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In This Issue
President's Message
September Ethics Program
Membership Roster Update
Happy Anniversary
Board of Directors
Mark McCandless, CFP, CPA

President Elect:
Molly Balunek, CFP

Patrick Hanratty, CFP, CPA/PFS

Kevin Kroskey, CFP

Mary Farrell, CFP
Mario Gigante, CFP, CPA, AIFA
Ken Paull, CFP
Pamela Sandy, CFPzzr

Bill Russo, CFP
Upcoming Program Dates

June/July/August 2010
No programming held

September 16, 2010
Topic:  "Speaking of Ethics"
Parick Kuhse
Place:  Lockkeepers
Rockside Rd.
Valley View, OH

Patrick Kuhse

Patrick Kuhse's personal journey, from successful stockbroker with a loving family and home in the suburbs of San Diego, to the jungles of Costa Rica as an international fugitive, to incarceration in two countries and back again.  After spending four years in prison, he now devotes himself to speaking to audiences worldwide about the importance of ethical behavior. 

October 18, 2010
FPA/NEO Symposium
Place:  LaCenter
7:30 a.m. - 5  p.m.

Speakers include:

Nick Murray
Premier speaker and author of ten books and CD program for financial services professionals

Blaine F. Aikin, AIFA, CFA, CFP
President & CEO

Bob Clark
Investment Advisor Magazine

Matt Lynch
Capital Analysts

more information TBA

November 18, 2010
The State of the Profession
Panel event
Panelists:  TBA
Place:  Lockkeepers
2 - 6 p.m.
Thanks to Our Sponsors
Gold Sponsor:
Charles Schwab Institutional

Silver Sponsors:
American Funds

Direxion Funds


Franklin Templeton Investments

Long Term Care Financial Partners

Ohio Tuition Trust

Prudential Annuities

SS&G Financial Services

Tri-C Corporate College

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FPA/NEO June 2010 Newsletter

President's Message
by Mark McCandless, CFP, CPA


I recently attended a practice management seminar.  It was one of the most outstanding presentations I have heard in many years.  However the presenter was not from the Financial Planning Association.  He was not a well known financial services business development guru.  In fact it was not a seminar about improving our business.  I was "Back to School" attending the orientation for new students (and their tuition playing parents) at Miami University.  What could a Miami University Professor say to incoming freshmen that could possibly be relevant to my business?

One of the first comments he made is that the illiterate of the 21st century will not be those who cannot read or write but will be those who cannot learn, unlearn and re-learn.  Ask yourself:  "What do I need to unlearn in my business?"  As a financial planner, we make a commitment to life-long learning.  To be successful we also have to realize there are habits and processes that may no longer be relevant to our business.  "Unlearning" may involve the way we communicate with our clients, the way we generate new business or the type of clients with whom we will work.  Perhaps the traditional methods of communication with paper or e-mail newsletters or finding new clients with seminars may have to be unlearned in favor of methods that meet people in new ways.  While I'm not expecting to appear as a character in World of Warcraft, it shouldn't be surprising that Harvard Business Review has reported on studies of identifying leadership traits through online game simulations.  Solutions to today's challenges may be found in non-traditional places.  Another comment was that the knowledge of how to go about solving a problem is more important than knowing the answer to it.  The point I think is that the ability to be a critical thinker will help us address issues which have not yet been created.  Thus, once we have unlearned old styles, "re-learning" will require us to adapt to changing needs of our clients and our staff.

Finally, the professor asked the students:  "What are you passionate about?"  Although his comments suggested the benefits of a liberal arts education in preparation for the "real world" (he is a business professor), I found his question appropriate for us and our clients.  What aspect of our life and our business could we do all day and it would seem like we didn't work at all?  What drives our clients in the same way?

While most people think of summer as a time for vacation and relaxation, going "Back To School" for our business and personal lives will yield some valuable lessons as we prepare to be the 21st century planners.

September 16th FPA/NEO
Program to feature Patrick Kuhse's
"Ethics" presentation - 2 CE

Date:   Thursday, September 16, 2010
Place:  Lockkeepers
Time:   8:00 - 11:00 a.m.
Cost:    Early Bird (by July 31, 2010)
             $50 FPA Members / $75 Non-members
             Click here to register online
Topic:  "Ethics"

Speaker:  Patrick Kuhse

Patrick Kuhse

Invited back by popular demand, Patrick Kuhse will again present 2 hour Ethics CE for CFPs. 

Upbeat, outgoing, cheerful and modest, Patrick Kuhse would not appear to be a man with a horrible and horribly painful past. 

This will be one ethics program you will not forget.  Join us on September 16th for this riveting presentation.

FPA / NEO Membership Roster

Last week, members received their 2010 FPA/NEO membership rosters.

There were several members that were not included in the roster.  We apologize to them for their names not being included.  Please make a note of those folks names and information is as follows:

John P. Collier, CFP

Ameriprise Financial

6393 Oaktree Blvd., Suite 100

Independence, OH  44131

(216) 447-8960, ext. 218

(216) 447-8967


John R. Compton, Jr., CFP

Maxim Financial Group, LLC

26775 Schubert Drive

Westlake, OH  44145

(440) 899-9830

(440) 899-9870


Andrew Connors, CFP

Fairport Asset Management

3636 Euclid Ave.

Cleveland, OH  44115

(216) 431-2754


Sharon M. Conrad, CFP

30610 Timber Lane

Bay Village, OH  44140-1138

(216) 941-3333, ext. 208

(440) 892-9409


Bonnie Cook Villari, CFP

Ameriprise Financial

1991 Crocker Road, Suite 300

Westlake, OH  44145

(440) 527-0406

(440) 871-3455


Alana F. Cooney, CFP

28768 Woodmill Drive

Westlake, OH  44145-2088


Please note designations for John Parkhurst, CFP, CPA

Happy Anniversary

36 Years
James D. Yurman

35 Years
John W. Lesjak, CFP

26 Years
James M. Reed, CFP

22 Years
Carina s. Diamond, CFP

16 Years

Sara K. Robechek

14 Years

Gregory P. Althans, CFP, CPA
Randy S. Kreinbrink, CFP, CLU, ChFC

13 Years

John G. Vertal, III, CFP, CPA/PFS

12 Years
Ralph J. Stein, CFP
Mary (Mimi) Lord, CFP

11 Years

Edward J. Bell, CFP
Jeffrey A. Bogart
Alan Yanowitz

10 Years
Christian T. Hammer-Huber

9 Years
Richard J. Beach, CFP
William J. Manby, CFP, ChFC, CLU
Warren K. Fish, CFP

8 Years

Michael H. wolf, CFP
Michael O'Connor, CFP

7 Years
George D. Smith
Beth M. Korth, CFP
David A. Robertson, CFP

6 Years
Elizabeth W. DeBoer, CFP
Michael C. Testa

4 Years
Kristen L. Moran, CLU
John F. Evans, CFP

3 Years
Christine Larson, MBA, CFP
Verdayne L. Wendling, CFP, MSFS
Kara Downing, CFP
Michael A. Chisnell, Jr., CFP, AIF
Gary P. Wagner

2 Years
Laurinda R. Bond
Erica Aber, CFP

1 Year
Deborah W. Anzelc, CFP
Thomas A. Schiltz, CFP, CPA
James R. Pruce, CFP
Todd M. Veppert
Jeffrey M. Biggar
Sean Bryant
Bridget Burtzel
Bethany May
Caleb Nitz