FEI Pittsburgh Welcomes Evan Frazier, President & CEO, TALI (The Advanced Leadership Institute)


FEI Pittsburgh is honored to welcome Evan Frazier, President & CEO of The Advanced Leadership Institute ("TALI").

Conceived in 2016 with a vision to address the lack of Black executive management in Pittsburgh's corporations, TALI partnered with Carnegie Mellon University to create an executive leadership academy to educate, develop, and position Black leaders for meaningful advancement in corporate and community roles. 

Now, after several successful cohorts and a robust alumni network, TALI is expanding its focus to address the needs of Black professionals at additional levels of career. With an emphasis on world-class academics, mentorship and a strong peer collaboration, TALI demonstrates a commitment to advancing the role and contributions of Black leaders.

Register today to learn more about the positive impact TALI and its cohorts are making on our community.


Professional Development Presented by Schneider Downs

Investments and Financial Planning in Current Times
Led by Nancy Skeans, Derek Eichelberger, Jason Staley, and David Brinkman
 
As a regional wealth management practice with more than $2 billion in assets under management, Schneider Downs Wealth Management Advisors has provided insights and investment services to high net worth individuals, endowments and employer retirement plans for more than 20 years. Join the partners of the high-net-worth individual practice for a discussion on several emerging topics related to financial planning and investments. This session will provide insights into opportunities and challenges within the Securities market, a review of the psychology of money and behavioral aspects of great investors and a discussion of often-overlooked components of a solid financial plan

1.0 Credit of CPE, Business Management & Organization | Please plan to join us for dinner after Mr. Frazier's remarks.
 
Event Agenda

4:30 - 5:30 pm   Schneider Downs presents Investments and Financial Planning in Current Times, Georgian Room
5:15 - 6:15 pm   Cocktails and Conversations
6:30 - 7:15 pm   Chapter business followed by keynote address by Mr. Frazier, followed by dinner

Save your seat today:  Registration Closes Thursday, February 10th.

FEI Pittsburgh Chapter Meetings are open to our members, sponsors, and invited guests. 

Contact us at feipgh@financialexecutives to find out how to host a prospective member of FEI or with any other registration questions.

Current Duquesne Club policies require that any attendees who are not vaccinated against Covid-19 wear a mask at all times.  

FEI Pittsburgh events include sustained periods of eating and drinking during which masks cannot be worn.  Please carefully assess your personal Covid-19 risk before planning to attend our events.  All registrants are subject to mask and social distancing policies as determined by our venues and local, state and national health authorities. 


Speakers

David Brinkman

Investment Relationship Manager
Schneider Downs

Derek Eichelberger

Partner, Investment Relationship Manager
Schneider Downs Wealth Management, Advisors, L.P.

Mr. Evan Frazier

President and Chief Executive Officer
The Advanced Leadership Institute

Ms. Nancy Skeans

Shareholder and CEO
Schneider Downs

Jason Staley

Partner, Investment Relationship Manager
Schneider Downs

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.