Video: Director of Financial Planning Programs Accepts Prestigious Award

Dave_web_2Dr. Dave Yeske, CFP®, was recently presented with the 2017 P. Kemp Fain, Jr. Award: the highest honor bestowed by the Financial Planning Association®. This award represents the pinnacle of recognition in the financial planning profession, honoring one exceptional individual who has made significant contributions in the areas of service to society, government, and academia.

We invite you to watch these portions of the award ceremony.

Career retrospective >> Acceptance speech >>

Dr. Yeske earned his doctorate in Financial Planning from Golden Gate University and has been a spokesperson for the profession at conferences and with the media. He has appeared on CBS, CNBC, CNN and NBC News. The Wall Street Journal has profiled Dr. Yeske and the Yeske Buie approach to investing.

Dr. Yeske has led the way in bringing science-based insights into the profession through writing and his position as Director of the GGU’s Financial Planning programs. He also holds an appointment as Distinguished Adjunct Professor and co-teaches the Capstone Cases in its Financial Planning course.

A practicing financial planner since 1990, Dr. Yeske founded the San Francisco Society of the Institute of Certified Financial Planners (ICFP) and has held many leadership roles in FPA, including president of the FPA Board of Directors in 2003 and chair in 2004; chair of the FPA Political Action Committee (PAC) in 2005 and 2006; and chair of FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012. At present, Dr. Yeske serves as Practitioner Editor of FPA’s award-winning Journal of Financial Planning. Currently, he is Managing Director of Yeske Buie, a comprehensive financial planning firm with offices in Vienna (VA) and San Francisco.

CFP® & CFP® are trademarks of the Financial Planning Association.


Request information about GGU’s Financial Planning programs >>

Financial Life Planning Concentration Added to MS in Advanced Financial Planning

The Master of  Science in Advanced Financial Planning degree is designed for those who have passed the CFP® certification exam and wish to pursue advanced studies in taxation, estate planning – and now Financial Life Planning. Research in psychology and behavioral finance has provided new insights into what it takes to facilitate positive change in clients’ lives—and we have incorporated this knowledge into this innovative, research-based degree program. Students will gain the following capabilities:

  • Application of positive psychology
  • Advanced interviewing skills for uncovering client history, vision, and values
  • Understanding behavioral finance and the ability to identify specific client behavioral biases and heuristics
  • Advanced coaching skills for helping clients affect positive change and achieve goals
  • Understanding of the drivers of client trust and relationship commitment and ability to use this to develop and sustain highly functional client relationships
  • The skills necessary to facilitate financial health
  • Deeper insights into their own history, attitudes, and relationship to money

About the Faculty

The Financial Life Planning concentration and Advanced Financial Planning degree is taught by founders and leaders in the field who have deep expertise in the areas of life planning, coaching, facilitation, communication, and counseling skills. You truly learn from the best of the best, who become a permanent part of your professional network.

Dr. Dave Yeske CFP®, Director of the GGU’s Financial Planning programs and Distinguished Adjunct Professor, designed the new concentration. A Financial Planning Evangelist, he has made national TV appearances, led professional organizations, and published articles and books such as Evidence-Based Financial Planning: To Learn . . . Like a CFP.  The financial planning investment strategy he pioneered—The Yeske Buie Approach—has been profiled in The Wall Street Journal. The Financial Planning Association® (FPA) has recognized Dr. Yeske as one of the profession’s leading minds by awarding him their highest honor—The P. Kemp Fain Jr. Award (2017). He earned a doctorate in Finance from GGU in 2010.

Elizabeth Jetton, CFP® has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981 and served as President of The Financial Planning Association in 2004. She trains planners how to become conversational leaders and to use group conversational processes to engage, attract, and build trust.

Saundra Davis, MS is nationally recognized as an expert in the financial coaching field and founder and Executive Director of Sage Financial Solutions. She developed a financial coach certification program and received a special invitation to attend President Obama’s 2014 White House Summit on Working Families.

Rick Kahler, MS, CFP® is a pioneer in the emerging field of financial therapy that integrates Financial Planning and Psychology. He has been featured by NBC’s Today, ABC’s 20/20, Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, and MarketWatch. He is a co-author of books such as Facilitating Financial Health and Conscious Finance.

For more information and course list, contact program director Dr. Dave Yeske, CFP® (415-442-6524 or dyeske@ggu.edu).

