Stacey Brown Randall - Referability is a Long-Term Game, But Are You Even Playing?

Stacey Brown Randall has one focus in life.

To help others avoid business failure.

She knows – she’s been there, done that and has the t-shirt.

What Stacey learned when her first business failed – and through years of researching successful businesses - is now what is making all the difference with her current business’ success. And she is sharing all of her secrets.

Stacey’s online programs and live coaching provide a blueprint to follow to take control of your referrals, your client experience, and your business. Stacey is a contrarian when it comes to typical referral advice and believes the best way to unleash a referral explosion is to do it WITHOUT asking for referrals.

Stacey is a three-time entrepreneur, author of Generating Business Referrals…Without Asking (Fall 2018 release date), certified productivity and time efficiency coach, and has a background in sales and marketing.

Stacey received her Master’s in Organizational Communication and is married with three kids, a 9-year-old son, 7-year-old daughter, and she and her husband have the privilege of raising their 10-year-old nephew.

Professor Samuel Donaldson – 2018 Federal Tax Update

Donaldson received an LL.M.from the University of Florida College Of Law, J.D. Magna Cum Laude from the University of Arizona College of Law, and B.A. with Highest Honors from Oregon State University. Before joining the Georgia State Law faculty in 2012, Samuel A. Donaldson, professor of law, was at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. He served for two years as an associate dean for academic administration and six years as the director of the law school’s graduate program in taxation.

Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

Donaldson is an academic fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, Donaldson is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer.

He has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a visiting assistant professor at the University of Florida Levin College of Law.

Donaldson, an amateur crossword constructor’s puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal and other outlets.

Cheryl J. Sherrard, CFP® - Is your niche getting old? Focusing your energies on the third phase of life.

Cheryl is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and one of the founding members of the Clearview Wealth Management team. She serves as a Senior Financial Advisor and the Director of Planning.

Cheryl’s passion for exceptional client care and expertise in the planning arena allows her to develop customized financial plans for clients ensuring that they can make well-educated, informed decisions about their futures. She works with those nearing and in retirement, especially focusing on women who are alone. She is especially sensitive to those adult children dealing with generations of their families and the competing demands on their time and finances.

She focuses much of her time assisting clients with complex estate and gifting situations, trust management and later life issues for aging clients. She has become a vital resource to advisors across the United States, presenting at national conferences on issues for aging clients and clients who fall into the “Sandwich Generation.” She has also been quoted in numerous national publications, including the Wall Street Journal and AARP and speaks in the community on aging topics.

Prior to joining Clearview Wealth Management, Cheryl spent ten years as the Director of Financial Planning and a Senior Financial Advisor with another wealth management firm in Charlotte. Prior to 2003, she worked with a tax and consulting firm in Charlotte where she specialized in Gift and Estate taxation and provided support to the Wealth Management group in the area of financial planning.

Cheryl is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She has served on board positions for both NAPFA and the Journal of Financial Planning. Cheryl is also a member of the American Society on Aging (ASA).

Cheryl is a graduate of the Kinder Institute’s “Seven Stages to Money Maturity” workshop and is trained as a Stephen’s Minister, coming alongside those in crisis situations. Cheryl recently completed a certificate program in Aging Studies. She is active in the Charlotte-Mecklenburg Aging Coalition as their Education Chair. She is also a longtime volunteer at the Charlotte Urban Ministry’s “Room in the Inn” homeless ministry.

David Hultstrom, CFP®, CFA®, MBA – Tax Strategy for Fun & Profit!

David Hultstrom is the co-founder and chief investment officer of Financial Architects.

He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst® (CFA).

He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.

Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals and has taught in the Certified Financial Planner programs at several universities.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.

Kenneth White, Ph.D. - Attracting Minority Clients and Advisors

Kenneth White, Ph.D. is an Assistant Professor of Financial Planning in the School of Family and Consumer Sciences at the University of Georgia. He has held public accounting, investment, and taxation positions.

Dr. White teaches undergraduate and graduate courses in the CFP Board-Registered Program at UGA.

His research interests include personal finance issues relating to Black families and diversity in the financial planning industry. Dr. White earned his Master of Accountancy from Belmont University and his M.S. and Ph.D. in Consumer Sciences from The Ohio State University.

John Grable, Ph.D., CFP® & Amy Hubble, CFA CFP – Do As I Say, Not As I Do: An Analysis of Portfolio Development Recommendations Made by Financial Advisers

John E. Grable, Ph.D., CFP(R) teaches and conducts research in the Certified Financial Planner(TM) Board of Standards undergraduate and graduate programs at the University of Georgia. Prior to entering the academic profession, he worked as a pension/benefits administrator and later as a Registered Investment Advisor in an asset management firm. He served as the founding editor for the Journal of Personal Finance and as the co-founding editor of the Journal of Financial Therapy. His research interests include financial risk tolerance assessment, psychophysiological economics, and financial planning help-seeking behavior. Dr. Grable has published nearly 100 peer-reviewed papers, co-authored two financial planning textbooks, and co-edited a financial planning and counseling scales book. He currently writes a quarterly column for the Journal of Financial Service Professionals, serves as academic consultant to the Journal of Financial Planning, and chair the CFP Board Council on Education.

Presenter Amy Hubble, CFA, CFP®, founder and principal advisor of Radix Financial in Oklahoma City, OK, holds degrees from Oklahoma Christian University, the University of Oklahoma, and is currently finishing up the Financial Planning PhD program at the University of Georgia where she is studying investor risk tolerance, asset allocation, and advisor bias. Amy was recognized in 2016 as a "40 Under 40" by Investment News, as well as one of the "Top CFP® Holders Under 36" by