Susan M. Tillery to Present at AAA's Annual Conference on Teaching and Learning in Accounting
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, (PFI) will speak at the 2016 AAA Annual Meeting and Conference in New York, NY
Susan M. Tillery (PFI) and Marc Minker (CBIZ MHM, LLC) will be presenting the Conference Session: Future CPAs are Key to the Future of Financial Planning. The session will be held on Tuesday, August 9 and will discuss how the next Generation of CPA's will determine the future of Financial Planning. Sarah Bradley (AICPA) will moderate the session.
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.