GGU’s Women in Leadership Series and Why It Matters


By Marianne Koch, PhD
Associate Dean, Ageno School of Business

We believe that GGU’s annual Women in Leadership event is valuable for women in the San Francisco Bay area at the start of careers in business, law, or entrepreneurship. Open both to the GGU community and the public, this event gives attendees the chance to learn directly from real-world experiences of highly successful and entrepreneurial women.

Marianne Koch

Held in the evening, the Women in Leadership event includes Q&A with panelists, networking with old friends and new acquaintances, and food and drink.  Since its launch five years ago, panelists and moderators – most of whom are GGU alumnae – have included executive-level women from Franklin Templeton Investments, Sequoia Capital, Salesforce, and Yahoo!; entrepreneurs from Lamano Law and Strategy Squad Insurance Services; and public servants from the SF Employees’ Retirement System, SF Child Support Services, and the State Board of Equalization.

This Year’s Event: Sharing Life and Career Experience

Last month, I moderated the fifth iteration of this event, which featured (pictured, left to right) Helen Fanucci, Global Windows Sales Leader, Microsoft Corporation; Nicole Middleton (MS, Financial Planning ’17), CEO of Strategy Squad Insurance Services, and Hazel Blackhart (JD ’08), Group Product Manager, Hematology at Genentech.

To get us started, I asked the panelists to tell us about some decisions they had made – both good and bad in terms of results – and what they learned from them. Their candid responses addressed the fallout from poorly timed decisions, finding the courage to take on assignments that they believed they weren’t quite ready for, and finding a trustworthy mentor who lit the path for them. From my place at the podium, I observed smiles, heads nodding in approval, and outbursts of applause of support from all.

Audience members took turns asking questions and sharing their perspectives on a host of topics related to women at work. Many questions were personal (“I’ve just been promoted to management and I have no role models; what do I do?”), or bold (“How do you deal with men coming on to you inappropriately at work?”). Audience comments were tremendously helpful and resources were shared as well. As in earlier years, the support and interest made for a useful and warm experience.

Women in Leadership organizers (left to right): Amina Kasumov (Enrollment Manager, GGU), Kendra Calvert (Director, Admissions, and Recruitment, GGU) and Marianne Koch.

Although growth in the number of women in leadership positions in the U.S. is extremely slow, events like these serve as a catalyst for that to change – and we are proud to be part of it.

Photo Credit: Jenny LeMaster


About Dr. Marianne Koch

Dr. Marianne Koch is an educator, human resources manager and consultant with experience in designing and delivering educational programs, and managing and consulting in the fields of human resource management and labor relations. She has worked in a variety of venues to help managers improve how they manage people at work, help organizations understand, clarify and improve practices for the management of people at work, and research and write about such issues as collaboration, work / family practices, and the relationship of human resource management practices to productivity. Dr. Koch is the Associate Dean of the Ageno School of Business, HR Program Director and also a Professor of Management.

New Financial Life Planning Concentration Taught by Founders and Leaders in the Field

Golden Gate University has launched an innovative new degree-concentration in Financial Life Planning. Part of the MS in Advanced Financial Planning degree program, the concentration is fueled by emerging insights from Psychology and Behavioral Finance and taught by founders and leaders in the fields of financial planning, coaching, and financial therapy.

Dr. Dave Yeske CFP®, Director of the GGU’s Financial Planning programs and Distinguished Adjunct Professor, designed the new concentration. A Financial Planning Evangelist, he has made national TV appearances, led professional organizations, and published articles and books such as Evidence-Based Financial Planning: To Learn . . . Like a CFP.  The financial planning investment strategy he pioneered—The Yeske Buie Approach—has been profiled in The Wall Street Journal. The Financial Planning Association® (FPA) has recognized Dr. Yeske as one of the profession’s leading minds by awarding him their highest honor—The P. Kemp Fain Jr. Award (2017). He earned a doctorate in Finance from GGU in 2010.

Elizabeth Jetton, CFP® has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981 and served as President of The Financial Planning Association in 2004. She trains planners how to become conversational leaders and to use group conversational processes to engage, attract, and build trust.

Saundra Davis, MS is nationally recognized as an expert in the financial coaching field and founder and Executive Director of Sage Financial Solutions. She developed a financial coach certification program and received a special invitation to attend President Obama’s 2014 White House Summit on Working Families.

Rick Kahler, MS, CFP® is a pioneer in the emerging field of financial therapy that integrates Financial Planning and Psychology. He has been featured by NBC’s Today, ABC’s 20/20, Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, and MarketWatch. He is a co-author of books such as Facilitating Financial Health and Conscious Finance.


