Upcoming events

    • 18 Jan 2024
    • 6:00 PM - 9:00 PM
    • Fogo de Chao, 1337 Chestnut St, Philadelphia, PA 19107

    Join us for our annual members and sponsors only appreciation dinner.

    Please note that only 3 registrants per company will be able to attend for free.  Additional registrants will pay a nominal fee.  Sponsors will receive 3 plus 1 additional free registration.

    • 25 Jan 2024
    • 12:00 PM - 1:00 PM
    • VIA ZOOM

    Several years ago, I was talking to a friend about how I was really stressed out and overwhelmed. I had just made partner at the CPA firm I had worked at for several years and in addition to that being one of my greatest accomplishments, it became one of my biggest challenges in terms of stress management. My friend told me that I should go see a therapist and my first thought was “I don’t need therapy”, but then also figured “what the heck, I’ll give it a shot”.

    I walk into this therapist's office and of course, start telling her that I was only there because my friend thought it was a good idea, but clearly, I am a Type A overachiever, who does not need a therapist. After 10 minutes of me rambling on about how stressed out I was, her reply was this:

    “Well, it sounds like you need some boundaries” And this, my friends, is where my passion and quest for setting boundaries in all aspects of my life began. By far, the biggest thing I have learned over the years is BOUNDARIES ARE HARD. You know what else I have learned? That we, as a society, simply don’t talk about them enough, especially in the workplace.

    Add the fact that we are connected ALL THE TIME, setting boundaries now is harder than ever. People literally expect you to be available because why wouldn’t you be? Oh wait, you mean you have a partner, kids, other family members, dogs, and other various commitments outside of work? How dare you! And gosh forbid you want to have hobbies and free time? No, that’s just not possible with all the work you have to do!

    This presentation is not only about boundaries and what they are, it gives realistic tips and tricks for how to set boundaries at work. These tips can be put into action immediately and most participants walk away with one nugget that can be implemented as soon they walk out of the room. Setting boundaries is empowering, life changing, and peace protecting.

    About our speaker: Melissa Territo, CPA

    Melissa joined Faulk & Winkler in 2009 and was promoted to Partner in 2016. She currently oversees more than 250 plans with total assets equaling more than $850 million. Melissa’s core area of focus is to provide consultative services and lead a team of qualified individuals to deliver the highest level of service to her clients.

    As Partner, Melissa’s primary role is to consult with clients and advisors relative to the design and implementation of 401(k) plans within our retirement plan division, Sentinel Pension. Understanding client objectives and developing the right solutions is her principal goal.

    Melissa serves on the b1Bank Foundation Board and St Joseph’s Academy Foundation Board.  She performed as a Star Dancer in the 2018 Dancing with Big Buddy raising over $23,000. She is a member of, American Institute of Certified Public Accountants (AICPA), Society of Louisiana Certified Public Accountants, and the ASPPA Annual Conference Planning Committee. She is a 2017 graduate of the BRAC Leadership Class and has previously served as the board treasurer of The Safety Place and the Gardere Community Christian School. She was also a board member of Adult Literacy Advocates. Melissa also serves as co-chair of WiPN Arklamiss Chapter.

    In 2020, Melissa started a podcast – Louisiana Ladies – wherein she speaks to local (mostly) female members of the Baton Rouge community. Many are entrepreneurs, some are domestic engineers, all are inspiring. She chats with them about their story, it is lighthearted and fun, and has a steady following with over 20k downloads. In 2022, Melissa began her public speaking debut about Boundaries in the Workplace, something she is very passionate about, and has curated perfectly over the years.

    Melissa attended Louisiana State University and graduated in 2005 with a degree in Education. After four years of teaching high school math, she returned to LSU part-time to see if she would enjoy the accounting profession.  Something about it stuck and she resigned from teaching.  She was hired at Faulk & Winkler as an intern in the pension department and completed the courses to sit for the CPA exam. She received her CPA designation in 2012. Melissa’s brief career in the classroom was invaluable in positioning her to be a mentor in the CPA profession as well as giving her the communication skills to build strong relationships with clients and colleagues.

    Melissa resides in Baton Rouge with her husband Patrick and their two dogs. They appreciate the local culture and flavor of the city, especially the culinary offerings. Away from the office, she enjoys reading, riding her Peloton, traveling and spending time with her five adorable nephews.

    • 06 Mar 2024
    • 6:00 PM
    • Wells Fargo Center, 3601 S Broad St, Philadelphia, PA 19148
    • 33

    Join ASPPA ABC for an evening at the Sixers Game.

    6:00 p.m. Networking and Buffet dinner including beer and wine.

    7:30 p.m. Sixers vs. Grizzlies tip off

    Limited to first 40 registrants.

