IN PERSON CHAPTER MEETING

Tuesday, December 13, 2022
 

Title:

The Evolving Paradigm: Return to Office Policies and Considerations 

Panelists:
Lauren Stansell, CFP®, Partner, Senior Financial Planner
Yeske Buie
Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner
JLFranklin Wealth Planning
Sandi Bragar, CFP®, Chief Client Officer, Partner
Aspiriant

Thank You to Our Meeting Strategic Partner!

 

Program Description:
With Labor Day behind us, many firms are increasing pressure on employees to return to working from the office. According to data from consulting firm Gartner, 69% of mid- to large-sized employers say they require employees with jobs that can be done remotely to be at the office a set number of days. Of that group, 25% require employees to be on site three days a week; and 16% are opting for a two-day minimum. A small number (4%) require just one day, while only 5% require workers to be in the office five days a week. Another 4% say they are requiring employees to show up either one day a month (2%), or one day per quarter (2%). A full 31% said they have set no minimum.

While in other parts of the country firms have been full-time back in the office for some time, coastal metro areas like the Bay Area have lagged and remained mainly remote or hybrid thus far. Anecdotal evidence points to local RIA firms following this trend. Most RIA firms seem to have landed on some sort of hybrid model, with a few remaining fully remote. While there might be a few RIA firms in the Bay Area that are now requiring their employees to work from the office 5 days a week, they are few and far between.

Join us in a panel of peers to explore how local RIA firms have navigated this tricky issue of the right approach for their firms in returning to the office, or not. We’ll explore the considerations behind their decision. They’ll share how they addressed areas like data security, employee productivity, company culture, collaboration and recruiting in a mostly virtual world.

Afterwards, continue your conversation with your peers in a holiday networking event.

*This is a practice management topic.

Panelists:
Sandi Bragar, CFP®, Chief Client Officer, Partner, Aspiriant
Sandi Bragar, CFP® is the Chief Client Officer at Aspiriant and leads the firm’s Planning, Strategy & Research team. The group is responsible for Aspiriant’s state-of-the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts Aspiriant’s Money Tales podcast. Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002.

Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. She is also an active member of the Purposeful Planning Institute and chairs the Vision Expedition that is planning the organization’s annual Rendezvous conference. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi has been named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2021 and 2022.

Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999. Sandi is Treasurer of the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.

Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner, JLFranklin Wealth Planning
Joyce L. Franklin, CPA, CFP® provides the leadership and direction for JLFranklin Wealth Planning. She manages client relationships, provides advice, develops new business, and manages the practice. In addition, she guides executive management decisions to achieve the firm’s strategic objectives.

Joyce has over 25 years of experience in personal financial and investment planning. She is also a CPA with more than 30 years of accounting experience.

An alumna of Deloitte and Ernst & Young, she currently advises tech community members, human resources executives, and high net-worth individuals on comprehensive wealth planning issues.

Joyce holds a Graduate Certificate in Personal Financial Planning, with distinction, from the University of California, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia. She lives in Marin County, California, with her husband and young son. In her free time she enjoys swimming and opera.

Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program, in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015. Lauren earned her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University in 2019.

Lauren co-founded the Financial Planning Association® (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area. Lauren served as the 2021 President of the FPA of San Francisco and currently serves as the 2022 Chair.

Lauren is a graduate of FPA’s Residency Program and had the honor of serving as a Mentor to the Residents at the June 2019 Residency Program; she looks forward to serving as a mentor again.

Agenda:

3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes
4:30 pm - Social Networking Mixer (in the Ballroom)

Holiday Reception Mixer
(immediately following the above meeting)

The FPA Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. We are kicking things up a notch with generous appetizers and drinks while we take a few moments to connect with our fellow chapter members. Each meeting has grown in attendance this year – and we would love to keep up that momentum. Reach out to your colleagues and friends and come with a group – or come on your own and make some new connections. Let’s get together to reflect on this past year and celebrate how far we have all come throughout 2022.

In an effort to extend our community’s good will, we will be hosting a Toys for Tots at this meeting! If you are able – we would love to have you bring a toy to the meeting and the Board will deliver them to the North Beach SF Fire Department. Wrapped or unwrapped – and toys are needed for all ages. If you are unable to make the event, you can still contribute to the toy drive virtually via this link - SF Financial Planning Association Virtual Toy Drive - YouGiveGoods

Community, Content, and Commitment are the themes for the new year – lets toast 2022 together and welcome in a fresh 2023!

                                 

Register Now!