For more information, contact program director Dr. Dave Yeske, CFP® or Request information about GGU’s Financial Planning programs >>.

GGU Financial Planning Graduate Student Co-Authors Paper in Prestigious Journal

The September 2017 issue of the peer-reviewed Journal of Financial Planning explored opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue, Serving Millennial Clients with a 3-Step Model was co-authored by Russell Kroeger, CFP®, EA, who is pursuing a Master’s Degree in Advanced Financial Planning at GGU. From 2015 to 2017, Kroeger worked for the financial planning firm of Dr. Dave Yeske, CFP who designed the curriculum for the program and is a leading authority in the field.

Kroeger decided that he wanted to be a financial planner at age 17, and follows his passion to this day. His life and career goals brought him to San Francisco, and soon after he immersed himself in the GGU program. “Not long into my coursework, I developed the necessary foundation for a deep dive into psychology and behavioral science research, ultimately identifying evidence-based strategies that help me to engage and serve young professionals more effectively.” Kroeger wants to serve not only clients, but also increase the profession’s body of knowledge as he does with the recently published article.

Not long into my coursework, I developed the necessary foundation for a deep dive into psychology and behavioral science research…


Along with his co-author, Yusuf Abugideiri, CFP®, Kroeger cites research that says Millennials are more stressed, more collaborative in their decision-making (as shaped by social media experiences), and less sure of their ability to make significant life and financial decisions. Although statistics do show that Millennials are cash poor today, the authors cite Boston College Center on Wealth and Philanthropy that they stand to inherit part of an estimated $59 trillion in wealth transfer over the coming decades.

These factors suggest that this generation needs financial planning help – and would benefit from it more — than those that preceded it. The authors’ 3-Step Model to Serve Millennial clients is to:

Step 1: Use a robust discovery process to uncover worldviews and identify goals.

Step 2: Craft policies to overcome scarcity mentality and clear the path to progress.

Step 3: Build confidence in decision-making abilities through collaboration.

“The role of the financial planner is to serve as a change agent,” the authors conclude, “helping the [Millennial] client craft policies that remove the need for deliberation, building confidence in their decision-making ability, and creating a decision-architecture rooted in their value system.”

Kroeger says that research of this type is important because young professionals are the future leaders of the world: “Opportunities for every individual to establish healthy relationships with money can serve as a catalyst for us to build a more inclusive, empowering, and fulfilling society.”


About Russell Kroeger

Russell Kroeger, CFP®, EA, founded Paradigm Wealth Architects to help young professionals live a life that is in alignment with their ideal-selves, encouraging each client to pursue Wealth and impact the world in a way that is authentic to their unique life experience. In addition to operating Paradigm Wealth, Russell speaks at conferences, consults for financial planning firms, and is a member of Money Quotient’s Research and Education Task Force. He also volunteers as the Director of Advocacy for the San Francisco chapter of the Financial Planning Association (FPA) as well as the NexGen representative for the OneFPA Advisory Group.


Request information about GGU’s Financial Planning programs >>

Women in Leadership’s Tradition of Excellence Continues

Now entering its 5th year, GGU’s Women in Leadership event has attracted successful panelists who have launched businesses or are prominent at corporations, nonprofits, and law firms. The 2016 event was no different and featured alumnae (pictured below, left to right) Givelle Lamano (JD ’10), Attorney at Lamano Law Offices; Sofia Tulchinsky (MBA ’96), Senior Director Global Business Planning & Strategy at Salesforce; and Susan Lovegren (MS, Human Resource Management ’86), Chief People Officer at AppDynamics.

2016 Alumnae Panelists

The 2016 event was hosted by Dr. Marianne Koch who is Associate Dean of GGU’s Ageno School of Business, HR Program Director, and a Professor of Management. Dr. Koch began the session by posing a single question to the three GGU alumnae: What choices did you have to make to get where you are today? The answers touched on themes such as their career paths and accomplishments; challenges and solutions specific to women; networking; and the link between personal and professional development.

Last year’s event drew 175 attendees from the GGU community and beyond. If you want to see more of what you can expect at this year’s Women in Leadership Event, we invite you to watch the video of the 2016 event.


The 5th Annual Women in Leadership Event Is on October 25th!

Attendees of this year’s event can expect another group of accomplished women who will share real-world advice based on their personal and professional journeys. The event is open to the GGU community and the public. Admission to this event is free and refreshments will be provided. We also invite you to take advantage of networking before and after the panel.

