ABOUT OUR SPEAKERS



Steve Gorin is a partner in Thompson Coburn LLP, a law firm headquartered in St. Louis with offices in Chicago, Los Angeles, and Washington, D.C.  He also was a partner in a CPA firm with a total headcount of 10.  Steve gave legs to the Fellows Program of the American Bar Association’s Real Property, Trust & Estate Law Section (RPTE) – a program designed to provide opportunities for young leaders, with a strong diversity component.  He also co-chaired RPTE’s Membership Committee and another RPTE committee promoting leadership development and succession.  Steve was recognized as an Unsung Hero for leading efforts to redevelop a senior affordable housing community and his support for other charitable causes.  
For more information Steve, see http://thompsoncoburn.com/people/steve-gorin.


Douglas A. Potts, St., MAI, AI-GRS is VP, Chief Appraiser at Commerce Bank

Primary Market Area
St. Louis Metro Area -- MO & IL

Secondary Market Area
Outstate Eastern Missouri and Western Illinois

Primary Practice Focus
Appraisal Review & Environmental Consulting; Appraisal Policy and Compliance; Appraisal Management

Business Services
Appraisal • Appraisal Review • Consulting • Data and Information Analysis • Environmental Valuation and Consulting • Financial Workouts • Foreclosure / REO • Mortgage Lending Consulting • Real Estate Tax Valuation and Consulting




Stephen Lenivy, CPA is a Tax Manager at BDO USA, LLP.  Steve has significant experience in federal and state corporate and partnership tax compliance and a client base that includes both taxable and tax-exempt clients in healthcare, trade, and fraternal organizations, social services, and manufacturing.  Extensive project management and client relations experience, with a strong focus on relationship development and client retention through effective communication and strong technical knowledge base.

  

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Must I be a member to come?
No, for the monthly meeting, you do NOT need to be a Member. You may join us as a guest for three (3) meetings before you choose to join us as a Member. We'd be remiss if we didn't mention, however, that along with a plethora of other benfits to members, every meeting fee is reduced for those who are already Members at the national and local level. If you think you may want to join as a Member to enjoy these perks, please visit our national site HERE and do so BEFORE you register for the event to take advantage of reduced Member meeting fees immediately. (note that national dues are pro-rated at the time you register and that there is an additional nominal annual fee payable to the local chapter so make sure you select "St. Louis" when selecting your local chapter)

Is this only for Insurance Agents?
Not at all!  The organization serves women in ALL financial services and related fields. For instance, CPA's, Tax Attorneys, Bookkeepers, Financial Planners & Advisors, Bankers, and people in related fields such as professional coaches, etc.  Learn about the benefits of joining the organization at the local chapter level HERE.

When are monthly meetings?
Greater St. Louis Chapter WIFS typcially meets every FOURTH WEDNESDAY of the month, with the exception of November and December, to accommodate winter holidays. We also do not have a meeting in July as our Members find it's a time when they prefer to enjoy summertime fun. 
What is the refund policy?
Because we are obligated to make arrangements with the venue to include you well in advance, once you've registered for the meeting, we will be billed for your lunch. Therefore, we hope you understand that WE CANNOT ISSUE REFUNDS once tickets have been submitted online and purchased.

What if I don't have a PayPal account when I register?
No problem. While most people find it convenient to use their PayPal acccount, we like to give  you options. When the PayPal link loads up, simple choose to "CHECK OUT AS A GUEST". You'll then be able to enter your credit card information as you would for any other online purchase.

Where can I contact the organizer with any questions?
Please email Stephanie Martinez, our St. Louis chapter president, stephanie@theestateplannerllc.com, with any questions you may have. Be sure to put "WIFS Meeting Registration" in the Subject Line.

Is my registration/ticket transferable?
Your registration/ticket is transferable to another attendee however, you must UPDATE YOUR RESERVATION ONLINE 24 HOURS PRIOR to the start of the meeting.  Registrations are NOT transferable between events.  NOTE: Since we must give a headcount to the venue ahead of time, WIFS Greater St. Louis Chapter cannot guarantee that meal accommodations can be met with transferred registrations. We will make a "best effort" to accommodate you, however we request you contact WIFS directly at stephanie@businessandestateplanning.com to address any specific dietary restrictions due to health reasons.  Be sure to put "WIFS Meeting Registration Transfer" in the Subject Line.