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Susan M. Tillery, presents with panel of experts June 4 and 5 at AICPA Engage 2022 workshop
Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2022 workshop, Building Your Tax & Financial Planning Advisory Business
Susan M. Tillery will also be a panelist on June 5 in three sessions, Business Model Roundtable Discussions, Effectively Communicating with your Clients, how best to communicate with clients through real-life client scenarios; and Next Steps: Practical Advice from the Panel and Q&A, a wrap-up of all the workshop sessions, which will offer practical advice to help attendees take the next steps.
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 past Chair of the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is a recipient of the AICPA 2019 Personal Financial Planning (PFP) Distinguished Service Award.
Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, Susan has co-authored The AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential. She is a frequent speaker and author on topics relating to personal financial planning including, CPA's and Financial Planning, Virtual Family Offices, Collaboration, Planning and Tax Advisory Services, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan and her family reside in Kennesaw, Georgia.
Please visit Tom and Susan's blog at https://fpadvocate.com/