Newsletters

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2024

January 2024 Newsletter
Member Minute – Spencer Terris, CFP®
52nd Annual FPA NorCal Conference – “2024 Educational Session Highlights” – Thomas Howard, MBA, CFP®
Sharpen the Saw – “Embracing Generative AI in the Registered Investment Advisor Space – Jeremy Griffith, CFP®

2023

November 2023 Newsletter
President’s Podium – “Navigating Your Clients Through Volatile Markets” – John Bacigalupi
52nd Annual FPA NorCal Conference – “2024 Conference Theme: Embrace Change” – Thomas Howard, MBA, CFP®

September 2023 Newsletter
Sponsor Spotlight – Mutual of Omaha Mortgage, Homa Rassouli
51st Annual FPA NorCal Conference – “2023 Highlights” – Thomas Howard, MBA, CFP®
Board Blurb – “Community is the Mission” – Jeremy Griffith, CFP®

April 2023 Newsletter
Sharpen the Saw – “The Secure Act 2.0” – Sydney Woodward, CFP®
51st Annual FPA NorCal Conference – “2023 Workshop Sessions” – Thomas Howard, MBA, CFP®
Member Minute – “Recognizing Our Members” – Jeremy Griffith, CFP®

January 2023 Newsletter
President’s Podium – “Defining the Year Ahead” – John Bacigalupi
Sponsor Spotlight – “Why Homeowners are Rethinking Buying Earthquake Insurance” – Ramona Johanneson
51st Annual FPA NorCal Conference – “2023 Workshop Sessions” – Thomas Howard, MBA, CFP®

2022

November 2022 Newsletter
Board Blurb – What’s Next for NexGen? – Lauren Wright
2023 FPA NorCal Conference Focus – Thomas Howard, CFP®, MBA
Sponsor Spotlight – So Where Are We Now? – Jennifer Marshall

September 2022 Newsletter
Member Minute – FPASF Internship Program – Margery Neis, CFP®, CPA(Inactive, MBA
Sharpen the Saw – The Value of Motivational Interviewing – Ryan Kelly, CFP®
2022 FPA NorCal Conference Highlights – Sara Ellefsen

April 2022 Newsletter
President’s Podium – You Matter, Too – Sheila Rabaut, CFP®
2022 FPA NorCal Conference – Another Stellar Lineup of Keynote Speakers – Sara Ellefsen

January 2022 Newsletter
Sharpen the Saw – Benefits of the 721 Transaction/UPREIT Transaction—Defer, Diversify, and Hedge – John Bacigalupi
Sponsor Spotlight – Inflation: Everything Old is New Again – Grace Holzer
2022 FPA NorCal Conference – Come Celebrate our 50th Annual FPA NorCal Conference! – Sara Ellefsen

2021

November 2021 Newsletter 
Member Minute – Meeting Three New Members – Elena Panco, Adam Battat and Sam Short – Lydia Walz, CFP®
2022 FPA NorCal Conference Theme – William D. Pitney, MBA, CFP®, CEFT®, Sara Ellefsen, CFP®

September 2021 Newsletter
President’s Podium – How Are You Doing? – Lauren Stansell, CFP®
Sponsor Spotlight – Capturing the Digital Revolution in Emerging Markets – Kira Benson, EMQQ
2021 FPA NorCal Conference Highlights – Sara Ellefsen, CFP®

April 2021 Newsletter
Sponsor Spotlight – Why are You Helping Your Insurance Pay to Rebuild Your Home? – Ramona Johanneson, Arthur J Gallagher & Co.
2021 FPA NorCal Conference – Keynote Speakers – Sara Ellefsen, CFP®

January 2021 Newsletter
Member Minute – Shawn Tydlaska, MBA, CFP®
2021 FPA NorCal Conference – “A Conference for Today’s World” – Sara Ellefsen, CFP®

2020

January 2020 Newsletter
Includes: President’s Podium – “The Power of Practicing Appreciation and Positivity and Giving Back to Financial Planning, A True Helping Profession” – S. Nasira Iqbal, CFP®
2020 FPA NorCal Conference – “Speaker Highlights: Education from Industry Leaders” – Cameo L. Roberson, AAMS®