Past events

06 Dec 2023 Holiday Social and Networking Event
15 Nov 2023 Ethics Session
21 Sep 2023 Members Only Roundtable 2023 Part 2 - Ask the Experts
17 Aug 2023 Summer Social
20 Jul 2023 SECURE 2.0 – Terminated Participant Options and Best Practices
15 Jun 2023 SECURE 2.0 Act of 2022: Selling Opportunities for Financial Professionals and TPAs
10 May 2023 Spring Social
27 Apr 2023 Members Only Roundtable 2023 - Ask the Experts
29 Mar 2023 Sixers vs. Mavericks Game
09 Feb 2023 LinkedIn 3.0 – “Next Level” Training How to Convert Leads into Meetings using LinkedIn
18 Jan 2023 Members and Sponsors Only Appreciation Dinner
12 Jan 2023 How to Value Inclusive Language
30 Nov 2022 Holiday Social and Networking Event
09 Nov 2022 1/2 Day Seminar
09 Sep 2022 “Under” Covered – The Coverage Gap, Efforts & Opportunities to Close It
10 Aug 2022 Summer Social
09 Jun 2022 Trends in Cybersecurity and Sales
04 May 2022 ASPPA Spring National 2022
03 May 2022 ASPPA Spring Social
14 Apr 2022 Stop, Ask, Explore - Learn to Navigate Change in Times of Uncertainty
03 Mar 2022 ASPPA ABC of Philadelphia at the Flyers Game
10 Feb 2022 Members Only Roundtable 2022 - Ask the Experts
19 Jan 2022 Members and Sponsors Only Appreciation Dinner
01 Dec 2021 Holiday Social and Networking Event
18 Nov 2021 Members and Sponsors Only Appreciation Dinner 2022
10 Nov 2021 10 Fiduciary Best Practices
07 Oct 2021 Fall Social
12 Aug 2021 Lifetime Income Impact of the SECURE Act
17 Jun 2021 Members Only Roundtable 2021 - Ask the Experts
13 May 2021 Industry Update, Business Development & Retention and Participant Advice
15 Apr 2021 Leading from Your Laptop
11 Mar 2021 Creating a Cybersecurity Awareness Culture for your Organization
11 Feb 2021 Word of Mouth Influence (WOMI)
14 Jan 2021 Understanding Audits
03 Dec 2020 Virtual Event - Best Interest Standard of Care for Advisors and DOL Final Rule on ESG Funds
21 Oct 2020 Virtual Event with Rich Hochman
23 Sep 2020 ASPPA ABC of Philadelphia Virtual Event: A Not So Typical Ethics Session
12 Aug 2020 Virtual Event: Members Only Roundtable - Ask the Experts
16 Jul 2020 Are you ready for Default Electronic Disclosure?
20 Feb 2020 Members Only Roundtable 2020 - Ask the Experts
29 Jan 2020 Members and Sponsors Only Appreciation Dinner 2020
04 Dec 2019 Holiday Social and Networking Event
26 Sep 2019 Breakfast Seminar - Ethics
13 Jun 2019 1/2 Day Seminar
09 May 2019 Eastern Benefits Conference
27 Mar 2019 Retirement Industry Career Forum
20 Mar 2019 Bowling Social
22 Feb 2019 Members Only Roundtable 2019 - Ask the Experts
17 Jan 2019 Members and Sponsors Only Appreciation Dinner 2019
28 Nov 2018 Holiday Social and Networking Event
15 Nov 2018 1/2 Day Seminar
20 Sep 2018 Lunch Seminar - Ethics Survivor
06 Jun 2018 Summer Social
09 May 2018 Members Only Roundtable 2018
26 Apr 2018 Eastern Benefits Conference
04 Apr 2018 Breakfast Seminar: Investment and Future Planning for Retirement
28 Mar 2018 Retirement Industry Career Forum
18 Jan 2018 Members and Sponsors Only Appreciation Dinner 2018
07 Dec 2017 Holiday Social and Networking Event
17 Nov 2017 Webcast: Ethics with Lauren Bloom
02 Nov 2017 Members Only Live Stream Event
28 Sep 2017 Breakfast Seminar: IRS Compliance
15 Jun 2017 Lunch Seminar with David N. Levine, Groom Law Group
27 Apr 2017 Philadelphia Regional Conference
06 Apr 2017 Members and Sponsors Only Networking Event
22 Mar 2017 Breakfast Seminar with Jim Kais, Transamerica
16 Feb 2017 Members Only Roundtable 2017
19 Jan 2017 Members and Sponsors Only Appreciation Dinner 2017
14 Dec 2016 Holiday Social andNetworking Event
17 Nov 2016 1/2 Day Meeting
09 Sep 2016 Ethics - Lauren Bloom
16 Jun 2016 1/2 Day Seminar with Sal Tripodi
19 May 2016 Philadelphia Regional Conference
27 Apr 2016 Spring Social
16 Mar 2016 Cybersecurity - Steven Caponi
18 Feb 2016 Members Only Roundtable 2016
21 Jan 2016 Members and Sponsors Only Appreciation Dinner 2016
03 Dec 2015 Members and Sponsors Only Networking Event
13 Nov 2015 Retirement Plan Hot Topics - Bob Toth
17 Sep 2015 Ethics Lunch
03 Jun 2015 Members Only Networking Event
19 Mar 2015 1/2 Day Program - EPCRS
26 Feb 2015 Members Only Roundtable
15 Jan 2015 Members Only Dinner
04 Dec 2014 1st Annual Joint ABC, FPA & PEBA Networking Event at Xfinity Live!
19 Nov 2014 Lunch Meeting - Regulatory Update with Craig Hoffman
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