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FPA Monthly Chapter Webinar - October 20, 2021
Wednesday, October 20, 2021, 12:00 PM - 1:00 PM PDT
Category: Chapter Meetings

Wednesday, October 20, 2021

12:00 – 1:00 pm

"The Time is Now for Women in Financial Planning & Investment Management"

Presented by Panelists: Kahne Krause, Dimensional Funds; Cyndi Thompson, MS, CFP®, Johnson Bixby; and Lindsey Williams, Vista Capital Partners
Moderated by Tana Thomson, SHRM-SCP, CCP, Vista Capital Partners

Huge THANK YOU to our Program Sponsor Vista Capital Partners

 

Because of the strong financial support of our sponsor, we are excited to offer this program complimentary!

REGISTER HAS CLOSED

CLICK HERE TO REGISTER FOR THIS EVENT!

About this Presentation

In the next decade, women are poised to inherit a sizeable share of the $30 trillion in generational wealth to be passed down from the baby boomer generation. Not only does this present a sizeable opportunity for wealth managers, it also exposes a gap: how are female financial planning and investment professionals poised to succeed in their own careers? Which skills and strategies do they need to develop in order to accommodate the unique needs of female clients?

In this panel discussion, attendees will gain the following insights:

  • Get excited about opportunities and career paths for women entering financial planning and investment management professions
  • Identify how company leaders create an environment that empowers women to succeed in wealth management careers
  • Understand how this generational wealth transfer to women changes the dynamics for client interactions and wealth management strategies

*Something on your mind? Our presenters would love to hear from you! Please consider asking a question in advance so that we can work that into the presentation.


About Our Presenters

Kahne Krause, CFA, Head of Client Communities & Vice President, Dimensional Fund Advisors
As head of client communities, Kahne oversees more than 90 groups and forums ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests – such as Women & Wealth and Sustainable Investing. Dimensional communities provide a place for clients to have trusted conversations, build on their expertise, share ideas and learn from each other. Kahne has been at Dimensional for over 14 years. In that time, she has also worked closely with RIAs to address their most significant issues - from developing investment solutions to addressing practice management needs to working through strategic business initiatives.

Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University. She is a CFA Charterholder.

Cyndi Boman Thompson, MS, CFP, COO/CFO, Johnson Bixby
Cyndi is a licensed Certified Financial Planner™, President of the Financial Planning Association of Oregon and SW Washington and a board member of the Portland Chapter of Financial Executives International. Her career has spanned over 25 years including roles as COO, CFO and Vice President of various organizations including the COO/CFO role she holds today. She earned a MS Degree in Financial Planning from the College for Financial Planning as well as a BS in Business Administration from the Leeds School of Business at the University of Colorado. Cyndi’s financial planning advice has been quoted in Forbes, USA Today, The Street, Yahoo Finance and CNBC among other publications. She has had dozens of financial planning articles published in the last 30 years on a variety of topics and has been a seminar presenter at local, national and international conferences.

Lindsey Williams, Partner, Senior Lead Advisor, Vista Capital Partners
Over the past 16 years serving clients at Vista Capital, Lindsey has learned a lot about connection and what people most value in an advisor. She and her team serve over 100 households by focusing on portfolio construction and financial planning, while providing a meaningful experience that clients truly appreciate. Working in concert with clients’ professional advisors and other COIs, Lindsey has enjoyed a front row seat watching the tremendous growth of Vista over the last decade. As the Senior Lead Advisor Lindsey works with other Lead Advisors to ensure consistency in delivering financial advice and the overall Vista client experience.

Before joining Vista Capital Partners in 2005, Lindsey worked for Merrill Lynch Asset Management in New York as a Small Cap analyst in the Consumer Discretionary sector. She holds an MBA from the Kenan Flagler School of Business at the University of North Carolina in Chapel Hill and her bachelor’s degree in Business Administration from the University of Washington. In her spare time Lindsey loves to plan travel with her husband and two daughters and host dinner parties.

Tana Thomson, SHRM-SCP, CCP, Chief People Office, Vista Capital Partners
Tana Thomson is currently the Chief People Officer and sits on the Executive Committee for Vista Capital Partners. Prior to Vista she was the VP of Human Resources for Xenium HR an outsourced HR services company serving over 400 clients in varying industries where she led a team of 55 employees. She has served in a senior leadership role for the past 14 years and has partnered with many executive teams to help build great workplaces. Her expertise areas are in leadership coaching, performance management, training and development, compensation and total rewards, culture development and employee relations. Tana holds a BA in Business Administration from OSU and is a SHRM- Senior Certified Professional and Certified Compensation Professional. In her spare time Tana enjoys volunteering for the Leukemia and Lymphoma Society, Big Brothers/Big Sisters, and Project Lemonade. In 2018, she served as the Corporate Walk Chair for Light the Night and currently serves as a Board Trustee for LLS and Board Chair for Project Lemonade.


Registration Details and Fees: Registration has closed

Because of strong financial support of our sponsor, Vista Capital Partners, this program is complimentary!
Though there is no fee, online registration is still required for CE and attendance purposes.

Zoom access details will be emailed to registered attendees 24-48 hours prior to the program.

*Something on your mind? Our presenters would love to hear from you! Please consider asking a question in advance so that we can work that into the presentation.

Registration deadline is October 18th. Don't delay!


Continuing Education (CE) Credit

Application has been made for 1 (one) credit hour of CE to the CFP Board, Oregon Division of Financial Regulation, and Washington State Office of the Insurance Commissioner.

For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the webinar, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis (email [email protected]).


THANK YOU to our Program Sponsor Vista Capital Partners

 


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Contact: Taylor Scott at [email protected]