Delivering Keynote "The Political Argument Today"
George F. Will is today's most widely read columnist. His newspaper column has been syndicated by The Washington Post
since 1974. Today it appears twice weekly in approximately 400 newspapers in the United States and in Europe. In 1976, he became a regular contributing editor of Newsweek
magazine, for which he provided a bimonthly essay until 2011.
In 1977, he won a Pulitzer Prize for commentary for his newspaper columns. Altogether eight collections of Will's Newsweek
and Washington Post
columns have been published, the most recent being One Man's America
. In 1990, Will published Men At Work: The Craft of Baseball
, which topped The New York Times
best-seller list for two months and was most recently reissued on April 13, 2010 as a 20th Anniversary special edition with a new introduction (paperback). In 1998, Scribner published Bunts: Curt Flood, Camden Yards, Pete Rose and Other Reflections on Baseball
, a best-selling collection of new and previously published writings by Will on baseball. Will was a member of Major League Baseball's Blue Ribbon Panel, examining baseball economics.
In 1981, Will became a founding panel member on ABC television's This Week
. Will was born in Champaign, Illinois, educated at Trinity College in Hartford, Connecticut, Oxford University and Princeton University, where he earned his Ph.D. He has taught political philosophy at Michigan State University, the University of Toronto and Harvard University. Will served as a staff member in the United States Senate from 1970 to 1972. From 1973 through 1976, he was the Washington editor of National Review
magazine. Today, Will lives and works in Washington.
Medal of Honor Recipient
Presenting on Leadership
A valiant leader, former U.S. Army Staff Sergeant Sal Giunta was introduced by President Barack Obama as being "as humble as he is courageous" when he was presented with our nation's highest military decoration—The Medal of Honor—for his heroic actions during combat in the Korengal Valley of Afghanistan. After Giunta's unit was ambushed and pinned down by at least a dozen Taliban fighters, who fired shots from two sides simultaneously at close range, Giunta was hit twice while running into enemy fire to pull his fellow soldiers to cover. After insurgents began carrying away a fellow soldier, Giunta engaged the enemy, provided medical aid to his wounded comrade and ultimately saved a soldier from being taken by the enemy. His courage and leadership while under extreme enemy fire were integral to the team's survival and led to his selection of being the first living recipient of the Medal of Honor since the Vietnam War. A true American hero and the author of Living with Honor (Fall 2012), Giunta inspires audiences with his story of unwavering courage, dedicated teamwork and decisive leadership.
Committing Fraud, Accepting Responsibility, and Going to Prison:
One Person's Story
Mark Faris's thirty-three year career has been in sales and marketing, and he spent twenty years in the information technology marketplace. He started and owned two new businesses, including most recently a $22 million computer networking distributor. He has started up new sales divisions for two publicly held telecommunication companies, been a Board Member for a $225 million company, and served as a Board Advisor to a new start up company that sold eco-friendly green cleaning products.
Mark also has the distinction of being a convicted felon. He was found guilty of two felonies against a major computer company for mail fraud/wire fraud and money laundering. He spent ten and a half months in a federal prison camp and halfway house. As an officer of a privately held family company, he oversaw a scheme ten years ago to defraud a multi-billion dollar publicly held company out of computer parts his company was not entitled to receive, as retribution for interfering in his business on a continued basis.
As a result of this life changing event, Mark's new mission is to educate, teach, and enrich others to avoid taking his path; embracing the idea that personal and business ethics are very much attached at the hip to each other. His purpose is to communicate tirelessly the values of accountability, honesty, integrity, and Christian principles to others, in ways that improve their lives and the lives of others.
Currently, Mark speaks professionally, writes, and conducts training on personal and business ethics to various audiences in for profit and non-profit organizations.
Staying Competitive in Business and Life
Bruce Jenner captivated the world when he broke the world record by scoring 8,634 points in the decathlon at the 1976 Olympic games in Montreal and earned the title, "World's Greatest Athlete." But did you know that in the years Jenner spent training for the Olympics, he also sold life insurance?
