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Truepoint co-hosted a Webinar with Cooney, Faulkner & Stevens on Financial Literacy: What You Need to Know, for clients and friends of our firm.
To listen to a replay of this discussion please click here
(please note that there may be a delay for the slides to initially load)
Speakers:
Wayne Lippert, MBA, CFP® - Truepoint Inc.
Crystal Faulkner, CPA, CFFA - Cooney, Faulkner & Stevens
Speaker Biographies
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Wayne leads Truepath Financial, a division of Truepoint, providing customized investment management and fundamental financial guidance for individuals.
Wayne joined Truepoint in 2006 from a real estate development company where he was responsible for identifying, researching and analyzing potential investment opportunities for the firm.
Wayne entered the investment industry in 1998 with Rothschild Asset Management in London, England before becoming a Vice President in the institutional sales and trading division of SoundView Technology Group. Prior to entering the investment field, Wayne spent four years as a Legislative Assistant to then-U.S. Representative Rob Portman.
Wayne earned a Bachelor's degree from Albion College and a Master of Business Administration degree in Finance from the Kogod School of Business at The American University in Washington D.C.
Wayne currently serves as the Secretary/Treasurer of ArtWorks, a non-profit arts organization that connects artists of all ages with opportunities in the arts through apprenticeships, community partnerships and public art.
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A financial and business consultant, Ms. Faulkner is one of three founding partners of Cooney Faulkner & Stevens. The firm was named the 2004 Small Business of the Year by the Cincinnati Chamber of Commerce, making it the first accounting firm to receive the honor.
Ms. Faulkner is passionate about the fundamentals of financial education. She firmly believes that the lack of financial skills was an instrumental factor in the current economic crisis we are facing in our nation. She also believes that a community where the workforce is better educated in personal finance creates a more competitive business environment. As part of her commitment, Ms. Faulkner founded Accounting for Kids Day to introduce financial concepts and teach money management to elementary school students. Accounting for Kids is now in its 9th year and garnered more than 1,300 volunteers who reached 11,500 kids across Ohio last fall.
Ms. Faulkner was honored as one of Ohios Most Influential CPAs by The Ohio Society of CPAs in 2009 and was named a 2008 YWCA Career Woman of Achievement and a 2008 Leading Woman. Ms. Faulkner hosts the weekly Business Report on WCPO Channel 9 and the Financial Beat segment of Fifth Third Business Beat on WCET. She co-hosts WNKU and WMKV BusinessWise, an on-air business advisory radio talk show.
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