April 2020 Newsletter
Includes: Sharpen the Saw – “What You Need to Know About the Secure Act” – Daniel S. Lee, CFA, CFP®
Member Minute – “Cynthia Flannigan, CFP®
2020 FPA NorCal Conference – “Speaker Highlights: Education from Industry Leaders” – Cameo L. Roberson, AAMS®

September 2020 Newsletter
Includes: Board Blurb – “Looking Ahead” – S. Nasira Iqbal, CFP®
Sponsor Spotlight – “Considering Home Equity in the Covid-19 Retirement Plan” – Homa Rassouli
2020 FPA NorCal Conference – “Virtual Conference Highlights” – William D. Pitney, MBA, CeFT®, CFP®

November 2020 Newsletter
Includes: President’s Podium – “Enduring 2020, Together and Apart” – S. Nasira Iqbal, CFP®
2020 FPA NorCal Conference – “Resilience” – William D. Pitney, MBA, CeFT®, CFP®

2019

January 2019 Newsletter
Includes: Board Blurb – “A Glimpse into the Annual FPASF Planning Purpose” – Chris Lakumb, CFA
Sponsor Spotlight – “A Big FPASF Thank You! – Lauren Stansell, CFP®
2019 FPA NorCal Conference – “An Inside Look at the 2019 Speaker Lineup” – Cameo L. Roberson, AAMS®, William D. Pitney, MBA, CFP®, CeFT®

April 2019 Newsletter
Includes: President’s Podium – “Change and the Messy Middle” – Kate Wilusz, CFP®
Sponsor Spotlight – “Real Estate – Trends and Opportunities” – Christina Gray
2019 FPA NorCal Conference – “Keynote Speaker Highlights” – Cameo L. Roberson, AAMS®

September 2019 Newsletter
Includes: Member Minute – “Teresa Greenip” – Lydia Walz
Sharpen the Saw – “Impact Investing: It’s Time to Get on Board” – Justina Lai
2019 FPA NorCal Conference – “Conference Rewind” – Cameo L. Roberson, AAMS®

November 2019 Newsletter
Includes: Board Blurb – “FPASF’s New Adventures in Nouth Beach” by Lauren Stansell, CFP®
Sponsor Spotlight – “Three Questions for Sponsors” by Lydia Walz
2020 FPA NorCal Conference – “The 48th Annual Conference – The Pursuit of Better” by Cameo L. Roberson, AAMS®

2018

January 2018 Newsletter
Includes: Sharpen the Saw – “Is Passive Investing Dangerous?” – Jeffrey Blanchard, CFA
2018 FPA NorCal Conference – “Sneak Peek of Workshop Speakers” – Jenny Hood, CFP®

April 2018 Newsletter
Includes: Board Blurb – “How NexGen Employees Can Grow Quicker And Go Further” – Bryan Hasling, CFP®, EA
Sponsor Spotlight – “Mortgage Loans to Irrevocable Trusts and Probate Estates” – Tom Burwell, Redwood Mortgage Corp.
Member Minute – “Russell Ketron, CFP®” – Chris Lakumb, CFA
2018 FPA NorCal Conference – “Speaker Highlights” – Jenny Hood, CFP®

September 2018 Newsletter
Includes: President’s Podium – “Spirit of Generosity, Stregthening Community” – Kian Nobari, CIMA, MBA, MSFP, RLP
2018 FPA NorCal Conference – “Speaker Highlights” – Daniel Andersen, CFP®

2017

January 2017 Newsletter
Includes: President’s Message – “The Science of Happiness: Well-Being in the Workplace” – Tom Zachystal, CFP®, CFA
FPA of California – “Working With You!” by Alice King, JD, CFP®
2017 FPA NorCal Conference Speaker Lineup by Matt Beck and Janice Dunn, CFP®

April 2017 Newsletter
Includes: Member Minute – “New Board Member Q&A” by Lauren Grove, CFP®
2017 FPA NorCal Conference – “Time to Celebrate 45 Years!” by Matt Beck and Janice Dunn, CFP®
Sharpen the Saw – “Long-Term Care Insurance-Update” by Barbara Adamson, CFP®