In the years since his athletic achievements made him world famous, he has become a highly respected motivational speaker, sports commentator, entrepreneur, commercial spokesperson, television personality, actor, producer and author.
Jenner is a loyal supporter of many nonprofit and charitable organizations and serves on numerous advisory boards such as the Special Olympics, The National Dyslexia Research Foundation, and The Dream Foundation, which grants wishes to terminally ill adults. He has always had a firm commitment to youth, including the physically and mentally handicapped.
Jenner is Director of Special Promotions for Allegiance Telecom, President of Business Development for JennerNet Software Systems, and Vice Chairman of America's preeminent network marketing company, Longevity Network. Longevity's high quality health and nutrition products are the foundation of Jenner's message of "creating health, wealth and happiness for the world."
Jenner was a guest host and special correspondent on Good Morning America for seven years. He has also been a commentator on a wide variety of shows for NBC Sports, ABC Sports and Fox Sports. His expertise in this area landed him an Outstanding International Sportscaster of the Year Award.
In his downtime, Jenner is also a commercially rated pilot who flies his own jet and races cars professionally in Grand Prix events around the world. Jenner's passion for racing has landed him a role as a racecar driver for the Senior Championship Racing Association.
Chief Market Strategist, Prudential Annuities
Dr. Quincy Krosby is the Chief Market Strategist for Prudential Annuities. In this capacity, she is a member of the investment management group for the annuities division, where she provides perspective on the global macro-economic environment and financial markets. Previously, Dr. Krosby was the chief investment strategist for The Hartford, and global investment strategist for Deutsche Bank Asset Management. She also worked in the global markets groups at Credit Suisse and ING Barings.
Earlier in her career, Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as Energy Attache at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions which required confirmation by the United States Senate.
Executive Vice President and Chief Agency, Sales & Marketing Officer
State Farm Insurance Companies
Rand Harbert, CLU®
, is executive Vice President and Chief Agency, Sales & Marketing Officer at State Farm.
Rand joined State Farm as an agent in 1992. After serving in various leadership roles, Rand was appointed as an agency field executive in Chicago in 1999 and vice president-securities at Corporate Headquarters in 2001. Rand was selected as vice president-agency for the Texas Zone in 2003, and named agency vice president in the Northeast Zone in 2005. He was appointed senior vice president in California in 2007, and president and chief executive officer of State Farm General Insurance Company in 2008. He was named to the Chairman’s Council in 2011, and was appointed to his current role in 2013.
Rand is the former Chairman of the Board of Teach for America – Los Angeles, a past Chairman of the California Business Roundtable, and has served as a member of the California Chamber of Commerce and the Eureka College Board of Trustees in Eureka, Illinois. He currently serves on the Board of Directors of the American College, the University of Central Missouri Foundation Board and the Reagan Legacy Foundation.
A graduate of the University of Central Missouri, Rand earned an MBA from Webster University in 1988 and graduated from the General Management program at the Harvard Business School in 2001. He earned his CLU designation in 2002. Rand and his wife Kelly have three children: Morgan, Ross and Scott.
The Unique Pressures – and Pleasures – of Raising and Planning for a Special Needs Child
Rick Lavoie has served as an administrator of residential programs for children with special needs since 1972. He holds three degrees in Special Education and has served as an adjunct professor or visiting lecturer at numerous universities including Syracuse, Harvard, Gallaudet, Manhattanville College, University of Alabama and Georgetown. His numerous national television appearances include CBS Morning Show, Good Morning America, ABC Evening News and Disney Channel Presents.
Rick serves as a consultant on Learning Disabilities to several agencies and organizations including Public Broadcasting Service, New York Times, National Center for Learning Disabilities, Girl Scouts of America, Child Magazine and WETA. He is a member of the Professional Advisor Board of the Learning Disabilities Association.
Rick has delivered his message to over 500,000 parents and professionals throughout North America. He has the distinction of having delivered Keynote Addresses for all three of the major special needs advocacy organizations in the United States (Learning Disabilities Association, Council for Exceptional Children, Children with Attention Deficit Disorder).
