Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors
Lisa Sappenfield Boyer is an investment advisor representative and owner of Boyer & Sappenfield Investment Advisors. She specializes in retirement income planning for accumulation and distribution. She also serves clients through financial planning needs including college funding, life insurance, and portfolio analysis. She is actively involved in various industry organizations including Women in Financial Services, the Financial Planning Association, and the East Central Illinois Estate Planning Association. She was chosen to be featured as one of 23 highly successful, dynamic women in the book, “Financial Service: Women at the Top.” Lisa earned a bachelor’s of science degree in Finance from Eastern Illinois University. She is a CFP® Professional and holds FINRA Series 6, 7, 24, and 66 licenses.
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.
Director of Marketing, InvestmentNews
Theresa Gralinski is the Director of Marketing at InvestmentNews, where she develops strategies and creative designed to grow the publication’s various events, sales, research and custom content initiatives. Theresa has more than 20 years of marketing and communications experience successfully creating and managing brands across a wide range of disciplines and industries—including automotive, pharmaceutical and financial services. Her favorite projects to work on include: women in finance, diversity and inclusion, next-gen hiring and financial literacy.
Theresa spent the first half of her career working for a full-service marketing agency before transitioning to managing corporate brands in-house. Theresa graduated from the University of Wisconsin-Madison with a degree in Journalism and Public Relations. She resides in the Chicago area with her husband and two teenage sons. As a busy boy mom, she relishes any opportunity to escape on a bike, a kayak or into a good book.
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Susan Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 20 years. Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients.
Director of Creative Campaigns, Invesco
Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshop for women investors, “New Retirementality,” and “T.E.A.M. Dynamics.” She is co-author of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.*
Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and “The Possible Woman” Conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s “Marketplace Weekend” and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings.
Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Consulting), a group dedicated to helping financial advisors get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BSin journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004.
She is currently a member of the Invesco Women’s Network, a volunteer for One Million Degrees and a regular guest speaker at Loyola University in Chicago. Lisa lives in downtown Chicago with her family. In her free time, she enjoys reading, going to the theatre and eating. To counteract the latter, she has taken up running.
Suzanne Siracuse is a Vice President at Crain Communications and Publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies, and operations for each brand. With a collaborative and entrepreneurial spirit, Siracuse has helped to make InvestmentNews the leading news source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data, and conferences. Siracuse is also the publisher of Crain’s Wealth. In addition to these responsibilities, Siracuse helped to establish the Invest in Others Community Leadership Awards, which recognize financial advisers for giving back to their communities. She also serves on the board for the Invest in Others Charitable Foundation, is the current Retail Communications Award Chairperson of the RIIA, and is an active volunteer at the Animal Rescue Fund in East Hampton, NY.
Head of Consulting, Invesco
Scott oversees one of the largest consulting divisions of its kind in the asset management industry. In this position, he works with and presents to financial advisors across North America.
Scott is a sought-after keynote speaker who brings thirty-plus years of industry experience coupled with a creativity known to educate and entertain. He is a co-author of five books, including StorySelling for Financial Advisors: How Top Producers Sell,* which was named a “must read” by financial-planning.com, and, most recently, Defining Conversations: A Little Book About a Big Idea.**
Scott was with Van Kampen Investments prior to its combining with Invesco in 2010. In the 25+ years since hejoined the firm, he advanced from field sales to regional sales and finally to national sales positions. In addition, he served as Director of Marketing. Prior to his career in financial services, Scott worked in sales distribution with Procter & Gamble. Scott holds a BA in economics and communications from Wheaton College in Wheaton, Illinois.
Born and raised in Toronto, Canada, Scott is an avid hockey enthusiast. He assumes full credit for his Texas-born wife’s newfound love of the sport. Scott is the father of four children and resides in Wheaton, Illinois.
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“Excellent speakers with take-a-ways that can directly have a positive impact on our practice.”
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