw, Georgia.
Susan M. Tillery