Rick has held administrative positions at residential programs for thirty years. These experiences at residential schools have provided Rick with a "living laboratory" in which he developed and refined his methods and philosophies related to the education of adolescents with special needs.
Rick is probably best known for his videos How Difficult Can This Be?: The F.A.T. City Workshop"
and "Last One Picked, First One Picked On: The Social Implications of Learning Disabilities".
"These award-winning films have brought Rick's sensitive and compelling message to countless thousands throughout the world. After viewing the videos, former First Lady Barbara Bush stated, "You really wowed us! I only wish that every parent and teacher in the United States today could also see your program." His new video on behavior management is entitled "When the Chips are Down ..."
is now available through LD OnLine.
The Unique Pressures – and Pleasures – of Raising and Planning for a Special Needs Child
Jerry retired as General Agent of The Washington Group of MassMutual in 2004. In the same year he started The Washington Group Special Care Planning Team. The Washington Group Special Care Planning Team's mission is to help make a positive difference in the lives of individuals with special needs, their caregivers, and other family members. Knowledgeable and dedicated Special Care Planners assist families with developing valuable financial strategies and creating strategic financial solutions that integrate with Government programs. The Special Care Planning Team has developed a unique network of professionals within the Special Needs community. This devoted network assists families, not only with their financial planning, but also provides a wide range of expertise to fit the diverse concerns of Special Needs families. A pioneer and advocate for the special needs community, Jerry has spoken across the country at various conferences, forums, and panels dealing with issues and planning for the Special Needs community. He has also been a guest on numerous radio talk programs.
Jerry has been active in the financial services industry for over 35 years. Jerry received the Chartered Special Needs Consultant (ChSNC) designation on June 1, 2011. He was a part of the first conferment by the American College regarding the new ChSNC designation. Jerry earned his Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations also from The American College. Jerry is also certified in Long Term Care (CLTC). He holds a Life/Health Insurance license and Series 6, 7, 63, 22, 24 & 65. Jerry graduated from Virginia Tech in Blacksburg, Virginia.
Jerry is a member of the Virginia Tech Foundation Board, Virginia Tech National Campaign Chairman for the College of Liberal Arts and Human Sciences, and Dean's Roundtable Executive Committee for the College of Science. He is an active member of
the Arc of Northern Virginia, a life member of Alpha Phi Omega Service Fraternity, charter member and Past President of the Fair Oaks Rotary Club, and an Elder with Faith Presbyterian Church of Alexandria, Virginia.
Jerry's activism in the Special Needs community is also inspired by several Special Needs individuals in his own family.
President, Agency Distribution
Beyond the Bricks and Mortar — What to Make of Your Graduation
Caroline Feeney is President of Agency Distribution for Prudential's domestic Individual Life Insurance business, based in Newark, New Jersey. Caroline is responsible for the national sales insurance organization comprising nearly 2,600 financial professionals and financial planners, and represents the company's face-to-face captive distribution system for insurance and investment products.
Prior to being appointed Agency Distribution President, she was Territorial Vice President, Eastern Territory, a position she held since 2006. As Eastern Territory Vice President, she had oversight for 14 agencies in 9 states. She is very involved in the financial services and insurance industry, and was featured as a main platform speaker for several indusrty meetings.
Caroline has an undergraduate degree from Bucknell University and an MBA from Columbia University. She holds the Chartered Life Underwriter®
) and Chartered Financial Consultant®
President & CEO
Rosenzweig Financial Services
Mickey Rosenzweig is Founder, President, and CEO of Rosenzweig Financial Services (RFS). Founded in 1979, RFS has been a leading financial practice for over three decades.
Mickey has served as President of the Estate Planning Council of New York City, New York City Association of Financial Service Advisors (NYCAIFA), New York City Society of Financial Service Professionals (NYCSFSP). He also served on the Board of Million Dollar Round Table’s (MDRT’s) Top of the Table (TOT), the Association for Advanced Life Underwriters (AALU), and on the National Board of the Life Institute for Education (LIFE). Mickey continues to serve on the Board of Trustees of the American College (for 5 years), he also was appointed to the College’s Foundation Board. There, he leads the capital campaign.
