Next Membership Meeting 

Wednesday, May 8, 2013, 3:30-6:00pm

RSVP by May 3th  to fpacva@gmail.com

"The Buzz around B Corps:  What Every Financial Advisor Needs to Know" 

Speakers: Bart Houlahan and Rodney Willett 

Bart Houlahan is a co-founder of B Lab, a nonprofit organization dedicated to using the power of business to solve social and environmental problems.  B Lab drives systemic change through three interrelated initiatives:

1) Certified B Corporations: a corporate certification for sustainable businesses and social enterprises that meet higher standards of social and environmental performance and legal accountability

2) GIIRS Ratings and Analytics: a ratings platform (analogous to Morningstar and Capital IQ) that drives capital to impact investments by assessing the social and environmental performance of companies and funds   

3) Benefit Corporations: a new, legally-recognized corporate form that changes corporate fiduciary duty, permitting companies to create shareholder value and social value. 

A successful entrepreneur prior to B Lab, Bart was also an investment banker, is a Henry Crown Fellow of the Aspen Institute and an Advisory Board Member of the Center for the Advancement of Social Entrepreneurship (CASE) at the Fuqua School of Business at Duke University.  Bart is a graduate of Stanford University.

 

Rodney Willett is Vice President of Business Strategy at Impact Makers, a Richmond based management and technology consulting firm, nationally recognized for its social impact business model: it is a for profit company that contributes all of its profits to charities.

Rodney has more than 22 years of experience working with government and commercial entities, helping to meet their management and technology needs.  Prior to Impact Makers, he worked for North Highland, a global management consulting company and directed Virginia’s state government Internet portal.

Rodney is an advocate for educational and public health interests.  He is a past chairman of the Richmond Montessori School Board of Trustees, he founded the Pulley Family Endowment at the College of William and Mary to fund public service work by student volunteers world-wide, and he helped create and lead a legal assistance program for the homeless in Northern Virginia.  

Rodney is a licensed Virginia attorney, having practiced for many years at Hunton and Williams.  He is a graduate of the Collegiate School and the College of William and Mary for both his BA and JD degrees.

 

Members and first-time guests are always free

2nd-time guests, $25

other guests, $50    

 

2013 Membership Meetings

All meetings at the Westwood Club, 6200 West Club Avenue, Richmond, VA 23226

Members and first-time guests are free.

 

Wed., February 6th, 3:30 - 6:00 p.m.

Fri., March 15th, 8:30 - 11:00 a.m.

Wed., May 8th, 3:30 - 6:00 p.m.

Fri., September 20th, 8:30 - 11:00 a.m.

Wed., October 23rd, 3:30 - 6:00 p.m.

Fri., December 6th, 8:30-11:00 a.m.

 

Registration: email FPA of Central Virginia or call 804.749.8149

---

Previous Chapter Events:

May 8, 2013

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: Bart Houlahan and Rodney Willett: "The Buzz around B Corps:  What Every Financial Advisor Needs to Know" 

March 15, 2013

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Leslie Shane, Elder Law Wisdom, Legal & Financial Consequences for Client's Who Fail to Plan for Life's Challenges and Cheryl Page and Scott Eldridge, Fixed Income Investing in a Low Rate Environment

February 6, 2013

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: Lisa Gray, Wealth Transition and Servicing of HNW Clients and Matt Rho, Impact Investing

December 7, 2012

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Matt Werner, Investment Outlook 2013 and Rick Mayes, Ph.D., Election Impact on Economy and Healthcare Policy

October 24, 2012

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speaker:  Kelli Meadows, Year End Tax Strategies

September 21, 2012

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Tim Guare, IRA Strategies and Katherine Ramsey, Estate Planning Considerations

June 7&8, 2012 

Financial Planning Forum, University of Richmond, Jepson Alumni Center.

15 CE credits for CFP, CPA, and VA insurance (including CFP and CPA ethics).

For more information, go to fpaforum.org.  

May 9, 2012

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: James P. McElligott, Jr, What Financial Planners Need to Know About ERISA and Employee Benefits and Dee Ann Remo, Women's Approach to Financial Issues

March 9, 2012

Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Leah Pace & Burl Bachman, Retirement Income Strategies and John Salter, Reverse Mortgages for a Balanced Retirement Plan

February 8, 2012

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: David Husler, Identity Theft and Adam Grossman, Navigating Policy Purgatory: Investment Outlook,

Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Duane Thompson, Introducing Fiduciary Practices into the Financial Planning Process

October 19th, 2011

Time: 3:30pm - 6:00pm
Type: Membership Meeting

Location: Westwood Club
Speakers:  Ted Cox, Rochdale Investment Management & Business session w/cocktail reception

September 23rd. 2011
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers:  Steve Piascik, Piascik & Associates, Tax and Year End Planning Opportunites & Janet Beneditti and Lisa Hatcher Byles on Divorce Planning

June 8th, 2011
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers:  Ned Sledge of the Social Security Administration
                Sarah Williams, Philosophia, Challenges in passing values &
                assets to younger generations.

March 11th, 2011

Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Bob Davis & Mila Spaulding of GRASP: College Funding
                John Layman, VA Department of Taxation

February 9th, 2011
Time: 3:30pm - 6:00 pm
Type: Membership Meeting
Location: Westwood Club

Speakers:  Ray Owens of the Federal Reserve: U.S. Outlook
                Tammy DeRosier, Dorsey, Wright: Technical Analysis 

February 24, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers:  David Marotta, ROTH IRA Conversion
                 Pettus LeCompte, Risk Management, Insurance and Catastrophic Exposures
                 with Practical Solutions

March 12, 2010
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Patrick Oyster, RIA issue
                 Doug Sandler, Economy and Market Update
 

May 6 and 7, 2010
Type: Financial Professionals Forum
For more info:  www.financialprofessionalsforum.org
 

June 9, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers:  TBA, Identity Theft
                 Chris Leahy, Health Care Options
 

September 24, 2010
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers:  Steve Walls, Forensic Accounting, "Cooking the Books: No New Recipes"
                 Preston Dillard & William Bellamy, Alternative Investments
 

October 20, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speaker:  Mike Beall, Current Market Update
               Election of 2011 Board Members and Cocktail Reception

February 11, 2009

CE credits available.  No fee for members or first time guests. Appetizers will be served.
Speaker(s): Derek Smith and Brett Ludden
Estate Planning - Derek Smith
Reverse Mortgages - Brett Ludden

March 13, 2009 

CE credits available.  No fee for members for first time guests. Continental breakfast will be served.
Speaker(s): Sarah Huggins, Mila Spaulding, Maria Clark
College Funding:  G.R.A.S.P. Reps and VA College Saving Plan Rep.
Refinancing Mortgages:  Maria Clark

 

June 10, 2009
CE credit(s) available.  No fee for members for first time guests. Appetizers will be served.

 

September 11, 2009 
CE credit(s) available.  No fee for members for first time guests. Continental breakfast will be served.

October 7, 2009 

CE credit(s) available.  No fee for members for first time guests. Appetizers will be served.
Speaker(s): Geoff Davey, FinaMetrica
Risk Management

December 4th, 2009 

CE credit(s) available.  No fee for members for first time guests. Continental breakfast will be served.
Speaker(s): Ben English, Family Business Succession Planning