Small Firm Roundtable presents: Financial Acumen in Small and Medium Firms
October 11, 2018
1:00 PM - 6:00 PM
3200 Southwest Freeway, Suite 900
Houston, TX 77027
Brought to you by the Small Firm Roundtable
Join the Small Firm Roundtable for Financial Acumen in Small and Medium Firms
Date: Thursday, October 11
Time: 1:00 - 6:00 pm (Speaker Presentations, Panel Discussion and Happy Hour)
Location: HOK Architects, 3200 Southwest Freeway, Suite 900 Houston TX
Cost: $40/AIA Members $75/Non Members
Registration is Requested
Light Bites and Wine will be provided
Speakers: Joe Birkofer and Jillian Nel of Legacy Asset Management
Byron Hebert of PKF Accounting
As a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor, Joe helps clients concentrate on financial planning and asset allocation. In addition, Joe heads up the firm's Retirement Plan consulting practice, working with plan sponsors to improve investments, communications and streamline administration. Prior to co-launching Legacy Asset Management with Rick, he served as a Trust Officer with Texas Commerce Bank.
Joe earned his Bachelor of Science in Foreign Service from Georgetown University and his MBA from the University of Texas, Austin. Joe teaches Employee Benefits and Retirement Planning at Rice University's Certified Financial Planner™ program. He regularly provides commentary for national media including The New York Times, Wall Street Journal, Money Magazine, CBS Market Watch, and locally for the Houston Chronicle, local radio, and television programs. Joe is an active member of the community, serving as a Board Member of The Periwinkle Foundation, St. Anne's School Foundation, and a member of Goodwill Industries' Business Council.
Jillian Nel, CFP®, CDFA is the director of financial planning for Legacy Asset Management in Houston. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Certified Divorce Financial Analyst (CDFA) and was hired by Legacy in 2011 to open and direct a financial planning practice for the firm. Jillian and her team provide comprehensive financial planning and risk management to individual clients, business owners and their families. She also provides consulting and advisory services for the Qualified Retirement Plan practice of the firm to business owners, plan administrators, and participants.
Jillian has a passion for education and the empowerment it provides to both clients and the general public. She regularly speaks at financial planning seminars and employee educational meetings on how goal setting and risk management is essential for success in any financial planning scenario. She contributes commentary regularly to financial planning articles and was featured on the cover of the Retirement Advisor magazine in March 2015 as a dually licensed advisor and for the Women in Insurance cover feature in October 2015.
Manages the consulting division of PKF Texas, which provides services such as profit enhancement, turnaround, process mapping and improvement, retreat facilitation, identification and tracking of key performance indicators, development and streamlining of accounting department procedures, forecasting and budgeting procedures, strategic planning and execution, and due diligence for business acquisitions.
Entrepreneurial services including financial reporting, budgetary controls and compliance, internal controls, and automated systems implementation. Management advisory services for a variety of middle market businesses with sales ranging from $10-$100M in industries such as manufacturing, distribution, construction and large professional service firms.