Over the course of Mickey’s career, he has won several highly-acclaimed industry awards, has been a widely featured speaker, and has served on some of the most prestigious non-profit boards, i.e., the United Jewish Appeal (NYC Life Insurance Division), State of Israel Bonds, the American Cancer Society Manhattan Advisory Board, and the North Shore Hospital Cardiology Foundation.
Mickey is an adventurer and an avid sports fan. He enjoys mountain climbing, scuba diving, playing basketball, golf, running marathons, and watching the Knicks and Giants. In 2002, he helped create the first Mickey Mantle Family Golf Outing for the American Cancer Society (ACS). In 2004, Mickey was awarded the ACS’s Eastern Region's Humanitarian Award and the Mickey Mantle Community Service Award in New York City. In 2005, he was the co-recipient of the "Mickey Mantle Hero Award" with Senator Alfonse D'Amato by the American Cancer Society.
Mickey is happily married to Barbara for 33 years, has two grown children, one granddaughter, one grandson and lives in North Hills, NY, and Delray Beach, FL. He is a Chartered Financial Consultant®
), Chartered Life Underwriter®
), an Accredited Estate Planner (AEP), and a registered representative of HTK.
Susan M. Cooper, entered into the Life Insurance Industry in 1984 shortly after graduating from Keene State College with a BS degree in Education. At the start of her career, Susan joined The Equitable (now AXA Advisors, LLC) as an agent in Wellesley, MA.
As an individual producer, Susan has been a Qualifying and Life Member of the Million Dollar Round Table since 1985. Susan is a student of the business. Through the American College, Susan earned her Chartered Life Underwriter designation (CLU) in 1986, the Chartered Financial Consultant designation (ChFC) in 1987 and the Certified Financial Planner designation (CFP) in 1996. In 2008 Susan earned her Certified Divorce Financial Analyst Designation (CDFA) and most recently completed her CAP designation (Chartered Advisor in Philanthropy) in 2011.
In 1994, Susan was promoted and appointed Agency Manager heading up AXA Advisors West Coast of Florida offices in Tampa and Sarasota. The agency was 88th out of 90 in the President’s Trophy standings when Susan took over. In only three years, Susan had doubled their production and manpower. In 1997 and again in 1998, Susan was awarded the prestigious Gold Presidents Trophy for ranking as the #1 Agency in the entire country.
In 2000, Susan was promoted and appointed President of the Northeast Region. She was awarded the #1 Platinum Chairman’s Trophy as the #1 Region in the country. In 2002, Susan was appointed as Divisional Executive Vice President to the New York Metro Branch supervising over 400 Financial Advisors and staff. The NYC Metro Branch was awarded the coveted Presidents trophy in 2003, 2006 & again in 2008.
Susan joined Penn Mutual Life Insurance Company
in 2009 heading up the NYC Agency office on Park Avenue in Manhattan. In 2011, leading this firm as Co-Managing Partner, the agency won the company’s Prestigious Chairman’s Award placing #1 in the country and was presented with Award.
Susan has been very active in the Industry having served on The Board of Trustees for the American College since 2008. She is a member of GAMA International and has qualified for GAMA’s Master Agency Award, International Management Award and Diamond Level Agency Award each year since 2004.
Over the years Susan has also been an ongoing contributor to many charitable organizations such as The United Way, The Samuel Waxman Foundation, UJA, American Cancer Society and The Wounded Warrior Project.
Susan resides in New Canaan, Connecticut with her two sons, Michael and Matthew.
Senior Compliance Advisor
In the sixteen years Karen Kirkpatrick has worked with Infinisource, she has gained a national reputation for being one of the foremost experts on HR Compliance, COBRA, HIPAA, FMLA, Consumer Driven Health Plan Options, Health Care Reform and other benefit laws.
