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Erie Chapter CPE and Golf Outing - Golf Lesson and Dinner Only

When
July 15
8:30 a.m. - 6:30 p.m.

Where
Lawrence Park Golf Club
Harborcreek - Map it

Details

 Pricing

PICPA Member: $45 | Nonmember: $45


 More Information

Course No.
681002
Level
Prerequisites
None

Description

Join your fellow chapter members for a morning of CPE provided by Northwest Bank, followed by a golf outing and dinner.

Other registration options include  CPE only and CPE and golf outing.

Thank you to Northwest Bank:

Highlights

Schedule:

  • 8:00-8:30 a.m. - Registration
  • 8:30-11:00 a.m. - CPE provided by Northwest Bank:

          Session 1: The Economy and Markets in 2019
          Donald B. Nicholson, CFA

          Session 2: Best Practices for Managing Employee Retirement Plans
          Dennis J. Fortin, II, CPFA

          See the full agenda with presenters

  • 11:30 a.m.-4:00 p.m. - Lunch on carts, tee off, golf
  • 3:00 p.m. - Golf lessons for beginners and new golfers by LPGC staff
  • 4:00-5:00 p.m.- Happy Hour
  • 5:00 p.m. Dinner


Speaker(s)

Donald B. Nicholson, CFA
Senior Vice President and Chief Investment Officer, Northwest Savings Bank Investment and Trust Services

Don Nicholson serves as Senior Vice President and Chief Investment Officer for Northwest Trust Services. Don is responsible for the development and implementation of investment strategy and is responsible for communication of strategy within the department and to clients. He is also responsible for the development and implementation of the portfolio construction process across all managed portfolios.

Don is Chair of Northwest's Trust Investment Committee and of the Investment Strategy Committee, which is responsible for the development of investment strategy, policy and procedures. He also serves as a vital member of the Trust Management Committee.

Don has more than 25 years of experience in Trust and Investment Management. Prior to joining Northwest, Don worked in Mellon Bank's Private Asset Management Division in Pittsburgh, Pennsylvania.

Don is a member of the CFA Institute. He is a Chartered Financial Analyst Charter holder since 2000 and he graduated from the University of California, Davis, CA, B.S., Statistics, in 1992. He serves on the Board of Directors of the Multicultural Community Resource Center, Erie, Pennsylvania, as well as, on the Advisory Board, Finance School, Black School of Business, Penn State Erie’s Behrend Campus.

June 2019

Dennis J. Fortin, II, CPFA
Retirement Plan Consultant, Northwest Bank

Dennis is responsible for administration of employee benefit plans, pension plans, institutional clients and Individual retirement account clients in Northwest’s Erie and Northwest regions.  He performs a variety of duties including business development, employee education, account administration, and client relationship management. Dennis entered the industry in 2009 as a financial advisor and joined Evans Capital Management in 2011 where most of his portfolio involved retirement plans.  In 2014 their firm was acquired by Northwest where he became part of the Trust Department with Employee Benefits.  Denny has a background in human services, both secular and religious. He earned his bachelor’s degree from Central Bible College in Springfield, Missouri. Denny holds the professional credential of Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors (NAPA).

June 2019


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