2017 Women in Leadership Panelists

Helen Fanucci, Global Windows Sales Leader, Microsoft Corporation

Hazel Blackhart (JD ’08), Group Product Manager, Hematology Franchise Communications, Operations and Alliance Strategy, Genentech, Inc.

Nicole Middleton (MS FIPL ’17), Chief Executive Officer
Strategy Squad Insurance Services

Event Details & Free Registration

Date: October 25, 2017
Time: 5:30 – 8 p.m.
Location: Golden Gate University, San Francisco [directions]

Agenda:

5:30 – 6:30 pm — Registration begins / networking
6:30 – 7:30 pm — Panel discussion and Q&A
7:30 – 8:00 pm — Post-panel networking

For more information about this event, please visit www.ggu.edu/women-in-leadership.

Get updates and share with friends: #GGUWomen.


Related GGU Blog Post: My Advice for Women in Business: Know What You Want and Ask for It! by Helen Fanucci, ‎Global Windows Sales and Digital Transformation Leader at ‎Microsoft.

All photos above by Jenny LeMaster.

Dr. Dave Yeske: Financial Planning Evangelist and Leading Light

Dave YeskeThrough the years, Dr. Dave Yeske, CFP® has succeeded in this mission through national TV appearances, leadership of professional organizations, and writer. The Financial Planning Association® (FPA) has recognized him as one of the profession’s leading minds by awarding him their highest honor—The P. Kemp Fain Jr. Award (2017). He continues to spread the gospel of his field as Director of the GGU’s Financial Planning programs and Distinguished Adjunct Professor.

Helping Realize Dreams

During his career at the Paul Revere Insurance Group (now part of Unum), it was Yeske’s job to call on insurance brokers, stock brokers, and financial planners, representing his company’s portfolio of products. He recalls: “I gravitated to the Certified Financial Planner® (CFP) professionals who were using the financial and economic tools I’d learned in school, but in the interest of helping individuals and families achieve their dreams and goals for their lives. The financial planners worked with their clients over time, guiding them and being part of the process as clients realized their visions for the future.

My mission is to be a financial planning evangelist. I want to share the power of financial planning to transform lives for the better, and hold my professional community to the highest standards of conduct while they practice this power with and for their clients.

Inspired by these interactions, Yeske enrolled in a CFP education program and went on to open his own financial planning office. In 2010, Dr. Yeske earned a doctorate in finance from GGU. The investment strategy he pioneered—The Yeske Buie Approach—has been profiled in the Wall Street Journal.

Dr. Yeske endeavors to, “help foster the emergence of professionals who can practice at the highest level of competence. This means not only technical competence, but also the ability to understand their clients deeply, to develop strategies that are demonstrably connected to who their clients are as human beings, and to possess and use the skills necessary to be effective change agents in their clients’ lives.”


The Yeske Buie Approach
Read about The Yeske Buie Approach >>


Teaching and Research at GGU

Overseeing the Master of Science in Financial Planning (for those entering the profession and preparing for the CFP® exam) and the Master of Science in Advanced Financial Planning (for practicing CFPs looking to advance to the next level), Dr. Yeske endeavors to “help foster the emergence of professionals who can practice at the highest level of competence. This means not only technical competence, but also the ability to understand their clients deeply, to develop strategies that are demonstrably connected to who their clients are as human beings, and to possess and use the skills necessary to be effective change agents in their clients’ lives. These include advanced communication skills, coaching and facilitation skills, and the ability to think strategically. This focus permeates all of our classes and programs.”

Moving the Profession Forward

One of Yeske’s two primary areas of focus is to educate financial planners to be better versed in research-based writing and to have the skills to incorporate the results of financial planning research. Yeske contributed to this body of knowledge by co-authoring Evidence-Based Financial Planning: To Learn . . . Like a CFP with fellow GGU professor Elissa Buie, and by creating a GGU course called Evaluating Research: Understanding and Using Applied Research in Your Practice.

Yeske’s second main area of focus has been incorporating more science into the practice of financial planning by fostering closer ties between the worlds of practice and academia. “Academics understand how to conduct formal research, while financial planners, working on the front lines with their clients, know the critical questions that need to be answered,” he says. In his roles as Chair of FPA’s Research Center Team and Academic Advisory Council, Dr. Yeske says he “strove to build the connections that I knew would be so necessary to expand our body of knowledge in an evidence-based direction. It’s an essential partnership.”