She has written or contributed to several publications, including HIU, the magazine of the National Association of Health Underwriters, Thompson Publications and the National Health Information's Consumer Driven Health Care. She speaks at national and regional conferences including NAHU and SHRM events on both benefit and employment related compliance topics, as well as webinars for agencies and organizations nationwide.
During her tenure at Infinisource, she has conducted more than 1,000 seminars, webinars and executive briefings on numerous federal insurance laws, human resource compliance, consumer driven health care and health care reform. Karen has spoken for the National Association of Health Underwriters, the Consumer Driven Health Care Conference, SHRMSW, Thompson Publishing, National Association of Legal Administrators, hundreds of national and regional agencies and also to thousands of employers.
A nationally recognized speaker, Karen brings the audience intense payroll, HR or benefits (including ACA) regulations in an easy-to-understand format. She is known for not only her compliance expertise, but her ability to make sense of compliance "spaghetti" and provide the audience with actionable items and clear language to pay it forward (educate others).
Karen brings Infinisource the valuable expertise of many years of marketing and professional development experience with several prominent financial, insurance and restaurant institutions, including Northwestern Mutual, Shearson Lehman and DFR. She has been actively involved with Toastmasters International, which helps individuals become more effective speakers, leaders and listeners.
Nevada Commissioner of Insurance
Scott Kipper was reappointed Nevada Commissioner of Insurance on October 24, 2011. He previously served as Nevada's Insurance Commissioner from December 2008 to June 2010. After leaving Nevada in 2010, he served as the Deputy Commissioner in charge of the Office of Health Insurance for the Louisiana Department of Insurance and as CEO of the State of Louisiana Office of Group Benefits.
He previously served as the Oregon Insurance Administrator from December 2007 to 2008. Prior to going to Oregon, Kipper served as the Deputy Commissioner in charge of the Office of Health Insurance for the Louisiana Department of Insurance for over two years, where he led the development and implementation of emergency rules following Hurricanes Katrina and Rita.
Kipper worked as the senior regional director for the Health Insurance Association of America and America's Health Insurance Plans from January 2001 through August 2005, where he directed legislative and regulatory efforts in a number of states, including Oregon, California, Texas, and Colorado. He spent two years on the staff of the National Association of Insurance Commissioners in Washington, D.C. as a health analyst, working on senior health insurance issues.
Kipper began his regulatory career at the Wyoming Department of Insurance, serving nearly five years as a life and health insurance standards consultant, including form filing review, consumer liaison, and legislative duties. He started his insurance career as an independent life and health agent in Laramie, Wyoming, in 1985.
Kipper graduated from the University of Wyoming with a degree in business administration.
Leo C. Tucker, Jr. joined NML as a Financial Representative with the South Florida Group in 1991. He quickly distinguished himself as a very successful member of the agency's sales force. In his personal practice, Leo earned numerous honors on both the company and industry levels including qualifying for MDRT 1997-2000 and also worked to earn his Chartered Life Underwriter®
) designation from The American College.
In 1995, Leo entered management as a Field Director and he built a strong sales unit. Due to his outstanding performance he was promoted to the position of Assistant Managing Partner for the South Florida Group. In this role, he was responsible for recruiting, training, new FR development, as well as the day to day running of the agency. His increasing responsibilities led to his 1998 appointment as Managing Director in Naples, Florida.
There, Leo developed one of the company's top producing district network offices. Leo also worked extensively with the Collier County Boys and Girls Club and was awarded the Northwestern Mutual Community Service Award for his efforts.
In 2001, Leo was selected to join the Northwestern Mutual home office as an Assistant Director of Agency Development, a position designed to prepare talented candidates for Managing Partner assignments.
In April 2003, Leo assumed Managing Partner responsibilities for The Washington Group in McLean, Virginia, and is responsible for the office's sales and services operations in DC, western Maryland, and northern Virginia.
Leo is married to Marilyn and has 2 children Colby (17) and Sloane (15). When he is not working, Leo enjoys golf and wine collecting. He also serves on the Board of Directors for the Greater Washington Sports Alliance and The Tiger Woods Foundation.