September 2017 Newsletter
Includes: Board Blurb – “Strategic Planning Meeting 2017” by Lauren Grove, CFP®
Sponsor Spotlight – “Financial Planning is Financial Planning Well Done” by Dr. Dave Yeske, CFP®
2017 FPA NorCal Conference – “FinancialPalooza” by Wade Pitts, CFP®

November 2017 Newsletter
Includes: President’s Podium – “The Globalization of the Financial Planning Profession” by Tom Zachystal, CFP®, CFA
Sponsor Spotlight – “An Interview with Mary-Alice Cardenas: The Road from Elder Care and Public Health to Reverse Mortgages by Cassandra Quinn
2018 FPA NorCal Conference – “Planning the 2018 Conference – Behind the Scenes” by Wade Pitts, CFP®

2016

November 2016 Newsletter
Includes: Board Blurb – “The Newest Member of the FPA of SF Board of Directors” by Lauren Grove, CFP®, Yeske Buie
Sponsor Spotlight – “Real Estate: Two Markets Emerge” by Christina Gray, Stonecrest Managers
FPA of California – “Working With You!” by Alice King, JD, CFP®

September 2016 Newsletter
Includes: Sharpen the Saw – “When Advisory Clients Divorce” by Talia Pierluissi, CFP®, CDFA, Stanford Investment Group
Member Minute – “Dr. Dave Yeske, CFP®” by Chris Lakumb, CFA
FPA of California – “Working With You!” by Alice King, JD, CFP®

April 2016 Newsletter
Includes: President’s Podium – “It’s a Bull Market for Financial Advice” by Michael Ma
2016 FPA NorCal Conference – “Get Ready to Roll” by Jennifer Micieli
FPA of California – “2016 Advocacy Day” by Alice King

January 2016 Newsletter
Includes: Board Blurb – “The Practice of Gratitude” by Michael Ma
Sponsor Spotlight – “Marketplace (Peer-to-Peer) Lending: What is it, and Why Do We Care?” by Chris Lakumb
2016 FPA NorCal Conference – “Workshop Session Snapshot” by Jennifer Micieli

2015

November 2015 Newsletter
Includes: Sharpen the Saw – “Help your Clients Learn the Security Two-step” by Lyman Howard
2016 FPA NorCal Conference “Looking Forward to 2016” by Jennifer Micieli
Member Minute – “Q&A With Tanya Steinhofer” by Chris Lakumb

September 2015 Newsletter
Includes: President’s Podium – “The View from the Podium” by Cynthia Flannigan

April 2015 Newsletter
Includes: Board Blurb – “External Relations – Events Where Networking Comes to You!” by Michelle Soto and Annette Brinton
Sponsor Spotlight – “It Matters What You Keep” by Iain Silverthorne

January 2015 Newsletter
Includes: Member Minute – Laurie Nardone by Chris Lakumb
Sharpen the Saw – “Financial Planning for Americans Living Abroad” by Tom Zachystal

2014

January 2014 Newsletter
Includes: President’s Podium – “The Year in Review and The Year Ahead” by Tanya Steinhofer

April 2014 Newsletter
Includes: Member Minute – Chris Remedios by Cynthia Flannigan
Sharpen the Saw – “The Secret of Marketing Resource Allocation” by Kristin C. Harad

September 2014 Newsletter
Includes: “In Case You Missed It” 2014 FPA NorCal Recap by Jennifer Micieli
Board Blurb – FPASF Strategic Planning Offsite by Cynthia Flannigan
Sponsor Spotlight – “Japan’s Rising Opportunity” by A.J. Hennessy, Hennessy Funds

November 2014 Newsletter
Includes: President’s Podium – “Leadership and Our Profession” by Vince Crivello
2015 FPA NorCal Conference Q&A with Leigh Shimamoto by Jennifer Micieli

2013

January 2013 Newsletter
Includes: Board Blurb – by Tanya Steinhofer

September 2013 Newsletter
Includes: Member Minute – Jen Hicks by Cynthia Flannigan
Sharpen the Saw – “The Pareto Principle” by Kevin Cullen

November 2013 Newsletter
Includes: Board Blurb – “Road to Relevance” by Tanya Steinhofer

2012


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