- Oct. 22, 2020
-- Susan M. Tillery, CPA/PFS, AEP®
Nominee, and President and CEO of Paraklete® Financial, Inc. (PFI) will be presenting Trusted Advisers: Bringing Purpose and Financial Wellness to Clients and Communities
at the Georgia Society of Certified Public Accountants' Virtual Personal Financial Planning Conference October 28, 2020. Never has there been such a sea change, not only for CPAs and their firms but also for every business and individual throughout the world. In this session Susan discusses the unique opportunity that the CPA trusted adviser has to transform their service offerings to meet more of their clients' needs, how to leverage that trust into growth for them and their firm as well as opportunities that make a difference in their client's lives and communities. They will be challenged to think differently and adopt new skill sets to bring purpose and financial wellness to their clients and communities.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished)
Nominee, is President & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities, and colleges.
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 and Ronald Blue & Co provides the framework for Paraklete.
Susan earned both her bachelor's and master's degrees in Accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, she is Chair of the AICPA Personal Financial Planning Executive Committee and past Chair of the AICPA Personal Financial Planning Credential Committee. Susan is a recipient of the AICPA 2019 Personal Financial Planning (PFP) Distinguished Service Award.
Susan is co-author of Essentials of Personal Financial Planning
, a textbook used by colleges and universities, published in February, 2017. She 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 speaks on the topics of: Financial Planning, CPA's and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan and her family reside in Kennesaw, Georgia.
Additional details are available at: https://www.gscpa.org/public/conference/micro.aspx?course...