Assistant Vice President
MetLife Center for Special Needs PlanningSM
Kelly Piacenti is the Assistant Vice President of the MetLife Center for Special Needs Planning located in Somerset, New Jersey. She has been employed with MetLife since 1991, and has been with the MetLife Center for Special Needs Planning since October 2005.
This year marks the 15th year anniversary for the MetLife Center for Special Needs Planning, which was established by a parent of children with special needs. The Center is dedicated to helping families across the country who have dependents with special needs through the maze of legal and financial complexities of planning. Our Special Needs Planners are committed to helping to secure not only lifetime care, but also quality of life and financial freedom for special needs dependents, as well as peace of mind for caregivers.
In this role Kelly is responsible for overseeing the Special Needs Planning program, including representing the Center at all Non-Profit National Conferences and providing on site educational workshops.
She is currently on the National Board of Directors for The Arc, and recently represented the MetLife Center for Special Needs Planning on accepting United Cerebral Palsy's 2013 Chair Award. Kelly has spoken at various conferences across the country, as well as on several radio talk programs for the special needs community.
She has her Bachelor of Arts degree and will be completing her Masters of Arts in Organizational Behavior (MAOB) at Fairleigh Dickinson University in December 2013.
Kelly lives in Chester, New Jersey with her husband and four children.
As a mother of her 12 year old son, Nicholas, with special needs, Kelly is an active advocate for dependents with special needs, and serves as a resource for families with special needs dependents.
Adjunct Professor of Market Strategies, The American College;
Director of NYSE Floor Operations, O’Neil Securities, Inc.
Kenny Polcari graduated from Boston University, School of Management in 1983 with a BS/BA degree with a concentration in finance. He came to Wall Street as a summer intern on the New York Stock Exchange during the summers of 1980-’82 and upon graduation moved from Boston, MA to New York where he began his career on the trading floor. He became a member of the New York Stock Exchange in August 1985 and is currently Director of NYSE Floor Operations on behalf of O’Neil Securities, Inc., where he represents the interests of institutional asset managers that need to access global equity markets. At his public speaking events, he engages the audience with his unmatched knowledge on NYSE history, rules and regulations and former and current market structure. He is a former Governor of the NYSE, a member of STA & NOIP and is an Adjunct Professor of Equity Markets at The American College.
Michelle L. Hoesly, CLU, ChFC, of Norfolk, Virginia, is MDRT's 2014 President, taking office September 1. A 34-year MDRT member with three Court of the Table and 10 Top of the Table honors, her commitment as a volunteer with the Round Table began in 1983 and is highlighted by her leadership in three Divisional Vice President roles: 1996 Annual Meeting Program Development Committee, 2003 Communications and 2009 Top of the Table Chair.
She has attended 30 Annual Meetings and is an Excalibur Knight of the MDRT Foundation, serving as a member of its Board of Trustees from 2005 to 2007. An internationally recognized speaker, Hoesly has spoken at several MDRT Annual Meetings, as well as MDRT's Boomertirement Industry Summit in 2007, and she has also appeared on CNN. She is frequently quoted on financial issues by major publications, including The Wall Street Journal, Kiplinger's and the Financial Times. In 1985, she joined three other MDRT members in establishing the Make-A-Wish Foundation of Eastern Virginia and served as president of the founding board.
Associate Clinical Professor
LeBow College of Business, Drexel University
Mike Howley is an Associate Clinical Professor at the LeBow College of Business. Prior to becoming a business professor, Mike worked for 2 decades as a clinical Physician Assistant (PA), working for 9 years delivering primary care to underserved areas of rural Maine and 11 years in critical care and surgical services. He also has 5 years of experience in practice management and as a business owner.
Mike received his PhD in Marketing from Arizona State University in 2005. At Drexel, he teaches Healthcare Management and his research focuses on measuring service quality, provider performance, and the financial impact of EMRs. His service interests include the care of vulnerable patients.