Request information about GGU’s Financial Planning programs >>

Director of GGU’s Financial Planning Programs Receives FPA Association’s Top Award

 

Dave_web_2Dr. Dave Yeske, CFP®, is the winner of the 2017 P. Kemp Fain, Jr. Award—the highest honor bestowed by the Financial Planning Association® (FPA). This award represents the pinnacle of recognition in the financial planning profession, honoring one exceptional individual who has made significant contributions in the areas of service to society, academia, and government. He is held in high regard as one of the preeminent leaders in the profession who has directly contributed significant time and talent to building its body of knowledge.

Dr. Yeske earned his doctorate in Financial Planning from Golden Gate University and is currently the Director of the University’s Financial Planning programs. He also holds an appointment as Distinguished Adjunct Professor and co-teaches the Capstone Cases in its Financial Planning course.

Dr. Yeske has been a prolific spokesperson for the profession at conferences and with the media. He has appeared on CBS, CNBC, CNN and NBC News. The Wall Street Journal has profiled Dr. Yeske and the Yeske Buie approach to investing.

A practicing financial planner since 1990, Dr. Yeske founded the San Francisco Society of the Institute of Certified Financial Planners (ICFP) and has held many leadership roles in FPA, including president of the FPA Board of Directors in 2003 and chair in 2004; chair of the FPA Political Action Committee (PAC) in 2005 and 2006; and chair of FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012. At present, Dr. Yeske serves as Practitioner Editor of FPA’s award-winning Journal of Financial Planning. Currently, he is Managing Director of Yeske Buie, a comprehensive financial planning firm with offices in Vienna (VA) and San Francisco.

Dr. Yeske will be honored at the 2017 FPA Annual Conference to be held on October 2-4 in Nashville.

“Over my 20 years in our profession, I have been fortunate to come to know so many talented leaders, but few have given back as much and are as knowledgeable as Dave. He is one of those dynamic voices and leaders who has mastered so many areas of financial planning and is a true historian of our profession. He has never rested on his accomplishments and continues to support the next generation of financial planners through education and mentorship both in and out of FPA. No one is more deserving than Dave for this prestigious honor.”
—2017 FPA President Shannon J. Pike, CFP®

CFP® is a registered trademark of the Financial Planning Association®.


Request information about GGU’s Financial Planning programs >>

Golden Gate University Ranked #1 in US for Adult Learners for Second Consecutive Year

For the second consecutive year, Washington Monthly ranks Golden Gate University America’s #1 School for Adult Learners in its annual College Guide and Rankings.

How GGU Was Chosen

To compile the rankings, Washington Monthly reviewed data from the Department of Education’s Integrated Postsecondary Education Data System (IPEDS) survey, the department’s new College Scorecard database and the College Board’s Annual Survey of Colleges.

The metrics that determined GGU’s rating include:

  • ease of transfer/enrollment
  • flexibility of programs
  • services available for adult learners
  • percent of adult students (age 25+)
  • mean earnings of adult students ten years after entering college
  • loan repayment of adult students five years after entering repayment
  • tuition and fees for in-district students

Read the article in Washington Monthly >>

Financial Planning Alumnae Will Be Panelist at Women in Leadership Event

Nicole Middleton is CEO of Strategy Squad Insurance Services and will be a panelist at the 5th-annual Women in Leadership event on October 25, 2017. A graduate of GGU’s Master of Science in Financial Planning program (’17), she is a strong supporter of women’s empowerment issues.

Strategy Squad Insurance is a family-owned wealth management firm based in Oakland, CA where Middleton specializes in creating strategies for women and their families to protect and grow their wealth—through holistic financial planning, insurance, and investment management. She is also an active member of the Financial Planning Association of San Francisco’s NexGen Leadership Committee and the Urban Financial Services Coalition.

We invite you to read Middleton’s recent post on the GGU blog in which she discusses the five biggest things she learned in the Master of Science in Financial Planning Program.


Special Event

Women in Leadership

Join us and hear a distinguished panel of professional women share stories, tips, and insight on how to navigate a successful career. This free event is open to anyone in the GGU community and the public. Come to chat and enjoy food!

Date: October 25, 2017
Time: 5:30 – 8 p.m.
Where: Golden Gate University, San Francisco [directions]

Agenda:

5:30 – 6:30 pm — Registration begins / networking
6:30 – 7:30 pm — Panel discussion and Q&A
7:30 – 8:00 pm — Post-panel networking

Questions? Contact the Ageno School of Business at biz@ggu.edu.