Overview
Agenda
8:00am Breakfast with Sponsors
8:20am Knowledge is Power – Financial Strategies for Women
9:20am Break
9:30am Delegation: Professional Velcro that May be Holding You Back
11:00am Break
11:11am Women in Business Panel
About the Speakers and Their Topics
Knowledge is Power – Financial Strategies for Women
Presented by Shaun Spaid, CFP®, ChFC®, MBA, CRPC® Private Wealth Advisor from Ameriprise Financial
During this session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help:
- Address the income gap
- Plan for a longer lifespan
- Manage multiple roles and responsibilities at home, work and in the community
- Approach life changes and unexpected events
This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.
Shaun Spaid, CFP®, ChFC®, MBA, CRPC®
Private Wealth Advisor from Ameriprise Financial
When it comes to what’s truly important in your life, you deserve advice you can trust from an advisor who knows and understands you. Shaun Spaid is designated as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. He is a CFP® CERTIFIED FINANCIAL PLANNER® practitioner, ChFC® Chartered Financial Consultant®, CRPC® Chartered Retirement Planning Counselor, MBA with 15+ years’ experience in personal wealth management. His team’s mission is to help clients reach their financial goals utilizing a personalized, “high touch” client experience, different from many of his peers in the business. Every client is different and requires a set of wealth strategies that meet their needs. Being able to pick up on what is profoundly important to our clients, understanding what our clients are really saying, and what they want to accomplish is one of our greatest strengths.
Delegation: Professional Velcro that May be Holding You Back
Presented by Fran Skinner, CFA, CPA of AUM Partners, LLC
Lack of Delegation has been called the Velcro that holds back professionals and companies from even greater success. In Fran Skinner’s experience, she has observed this is especially true for female professionals and managers. In this session, Fran will share the personality traits common among successful Property Managers and their team members that are frequently the same traits holding them back from delegating responsibilities which could clear the way for even greater success. In addition, she will provide the specific steps you can take to determine the best person on your team to delegate a task to and execute a delegation strategy that will allow everyone to maximize their contribution and increase your firm’s capacity. This interactive leadership development session is not only for women who want to learn the tools that can help them be more in their “A-Game”, but for men with women on their team that they want to help reach their next level of success.

Fran Skinner, CFA, CPA
AUM Partners, LLC
Fran is a partner with AUM Partners, LLC a firm she co-founded in 2009 to “Develop leaders at every level” of firms through talent assessment and leadership development/training focused on helping everyone reach their highest level of performance – a hallmark of top performing teams. She is a member of the corporate board of Peoples Bank (ticker: PEBO), and Fenimore Asset Management, as well as Vice-President of the board of non-profit Women Investment Professionals. Fran was a contributor to Barron’s from 2016 – 2021 and is a frequent presenter and keynote speaker at industry events.
Previously, Fran was the Chief Administrative Officer – Investments for Diamond Hill Capital Management (2018 – 2019), and a member of the Diamond Hill Investment Group Corporate Board of Directors (2010 to 2018), where she was Chair of the Compensation Committee and a financial expert member of the Audit Committee. Fran also spent 16 years at Allstate Investments, where she worked in a variety of leadership roles supporting the asset allocation and performance of the $30 billion dollar investment portfolio. As one of her clients once said, “you’ve sat in our chairs – you speak our language”.
Fran is a co-author of the book “High Performing Investment Teams”, and was profiled in the book, “Lighthouse: Women Leading the Way in Finance” by Maya Peterson. In addition to obtaining her CFA and CPA, she has an MBA from the University of Illinois – Chicago. In her spare time, Fran enjoys planning live, tournament Texas Hold ‘em poker.
Women in Business Panel
Panelists: Darcie Englert RMP®, Heather Nicely and Bess Wozniak, MPM® RMP®
Moderator: Abi Wasserman
If you’re a woman and in property management, chances are you have a deep understanding of the intricacies of navigating daily challenges of the property management industry. The challenges are internal and external; the demands come from friends and family, teams, and colleagues within the industry. They are unique and common at the same time.
Join your fellow property managers on October 21 and talk with some of the most dynamic women within the NARPM community. We will dive into the twists and turns, the makes and breaks, and what has ultimately brought each panelist to where they are today in their property management careers.
About the Panelists:
Darcie Englert, RMP®
American Home Team Realty, LLC, Oviedo FL
Darcie Englert, RMP® is Owner and Director of Property Management at American Home Team Realty, LLC. She moved to Florida in 1992 and has been proud to call it her home ever since. Her real estate journey began in 1998, when realizing that being a realtor was the perfect way to earn a living while still being able to spend plenty of time with her three children. After 4 years in the industry, she struck out on her own – realizing she could do better on her own than with a firm. In 2003, condo conversions became popular, so she branched out into the property management field and hasn’t looked back! She loves the challenge of finding the perfect tenant for each of her clients and being able to help them reach their financial goals. She loves assisting real estate investors in becoming more knowledgeable about residential property management and more respectable as landlords. “American Home Team Realty LLC allows me to use my strongest skills—excellent communication skills and the ability to work through difficult situations—for your benefit and I don’t consider my work completed until you are happy!”- Darcie Englert.
Heather Nicely
Red Fox Real Estate, Queen Creek AZ
Heather Nicely has spent the last 19 years tied to real estate, property management, business development, marketing, software, and operations for several national companies. While each experience has served as a stepping stone in her career, she continues to grow, serve, and learn from the best in the real estate, property management, and lending industries. Entrepreneurial tendencies must be genetic, as she learned the value of leadership and business ownership from a young age. She is most passionate about building relationships in the industry and mentoring her team. She is currently serving as the professional development coach for her brokerage, the NARPM Phoenix Chapter President, West Valley NARPM Chapter Secretary, and NARPM Arizona State Chapter President elect. She credits her NARPM peers for being a continual and invaluable source of knowledge, inspiration, and friendship throughout her journey in property management.
Bess Wozniak, MPM® RMP®
McCreary Realty Management, Marietta GA
Bess is the 4th generation member of the McCreary/King family business and has been working full-time with the company since 2010. Bess is a trained actor/educator with a bachelor’s degree in Theatre from Armstrong Atlantic State University in Savannah. Having worked as a professional actor and educator for 6 years, Bess developed a strong sense of creativity which she applies to her work with owners and tenants and a unique sense of creativity in leading the business. She has earned the Certified Property Manager® designation through IREM®, the Residential Management Professional® (RMP®) & the Master Property Manager® (MPM®) designations with NARPM®. Bess is also an Active Life Member of the Cobb Association of REALTORS® Multi-Million Dollar Club. She has served on the Atlanta Chapter of NARPM® board of directors since 2018 and was the 2021 Atlanta Chapter President. She is currently the vice-chair of the NARPM® Women’s Council of Property Management as well as one of the Southeast RVP Ambassadors.
About the Moderator:
Abi Wasserman
Revolution Rental Management, Atlanta GA
Abi is a proud business woman and Property Management industry professional with over a decade of industry experience in business development, marketing, advertising, SEO, leasing and process automation, doing invaluable work to uplift people and their businesses. Originally from Kentucky, and now based in the Chicago suburbs, Abi has dedicated her hard work and leadership as a woman entrepreneur to the property management industry and to helping property management industry professionals succeed in their business. Her passion is not only helping to improve the experience for everyone involved in the property management process, but also to advocate for and be a voice for women professionals in the property management industry.
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