Senior Vice President - State Farm Insurance
Debra Boblitt develops vision, strategy and direction for approximately 2,300 State Farm agents and sales leaders in six states: Alabama, Georgia, Kentucky, Mississippi, South Carolina and Tennessee. Based in Murfreesboro, Tenn., her State Farm career has spanned more than two decades, and she has served in a variety of leadership roles across the country.
Boblitt champions the advancement of women through mentoring, leadership development and the pursuit of entrepreneurial opportunities. She is the former president of the Professional Business Women of California. In July 2011, she was a guest blogger for WomenWorking.com and in March 2011, she was featured on the site. Boblitt was published in the Winter 2012 edition of Wealth Channel Magazine. Additionally, she was selected to participate in the 2008-2009 International Women's Forum Leadership Foundation Fellowship Program and is a current member of the local Tennessee Women's Forum chapter.
Boblitt holds the office of Secretary of The American College Foundation Board of Directors and serves on the Board's Executive Committee. In 2011 she was a featured speaker at The College's Las Vegas Knowledge Summit and was the keynote speaker for The College's 2008 Conferment at Pearl Harbor.
Boblitt earned a bachelor's degree from Kent State University, a master's degree in administration and supervision from the University of Toledo, and the Chartered Leadership Fellow (CLF) designation from The American College.
Partner at Capital Intelligence Associates
Art Kraus, CLU®
entered the financial services business in 1960 with Pacific Mutual Life Insurance Company. In 1969, he was elected President of Pacific Consulting Corporation, as subsidiary of Pacific Mutual. PCC was an early foray into the emerging financial planning industry. He resigned his PCC affiliation a year later to become a co-founder of the AFP Group.
AFP grew to become one of the largest financial planning companies in the United States. In 1998 the industry asked him to become CEO of the National Association of Insurance and Financial Advisors (NAIFA), the country's largest financial services association. Following his four years in Washington, DC, he returned to Los Angeles to retire, at which he failed miserably. He worked with his son Mitchell to found Capital Intelligence Association in Los Angeles.
Art currently serves on The American College Foundation Board of Directors. He received his Chartered Life Underwriter®
) designation in 1967, his Chartered Financial Consultant®
) in 1983, and his Chartered Advisor in Philanthropy®
) in 2011.
Art played a key role in the Alumni Association in 2010 when he hosted the LA LIVE event, which featured Dr. Larry Barton, CAP®
and several top speakers from the industry. Art was also named the August Alumni of the Month by The College.
He is the recipient of numerous industry awards and honors and still spends a great deal of his time working on industry issues in Washington.
He is a registered Principal with and securities are offered through LPL Financial, Member FINRA/SIPC
Gloria La Grassa, CLU®
, is a graduate of Brooklyn College, where she earned both her Bachelor's and Master's degrees. She began her career working alongside Charles Lamont Post, an early benefactor of The College and the man responsible for creating and endowing The College's first chair concentrating on the study of ethics. Over the next 25 years, La Grassa rose to the position of Principal at Post & Kurtz.
She is the former president of the New York City Chapter of Financial Service Professionals. In 1979, La Grassa earned the prestigious Chartered Life Underwriter®
) designation and in 1985, she received the highest standard of knowledge and trust, the Chartered Financial Consultant®
) designation. Both of these credentials are offered exclusively by The American College.
At The American College, La Grassa faithfully served on both the Board of Trustees and the Foundation Board of Directors. She was a member of the Board of Trustees for seven years, serving five of them as Secretary of the Board. She was a member of the Foundation Board of Directors for nine years, also serving five of them as Secretary. In 2002, La Grassa served on the Presidential Search Committee.
In 1999, La Grassa gave $600,000 to The College to fund a state-of-the-art auditorium. To this date, this gift stands as the largest single donation ever made to The College by a woman.
In 2009 Gloria was awarded the Huebner Gold Medal, the highest award given by The American College, given to people who, through support and dedication to The College and its programs, have moved the institution forward in its mission.
On April 22, 2011, The American College dedicated the academic floor of MDRT Foundation Hall to Gloria La Grassa, CLU®
. A Huebner Gold Medal recipient and former board member, Gloria is a longtime supporter and friend of The College.