Join us for the 9th Annual Allied Professionals Summit!

Friday, September 23, 2016
11:30 AM - 5:00 PM
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
By Friday, September 16, 2016


Early Bird Registration:
(ends September 1st)
Online Registration:
At the door:

Registration includes lunch, parking, wine reception, and a complimentary copy of keynote speaker Bonner Paddock’s book, One More Step: My Story of Living with Cerebral Palsy, Climbing Kilimanjaro, and Surviving the Hardest Race on Earth

Opening Keynote:

The Upcoming National Election & Your Clients:
A Discussion on Where the Candidates Stand on Key Money Issues

FPA Orange County
SCOTT BAUGH (The Republican)

In 1995, Mr. Baugh was elected to the California State Assembly. In 1999, Mr. Baugh was elected as the Assembly Republican Leader. As Republican Leader, Mr. Baugh set a unique tone of bi‐partisanship in California by uniting his Republican caucus in support of Democratic Assemblyman Robert Hertzberg as the unanimously elected Speaker of the California Legislature. Mr. Baugh served for 11 years as Chairman of the Republican Party of Orange County from 2004 ‐2015, where he raised over $20 million dollars for Republican candidates. Mr. Baugh also served on the presidential campaigns of President George W. Bush, Senator John McCain, Governor Mitt Romney, and Marco Rubio. Mr. Baugh is also the founding Chairman of the OC Marathon that operates a marathon, a half marathon, several 5k’s and a “Kid’s Run.” He is an attorney in Newport Beach, California, and serves as the Managing Director of State and Federal Government Relations for Strathspey Crown, LLC. Strathspey Crown is an innovative lifestyle healthcare‐focused growth equity firm that partners with thousands of board certified physicians across the globe in the commercialization of groundbreaking technologies and services for patients worldwide.

FPA Orange County
LOU CORREA (The Democrat)

Jose Luis Correa is a California Democratic Party politician. He served as a member of the California State Senate from 2006-2014, representing the 34th Senate District. The district includes the cities of Anaheim, Buena Park, Fullerton, Garden Grove, Santa Ana, Stanton and Westminster. In 1998, Correa was elected to the Assembly. While a member of the Assembly, Correa served on several committees and was the chair of the Committee on Business and Professions, the Public Employees, Retirement and Social Security Committee; the Select Committee on Mobile Homes; and the Select Committee on MCAS El Toro Reuse. In 2004, he campaigned for and was elected to the Orange County Board of Supervisors, becoming the first Democrat to serve on the board since 1987. He represented the First District, which includes the cities of Garden Grove, Santa Ana, and Westminster as well as unincorporated areas of the county including Midway City. In January 2006, Correa entered the race for the Democratic Party nomination for the California State Senate 34th District, a seat vacated by termed out Democratic State Senator Joe Dunn. Correa is running for United States congress in 2016.

Closing Keynote

Pushing Beyond Limits to Achieve Success

FPA Orange County
Founder of the OM Foundation (OMF)

Bonner Paddock is the Founder of the OM Foundation (OMF), which promotes the idea that any one person can make a difference if they dedicate themselves to look beyond their own personal limits to achieve their goals. Bonner is the first person with Cerebral Palsy to ascend Mt. Kilimanjaro and to finish the infamous Ironman World Championship unassisted. He has since raised over $1 Million Dollars to help build and support early learning centers in the US & Africa, which provide therapy for special needs children. He has also launched his first book, One More Step, a memoir about his life living with Cerebral Palsy, conquering the incredibly challenging physical feats described above, and starting his own foundation. Listen to Bonner's inspirational story as he shares with you what held him back for 30 years and how he pushed beyond his own limits to achieve success.

All attendees will receive a copy of Bonner Paddock’s book, One More Step, and he
will be available to sign books during the wine reception.

Roundtable Topics:

  • The Effective Client Review: Foundation for a More Productive Practice, with Rob Forrester MBA, CIMA®, Alliance Bernstein
  • Revocable Transfer on Death Deed For Real Property: Will It Work? with Jennifer Sawday, TLD Law
  • Tax and Estate Planning for Non-Resident Aliens and Immigrants (Case Study), with Joy C. Chang, Withers Bergman LLP
  • Top 10 Reasons You Need to Know a Professional Fiduciary, with Mark Powell, Esq., Mark E. Powell, PC
  • Moving Forward in Reverse (Case Study), with Kimberly McFee, Reverse Mortgage Educators
  • The Future Trends of Portfolio Management Systems, with George Svagera, Orion Advisor Services, LLC

Interested in being a Roundtable Partner at this year’s Summit? Contact Maria Kutscher, Allied Professionals Chair


11:30 AM
Registration/Exhibit Booths
12:00 PM
Lunch with Opening Keynote:
“The Upcoming National Election & Your Clients: A Discussion on Where the Candidates Stand on Key Money Issues”
  • Scott Baugh, Chairman, Orange County Republican Party (2004-2015)
  • Lou Correa, California State Senator, Democratic Party (2006-2014)
1:15 PM


1:30 PM
Roundtable Session #1 (Case Study or Discussion)
2:15 PM
Dessert & Refreshments Break / Exhibit Booths
2:30 PM
Roundtable Session #2 (Case Study or Discussion)
3:15 PM
Closing Keynote Speaker:
“Pushing Beyond Limits to Achieve Success”
  • Bonner Paddock, Founder and Chairman, OM Foundation
4:15 PM
Bonner Paddock Book Signing and Wine Reception
All attendees will receive a copy of Bonner’s book
5:00 PM
End of Program

Thank You to Our Sponsors

Contact: Robert Forrester MBA, CIMA ®
Phone: (888) 805-4242 x1
Contact: Joy C. Chang
Phone:(858) 400-1322
Contact: Jennifer Sawday
Phone: (562) 923-0971
Contact: Mark E. Powell, Esq
Phone: (714) 907-1195
Contact: John Dade
Phone: (949) 446-0229
Contact: Kim McFee
Phone: (714) 227-6601
Contact: George Svagera
Phone: (402) 896-7634

Also Join Us at the Allied Professionals Mixers:

WiFi: Women in Finance Mixer - Thursday, October 20 , 2016 »

Fireside Mixer for Financial Professionals - Wednesday, November 3, 2016 »

All mixers are 5:30 - 7:30 PM

Located at Island Hotel in Newport Beach

Cost: $20.00 Includes Valet parking, appetizers, and first drink.

FPA Orange County