Need to make a huge impact and provide your audience with valuable information and new perspectives? Sherry Jordan is a top expert with nearly twenty years of experience in accounting and income tax, including niche development in business valuation, litigation and alternative dispute resolution - where she works to bring privacy and respect to the financial aspects of divorce.
If you are looking for a motivating expert speaker, contact Sherry at JFCC today!
Contact Sherry Jordan
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What Sherry Likes To Present
Money Matters in Divorce
I am passionate about helping people be at peace with their finances. I have led workshops on the exploration of our relationship with money and how this impacts the choices we make in life and the way we react (or hopefully respond) when we are faced with difficult life challenges such as divorce.
I hope to use this knowledge and my financial expertise to help individuals gain more comfort and safety - lose the fear - when it comes to their finances.
Business Valuation and Business Exit Planning
I believe it is crucial that business owners have a solid understanding of the value of their business throughout their business life cycle, and most especially as they close in upon their retirement years. I welcome opportunities to share the "three musts" when it comes to this important transaction - 1) Credentials; 2) Team; and 3) Realistic Expectations.
Business Growth
I am an Executive-in-Residence for South Central PA's Athena PowerLink Program. I am part of a team providing and leading business growth strategies for businesses in the South Central PA region (and beyond!) I would love to share these concepts with your business or networking group.
Previous Speeches & Workshops
Lancaster County Estate Planning Council – Tax Law Changes for Individuals and Effects on Divorce Planning (Nov 2018)
Estate Planning Council of Central PA – Tax Law Changes for Individuals and Effects on Divorce Planning (Nov 2018)
NACVA Business Valuation – Fundamentals for CPAs – A 5-Part Webinar Series; Part One – Introduction to Business Valuation and Understanding the Engagement (July 2018 - Present)
Dauphin County Bar Association – 2017 Tax Cuts and Jobs Act – Overview (May 2018)
PSATS Annual Conference – Graphs and Tables in Microsoft Excel (Apr 2018)
NACVA Financial Consultant’s Super Conference (Dec 2016)
Friends of the Erie Community Foundation Educational Forum (Oct 2016)
The Northwest Pennsylvania American Inn of Court, “Applying the New Rules of Professional Conduct: QuickBooks and Fiduciary Accounts.” (Feb 2016)
Collaborative Law Association of Southwest Pennsylvania – Financial neutral faculty, multiple presentations (May 2014 - Apr 2015)
PA Bar Association Collaborative Committee Retreat, faculty (Nov 2014)
International Academy of Collaborative Professionals, faculty (Nov 2013)
Academic Conferences (2012/2013)
"Sherry assisted our collaborative practice group by conceiving and presenting the 'financial neutral' piece of our recent Interdisciplinary Basic training. She is a STAR. Not only was her presentation interesting and insightful, our training team could not have been more impressed by Sherry's care and concern to understand our local biases and quirks, and her willingness (on short notice) to adapt her materials and presentation accordingly. Only a super confident and accomplished presenter like Sherry can pull off those soft-shoe maneuvers without breaking a sweat."
Mark Criss, Collaborative Attorney/Mediator at Law Office of Mark A. Criss
Mark Criss
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Phone: (814) 881-8106
Contact Us
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Contact
(814) 881-8106 sherry@jordan-financial.com
"Bringing balance to your financial transition"
- Jordan Financial Consulting & Coaching